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.
/ 14 items
#CEG↓
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.
Data Centers Drive Electricity Prices to Record Highs in 13-State Region
PJM's electricity auction hits record $333.44/MW-day as data center demand outpaces supply, threatening higher bills for 65 million consumers across 13 states.
Trump Admin Backs $1B Loan to Restart Three Mile Island Nuclear Plant
Trump administration approves $1 billion loan for Constellation Energy to restart Three Mile Island's undamaged reactor, aiming to boost power supply for AI data centers and manufacturing.
Constellation Energy Narrows 2025 Outlook After Q3 Earnings Miss
Constellation Energy’s Q3 2025 profit missed Wall Street forecasts due to higher expenses. The U.S. nuclear power giant lowered its full-year earnings forecast and expects to announce another hyperscale deal "before the Q4 earnings call."
Historic $80 Billion Nuclear Power Deal to Fuel America's AI and Data Center Boom
U.S. government partners with Westinghouse, Cameco, and Brookfield to build $80B in nuclear reactors, supporting AI growth and Trump's energy dominance agenda through 2030.