Constellation Energy Corp (CEG)

Sep 27, 2026

Constellation Energy Corporation (CEG) has experienced a bearish shift, breaking below its 0.786 Support Arc according to Arc Cycle Analysis on the 2-hour chart. This breakdown suggests a potential further decline towards the 245.00 price target. The bearish outlook would be invalidated if the price sustains a close back above 270.00.

Sep 25, 2026

Mike Skaggs, interim CEO of TVA, discusses the recent actions taken by the TVA board of directors to ensure the future of energy in the Tennessee Valley. These actions include significant investments in new generation capacity, grid expansion, and updated rate structures. The goal is to provide reliable, affordable energy while driving economic development and stewarding the environment.

Sep 25, 2026

Record-setting heat in September 2026 caused the Tennessee Valley Authority (TVA) to break an electricity demand record by supplying enough energy for over 19.2 million homes. The TVA met a 30K megawatt demand on 17 days this September, vastly exceeding the previous record of one day in September 2007. Scientists predict that rising global temperatures will lead to more extreme heat and increased energy demand in the future.

Sep 25, 2026

This article compares Constellation Energy Corporation (CEG) and Vistra Corp. (VST) as AI power stocks, highlighting their differing valuations and asset bases. Constellation, with its large nuclear fleet, trades at a higher forward earnings multiple, while Vistra offers more diversified generation and lower valuation, suggesting a better risk-adjusted stock. The author concludes by recommending an alternative, unnamed AI stock with higher potential.

Sep 24, 2026

Constellation Energy is acquiring Shell’s Rhode Island State Energy Center for $715 million, a move expected to enhance Constellation's power generation portfolio and earnings. This deal allows Constellation to expand its merchant generation footprint and gain immediate earnings accretion, while Shell optimizes its asset base and generates liquid funds for capital returns and investments. The transaction is seen as a strategic realignment benefiting both companies, though Constellation will need to manage debt and cash flow volatility, and Shell will focus on redeploying funds into higher-yielding growth areas.

Sep 24, 2026

The U.S. Energy Department announced a $2 billion investment across 26 states to upgrade the nation's aging power grid, aiming to boost electricity capacity by 23 gigawatts and improve reliability. These projects will utilize new technologies like advanced sensors to optimize transmission and prevent blackouts, addressing the surging demand for power, particularly from AI data centers, and seeking to lower electricity costs for millions of Americans. The funding comes from a bipartisan infrastructure law, with recipients matching the federal investment.

Sep 24, 2026

DTE Energy plans to invest $6.4 billion in two new natural gas power plants and significantly expand renewable energy and nuclear capacity to meet rising demand, partly driven by data centers, as it phases out coal. The utility's 20-year power supply roadmap aims for an "all-of-the-above" energy mix, projecting 56% from renewables and 19% from natural gas by 2040. This plan, which includes carbon capture technology, will be subject to scrutiny from environmental groups and ratepayer advocates over costs and climate goals.

Sep 24, 2026

As unsettled oil markets and concerns about grid reliability boost interest in nuclear energy, three companies are highlighted as compelling investment opportunities. NuScale Power focuses on small modular reactor technology, Constellation Energy provides established large-scale nuclear power, and Oklo is developing compact fission reactors with fuel recycling. All three are positioned to capitalize on growing demand for reliable, carbon-free electricity.

Sep 24, 2026

The U.S. Energy Department announced it will invest nearly $2 billion in 31 projects across 26 states to upgrade the aging power grid and increase electricity capacity by 23 gigawatts, enough to power 16 million homes. This initiative aims to enhance power reliability and lower electricity costs for about 100 million Americans, addressing the surging energy demand driven by artificial intelligence and data centers. The funding, sourced from a bipartisan infrastructure law, will be matched by recipients, totaling $5.35 billion for grid modernization.

