Barclays Maintains Equal-Weight on Brookfield Renewable, Raises Price Target to $30

Department of Energy Announces a New Multi-Billion-Dollar Nuclear Energy Deal

The Department of Energy announced a $4.2 billion loan commitment to Vistra to extend and upgrade three nuclear plants in Pennsylvania and Ohio, preserving 4 GW of power and adding 433 MW of new capacity. This deal is part of Trump's broader initiative to quadruple U.S. nuclear capacity to 400 GW by 2050. Meta has already signed a 20-year power purchase agreement with Vistra for 2,609 MW from these plants, highlighting how existing reactor owners are positioned to benefit most from the nuclear renaissance driven by AI energy demands.

UBS Maintains Buy on Brookfield Renewable, Lowers Price Target to $34

BlackRock Wants 5% to 20% of Your Target-Date Fund in Private Assets

BlackRock is launching target-date mutual funds through Great Gray Trust that will allocate 5-20% of assets to private investments, offering 401(k) plan participants exposure to privately held businesses. The move aims to provide better diversification and potentially higher returns (about 50 basis points annually more than stocks) as the stock market becomes increasingly concentrated in large-cap and technology stocks.

Reported Earlier, Brookfield Renewable To Issue C$750M Green Bonds, Comprising C$400M Series 21 Notes At 4.949% And C$350M Series 22 Notes At 4.256%