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Constellation Energy's Biggest AI Power Deal Doesn't Start Paying Until June 2027

The Motley Fool

7:38 PM | Tuesday | Sep 8, 2026

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Meta agreed to buy the clean energy attributes of the Clinton plant's 1,121 megawatts of nuclear output for 20 years, starting in June 2027. The plant is supported today by an Illinois zero-emission credit program, which the Meta agreement replaces when it expires in mid-2027.

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7:38 PM | Tuesday | Sep 8, 2026

Constellation Energy's Biggest AI Power Deal Doesn't Start Paying Until June 2027

The Motley Fool

Meta agreed to buy the clean energy attributes of the Clinton plant's 1,121 megawatts of nuclear output for 20 years, starting in June 2027. The plant is supported today by an Illinois zero-emission credit program, which the Meta agreement replaces when it expires in mid-2027.

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7:05 AM | Tuesday | Sep 8, 2026

Construction Firms Powering the Nuclear Renaissance

ETF Trends

Investors usually focus on reactor developers and uranium miners when deciding on allocations for investing in the nuclear renaissance. A narrow view on the nuclear sector could result in missed opportunities for investment returns in nuclear-adjacent companies.

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7:05 AM | Tuesday | Sep 8, 2026

Construction Firms Powering the Nuclear Renaissance

ETF Trends

Investors usually focus on reactor developers and uranium miners when deciding on allocations for investing in the nuclear renaissance. A narrow view on the nuclear sector could result in missed opportunities for investment returns in nuclear-adjacent companies.

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10:22 AM | Monday | Sep 7, 2026

XLU's AI Power Story Crumbles as Texas Freezes Data-Center Demand

24/7 Wall Street

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

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10:02 PM | Sunday | Sep 6, 2026

Nuclear Stock Face-Off: Is Constellation Energy or Vistra the Better Buy Right Now?

The Motley Fool

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.

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12:15 PM | Saturday | Sep 5, 2026

The Nuclear Energy Boom: Where the Industry Really Stands Heading Into 4Q 2026

Fool - Investing News

Massive demand for electricity has led to a nuclear renaissance, but it really hasn't hit the U.S. just yet.

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9:30 AM | Friday | Sep 4, 2026

Goldman Sachs Says the AI Trade Is Barely Started. The Stocks That Got You Here Will Not Take You There

24/7 Wall Street

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.

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9:00 AM | Thursday | Sep 3, 2026

Microsoft and Meta Signed Multi-Decade Nuclear Power Deals. These 3 Stocks Supply That Power

24/7 Wall Street

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

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7:00 AM | Wednesday | Sep 2, 2026

The Nuclear Energy Boom: Where the Industry Really Stands Heading Into Q4 2026

Fool - Investing News

The nuclear boom is real, but commercialization is the ultimate test.

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2:26 PM | Tuesday | Sep 1, 2026

Can Rising C&I Demand Drive Constellation Energy's Long-Term Growth?

Zacks Investment Research

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

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9:03 AM | Monday | Aug 31, 2026

Breakfast News: Sorting AI's $7 Trillion Build-Out

Fool - Investing News

AI capex: 17 stocks, 3 tiers, 1 question

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8:06 AM | Monday | Aug 31, 2026

Nuclear Energy Scaling Up Through New Federal Projects

ETF Trends

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.

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