Jim Cramer Recently Looked At These 16 Stocks

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10. Talen Energy Corporation (NASDAQ:TLN)

Number of Hedge Fund Holders: 88

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 to buy some here. I don’t want you to sell that stock.”

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.”

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