Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against NET Power Inc. due to allegations of misleading statements regarding Project Permian's timeline and costs, which have led to significant stock price declines and investor losses [3][5][8]. Group 1: Allegations and Legal Actions - The complaint alleges that NET Power and its executives violated federal securities laws by making false statements and failing to disclose that Project Permian was unlikely to be completed on schedule and would be significantly more expensive than previously stated [5]. - Investors are reminded of the June 17, 2025 deadline to seek the role of lead plaintiff in a federal securities class action against NET Power [3]. - The law firm encourages investors who suffered losses in NET Power to contact them directly to discuss their legal options [1][11]. Group 2: Financial Impact and Stock Performance - On November 14, 2023, NET Power announced a significant delay in Project Permian, pushing the expected operational date from 2026 to between the second half of 2027 and the first half of 2028, resulting in an 18.54% drop in stock price [6][7]. - On March 10, 2025, NET Power disclosed that the total installed cost for Project Permian is now estimated to be between $1.7 billion and $2.0 billion, significantly higher than the previous estimate of $1.1 billion, leading to a 31.46% decline in stock price [8]. - Following the announcement of executive departures on April 15, 2025, NET Power's stock price fell by 5.75% [9].

Core Viewpoint - A class action securities lawsuit has been filed against NET Power, Inc. alleging securities fraud that negatively impacted investors between June 9, 2023, and March 7, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit claims that NET Power was unlikely to complete its first utility-scale plant, Project Permian, on schedule and that the project would be significantly more expensive than previously represented due to supply chain issues and site-specific challenges [2]. - Defendants' projections regarding the time and capital needed to complete Project Permian were deemed unrealistic, which could significantly harm the Company's business and financial results [2]. - Public statements made by the defendants were materially false and misleading throughout the relevant period [2]. Group 2: Next Steps for Investors - Investors who suffered losses in NET Power, Inc. during the specified timeframe have until June 17, 2025, to request to be appointed as lead plaintiff, although participation in any recovery does not require serving as a lead plaintiff [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, with no obligation to participate [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securing compensation for shareholders and has been recognized as one of the top securities litigation firms in the United States for seven consecutive years [4].

Core Insights - Ormat Technologies, Inc. has appointed two new executives to enhance its management team and support growth in the renewable energy sector [1][7] - The appointments are aimed at optimizing operations and driving innovation within the company's Electricity Segment and geothermal initiatives [6] Management Appointments - Aron Willis has been appointed as Executive Vice President of the Electricity Segment, effective June 4, 2025, where he will oversee operations and ensure alignment with strategic goals [2][3] - Daniel Moelk will join as Senior Vice President of Resources, Drilling & EGS in July 2025, focusing on implementing advanced processes and technologies [4][5] Executive Backgrounds - Aron Willis brings over 25 years of experience in power generation, having held senior leadership roles at TransAlta Corporation, including managing operations with a capacity of approximately 500MW in Australia [3] - Daniel Moelk has nearly 18 years of experience in geothermal operations, previously serving as EVP of European Operations for Eavor Technologies Inc., and has a strong background in drilling management [5] Company Overview - Ormat Technologies is a leading geothermal and renewable energy company with a total generating portfolio of 1,538MW, including 1,248MW from geothermal and solar sources [8] - The company is vertically integrated, involved in the design, manufacture, and operation of geothermal and recovered energy generation (REG) power plants, with a global presence in multiple countries [8]

Core Insights - Generac Holdings Inc. has announced the promotion of Jim Barnes to Executive Vice President – Global Supply Chain, following the planned retirement of Roger Pascavis on June 27, 2025 [1][2] - Roger Pascavis has had a 30-year career with Generac, playing a crucial role in shaping the company's global sourcing strategy and supplier relationships [2][3] - Jim Barnes joined Generac in 2022 and brings over 20 years of experience in electronics and global supply chain strategy, and will also lead Strategic Global Sourcing and Controls & Automation efforts [3][4] Company Overview - Generac Holdings, Inc. is a total energy solutions company founded in 1959, specializing in energy technology solutions, power generation equipment, energy storage systems, and energy management devices [5] - The company aims to empower users to manage energy on their own terms and has been a pioneer in the backup generator market [5]

