Company Research

Update on Multiple Stocks

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Talen Energy ($TLN): Just a day ago, the White House announced plans to make Pittsburgh an AI hub with huge investments made in new datacenters. This morning, Talen Energy ($TLN) announced plans to purchase two gas plants for $3.5 billion. Not coincidentally, these plants are both located in the nearby Pennsylvania-New Jersey-Maryland interconnection market. As … Read more

Macau GGR up 19%

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Inside Asian Gaming is reporting that Macau gross gaming revenue was up 19% in June. Some think that much of the increase was due to performances by Jacky Cheung. If so, that’s great. The government specifically asked the integrated resort concessionaires to increase non-gambling revenue. Looks like that’s happening.   Information contained in this report, … Read more

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