Jim Cramer on Talen Energy: “I Actually Would Be Inclined to Buy Some Here”

Company Overview - Talen Energy Corporation (NASDAQ:TLN) is a major power generation company in North America, operating a total of 10.7GW of power generation capacity, which includes 2.2GW from its Susquehanna nuclear power plant [3]. Market Performance - The stock has experienced a decline but is only down 1% for the year, indicating relative stability despite recent struggles [1]. - Talen Energy was highlighted as one of the top contributors to portfolio performance in the third quarter of 2025, alongside Bloom Energy and SoFi Technologies [2]. Industry Context - The demand for electricity is surging due to the tech industry's expansion of data centers for AI workloads, marking the largest increase in electricity demand in decades [3]. - In response to this demand, energy companies are competing to develop and acquire operational gas-fired plants, which provide reliable power compared to intermittent renewable sources [3]. Recent Developments - Talen Energy's stock reacted positively to a significant $3.8 billion deal for two new gas-fired power plants located in Pennsylvania and Ohio, marking the fourth major deal of the year [3].