Investment Rating - The report highlights 44 Buy-rated stocks that are expected to benefit from the AI/data center power surge, including Quanta Services, GE Vernova, Xcel, Cameco, and NextEra [3][54][57] Core Insights - Strong demand and government actions are driving an average cost increase of 23% for new power generation capacity additions in the US, with a focus on reliability and affordability in power sourcing [1][12] - The Green Reliability Premium, which accounts for redundancy in power solutions, is projected to rise significantly if IRA renewables incentives are eliminated, impacting the overall cost structure for data centers [2][42] - The report anticipates a 160% increase in global data center power demand (AI + non-AI) by 2030 compared to 2023, equivalent to adding another top 10 power-consuming country [21][27] Summary by Sections Green Reliability Premium - The Green Reliability Premium is estimated to be $40/MWh with current IRA incentives, increasing to $55/MWh if these incentives are removed, representing a modest impact on hyperscaler EBITDA [42][44] - The report emphasizes that the cost of power is not seen as a constraint to data center growth, although regional power reliability and affordability will influence siting decisions [21][46] Power Demand and Supply - The US power demand is expected to grow at a CAGR of 2.5% through 2030, with data centers contributing approximately 100 basis points to this growth [22][24] - The report outlines diverse drivers of upward cost pressure across power generation, including tariffs and demand for natural gas, which could lead to significant increases in levelized costs [12][19] Investment Opportunities - The report identifies a bullish outlook for infrastructure contractors, regulated utilities, and industrials due to the rising demand for reliable power amid aging infrastructure and extreme weather events [3][54] - It highlights the importance of an all-of-the-above approach to power sourcing, considering the variability in supply availability and time to market [1][46]

Core Insights - The AI boom continues to progress rapidly, with growth forecasts stabilizing after a period of market volatility driven by political factors [1] - Technological progress is now limited by physical bottlenecks such as semiconductors and data centers, creating investment opportunities as demand for AI infrastructure exceeds supply [2] Nvidia (NVDA) - Nvidia is crucial in the AI infrastructure buildout, leading in the development of advanced chips and recently expanding into robotics with the launch of Isaac GR00T [4] - The company's shares trade at 32.4x forward earnings, below its 10-year median, with expected earnings growth of 28.2% annually, presenting a compelling investment opportunity [5] - Nvidia's stock shows renewed strength, having broken out of a descending channel and is poised to retest its all-time high of $153 [6] Vistra (VST) - As the largest competitive power generator in the US, Vistra is well-positioned to benefit from the AI-driven surge in electricity demand, with a diversified portfolio including natural gas, solar, and nuclear assets [9] - The company trades at 28.3x forward earnings, with analysts forecasting a 34.6% increase in earnings over the next year, justifying its premium valuation [10] - Vistra's stock has shown strong momentum, recently rising after news of a long-term agreement between Meta Platforms and Constellation Energy, reinforcing its role in AI infrastructure [11] Vertiv (VRT) - Vertiv provides critical infrastructure and services for data centers, benefiting from the exponential growth in data creation driven by AI [13] - The company offers essential power management and thermal solutions for high-density AI data centers, making it a key player in tech infrastructure [14] - Vertiv trades at 30.8x forward earnings, with projected annual earnings growth of 27.2% over the next three to five years, supporting its valuation [15] - The stock has been in a strong uptrend, recently breaking out of a bull flag formation, indicating potential for further gains [16] Investment Opportunities - Nvidia, Vistra, and Vertiv represent complementary pieces of the AI ecosystem, each showing strong momentum, robust earnings growth, and reasonable valuations [18]

Meta Platforms (META -0.54%) is building artificial intelligence (AI) technologies that have the power to transform the global economy. This powerful technology requires a tremendous amount of energy to thrive. Some AI data centers use more electricity than an entire city. That's leading Meta Platforms to ensure it has the energy it needs to run its cloud and AI operations by signing power purchase agreements (PPAs) with major clean energy producers. It recently inked a 20-year deal with Constellation Energ ...

Group 1 - Maxim Power Corp. announced the results of its 2025 annual general and special meeting of shareholders, where directors were elected to hold office until the next annual meeting [1] - The elected directors received high approval rates, with Michael Mayder receiving 99.98% of votes in favor, while the lowest was M. Bruce Chernoff with 99.31% [1] - The meeting also approved unallocated stock options under the Corporation's Stock Option Plan until June 3, 2028, with 98.64% of votes in favor [1] Group 2 - Maxim Power Corp. is one of Canada's largest independent power producers, focusing on power projects in Alberta [2] - The core asset of the company is the 300 MW H.R. Milner Plant, a combined cycle gas-fired power plant that began operations in Q4 2023 [2] - The company is exploring additional development options, including a permitted gas-fired generation project and a wind power generation project [2]

Constellation Energy美股盘前涨超10%，有消息称META将从Constellation购买用于数据中心的核能。 ...

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices involving Hallador Energy Company and its officers or directors [1] Group 1: Company Developments - On May 23, 2025, Hallador announced the termination of its exclusivity agreement with a datacenter developer regarding a potential power supply deal, leading to ongoing discussions for a new exclusivity period and evaluations of opportunities with other parties [3] - Following the announcement, Hallador's stock price decreased by $1.38 per share, or 7.33%, closing at $17.45 per share on the same day [3] Group 2: Legal Investigation - Pomerantz LLP is actively seeking claims from investors of Hallador Energy Company, indicating a serious investigation into possible securities fraud [1] - The firm is recognized for its expertise in corporate, securities, and antitrust class litigation, having a long history of recovering significant damages for victims of securities fraud [4]