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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.
Nuclear energy may move slowly, but these four stocks are positioned to benefit from what could be decades of growing demand as AI, data centers, and global electrification drive a new nuclear renaissance.
Nearly every AI bull case in 2026 makes the same assumption: the electricity will be there when they need it. It won’t. One company already has what the rest of the industry is still waiting for.
Constellation Energy Corporation (NASDAQ:CEG) was among Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs. When a caller inquired about the stock during the lightning round, Cramer said, “Oh man, Constellation… [buy, buy, buy] It’s come down a lot.” Constellation Energy Corporation (NASDAQ:CEG) produces […]
VST's rally is backed by AI-driven demand, hedged generation, the Cogentrix deal and capital returns, but risks remain.
Constellation Energy Corporation (NASDAQ:CEG) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. Constellation Energy Corporation (NASDAQ:CEG) is one of the energy companies solving the power bottleneck that AI infrastructure currently faces. The company’s stock has underperformed the broader market over the last year, but recent analyst sentiment and […]
Earlier this month, Constellation Energy Corporation completed a US$3.09 billion follow-on equity offering of 11,000,000 common shares at about US$281 each, following an earlier filing to issue 9,000,000 shares. This capital raise comes alongside stronger-than-expected quarterly earnings, new clean energy projects coming online, and growing long-term power contracts with major AI and data center customers like Microsoft and Meta. We’ll now examine how this large equity raise, paired with...
Constellation Energy Corporation (NASDAQ:CEG) is one of the best young stocks with the highest upside potential. On June 9, Constellation Energy announced the successful completion of a $90 million refueling and maintenance outage at its Limerick Clean Energy Center in Pottstown, Pennsylvania. The outage included upgrades designed to extend the long-term reliability of Unit 1 […]
Constellation Energy Corporation (NASDAQ:CEG) is one of the 10 Best Energy Stocks Capitalizing on the Data Center Boom. Of 22 analyst ratings compiled by CNN, 91% assigned a Buy rating to Constellation Energy, while 9% rated it Hold. The stock has a median price target of $380.50, a 51.20% upside from the current price of […]
In the most recent trading session, Constellation Energy Corporation (CEG) closed at $253.76, indicating a +2.86% shift from the previous trading day.
AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) are collectively guiding to $710B+ in combined 2026 CapEx, and the EIA’s Annual Energy Outlook 2026 now models data center server electricity use growing to 818 billion kilowatthours in 2050, more ... 3 Nuclear Energy Stocks Powering the AI Boom in June
Constellation Energy (NasdaqGS:CEG) is progressing regulatory steps to restart the Crane Clean Energy Center, including FERC approval for interconnection capacity. The NRC is conducting an environmental review for the former Three Mile Island Unit 1 facility as part of the restart process. Constellation has entered long term, carbon free power agreements with major technology companies, including Microsoft and Meta, aimed at supplying nuclear power for AI and data center...
Is CEG a good stock to buy? We came across a bullish thesis on Constellation Energy Corporation on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on CEG. Constellation Energy Corporation’s share was trading at $251.65 as of June 9th. CEG’s trailing and forward P/E were 21.86 and 21.37 respectively according to […]
Constellation Energy Corporation (CEG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Uranium Energy Corp's stock price meltdown is a trigger for investors, setting up a buying opportunity with nuclear potential.
Constellation Energy (CEG) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt capital structure, and is relatively cheaply valued. But is that enough.
Interest has accelerated as the tech industry touts the technology as a solution to the electricity demands of artificial intelligence.
Constellation Energy Corporation (CEG) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Calpine, a Constellation Energy business unit, has completed a 25 MW expansion at The Geysers geothermal complex. The new capacity supports California's renewable energy goals and follows a prior storage project at the same site. The expansion highlights ongoing investment in geothermal power following Constellation's US$16.4b acquisition of Calpine. For investors watching Constellation Energy (NasdaqGS:CEG), the expansion at The Geysers adds fresh context to a stock that closed at...
Driving season normally means more gas consumption, but could this year mark an important shift?
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%.
Watch the full interview below, or click HERE: IPO Edge hosted a fireside chat on June 2 from the floor of the New York Stock Exchange with Steve Parish, Managing Partner, Equity […]
Data centers used to top out at around 50 megawatts. The next wave of facilities will draw more than a gigawatt apiece, consuming more power than entire cities the size of San Francisco. That shift is rewiring the economics of utilities, optical networking vendors, and electrical contractors all at once, and it is the structural ... Why Tortoise AI Infrastructure ETF (TCAI) Is One the Best AI ETFs
CEG dips below 50 and 200-day SMAs amid project delays, but nuclear strength, Calpine deal and buybacks keep the bull case alive.
For retirement-focused investors weighing the two dominant independent power producers cashing in on the AI data center buildout, the question is direct: Vistra (NYSE:VST) or Constellation Energy (NASDAQ:CEG) — which one belongs in the portfolio right now? Both have ridden the same nuclear-and-gas thesis. Both have signed long-term hyperscaler contracts. But the answer for someone whose ... Vistra vs. Constellation: Which AI Power Stock Is the Better Buy Right Now?
The plan is to bring the infamous power plant back online sometime next year to service a nearby glut of power-hungry Microsoft data centers.
Recent performance and business profile Constellation Energy (CEG) has drawn attention after a weak run for the stock, with the price down about 10% over the past month and around 17% over the past 3 months. The company produces and sells electricity, natural gas, and energy solutions across several U.S. regions. It has about 31,676 megawatts of nuclear, wind, solar, natural gas, and hydro capacity serving a wide mix of customers. On recent reported figures, Constellation Energy generated...
Constellation Energy (NasdaqGS:CEG) received a federal regulatory waiver that accelerates the restart timeline for its Three Mile Island, now Crane, nuclear plant. The company also agreed to acquire Calpine for US$16.4b, expanding its natural gas and clean power generation footprint. Both moves are described by the company as serving growing demand for carbon-free and reliable electricity, including from large tech and data center customers. Constellation Energy focuses on power generation...
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