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The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why
24/7 Wall St.86d agoneutral
The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why

Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world’s biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of ... The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why

Memory chip stocks hit record highs, pharma reacts to hantavirus concerns
Yahoo Finance Video87d agobullishVIDEO
Memory chip stocks hit record highs, pharma reacts to hantavirus concerns

Market Catalysts Host Julie Hyman and Yahoo Finance Senior Reporter Brooke DiPalma track several of the day's top trending stock tickers, including memory chip stocks Micron Technology (MU), Intel (INTC), and Qualcomm (QCOM) opening at record highs; shares of Moderna (MRNA) and Novavax (NVAX) reacting to concerns around the hantavirus; and Constellation Energy (CEG) affirming its full-year guidance after beating first quarter earnings estimates.

Inflation Data, Trump-Xi Meet: What to Watch This Week
The Wall Street Journal87d agoneutral
Inflation Data, Trump-Xi Meet: What to Watch This Week

This week is peppered with potential market-moving events. Headlining are Tuesday’s inflation report, which will offer the latest glimpse of how the Iran war is affecting consumer prices, and President Trump’s long-awaited—and delayed—visit to China, with the war and tariffs likely to be central topics.

Constellation Energy (CEG) – Among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge
Insider Monkey87d agobullish
Constellation Energy (CEG) – Among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge

Constellation Energy Corporation (NASDAQ:CEG) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. Constellation Energy Corporation (NASDAQ:CEG) is the largest provider of clean, low-carbon energy in the United States. The company also operates the largest fleet of nuclear facilities in the country. On May 4, TD Cowen trimmed […]

Inflation Readings, Cisco and AMAT Earnings, and More to Watch This Week
Barrons.com88d agoneutral
Inflation Readings, Cisco and AMAT Earnings, and More to Watch This Week

The major indexes stretched their winning streak to six weeks, the longest since October 2024. This week nine S&P 500 companies report results, including Constellation Energy on Monday, Cisco Systems on Wednesday, and Applied Materials on Thursday. The highlight of the economic calendar is the consumer price index, released by the Bureau of Labor Statistics on Tuesday.

Constellation Energy’s Calpine Deal Reshapes Clean Power And AI Earnings Story
Simply Wall St.88d agoneutral
Constellation Energy’s Calpine Deal Reshapes Clean Power And AI Earnings Story

Constellation Energy (NasdaqGS:CEG) has closed its acquisition of Calpine, creating what it describes as the world’s largest private power producer. The combined company now has about 55 gigawatts of generation capacity and supplies a significant share of US clean energy. This larger platform is targeting rising demand from AI driven data centers that require reliable, carbon free electricity. Constellation Energy, trading around $311.28, now controls a very large power portfolio after...