These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News

Page 14 of 27

14. Talen Energy Corporation (NASDAQ:TLN)

Number of Hedge Fund Investors: 68

Share Price Decline: (16.58%)

Talen Energy Corporation (NASDAQ:TLN) is a leading independent power producer and energy infrastructure company. Shares of Talen Energy dropped 16.58% following the news of DeepSeek. Investors are scared of a lower-cost business model that could slow down power demand growth of companies such as Talen Energy.

“If proven true, the efficiencies used within DeepSeek’s open-source model can be applied by the hyperscalers to their models, which would result in a more moderated demand”.

-Analysts with Evercore ISI said in a note.

Page 14 of 27