AES Stock Surges 20% Amid Rumors of Potential Takeover and Rising Renewable Energy Demand

AES Corp stock jumped 20% due to rumors of a potential takeover, with Blackstone, Brookfield, and BlackRock's infrastructure arm reportedly exploring strategic options. The company plays a key role in the clean energy transition, supplying renewables to tech giants like Microsoft and Amazon, and demand for its assets is expected to rise due to growing energy needs of AI data centers and cloud computing.

AES Corp (NYSE:AES) stock experienced a significant jump of 20% on Wednesday, July 2, 2025, following rumors of a potential takeover. The company, known for its role in the clean energy transition, saw its shares rise to $13.26 apiece, up from $11.07 the previous day [1]. The surge was driven by reports that major investment firms, including Blackstone, Brookfield Asset Management, and BlackRock's Global Infrastructure Partners unit, are exploring strategic options for the company [2].

AES Corp has been a key player in the renewable energy sector, supplying clean power to tech giants like Microsoft and Amazon. The company's assets have become increasingly valuable due to the growing demand for sustainable electricity from AI data centers and cloud computing facilities. The AI boom has driven a significant increase in cloud computing spend, with China alone seeing a 16% year-on-year increase in the first quarter of 2025, totaling $11.6 billion [3].

The potential sale of AES Corp comes at a time when the company has been under pressure due to a loss of about half of its value over the past two years. The enterprise value of AES stands at approximately $40 billion, making it an attractive target for large private equity firms and infrastructure investors [4]. The company's strong footprint in renewables and its strategic partnerships, such as a power supply agreement with Microsoft, make it particularly appealing to buyers looking to enter or expand in the clean tech sector.

Analysts remain cautious but intrigued by the potential changes ahead for AES Corp. While some warn that a full sale may not happen soon, many agree that AES is undervalued considering its long-term contracts, clean energy projects, and role in supplying power to AI systems. The stock's rally reflects investor excitement over the company's value proposition in a market increasingly driven by clean energy needs.

Looking ahead, all eyes will be on any official announcement from AES Corp. Until then, the stock could remain volatile as speculators pile in. Traders should also watch broader trends in the AI and energy sectors, as those will likely continue to influence the company's valuation. For now, AES Corp stock is back in the spotlight, and if the strategic review leads to a sale or major shift, this could just be the beginning of a larger rally.

References:
[1] https://finance.yahoo.com/news/aes-corp-aes-surges-19-125233271.html
[2] https://economictimes.indiatimes.com/news/international/us/aes-stock-surges-14-after-sale-talks-emerge-amid-booming-ai-data-center-demand-and-takeover-interest/articleshow/122344501.cms
[3] https://www.datacenterdynamics.com/en/news/cloud-computing-spend-in-china-reached-116bn-in-q1-2025/
[4] https://www.bloomberg.com/news/articles/2025-07-08/power-firm-aes-explores-options-amid-takeover-interest