Nuclear Energy Scaling Up Through New Federal Projects
The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its pipeline. The US Army announced Project Janus to move five reactor development projects forward.
SeekingAlpha4 days agoCEG
Constellation Energy: The Scarcity Platform The Market Still Underestimates
Constellation Energy (CEG) buy thesis: nuclear+gas portfolio, Calpine deal, raised 2026 EPS guidance, data center demand tailwinds.
SeekingAlpha10 days agoCEG
Why The Nuclear Sector Still Has Room To Grow
New investors looking at the nuclear renaissance story are assessing whether the opportunity has gone for capitalizing on interest in nuclear energy. There is still potential for growth.
SeekingAlpha11 days agoCEG
Morgan Stanley Maintains Overweight on Constellation Energy, Lowers Price Target to $364
Morgan Stanley analyst David Arcaro maintains Constellation Energy (NASDAQ:CEG) with a Overweight and lowers the price target from $366 to $364.
Benzinga14 days agoCEG
This Week In Energy Transition - AI Powers the Rise of Green Hydrogen Investments
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...
Yahoo15 days agoCEG
Nuclear Stocks Plunge Tuesday: Oklo Down 5%, Constellation Energy Down 4%, NuScale Down 5%
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.
Yahoo16 days agoCEG
Uranium ETFs Just Crashed 30 Percent While AI Power Demand Keeps Breaking Records
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.
Yahoo16 days agoCEG
Latest News In Energy Transition - Germany's Energy Future: From Mining Lands to Power Hubs
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...
Yahoo17 days agoCEG
Prediction: Constellation Energy Reclaims Its $412 Record Before 2030
Getting back to the record by 2030 takes about 13% a year. This year's guided earnings growth is running at twice that pace.
Yahoo17 days agoCEG
Nuclear Earnings Season: A Tale of Two Markets – Profitable Operators vs. Speculative Start-Ups
Nuclear energy stocks split: profitable operators and suppliers deliver, but speculative developers with losses rally most. Investors are betting on future demand.
ChartMill18 days agoCEG
Constellation Energy (CEG) Q2 2026 Earnings Call Transcript
Nuclear PPAs surge as adjusted operating earnings jump to $2.55 per share.
Yahoo22 days agoCEG
This Week In Energy Transition - Europe's Largest Battery Powers Up In Scotland
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...
Yahoo22 days agoCEG
Constellation Energy's nuclear capacity enables it to grow from AI: Powers Advisory's Matt Powers
Matt Powers, Powers Advisory Group managing partner, joins 'Power Lunch' to discuss a different way to place the AI trade.
CNBC24 days agoCEG
Energy Transition Update - ABB Partners With LevelTen To Advance Clean Energy Solutions
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...
Yahoo24 days agoCEG
Constellation Energy: Higher Guidance And Nuclear Scarcity Are Starting To Pay Off
Constellation Energy Strong Buy: AI power demand boosts nuclear contracts, Calpine + buybacks lift EPS. Click for more on CEG stock.
SeekingAlpha24 days agoCEG
Argus Research Maintains Buy on Constellation Energy, Lowers Price Target to $325
Argus Research analyst John Eade maintains Constellation Energy (NASDAQ:CEG) with a Buy and lowers the price target from $350 to $325.
Benzinga24 days agoCEG
The Biggest AI Power Opportunity May Be Hiding in Constellation Energy
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.
Yahoo25 days agoCEG