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Constellation lifts 2026 earnings guidance as Calpine accretion, nuclear contracting and Crane progress strengthen its growth outlook.

Moby summary of Constellation Energy Corporation's Q2 2026 earnings call

US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.

Constellation Energy (CEG) is back in focus after reporting second quarter 2026 results, with sales of US$7,504 million and net income of US$513 million, along with an updated full year earnings outlook. See our latest analysis for Constellation Energy. Against that earnings beat, Constellation Energy’s share price has climbed 8.92% over the past month but is still down 28.71% on a year to date share price return basis, while the 3 year total shareholder return of 152.05% reflects how strong...

Higher adjusted profit, long-term nuclear contracts and progress at the Crane restart supported an increased annual forecast.

Yahoo Finance's Julie Hyman takes a closer look at one of Thursday's trending stories: Constellation Energy (CEG) beating earnings estimates and raising its outlook.

Nuclear play Constellation Energy jumped about 7% Thursday morning after beating analyst views on earnings and profits.

Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.

If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.

Oklo has shed more than 70% from its peak while simultaneously landing federal AI-nuclear contracts and a massive hyperscaler pipeline that rivals see as the future of data center power. Whether that gap is a warning sign or a generational entry point comes down to one critical timeline.

Constellation Energy is set to report its second-quarter results in August, and analysts expect a double-digit earnings growth.

(Bloomberg) -- The biggest US grid operator is about to learn how tight power supplies may get in coming years as the data-center boom sparks unprecedented electricity demand growth.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge FlatA Cocaine Bust in Spain Leads All the Way to Wall

The AI power trade had plenty of winners over the past two years, and Constellation Energy was one of the biggest. However, that changed this month. On July 1, 2026, Constellation Energy (CEG) fell nearly 5% to a fresh 52-week low of $228.63. That is the stock's steepest single-day drop ...

The stock market trades largely sideways and oil dips to pre-Iran war prices heading into the final week before Q2 earnings. Here's what to watch.

(Bloomberg) -- The artificial intelligence boom has a power problem, and Wall Street is betting billions on companies that promise to solve it — even if some of the technology hasn’t been fully developed yet. Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansOman Tells Allies Ships Going Through Hormuz May Have to PayApple Shares Sink After Price Hikes Hit iPads and MacsAn Analyst’s Missed Rema

Federal low-interest credit and long-term corporate purchase agreements are fundamentally transforming nuclear energy into a highly stable growth sector.

Alphabet to replace Verizon in Dow reshuffle, FedEx boosted by higher shipping rates, Cerebras beats expectations, and more news to start your day.

Investing.com -- Goldman Sachs initiated coverage of two major U.S. independent power producers, arguing that tightening electricity supply and surging demand from data centers in the PJM power market will support higher power prices and earnings growth through the end of the decade.

Interest has accelerated as the tech industry touts the technology as a solution to the electricity demands of artificial intelligence.

The fear of higher rates slowing the debt-fueled AI buildout is battering shares in firms across the data-center supply chain. Companies ranging from construction firms to fiber-optic cable manufacturers to cooling specialists are down: Contractor Sterling Infrastructure and fiber provider Corning slid more than 10%.

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than

FTSE 100 up 12 points at 10,343 UK inflation eases to 2.8% in April M&S, British Land, Experian, Severn Trent report results 12.59pm: Grocery analyst not a fan of Treasury food plan On the stories that the Treasury is asking major UK supermarkets to limit prices on some basic...

NextEra Energy (NEE) and Dominion Energy's (D) merger shows that the "AI-driven power demand supercy

Stocks were mostly higher this week as investors were reminded that earnings are the signal; inflation and geopolitics is noise

Yahoo Finance’s Julie Hyman and Head of News Myles Udland discuss Ford's (F) 20% jump over the past few days after its battery storage bet.

On May 13, 2026, Nvidia’s latest peak helped drive a tech-led surge even as inflation and oil worries weighed on the Dow.

Constellation Energy Corp (CEG) reports robust earnings, affirms guidance, and advances sustainability and growth projects amid market challenges.

Constellation Energy is no longer selling just electricity. Its earnings reflect the massive AI opportunity ahead.

Adjusted EPS beats estimates and full-year guidance is reaffirmed

Constellation Energy (NASDAQ:CEG) reported stronger-than-expected first quarter 2026 results, topping Wall Street estimates on both revenue and adjusted earnings as the company benefited from expanded generation capacity and improved operational performance across its fleet. The company...