Constellation Energy and Vistra are both top bets on the AI nuclear power demand, but their revenue divergence reveals an interesting story.

The integration of artificial intelligence (AI) with green hydrogen is gaining momentum as a transformative force in the global energy transition. A report from BCC Research highlights how AI is enhancing the efficiency, reliability, and cost-effectiveness of green hydrogen production across its entire value chain, from electrolyzer optimization to grid integration. Investment in clean hydrogen projects surged to $110 billion recently, with substantial contributions from Asia-Pacific and...

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 rewriting how the market prices the entire sector.

Uranium funds just shed nearly a third of their value at the exact moment AI power demand is shattering records, and the reason that contradiction matters comes down to which of three very different ETFs an investor happens to own.

Natural-gas and electricity distributor UGI recently received a roughly $9 billion takeover offer from KKR according to people familiar with the matter. The private-equity firm offered to buy UGI for $42.50 a share, the people said. It couldn’t be learned if UGI will be receptive and there are no guarantees of a sale to KKR or any other buyer, the people said.

Fluence Energy GmbH and LEAG Clean Power GmbH have commenced construction on the Heinersbrück GridBattery, a 400 MWh energy storage project in Germany. This installation will co-locate with wind and solar generation assets on regenerated former mining land and is part of efforts to bolster Germany's energy transition. The project aims to enhance the reliability of energy supply and alleviate grid pressure. This development marks the second collaborative project between Fluence and LEAG Clean...

Getting back to the record by 2030 takes about 13% a year. This year's guided earnings growth is running at twice that pace.

Nuclear is booming, and the smartest money may be flowing to the companies already selling the power, equipment, and fuel.

Constellation Energy represents a great, stable utility that uses nuclear power, while Cameco Corporation is a North America-based uranium miner that supplies nuclear facilities.

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.

Energy stocks are becoming key players as data center energy demand explodes.

Nuclear PPAs surge as adjusted operating earnings jump to $2.55 per share.

Copenhagen Infrastructure Partners (CIP) has announced the commercial operation of Coalburn 1, a significant milestone in Europe's energy transition. This 500 MW, two-hour lithium-ion battery energy storage system (BESS) located in South Lanarkshire, Scotland, is now the largest operational battery in Europe. The Coalburn 1 project, along with Coalburn 2 and Devilla, forms part of CIP's extensive energy infrastructure investments in the UK, providing a combined 1.5 GW of power capacity and 3...

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

ABB has announced a strategic partnership and minority investment in LevelTen Energy, the largest clean energy marketplace worldwide. This partnership aims to enhance ABB's ability to support industrial and commercial customers in securing long-term, affordable clean energy, which is crucial to advancing the energy transition amid a complex grid environment. By integrating LevelTen's market-leading transaction platform with ABB’s expertise in electrification and energy management, the...

Constellation Energy is locking in long-term nuclear power contracts as AI drives electricity demand higher, giving the company unusual revenue visibility as it expands through Calpine.

Constellation Energy (NASDAQ:CEG) gave investors a lot to unpack on August 6 with the release of its second-quarter earnings report. The report raised full-year adjusted operating earnings guidance to $11.50 to $12.50 per share and stacked on a run of nuclear contract wins and regulatory approvals tied to its Crane Clean Energy Center restart. The […]

Constellation Energy just made some massive announcements, including big orders and progress on the Microsoft deal.

Constellation Energy has underperformed the broader market over the past year, yet analysts remain highly bullish about the stock’s prospects.

Constellation lifts 2026 earnings guidance as Calpine accretion, nuclear contracting and Crane progress strengthen its growth outlook.

Moby summary of Constellation Energy Corporation's Q2 2026 earnings call

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 a components maker each tell a very different story about risk and reward.

US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.

