Yahoo Finance | EN590 Commodities
EN590 Commodities GroupEnergy Markets 2026-08-29T12:55:01+00:00
When investors want to play the AI power boom, the first names that come to mind are hot stocks in emerging energy technologies, such as advanced fuel cell makerBloom Energy(NYSE:BE) and small modular reactor developerOklo(NYSE:OKLO). Bloom has major AI partnerships withOracleandBrookfield, while Oklo has deals withMeta Platformsand Switch. One company almost no one is talking about is the high-yielding clean-power producerClearway Energy(NYSE:CWEN). That's a mistake. Its parent (Clearway Energy Group) quietly signed a nearly 1.2-gigawatt (GW) deal to build renewable power forAlphabet(NASDAQ:GOOG)(NASDAQ:GOOGL), and it's getting paid much more for the power produced at some of its legacy assets because the new power buyer is a hyperscaler with voracious energy needs. Missed Nvidia in 2009?
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