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Elon Musk doubled down on his long-term solar thesis, pointing to rapid solar adoption across Texas. Backing his vision with capital, Tesla is considering a $10.1 billion vertically integrated solar-…
Vistra secured 20-year power purchase agreements with Meta for 2,600 MW of nuclear power and AWS for 1,200 MW. Additionally, Vistra partnered with Nvidia and KKR on the Helix Digital Infrastructure v…
Bloom Energy shares climbed after being selected for S&P 500 index inclusion, effective September 21. UBS raised its price target to $325, citing massive incoming passive inflows from index-tracking …
Surging electricity demand from AI data centers is fueling growth for utilities NextEra Energy and Constellation Energy. Constellation serves key hyperscalers like Microsoft and Meta with nuclear pow…
Global EV sales surged 35% in Q2 as rising gas prices drove demand, despite weak U.S. and Chinese markets. Tesla and BYD lead growth in key markets like Australia and India. The IEA raised its full-y…
Analyzing utility giants Constellation Energy and Vistra reveals a tight race in the AI-driven power market. While Constellation boasts a stronger balance sheet and clean energy focus, Vistra offers …
Commonwealth Fusion Systems, backed by Nvidia's investment, is negotiating to deploy fusion projects in Japan and aims for a late-2030s/2040s reactor; it's building a 400MW Virginia plant with Google…