Sep 23, 2026

Entergy recently hosted a panel discussion at the Global Black Economic Forum Business Summit during the ESSENCE Festival of Culture, focusing on the critical role of women in shaping the utility industry's future. Moderated by Entergy's John Hudson, the panel featured industry leaders Colette Honorable (Exelon) and Nicole Daggs (NextEra), who discussed grid modernization, clean energy transition, evolving customer expectations, and the importance of resilient operations. The discussion also highlighted preparing the next generation of energy professionals, emphasizing women's leadership, and addressing topics like AI, workforce readiness, and community trust.

Sep 22, 2026

Deep Fission, a US nuclear energy startup, has partnered with Youngquist Brothers, a commercial drilling contractor, to develop the deep, large-diameter boreholes necessary for its project to deploy small modular reactors approximately one mile underground. This collaboration will focus on evaluating and testing drilling technologies and construction methods. The partnership addresses a critical engineering challenge for Deep Fission's Gravity Nuclear Reactor, which aims for commercial deployment as early as 2027.

Sep 22, 2026

Georgia Power and Google are partnering to fund nuclear power uprates at Plant Vogtle and Plant Hatch, adding 96 megawatts of capacity to Georgia's grid. Google's subscription to the added output is projected to deliver an estimated US$900 million in benefits to Georgia Power's customers and will support data center demand from existing plants. The agreement involves a "Nuclear Uprate tariff" where Google subscribes to the additional output and zero-emission credits, shielding other customers from incremental costs.

Sep 22, 2026

Constellation Energy (CEG) stock dropped 13% last week, attributed to a Calpine-related share overhang and broader sector pressure on nuclear and utility names. Despite this, 22 analysts tracked by TIKR maintain a bullish outlook, with a mean price target of $349, indicating a 37% upside from its current $255. TIKR's own valuation model suggests an even higher target of $441 by December 2030, representing a 73% total return, reinforcing the belief that the stock's recent decline is a technical issue rather than a reflection of fundamental business performance.

Sep 21, 2026

Terrestrial Energy will provide its Generation IV advanced nuclear plant technology for an Ameresco power project at the US Army’s Aberdeen Proving Ground in Maryland. Ameresco is in exclusive negotiations for nuclear projects at both APG and Picatinny. The article highlights the deployment of a molten salt reactor as part of this initiative.

Sep 21, 2026

Constellation Energy (CEG) stock dropped 13% last week due to an overhang from the Calpine acquisition and broader sector pressures affecting nuclear and utility names. Despite the recent decline, analysts maintain a bullish outlook, with 20 analysts setting a mean price target of $349, suggesting a 37% upside. A TIKR valuation model even projects a 73% total return by December 2030, reinforcing the idea that the stock's dip is technical rather than a reflection of its underlying business strength, especially after the company raised its 2026 EPS guidance.

Sep 19, 2026

A proposed Tennessee Valley Authority (TVA) transmission line in Cherokee County, North Carolina, is facing opposition due to potential impacts on ancestral Cherokee archaeological sites, including possible burial grounds. Property owner Robert Garland claims his land, within the planned right-of-way, contains significant cultural artifacts and is demanding a thorough archaeological assessment before construction proceeds. The TVA argues the line is crucial for meeting growing electricity demand, particularly from new data centers, and states it follows federal preservation protocols, although Garland contends these have not been fully applied to his property.

Sep 19, 2026

Zscaler's net new ARR growth, excluding Red Canary, accelerated to 17% year over year in fiscal Q4, but FY27 guidance suggests a slowdown to low single digits. Deferred revenue growth has consistently decelerated since FY22, now growing slower than revenue itself, and free cash flow margin is compressing due to elevated capital expenditures. Despite these concerns, Zscaler's forward P/E multiple has already fallen significantly from 100x to 40x, indicating that much of the growth slowdown may already be priced into the stock, with new AI security products serving as a potential swing factor.

