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Shares of Oklo (NYSE:OKLO) are up roughly 13% in midday trading Wednesday after the U.S. Nuclear Regulatory Commission (NRC) approved the Principal Design Criteria for the company’s Aurora powerhouse. The stock trades near $77, and it’s up 59% over the past month. The move adds to a striking 12-month run for Oklo stock, now up ... Oklo Advances 12% on NRC Aurora Approval: Is This the AI Infrastructure Nuclear Play?

For most of its life, the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) was the financial equivalent of a thermostat. You set it, you forgot it, and it quietly produced a check every quarter while the rest of your portfolio did the interesting work. Then artificial intelligence showed up and started plugging in server farms the ... This Boring Utility ETF Just Became a Stealth AI Play, and It’s Up 20%

Constellation Energy Corporation recently declared a quarterly dividend of US$0.4265 per share, payable on June 5, 2026 to shareholders of record as of May 15, 2026, while its board and executive compensation were reaffirmed at the 2026 annual meeting. At the same time, the company has been expanding its nuclear capacity and securing long-term clean power contracts with AI data center customers, underscoring its push to lock in premium, carbon-free energy revenues over many years. We’ll now...

Constellation Energy Corporation (NASDAQ:CEG) is one of the utility stocks riding the 2026 “Reliability Shock.” On April 21, 2026, Reuters reported that Constellation Energy Corporation (NASDAQ:CEG) is pursuing 1 gigawatt of nuclear uprates over the next decade, including 135 megawatts at the Braidwood and Byron Clean Energy Centers in Illinois. Reuters said the company is […]

Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations, transformers, and turbines. That is the wager behind Tema Electrification ETF (NASDAQ:VOLT), a thematic fund that ignores AI software entirely and goes straight ... The Real AI Trade May Not Be Software. It May Be Power Equipment

If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat or aging infrastructure alone. The AI boom is colliding with a power grid that wasn’t built for it, and the bill is getting ... How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)

Constellation Energy Corporation (CEG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The Themes Uranium & Nuclear ETF (NYSEARCA:URAN) has handed investors a nearly 75% gain over the past year, riding a thesis that ties artificial intelligence power demand, government support for nuclear, and a structural uranium supply deficit into one tidy package. The fund launched in September 2024 and gives investors single-ticker exposure to uranium miners ... URAN’s Nearly 75% Gain Masks a Valuation Risk Most Investors Are Missing

If you are a risk taker, you'll prefer one of these two utility stocks, while conservative types will be happy with the other.

The latest update trims Constellation Energy's Fair Value Estimate from US$399.93 to US$370.58, a reduction of about 7.3%. Analysts link these cuts to revised earnings trajectories, different views on long term contracting progress, and a reset in the P/E levels they are comfortable applying. Together, these factors have pushed many price targets lower even when ratings stay in Buy, Outperform or Neutral territory. As you read on, you will see how these shifting targets shape the evolving...

Demand for nuclear energy is surging and a few companies are well positioned to benefit tremendously.

We just covered Here is How Billionaire Philippe Laffont’s Top 10 Picks Crushed The Market. Constellation Energy Corp. (NASDAQ:CEG) ranks #7 (see the Here is How Billionaire Philippe Laffont’s Top 5 Picks Crushed The Market). YTD Stock Performance: -15% Philippe Laffont’s Stake: $2.08 Billion Constellation Energy Corp. (NASDAQ:CEG) stock is up about 40% over the past 12 […]

Constellation Energy Corporation (NASDAQ:CEG) is included among the 10 Best Electrical Infrastructure Stocks to Buy According to Hedge Funds. 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 April 29, Scotiabank analyst Andrew Weisel […]

The tech industry has a seemingly unquenchable thirst for power to fuel their AI data center ambitions.

Constellation Energy (CEG) is back in focus after declaring a quarterly dividend of $0.4265 per share, as investors weigh its expanded generation from the Calpine acquisition alongside rising AI data center driven power demand. See our latest analysis for Constellation Energy. Despite a 3.3% 90 day share price return and a 3.4% 7 day share price gain, Constellation Energy’s year to date share price return of an 18.9% decline contrasts with a 33.6% 1 year total shareholder return and a very...

Utilities have become hot stocks with the rise of AI.

In the most recent trading session, Constellation Energy Corporation (CEG) closed at $297, indicating a -2.85% shift from the previous trading day.