Q
QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,725 signal articles · 338 in last 24h · 112,895 total before filter · latest 46m ago
338last 24h
2051last 7d
350● bullish (7d)
173● bearish (7d)
204publishers
AllMacro314Earnings1124M&A94Regulatory24Product15Analyst21
✕ clear all filtersticker: CEGSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Inflation Data, Trump-Xi Meet: What to Watch This Week
The Wall Street Journal94d 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 Monkey94d 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.com94d 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.94d 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...

Calpine Acquisition Strengthens Constellation Energy Corporation (CEG) as a High-Growth Utility Stock
Insider Monkey95d agoneutral
Calpine Acquisition Strengthens Constellation Energy Corporation (CEG) as a High-Growth Utility Stock

Constellation Energy Corporation (NASDAQ:CEG) is one of the high-growth utility stocks to buy according to analysts. On April 24, Evercore ISI resumed coverage of Constellation Energy (NASDAQ:CEG) following the completion of a $26.6 billion acquisition of Calpine Corporation early in the year. The research firm maintains an Outperform rating and has set a $380 price […]

BlackRock’s Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class — And Trump’s Policies May Accelerate It
24/7 Wall St.95d agoneutral
BlackRock’s Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class — And Trump’s Policies May Accelerate It

Artificial intelligence has already reshaped the stock market. Semiconductor stocks have rallied, utilities are suddenly growth plays again, and hyperscalers are spending hundreds of billions of dollars building data centers across the U.S. At the same time, President Donald Trump has pushed for more domestic manufacturing, energy production, and AI infrastructure investment as part of ... BlackRock’s Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class — And Trump’s Policies May Acc

Is Constellation Energy (CEG) the Best Power Generation Stock To Buy For Data Center Demand?
Insider Monkey96d agobullish
Is Constellation Energy (CEG) the Best Power Generation Stock To Buy For Data Center Demand?

Constellation Energy Corporation (NASDAQ:CEG) is one of the 15 Best Power Generation Stocks To Buy For Data Center Demand. On May 1, 2026, Morgan Stanley raised its price target on Constellation Energy Corporation (NASDAQ:CEG) to $361 from $360 previously and maintained an Overweight rating on the shares. Meanwhile, TD Cowen lowered its price target on […]

Is It Too Late To Consider Constellation Energy (CEG) After Recent Share Price Surge?
Simply Wall St.96d agobullish
Is It Too Late To Consider Constellation Energy (CEG) After Recent Share Price Surge?

To kick things off, if you are wondering whether Constellation Energy’s share price still offers value or if most of the opportunity is already reflected, the recent numbers give you a useful starting point. The stock last closed at US$311.28, with returns of 14.2% over 30 days, 15.6% over 1 year and a very large gain over 3 years. Year to date it is down 15.0% and the 7 day return is slightly negative at 0.5%. Recent company specific news, regulatory developments or sector headlines can...

Trump-Xi Meet, Inflation Data: What to Watch in the Next Week
The Wall Street Journal96d agoneutral
Trump-Xi Meet, Inflation Data: What to Watch in the Next Week

Next 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 lifting consumer prices, and President Trump’s long-awaited—and delayed—visit to China, with the war and tariffs likely to be central topics.

Oklo Advances 12% on NRC Aurora Approval: Is This the AI Infrastructure Nuclear Play?
24/7 Wall St.98d agoneutral
Oklo Advances 12% on NRC Aurora Approval: Is This the AI Infrastructure Nuclear Play?

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?

This Boring Utility ETF Just Became a Stealth AI Play, and It’s Up 20%
24/7 Wall St.99d agoneutral
This Boring Utility ETF Just Became a Stealth AI Play, and It’s Up 20%

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%

AI Data Center Power Deals and Nuclear Expansion Could Be A Game Changer For Constellation Energy (CEG)
Simply Wall St.99d agoneutral
AI Data Center Power Deals and Nuclear Expansion Could Be A Game Changer For Constellation Energy (CEG)

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...

Why Constellation Energy (CEG) Is Expanding Nuclear Capacity for AI Demand
Insider Monkey99d agoneutral
Why Constellation Energy (CEG) Is Expanding Nuclear Capacity for AI Demand

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 […]

The Real AI Trade May Not Be Software. It May Be Power Equipment
24/7 Wall St.99d agoneutral
The Real AI Trade May Not Be Software. It May Be Power Equipment

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

How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
24/7 Wall St.100d agoneutral
How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)

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)