Last mentioned: Mar 10, 2026
Multi-Year Guidance
AQN updates FY 2026 outlook and releases inaugural FY 2027 guidance.
Q4 2025 Earnings
Company reports earnings beat with $630.7M in revenue.
Renewables Sale Announced
AQN agrees to sell its renewable energy business to LS Power for $2.5 billion.
Acacia Research and Target Hospitality are preparing to release their Q4 2025 financial results, highlighting a critical period for their strategic partnership. Investors are focused on Acacia's capital allocation strategy and Target Hospitality's contract stability within the government and energy sectors.
Algonquin Power & Utilities (AQN) has issued updated financial guidance for 2026 and 2027, signaling a strategic shift toward a pure-play regulated utility model. The revised outlook follows a successful Q4 2025 earnings beat and ongoing efforts to deleverage the balance sheet following major asset divestitures.
Riot Platforms shares surged nearly 6% after activist investor Starboard Value issued a letter urging management to accelerate its transition into AI and high-performance computing. The move highlights a growing trend of Bitcoin miners diversifying their energy assets to capture the high-margin data center market.
Activist investor Starboard Value has issued a formal letter to Riot Platforms' leadership, urging a faster pivot toward AI and high-performance computing (HPC) hosting. The move, which sent shares up nearly 6%, highlights a growing valuation gap between Riot and its more aggressive crypto-mining peers.
Riot Platforms shares jumped nearly 6% following a public letter from activist investor Starboard Value urging the company to accelerate its diversification into AI and high-performance computing. While acknowledging Riot's potential, Starboard criticized the company's lagging share price compared to peers who have already secured major data center deals.
Activist investor Starboard Value is reportedly pressuring Riot Platforms to transition its Bitcoin mining infrastructure into data centers for AI hyperscalers. The move aims to capitalize on the surging demand for AI compute power and close the valuation gap between miners and infrastructure providers.
Activist investor Starboard Value is pushing Riot Platforms to transition from Bitcoin mining to hosting data centers for hyperscalers. The firm argues that Riot's massive power capacity could unlock up to $21 billion in value through AI and High-Performance Computing (HPC) infrastructure.