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CEG News25 articles
Nuclear Power Surge: Constellation Energy Rides AI Data Center Wave
Constellation Energy rallied 8.0% this week after a federal mandate to accelerate grid connections for AI data centers, but the stock remains 33.6% below its peak as the market awaits tangible revenue from the AI power demand narrative.
Markets
Constellation Energy Rises on AI Demand, Eyes June Lock-Up Release
Constellation Energy jumped 2.86% to $253.76, beating the S&P 500, but remains 38.51% below its 52-week high. The June 30 release of Calpine-related shares is a key event.
Markets
Constellation Energy Slips Amid AI-Power Stock Selloff Despite Three Mile Island Progress
Constellation Energy shares fell 3.3% despite FERC approval for the Crane Clean Energy Center, as AI-linked power stocks faced broad selling. NRC decision in September is key.
Markets
CEG Stock Slides Despite Regulatory Win for Three Mile Island Restart
Constellation Energy (CEG) closed at $254.83, down 3.7%, after a shareholder offering and despite a regulatory win for its Three Mile Island restart plan. Investors face a weekend to digest new stock supply and rate concerns.
Markets
NuScale Power Jumps 8.6% as Nuclear AI Trade Resurfaces
NuScale Power shares rose 8.6% to $14.00 Tuesday amid renewed investor interest in nuclear energy for AI and data centers, though the company reported only $565,000 in Q1 revenue and faces risks without binding contracts.
Markets
Constellation Energy Hits 6.6% Slump After $3.1B Secondary Offering
Constellation Energy shares dropped 6.6% after a $3.09 billion secondary offering by existing holders, with no proceeds to the company. The sale adds pressure amid potential delays in the Crane nuclear plant restart, key to AI data-center deals.
Markets
Vistra Ends Holiday Week Higher as AI Power Demand Dominates
Vistra Corp. ended the holiday week with a 2.5% gain, closing at $160.23, as AI-driven power demand remained in focus. Q1 net income reached $1.03 billion.
Markets
CEG Stock Dips as AI Power Catalyst Looms
Constellation Energy closed at $287.75, down 2.1% for the week. A regulatory ruling on restarting Three Mile Island for a Microsoft data center contract could come by July.
Markets
Constellation Energy Rises on Grid Reliability and AI Power Demand
Constellation Energy closed at $294.07, up 12.2% for the week, after a DOE emergency order kept Eddystone units running and PJM moved up capacity procurement.
Markets
Entergy's AI-Driven Surge: Stock Up 33% as Data Center Deals Fuel Growth
Entergy shares climb 33.3% over 52 weeks, beating S&P 500 and utilities, as AI and data center demand boost capital spending to $57 billion and secure major contracts with Meta and Hyundai.
Markets
Dow Inches Higher, Nasdaq Slips as Bond Yield Retreat Fails to Calm Markets
Stocks were mixed Monday as the Dow edged up but the Nasdaq fell, with bond yields pulling back from recent highs. Dominion Energy jumped on a $66.8B acquisition by NextEra, while Regeneron slid on a trial miss.
Markets
NuScale Stock Plunges on Q1 Revenue Miss and Citi Downgrade
NuScale Power shares tumbled 11.4% on Tuesday after Q1 revenue of $565,000 fell far short of the $7 million consensus. Citi slashed its price target to $7.
Earnings
Constellation Energy Q1 Earnings: AI Data Center Demand, Calpine Deal in Focus
Constellation Energy reports Q1 earnings Monday, with investors focused on AI data center power demand, Calpine integration progress, and the Three Mile Island restart timeline.
Earnings
Constellation Energy Q1 Earnings: AI Power Demand in Focus
Constellation Energy (CEG) reports Q1 earnings Monday with AI data center power demand in focus. Options imply a 7% swing, with analysts projecting $2.57 EPS. The Calpine deal and cautious guidance weigh on sentiment.
Earnings
Constellation Energy Faces AI Demand Test After Governance Win
Constellation Energy shareholders backed all board nominees and rejected a DEI proposal. The company now faces a key test on May 11 with Q1 earnings amid AI power demand expectations.
Earnings
Constellation Energy Investors Reject DEI Report, Focus on Calpine Integration
Constellation Energy shareholders overwhelmingly rejected a proposal to review DEI program risks and returns, clearing the way for attention on the Calpine merger integration and upcoming earnings.
Markets
Trump Bond Purchases and AI Demand Reshape Constellation Energy's Outlook
Trump's financial disclosure reveals Constellation Energy bond buys; CEG stock climbs 7.1% as AI power demand and nuclear uprates drive growth.
Markets
Constellation Energy's Three Mile Island Restart Faces Water Use Hurdle
Constellation Energy's plan to restart Three Mile Island Unit 1 faces a water use test, as the company seeks to draw up to 73.2 million gallons daily from the Susquehanna River for the Crane Clean Energy Center.
Markets
Constellation Energy Surges Despite Regulatory Challenge to Three Mile Island Restart
Constellation Energy shares jumped 7.2% despite a regulatory filing urging FERC to deny a waiver for the Crane nuclear restart, which is crucial for a 2027 Microsoft data center deal.
Regulation
Constellation Energy Plummets 11% on $5B Asset Sale, Power Sector Rout
Constellation Energy shares tumbled 10.9% following a major $5 billion divestiture to LS Power, part of its Calpine acquisition remedies. The selloff spread across the power sector as utilities led market declines.
Markets
Vistra Leads AI-Power Stock Plunge Amid Broader Market Selloff
Vistra Corp shares plunged 12.6% on Friday, leading a broad decline in AI-related power stocks. The selloff occurred despite Vistra's recent investment-grade rating upgrade from Fitch.
Markets
Constellation Energy Soars on Grid Plan, Data Center Deals
Constellation Energy shares jumped 4.5% to $288.43, extending a 10% rally from early February. Trader focus is on a PJM Interconnection grid plan and new data-center power supply deals.
Markets
Capital International Takes 5.5% Passive Stake in Constellation Energy
Constellation Energy shares gained 4.5% Friday after Capital International Investors reported a 5.5% passive stake. Trading resumes Tuesday with focus on data-center power contracts.
Markets
Constellation Energy Gains on Major Texas Data Center Power Agreement
Constellation Energy shares rose 3.6% after its Calpine unit secured a 380-megawatt power deal for a new Texas data center, highlighting surging electricity demand from AI workloads.
Markets
Constellation Software Surges 9.5% as TSX Slips on Rising Inflation
Constellation Software shares surged 9.5% on Tuesday, outperforming a flat TSX, after reporting Q1 revenue of $3.18 billion and net income of $367 million, with robust acquisition activity.
Earnings