Constellation Energy Crashes as 2026 Guidance Misses and Data Center Deals Stay Silent
Constellation Energy tumbled after its 2026 earnings guidance missed Wall Street forecasts and it failed to announce any new AI data-center power deals.
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AI’s Power Hunger Returns – Analysts See 30–68% Upside in CEG, TLN & NRG
BNP Paribas launches "outperform" coverage on Constellation, Talen & NRG, forecasting 30-68% upside as AI data center power demand accelerates into the 2030s.
Nuclear Giant Constellation Crushes Q4 Forecasts as AI Demand Keeps Surging
Constellation Energy tops Q4 2025 earnings forecasts with $2.30 EPS and $6.07B revenue. Nuclear giant powers AI data centers with Calpine deal, dividend hike & major contracts.
Trump & Governors Push Emergency Electricity Auction to Make Tech Giants Pay for AI Data Centers
Trump administration and Northeast governors plan emergency PJM auction forcing tech companies to fund $15B in new power plants for AI data centers, protecting consumers from rising electricity bills.
TD Cowen Starts Coverage on Constellation Energy with Buy Rating
TD Cowen initiates coverage of Constellation Energy with a Buy rating and a $440 price target, highlighting growth opportunities despite regulatory risks.
Meta Becomes America's Biggest Corporate Nuclear Power Buyer with 6.6 GW Deal
Meta announces major nuclear energy partnerships with Vistra, TerraPower, and Oklo to power AI data centers with up to 6.6 gigawatts by 2035.