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A chipmaker and two power producers are raising forecasts and signing hyperscaler contracts while their stocks sit well off their peaks. That gap between fundamentals and price action may not last past September.
These two independent power producers are both benefiting from the AI boom.
The deal expands Constellation’s ISO New England portfolio. In a separate transaction, Shell acquired a 169-MW Pennsylvania gas portfolio to grow its PJM Interconnection position.
Vistra's hedging, long-term PPAs, diversified generation fleet and improving earnings outlook support growth, though high debt may warrant a better entry point.
Vistra (VST) has fallen about 19% over the past twelve months and trades roughly 30% below its 52-week high, with softer ERCOT power prices and an expected pause in some Texas data-center reviews among the worries. Underneath that tape, the company keeps handing its owners a bigger slice of itself. That is no longer the reason to buy the stock.
NRG Energy gained 6.4% and Constellation Energy rose 4.9% on September 4 while the S&P 500 fell 0.4%. The gains were consistent with the broader AI-power trade where data-center projects increasingly depend on generators that can add reliable capacity, navigate interconnection queues, and sign contracts before construction. NRG Energy, Inc. (NYSE:NRG) and Constellation Energy Corporation […]
Constellation Energy has the bigger nuclear platform, but Vistra's valuation and growth catalysts keep the race close.
The stock that crashed 83% designs the reactors -- the companies selling the fuel and the power are still getting paid.
Billionaire technology investor Peter Thiel’s hedge fund, Thiel Macro LLC, disclosed 372,755 shares of Vistra Corp. (NYSE:VST) at the end of Q2 2026, worth about $59.1 million. The position is interesting because Vistra sits directly in the argument over whether electricity, rather than GPUs, becomes the scarce asset in the next leg of the AI […]
The power producer's adjusted EBITDA is up more than 30% and its nuclear fleet is signing 20-year deals with tech giants. The stock is priced like none of that happened.
Constellation Energy's 3.1% monthly rally reflects rising clean-energy demand, nuclear strength and Calpine gains, but margin pressures remain.
AI data centers are rewriting America's power grid math, and three nuclear operators have quietly positioned themselves to collect the bill. One even has NVIDIA on its cap table.
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...
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.
Constellation Energy Corporation (CEG) delivered earnings and revenue surprises of +8.05% and +0.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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.
One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.
Amid the AI power boom, Constellation Energy wants to lead the small modular reactor (SMR) race with innovative bets.
One is burning cash while scaling aggressively; the other generates $1.3B in annual free cash flow with a fortress balance sheet.
Constellation Energy's stock has pulled back from extreme valuation levels, making it far more attractive.
Buy Constellation Energy (CEG) stock now for long-term growth, dividends, value, and 70% upside as the nuclear power giant and 21st-Century energy star attempts to find its footing at a key technical level.
Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector’s growth math. The EIA now models commercial data-center server electricity use growing ... 3 Powerful Nuclear Energy Stocks to Buy in July
A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record set all the way back in August 2006. Dan Leonard, Director of Forecasting for the USA at MetDesk, joined CNBC on July 1st ... Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up
Constellation Energy Corporation (NASDAQ:CEG) is one of the 10 Best AI Power Grid Stocks to Buy According to Analysts. Wall Street analysts are weighing in on Constellation Energy Corporation (NASDAQ:CEG). On June 24, Morgan Stanley increased its price target for Constellation Energy Corporation (NASDAQ:CEG) to $364 from $359. The firm maintained its “Overweight rating” on […]
Citi lowered the price target on CEG to $297 from $348 and maintained a ‘Neutral’ rating on the shares.
Constellation Energy Corporation (NASDAQ:CEG) is included among the 12 Best Utility Stocks to Buy Now 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 June 24, Morgan Stanley upped its […]
Constellation leads in carbon-free generation, while GE Vernova powers global grids with turbines and automation, see how their financials and risks stack up.
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