ClearBridge Investments released its Q2 2025 investor letter, noting volatility in the investment landscape due to geopolitical tensions and supply chain disruptions. The ClearBridge Value Strategy outperformed its benchmark, with stock selection contributing to performance. Talen Energy Corp. was highlighted for its strong performance.

Talen Energy Corp. (NASDAQ: TLN) is an independent power producer with a one-month return of -1.03% and a 52-week gain of 107.92%. On July 9, 2025, TLN stock closed at $272.15 per share, with a market cap of $12.385 billion. ClearBridge Dividend Strategy also mentioned TLN in its Q2 2025 letter.

The resurgence of interest in AI fueled strong performance for merchant power producers like Vistra and TLN. These companies stand to benefit from the trend toward higher power prices as AI development continues to require more data centers and power supply. TLN was a standout in the utilities sector.

TLN is not among the 30 most popular stocks among hedge funds, but 80 hedge fund portfolios held it at the end of Q1 2025. While TLN has potential, certain AI stocks may offer greater upside with less downside risk. Investors looking for undervalued AI stocks can explore further in a free report.

Read more at Yahoo Finance: Will Talen Energy Corporation (TLN) Benefit from Continued AI Development?