Sep 18, 2026

DTE Energy is positioned as a quiet beneficiary of the AI data center boom, securing significant contracts with hyperscalers like Oracle and Google, totaling 2.4 GW, with more in the pipeline. Despite recent stock pullbacks, management anticipates these deals to drive EPS growth above 8%. The article suggests DTE offers a lower-risk investment in the data center theme compared to others, given its regulated utility status and 3.5% dividend yield, despite potential regulatory and equity issuance challenges.

Sep 17, 2026

Deep Fission has publicly released its federally approved safety design agreement for its Gravity nuclear reactor pilot project in Parsons, Kansas. This 81-page document outlines the safety and regulatory framework developed with the U.S. Department of Energy, though it does not authorize reactor operation. Local residents, organized by the Prairie Dog Alliance, have raised concerns about the innovative design and the long-term storage of nuclear waste.

Sep 16, 2026

Equinor aims to expand its liquefied natural gas (LNG) supply to 10-15 million metric tons per year by the early 2030s to meet growing demand from Europe and Asia. The Norwegian producer expects to finalize a second LNG supply deal with an Asian customer this week, building on a previous agreement with India's Deepak Fertilizers. This expansion will include diversifying supply sources to countries like the U.S., Canada, South America, and African nations, with a focus on supply deals to state energy companies and fertilizer producers.

Sep 16, 2026

Keurig Dr Pepper (NASDAQ:KDP) is currently a focal point in consumer stock discussions due to broader market themes like technology strength, fluctuating Treasury yields, rising oil costs, and an upcoming Federal Reserve decision. The article highlights that while these external factors influence day-to-day trading and sector rotation, operational execution, customer demand, and competitive conditions remain central to the company's performance and market attention. The discussion emphasizes how KDP's operations, product design, and adaptation to changing consumer preferences and inflation concerns are crucial in a competitive landscape.

Sep 15, 2026

Constellation Energy (NASDAQ:CEG) is under close market scrutiny due to tight power market conditions, focusing on its power generation, nuclear operations, electricity demand, and data-center load. The article emphasizes how the company's operational execution in these areas provides a real-world example of how macro trends are impacting energy stocks. It suggests that the stock's performance will depend on its ability to manage these operational factors amidst shifting borrowing costs, commodity prices, and demand confidence.

Sep 15, 2026

Corient Private Wealth LP decreased its holdings in Shell PLC Unsponsored ADR (NYSE:SHEL) by 4.4% in the second quarter, selling 15,696 shares and retaining 341,233 shares valued at approximately $26.5 million. This divestment occurred while Shell reshapes its U.S. power portfolio and reported stronger-than-expected quarterly earnings. Despite some bullish analyst ratings, the overall consensus for Shell remains a "Hold."

Sep 14, 2026

Constellation Energy Corporation (CEG) underperformed the broader market, with its stock falling 7.09% against the S&P 500's 0.48% daily loss. Despite this recent dip, the company is projected to report significant year-over-year growth in earnings (30.26%) and revenue (31.65%) in its upcoming financial release. Analysts have shown optimism for CEG, which currently holds a Zacks Rank of #3 (Hold) and is trading at a premium compared to its industry average based on its Forward P/E ratio.

Sep 13, 2026

A leaked Alberta government document suggests drastic measures are being considered to support a boom in AI data centers and increased oil and gas production. These plans include potentially rewriting legislation, creating Crown corporations to build and operate pipelines, and forcing private companies like TC Energy to invest in natural gas infrastructure, with significant costs possibly passed on to Albertan consumers. The document indicates these "escalatory and direct measures" are deemed necessary after negotiations with TC Energy failed to secure expanded pipeline capacity for anticipated demand.

Sep 12, 2026

Senator John Boozman recently purchased between $1,001 and $15,000 worth of Otis Worldwide (NYSE:OTIS) stock on August 27th, as disclosed in a September 11th filing. Otis Worldwide reported solid quarterly revenues of $3.86 billion, a 7.3% year-over-year increase, and adjusted earnings per share of $1.01, meeting estimates. The company also reaffirmed its fiscal year 2026 earnings guidance and pays a quarterly dividend.