Constellation Energy Corporation
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Track Constellation Energy Corporation in real time with a live news feed covering Constellation Energy Corporation stock news, official press releases, company announcements, and an archive of historical Constellation Energy Corporation news. ...more
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7:00 AM | Sunday | Aug 16, 2026
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Artificial intelligence workloads are pulling forward a decade of electricity demand growth, and nuclear power is emerging as the always-on backbone hyperscalers actually want to buy.
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Artificial intelligence workloads are pulling forward a decade of electricity demand growth, and nuclear power is emerging as the always-on backbone hyperscalers actually want to buy.
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Energy stocks are becoming key players as data center energy demand explodes.
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A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
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Oklo recently acquired Atomic Alchemy, which will expand the company's capabilities beyond selling SMRs. As the second-largest uranium miner, Cameco is the force fueling the nuclear industry recovery.
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I'm reiterating Constellation Energy as a Strong Buy with a raised price target of $449. AI-driven power demand is translating into long-duration nuclear contracts, with 920 MW of new agreements and 1,100 MW of potential uprates providing significant forward optionality. Calpine's earnings contribution and aggressive share repurchases are accelerating EPS growth, supporting a 20%+ base EPS CAGR through 2029 and reducing dilution risk.
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Tom Yeung here with your Sunday Digest . Imagine that you own a Formula One race car.
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Constellation Energy just raised its guidance for fiscal year 2026. The power and nuclear energy giant has made crucial progress on a major contract.
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Constellation lifts 2026 earnings guidance as Calpine accretion, nuclear contracting and Crane progress strengthen its growth outlook.
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Constellation Energy is rated BUY, with fair valuation, strong fundamentals, and a robust long-term growth outlook driven by AI-driven electricity demand. Constellation Energy's acquisition of Calpine creates a hybrid nuclear-gas fleet, enhancing operational flexibility and profitability as data centers drive base load demand. The fully amortized nuclear fleet, with extended licenses, acts as a cash flow generator, benefiting directly from rising electricity prices and contract renewals.
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Artificial intelligence has an electricity problem, and nuclear is the answer investors keep circling back to.
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