Constellation Energy (CEG) is back in focus after reporting second quarter 2026 results, with sales of US$7,504 million and net income of US$513 million, along with an updated full year earnings outlook. See our latest analysis for Constellation Energy. Against that earnings beat, Constellation Energy’s share price has climbed 8.92% over the past month but is still down 28.71% on a year to date share price return basis, while the 3 year total shareholder return of 152.05% reflects how strong...

Higher adjusted profit, long-term nuclear contracts and progress at the Crane restart supported an increased annual forecast.

Power equipment companies are set to benefit from Elon Musk's compute capacity targets for SpaceX, says Melius Research.

CEG's Q2 adjusted earnings rise 33.5% and beat estimates as Calpine and portfolio gains lift results, prompting a higher 2026 outlook.

Yahoo Finance's Julie Hyman takes a closer look at one of Thursday's trending stories: Constellation Energy (CEG) beating earnings estimates and raising its outlook.

Nuclear play Constellation Energy jumped about 7% Thursday morning after beating analyst views on earnings and profits.

Constellation Energy Corporation (CEG) delivered earnings and revenue surprises of +8.05% and +0.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Montauk Renewables (MNTK) delivered earnings and revenue surprises of +100.00% and +11.98%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Energy stocks were lower late Wednesday afternoon, with the NYSE Energy Sector Index falling 1.8% an

CEG stock heads into Q2 earnings with double-digit growth estimates, demand tailwinds but weaker margins remain a concern.

Advantage Renewables has acquired three early-stage battery energy storage system (BESS) projects in Michigan from 5 Rivers Energy, emphasizing the critical role of energy storage in the ongoing energy transition. This strategic acquisition highlights Advantage Renewables' commitment to enhancing grid resilience and integrating renewable resources in the Midwest. As Michigan aims for 100% carbon neutrality by 2050, the development of these BESS projects is expected to significantly contribute...

Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.

One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.

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Two of the world’s most important shipping lanes have been gummed-up by the Iran War. The canal is poised to reduce its capacity because of the onset of El Niño, a weather pattern that can cause severe droughts and other extreme weather events in various parts of the world. The canal authority has warned clients that the chances of a severe El Niño system had risen to 81% from 25%.

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 of AI winners might look nothing like the first.

Constellation Energy Corporation (CEG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Array Technologies has introduced the Atlas suite, an advanced integration of foundation-to-tracker solutions aimed at enhancing solar project efficiency and performance across varying soil conditions. The Atlas suite is designed to improve installation predictability, streamline procurement, and offer greater design adaptability, addressing the often fragmented foundation-to-tracker interface in solar projects. By leveraging engineered solutions for both standard and challenging sites, Array...

If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.

Constellation Energy pairs high-return growth investments with dividends and buybacks to strengthen cash flow and long-term shareholder value.

SunPower Inc., a key player in the solar technology industry, reported a significant operational update as it works to navigate challenges in its energy transition journey. Despite experiencing a notable revenue drop in Q2’26 due to operational delays in its Direct Division, the company remains steadfast in prioritizing quality control to assure successful project execution. SunPower has undertaken structural adjustments, including cost reductions and management changes, to bolster future...

Constellation Energy Corporation (CEG) reached $270 at the closing of the latest trading day, reflecting a -1.59% change compared to its last close.

Based on the average brokerage recommendation (ABR), Constellation Energy Corporation (CEG) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

These three energy companies are on different paths to reward shareholders, but all are well-positioned right now.

Investors need to pay close attention to CEG stock based on the movements in the options market lately.

Here is a way to get paid a meaningful income now on your Vistra shares, cash you keep no matter what, in exchange for capping your gains above a higher price.

rPlus Energies has advanced its commitment to Idaho's energy future by commissioning the 125 MW Pleasant Valley Solar 2 project and breaking ground on the 400 MW Blacks Creek Energy Center in Ada County. These utility-scale projects signify a substantial step in the energy transition, incorporating solar and storage solutions to cater to the growing energy needs of the region. Together, the projects represent an investment exceeding $750 million, generating significant employment...