$14.730
-0.021 (-0.14%)At close
AES News
AES Events
AES Shareholders Approve Acquisition by Global Infrastructure Partners
The AES Corporation (AES) announced that its stockholders voted to approve the company's previously announced acquisition by Global Infrastructure Partners, a part of BlackRock (BLK), and the EQT Infrastructure VI fund, along with co-underwriters California Public Employees' Retirement System and Qatar Investment Authority, at the company's Meeting of Stockholders.
Nvidia Partners with Emerald AI to Advance New Class of AI Factories
Nvidia (NVDA) and Emerald AI announced that they are working with AES (AES), Constellation (CEG), Invenergy, NextEra Energy, Nscale Energy & Power and Vistra (VST) to power and advance a new class of AI factories that connect to the grid faster, generate valuable AI tokens and intelligence, and operate as flexible energy assets that can support the grid. The company said, "By bringing together technology, energy and infrastructure leaders, the collaboration demonstrates how companies across industries can convene to support AI innovation in the United States, while building a more reliable power system for Americans. These next-generation AI factories will harness the new NVIDIA Vera Rubin DSX AI Factory reference design, which includes the DSX Flex software library for connecting AI factories to power-grid services. For accelerated deployment, the factories can use co-located energy generation and storage as bridge power for hybrid AI factories, then later harness these resources to flexibly supply the grid, accelerate AI factory interconnection and support the broader power system. This approach helps bring AI capacity online faster while creating broader value for customers and communities. The DSX reference architecture can also support flexible AI factories without co-located energy resources to achieve larger and faster power grid connections. Emerald AI's Conductor platform will orchestrate computational flexibility alongside onsite generation, batteries and other behind-the-meter resources to deliver precise, grid-responsive power flexibility while ensuring quality of service for AI compute tenants. This coordination helps operators meet power targets, protect priority workloads, shorten time on bridge power, and support larger and faster interconnections. It can also help reduce the need for infrastructure to be sized around peaks, easing pressure on future system costs."
Morgan Stanley Downgrades AES to Equal Weight, Price Target Cut to $15
Morgan Stanley downgraded AES Corp. to Equal Weight from Overweight with a price target of $15, down from $23, after the company agreed to be acquired by Global Infrastructure Partners and the EQT Infrastructure VI fund for $15.00 per share in cash, representing a total equity value of $10.7B. The firm's base case is the current offer is approved. Morgan Stanley's bull case of $18 per share represents a potential scenario with another bidder competing for AES.
Mizuho Downgrades AES to Neutral with $15 Price Target
Mizuho analyst Anthony Crowdell downgraded AES Corp. to Neutral from Outperform with a $15 price target after the company agreed to be acquired by Global Infrastructure Partners and the EQT Infrastructure VI fund for $15.00 per share in cash, representing a total equity value of $10.7B.
US Stocks Volatile After US-Israel Strikes on Iran
The major averages were lower throughout the morning but bounced back to have a mixed finish as markets react to news over the weekend of coordinated U.S.-Israeli strikes against Iran, as well as subsequent regional retaliation. The attacks generated widespread volatility and elevated uncertainty across asset classes. Many oil and defense names were rising following the news, with the price of oil surging amid concerns of supply disruptions, particularly around the Strait of Hormuz, a critical energy shipping corridor. Meanwhile, travel and airline stocks were falling amid worries around international travel in the region and abroad.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Oil stocks such as Exxon Mobiland Chevronwereafter U.S. and Israel attacked Iran over the weekendShares of defense contractors, including Lockheed Martinand Northrop Grumman,after the attacks on IranMeanwhile, travel names such as Expediaand Delta Air Linesafter the attacksAppleintroducedand announced a new iPad AirNvidiais partnering with andin Lumentumwhile also announcing a multiyear strategic agreement with Coherent2. WALL STREET CALLS:Netflixwith Overweight from Neutral at JPMorganCrowdStriketo Overweight at Piper SandlerPiper Sandler and StifelRestaurant Brandsfollowing investor dayNovo Nordiskto Neutral at Goldman SachsWall Streetof recent IPOs Forgent Power Solutionsand Bob's Discount Furniture3. AROUND THE WEB:Amazonhas closed fulfillment center operations and halted deliveries in Abu Dhabi amid tensions in the Middle East, Business Insider reportsBYD'svehicle sales dropped 41% year-over-year in February after retail activity in China stood close to a standstill for much of the month, Bloomberg reportsIn February, Teslagained market share in France and Norway, signaling stabilization in Europe after two years of declining sales, Reuters reportsQatarEnergy ceased liquefied natural gas production after military attacks on its Ras Laffan complex, the company said in a statement, according to Bloomberg. U.S. liquid natural gas producers that may react to this news include Cheniere Energyand Venture Global.Australia's internet regulator may push for search engines and app stores to block AI services that fail to verify users' ages, Reuters reports. App store and search engine operators in the space include Apple, Google, and Samsung.4. MOVERS:Venture Globalgains afterand announcing an LNG purchase agreement with TrafiguraOndashigher after announcing aRed Catincreases after announcing Allen Control has joined theuniQurefalls in New York afterand announcing the FDA recommended an additional study for its AMT-130 submissionAES Corp.lower after announcing itby a consortium led by GIP and EQT for $15/share in cash5. EARNINGS/GUIDANCE:Norwegian Cruise Lineand provided guidance for Q1 and FY26Belite Bio, with EPS beating consensusRadNetand provided guidance for FY26Turning Point Brands, with CEO Graham Purdy commenting, "We are excited by the growth of the modern oral category and the strong performance of our FRE and ALP brands"Uniti Groupand provided guidance for FY26INDEXES:The Dow fell 73.14, or 0.15%, to 48,904.78, the Nasdaq gained 80.65, or 0.36%, to 22,748.86, and the S&P 500 advanced 2.74, or 0.04%, to 6,881.62.
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