Talen Energy To Benefit From DeepSeek, 'Lucrative Datacenter Contract': Analyst
1. China's AI model DeepSeek may decrease energy consumption in the industry. 2. BofA analyst initiated Buy rating for Talen Energy with a $253 price target. 3. Talen's AWS contract expected to boost EBITDA by $110 million from 2027. 4. Reliability-must-run agreement could secure $110 million revenue from 2025-2029. 5. Higher electricity prices could positively impact independent power producers.