|
Feb 17
|
|
$303.01
$294.05
-3.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Explore the top gainers and losers within the...
|
|
Feb 17
|
|
$303.01
$294.05
-3.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Exploring the top movers within the S&P500 in...
|
|
Feb 17
|
|
$303.01
$294.05
-3.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Stock market today: Nasdaq, S&P 500 slide to ...
|
|
Feb 17
|
|
$303.01
$294.05
-3.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Constellation Energy Deepens Data Center Ties...
|
|
Feb 17
|
|
$303.01
$294.05
-3.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
City Electric Group Limited Closes $1.25 Bill...
|
|
Feb 17
|
|
$303.01
$294.05
-3.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
What the Options Market Tells Us About Conste...
|
|
Feb 17
|
|
$303.01
$294.05
-3.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
A Three-Pronged Major Market Rotation Is Just...
|
|
Feb 17
|
|
$303.01
$294.05
-3.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Should You Buy Constellation Energy Stock Bef...
|
|
Feb 14
|
|
$288.43
$294.05
+1.9%
|
LONG
|
Finnhub News
|
Constellation Energy's stock has seen a significant increase this week, driven by new data center contracts and favorable analyst revisions. |
Finnhub - CEG
Constellation Energy Surges 10% This Week on ...
|
|
Feb 13
|
|
$288.43
$294.05
+1.9%
|
LONG
|
CME Group
Narrator
|
"Data centers are driving the highest electricity demand in 15 years... making the AI race key to oil as well." The AI boom is physically constrained by power availability. As demand hits a 15-year peak, Independent Power Producers (IPPs) and Utilities with capacity (like VST and CEG) possess the scarcity value required to power these data centers. LONG. The structural increase in demand from "new tech" provides a tailwind for power generation assets. Regulatory caps on power pricing or slower-than-expected AI capex deployment. |
Bloomberg Markets
Five Trends That Will Drive Energy Markets in...
|
|
Feb 13
|
|
$288.43
$294.05
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Constellation Energy Texas Data Center Deal T...
|
|
Feb 13
|
|
$288.43
$294.05
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Stocks to watch next week: Walmart, Analog De...
|
|
Feb 13
|
|
$288.43
$294.05
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Zacks Investment Ideas feature highlights Con...
|
|
Feb 12
|
|
$276.12
$294.05
+6.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Best S&P 500 Stocks to Buy Before Earnings: C...
|
|
Feb 12
|
|
$276.12
$294.05
+6.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Constellation to Post Q4 Earnings: What's in ...
|
|
Feb 12
|
|
$276.12
$294.05
+6.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - CEG
Zacks Industry Outlook Highlights GE Vernova,...
|
|
Feb 11
|
|
$276.85
$294.05
+6.2%
|
LONG
|
Doug Burgum
US Secretary of the Interior
|
Burgum argues the US is in an "AI arms race with China" and needs "Energy Addition," criticizing the shutdown of "baseload" in favor of "intermittent" sources. AI data centers require 24/7 uptime (baseload). The administration's policy explicitly favors keeping existing thermal and nuclear plants online to feed this demand. Utilities with existing baseload capacity (Vistra, Constellation) become critical infrastructure assets with pricing power. LONG. Demand (AI) is rising while the administration prevents the supply (Baseload plants) from shrinking. Lower natural gas prices could compress margins for merchant power producers. |
Bloomberg Markets
Coal Kept the Lights On During Storms, Burgum...
|