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Jinjoo Lee

Verified
New York
As seen in: The Wall Street Journal, MSN, MSN Money Canada, Forbes, Nature, The Wall Street Journal (Japan), Yahoo News, The Wall Street Journal (China), Yahoo Finance, The Toronto Star, Flipboard and
Columnist at @WSJ Heard on the Street. Retail + energy. Email: jinjoo.lee@wsj.com

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Articles

Red-Hot Power Stocks Are Losing Steam

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By Jinjoo Lee Verified
| The Wall Street Journal Verified
Constellation Energy says it expects more clarity around co-location rules in the second quarter of 2027. Who are the winners of the AI power race? For some time, it seemed as though owners of existing power plants—such as Vistra VST -0.01%decrease; red down pointing triangle and Constellation Energy CEG 0.41%increase; green up pointing triangle —were in a great spot.
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Red-hot power stocks are losing steam

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By Jinjoo Lee Verified
| MSN Verified
Who are the winners of the AI power race? For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy—were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. But recent regulatory changes are muddying this bullish narrative. Power plant owners have had a rough year on the stock market.
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This fashion IPO's growth story looks flimsy

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By Jinjoo Lee Verified
| MSN Verified
Reformation, fashion's latest initial public offering, is full of buzzwords: Sustainability, data-driven design and fast manufacturing are just a few appearing in its filing. But they might not be enough to protect its viral dresses from going stale. The clothing brand, which became famous for making sustainable dresses that aren't frumpy, made its public-market debut last week.
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