Key Takeaways CEG is leveraging nuclear power to meet growing energy demand from AI-driven data centers. Long-term deals with Meta and Microsoft back CEG's push to supply clean power to data centers. CEG stock jumped 43.2% in 3 months, outpacing the industry's 22.4% gain amid rising nuclear demand.Constellation Energy Corporation (CEG) is all set to take advantage of the growing demand from data centers. According to Arizton Advisory & Intelligence report, the U.S. data center market is experiencing signi ...

Constellation Energy Corporation (CEG) closed at $300.51 in the latest trading session, marking a +2.85% move from the prior day. This change outpaced the S&P 500's 0.38% gain on the day. On the other hand, the Dow registered a gain of 0.24%, and the technology-centric Nasdaq increased by 0.24%. Prior to today's trading, shares of the company had gained 1.4% lagged the Oils-Energy sector's gain of 6.38% and the S&P 500's gain of 6.6%.The investment community will be paying close attention to the earnings pe ...

Key Takeaways CEG has rallied 30.1% YTD, driven by strong nuclear operations and growing clean energy demand. CEG held long-term uranium contracts and a 94.1% nuclear fleet capacity factor in Q1 2025. Calpine acquisition approval strengthens CEG's clean energy capability.Constellation Energy Corporation’s (CEG) shares have rallied 30.1% year to date compared with the Zacks Alternate Energy – Other industry’s growth of 17.2%. CEG continues to gain from the addition of clean energy to the grid through the e ...

President Donald Trump's push to dramatically increase nuclear power in the U.S. will require a tremendous amount of fuel, but the country remains heavily dependent on foreign state-owned companies for its supplies, the CEO of the only publicly traded uranium enricher in the world told CNBC."There's barely enough Western enrichment, if at all, to satisfy existing operating plants," Centrus Energy CEO Amir Vexler said in an interview. "If the nuclear industry is to add all this generation capacity, there wil ...

Key Takeaways CEG benefits from being the largest U.S. nuclear energy provider with a highly reliable, carbon-free fleet. New executive orders to expand nuclear capacity align with CEG's growth strategy and infrastructure strength. CEG stock jumped 26.4% in three months, outpacing the industry's 16.8% gain.Constellation Energy Corporation (CEG) benefits significantly from its nuclear operations, being the largest provider of nuclear energy in the United States. Its nuclear fleet provides a reliable and st ...

A month has gone by since the last earnings report for Constellation Energy Corporation (CEG) . Shares have added about 11.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Constellation Energy Corporation due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Est ...

科技巨头能源需求与核电行业机遇 - 数据中心能源需求到2030年可能增长160% 高盛预测显示AI服务器占数据中心能耗的27%-38% 相当于泰国全年用电量 [1][5] - 2024至2028年美国数据中心电力消耗占比或从4.4%增至12% 其中AI专用能源需求年增速达32.6% 预计达244太瓦时/年 [6] - 当前核电仅占美国电力供应20% 但微软与Constellation Energy合作重启三哩岛核电站1号机组 显示行业增长潜力 [1][7] Constellation Energy业务动态 - 公司与微软签订20年160亿美元核电供应协议 并与Meta达成1.1吉瓦克林顿核电站购电协议 后者将延长该电站运营期限 [10][11][12] - 2024年股价累计上涨29% 但近期因季度业绩不及预期及监管裁决影响 股价波动显著 五月因基建成本上升导致盈利未达预期 [2][14][16] - 华尔街认为股价略高估 当前交易价高于12位分析师平均目标价303.2美元 [16] 其他核电运营商机会 - Talen Energy曾与AWS达成6.5亿美元数据中心出售协议 但因联邦能源监管委员会担忧电价上涨被叫停 若解决障碍或提振股价 [17] - 包括PacifiCorp在内的其他核电供应商可能受益于行业需求增长 但新增核电容需数十年才能落地 [4][9] AI发展对能源结构影响 - 生成式AI推动2024年数据中心能耗达200太瓦时 Meta等科技巨头承诺2050年前将全球核电容提升三倍 [5][9] - 现有核电站扩容成为关键策略 Constellation将伊利诺伊州克林顿电站输出提升30兆瓦 凸显存量设施改造价值 [11][12]

Constellation Energy Today CEG Constellation Energy $313.03 -0.40 (-0.13%) 52-Week Range $155.60 ▼ $352.00 Dividend Yield 0.50% P/E Ratio 26.33 Meta and Constellation have announced the signing of a 20-year power purchase agreement (PPA), which covers over 1.1 gigawatts (GW) of nuclear energy. The agreement would allow Constellation's Clinton Clean Energy Center to continue operating. The company slated the plant to close in mid-2027, when Illinois' Future Energy Jobs Act was set to end its financial suppor ...

Meta signed a 20-year deal with a nuclear plant in Illinois, becoming the latest tech giant to partner with the industry to power an expansion into artificial intelligence.Starting in June 2027, Meta will fund approximately 1.1 gigawatts of energy from Constellation Energy’s Clinton Clean Energy Center in Clinton, Ill., which is the entire output from the site’s sole reactor. Just one gigawatt is enough to power nearly 1 million homes. 3 Meta on Tuesday announced it has signed a 20-year deal with a Conste ...

Meta announced Tuesday morning that it was paying billions of dollars to keep an Illinois nuclear power plant running through 2047. The social media company will buy all the “clean energy attributes” of Constellation Energy’s Clinton Clean Energy Center, a 1.1 gigawatt nuclear power plant in central Illinois, starting in June 2027.Electricity will still flow to the local grid, so Meta’s purchase won’t directly power one of its data centers, though the company does have one about two hours north of Clinton i ...