Constellation Energy Corporation, based in Baltimore, Maryland, is a major player in the U.S. electricity market. With a diverse portfolio that includes nuclear, wind, solar, natural gas, and hydroelectric assets, the company boasts a generating capacity of over 33,000 megawatts. It caters to a wide range of customers, including utilities, municipalities, cooperatives, and various commercial and residential sectors. Beyond electricity, Constellation offers natural gas and a variety of energy-related products and sustainable solutions across several regions, including the Mid-Atlantic, Midwest, New York, and ERCOT.
Vistra has shed nearly 30% over the past year while one prominent Wall Street firm just slapped a target on it that implies triple-digit gains. The reasoning behind that call cuts against…
Bloom Energy just posted one of the cleanest quarters in the AI infrastructure space, yet its stock sits 42% below its recent peak. One major Wall Street firm is doubling down with…
AI data centers are devouring power faster than the grid can supply it, and three nuclear stocks sitting at different layers of the fuel-to-reactor stack are pricing in very different pieces of…
Every bond a hyperscaler sells to fund its next GPU cluster competes directly with Treasuries for the same pool of capital, and the ripple is now hitting five companies in ways most…
Nuclear stocks cratered Tuesday even as broader utilities caught a bid, and the reason has nothing to do with reactors. A collision of rising long rates and shaken AI spending confidence is…
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.
Hyperscalers are signing decade-long power deals that would have seemed absurd three years ago, and three nuclear stocks sit at the center of that shift as an operator, a fuel producer, and…
NVIDIA and Microsoft dominate AI headlines, but the real money may flow to a quieter group of power producers and metal miners building the infrastructure underneath. Here is why the next wave…
Oklo has shed more than 70% from its peak while simultaneously landing federal AI-nuclear contracts and a massive hyperscaler pipeline that rivals see as the future of data center power. Whether that…
Nuclear stocks looked unstoppable just weeks ago, but a brutal month-long selloff has split the sector into two very different stories, and knowing which side you are on could determine whether you…
A $375 million convertible note offering sent Fermi America into a sharp Friday selloff, but the real question hanging over the pre-revenue power developer is whether it can land a binding tenant…
An energy analyst says the AI labs themselves are engineering a power crisis that the U.S. grid cannot survive, and the race to fix it is already minting winners and losers across…
Goldman Sachs is warning that a collapse in Chinese oil demand may be only partly reversible, and the reason has less to do with the Strait of Hormuz than with what Chinese…
The AI data-center power crunch has turned utilities from bond proxies into growth stocks, and two funds sit at the center of that trade: the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) and…
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.…
