CEG - Constellation Energy Corporation
The amount of electricity hyperscalers can reliably access is proving a critical bottleneck to their expansion plans. Nuclear power companies and battery storage suppliers may both benefit from accelerating AI growth.
AI-driven data center power demand is reviving nuclear energy, lifting ETFs tied to uranium miners as well as nuclear power generators.
Constellation Energy's shares slip on delay in power plant restart and no new data-center deals, even as the Calpine acquisition adds capacity.
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U.S. Energy Secretary Chris Wright has directed Constellation Energy Corp to keep two units of the Eddystone Generating Station in Pennsylvania operational, the Energy Department said on Thursday.
D strikes an all-stock merger with NextEra, offers 0.8138 shares per share and projects over 9% annual EPS growth through 2032.
Glen Smith, CIO, GDS Wealth Management lays out the five stocks he believes are best positioned for the next leg of the rally. 00:00:00 - Intro 00:00:09 - Pick 1: The Nuclear AI Play 00:01:53 - Pick 2: High-Yield Oil Upside 00:03:52 - Pick 3: Overlooked AI Hardware 00:05:33 - Pick 4: Under-the-Radar Semi Breakout 00:07:53 - Pick 5: Blue-Chip King of Financials 00:09:42 One Name To Own Through Year-End 00:10:10 Pick He'd Cut From the List 00:10:46 Is This Market Heading Higher From Here?
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.
Two great long-term AI energy stocks--Vistra and Constellation--to buy now in May, down 30% or more and hold forever.
I am rating Constellation Energy a Strong Buy because I believe the market is underestimating how valuable reliable power has become in the AI era. The major growth drivers include the Calpine acquisition, the META nuclear agreement, and the Crane restart project with MSFT support. Together these drivers represent nearly $2Bn of potential annual revenue. My Price target is $424 and is based on an estimated $14.20, 2028 EPS and using a 30x FWD earnings multiple.
BALTIMORE--(BUSINESS WIRE)--Constellation (Nasdaq: CEG), the largest producer of clean energy in the U.S. and a leading supplier of energy products and services, and Pine Creek RNG, an independent developer, owner, and operator of renewable natural gas (RNG) production assets, today announced a long-term agreement that includes Constellation's purchase of a minority equity interest in five operating Pine Creek RNG production facilities. The portfolio of facilities, located in Washington, Utah,.
This was quite a reduction, as he lowered it by 18%. Despite the change, he maintained his buy recommendation.
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
The AI boom is building fences around labor, capital, and power. Investors need to know who owns the gates.
Constellation Energy is set to report earnings Monday morning, with the energy stock seen making a sizable swing after the results.
U.S. stocks traded higher toward the end of trading, with the Nasdaq Composite gaining around 0.2% on Monday.
CEG tops first-quarter 2026 estimates as EPS jumps 28% and revenues surge 64%, while new solar and gas projects come online.
Constellation Energy is no longer selling just electricity. Its earnings reflect the massive AI opportunity ahead.
Constellation Energy , one of the world's biggest electricity producers, hopes U.S. regulators will issue a decision as early as next month that will dictate when the company's Three Mile Island nuclear power plant can restart, executives said on Monday.
Constellation Energy Corporation (CEG) rose 1.59% intraday after reporting Q1 2026 GAAP net income of $1.59 billion, or $4.49 per share, compared with $118 mill