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

Talen Energy Corporation (NASDAQ:TLN) is one of the stocks Jim Cramer recently looked at. A caller mentioned their struggle in the stock over the past few months after previously trading the stock multiple times in 2025 for a profit. In response, Cramer said:

“No, no, I think you’re okay. I actually… I think you’re okay. It’s come down, I know it’s come down a lot, but it’s only down 1% for the year. I think you’re fine. As a matter of fact, I actually would be inclined to buy some here. I don’t want you to sell that stock.”

Photo by jason briscoe on Unsplash

Talen Energy Corporation (NASDAQ:TLN) operates a large network of power plants that generate and sell electricity using a mix of nuclear and fossil fuel sources. Polen Capital stated the following regarding Talen Energy Corporation (NASDAQ:TLN) in its third quarter 2025 investor letter:

“The top contributors to the Portfolio’s relative performance in the quarter were Bloom Energy, SoFi Technologies, and Talen Energy Corporation (NASDAQ:TLN).

Talen Energy is one of the largest power generation companies in North America with 10.7GW of total power generation, including 2.2GW at its Susquehanna, PA nuclear power plant. As the tech industry continues its aggressive buildout of data centers for running AI workloads, it is driving the biggest increase in electricity demand in decades. This in turn has spurred a race among energy companies to develop and acquire operational gas-fired plants, which are capable of providing round-the-clock power, unlike intermittent solar and wind. Along these lines, the stock reacted positively to the news in July that Talen Energy agreed to a $3.8B deal— the fourth big deal of the year—for two relatively new, favorably located gas fired power plants in Pennsylvania and Ohio.”

While we acknowledge the risk and potential of TLN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TLN and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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