CEG

Texas regulators just froze data-center hookups, and one application fee cut AEP Ohio's pipeline by more than half overnight.

Constellation Energy's nuclear portfolio is much larger, but Vistra has also locked in significant long-term demand from major technology companies. Constellation Energy expects base EPS to grow at least 20% annually through 2029, although that metric represents only part of total earnings.

Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the next one.

Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued.

CEG secures long-term nuclear demand from C&I customers, boosting revenue visibility and supporting EPS growth.

Vistra stands out among nuclear utility stocks with stronger earnings growth, higher ROE and margins, and a cheaper valuation, despite more debt.

Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline.

Constellation Energy's 3.1% monthly rally reflects rising clean-energy demand, nuclear strength and Calpine gains, but margin pressures remain.

Constellation Energy reported a 33% year-over-year increase in adjusted operating earnings and raised its full-year guidance. Its acquisition of Calpine added significant power generation capacity and boosted earnings.

CEG's rising revenues, long-term nuclear PPAs and fleet extensions support stronger earnings and more predictable growth.