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Constellation Energy has pulled back sharply in 2026 after a very strong multiyear run, which puts a spotlight on a simple question for investors who care about fundamentals: Is the current share price still in line with what the company earns? Over the past 3 years the stock has delivered a gain of 143.5%, which puts plenty of past optimism about Constellation Energy's earnings power under the microscope. The planned US$715 million purchase of the 609 megawatt Rhode Island State Energy...

The latest trading day saw Constellation Energy Corporation (CEG) settling at $264.57, representing a -7.09% change from its previous close.

Vistra has quietly shed a quarter of its value while its operating results kept beating expectations, and Wall Street's most bullish analyst thinks that disconnect points to something big coming in 2027.

The deal expands Constellation’s ISO New England portfolio. In a separate transaction, Shell acquired a 169-MW Pennsylvania gas portfolio to grow its PJM Interconnection position.

Constellation will become the new owner of RISEC.

Energy stocks were mixed late Friday afternoon, with the NYSE Energy Sector Index down 0.1% and the

Constellation Energy expands generation with a $715 million RISEC deal and long-term nuclear contracts to support reliability, returns and earnings growth.

Constellation Energy announced on Thursday that it would acquire 100% of the Rhode Island State Energy Center from Shell Energy North America for $715 million.

Energy stocks were lower late Thursday afternoon, with the NYSE Energy Sector Index easing 0.2% and

Vistra's hedging, long-term PPAs, diversified generation fleet and improving earnings outlook support growth, though high debt may warrant a better entry point.

Vistra (VST) has fallen about 19% over the past twelve months and trades roughly 30% below its 52-week high, with softer ERCOT power prices and an expected pause in some Texas data-center reviews among the worries. Underneath that tape, the company keeps handing its owners a bigger slice of itself. That is no longer the reason to buy the stock.

Vistra has spent nine months drifting lower while Wall Street piled up bullish price targets, and at least one major bank now sees a setup that looks nothing like the slow bleed playing out on the chart.

Meta signed a 20-year deal built around one Illinois nuclear plant. The first contracted dollar is still nine months away.

Google said it would bring an Iowa nuclear power plant back from the dead. Now, the plant's owner is getting a $1.9B loan from the U.S. Energy Department.

NRG Energy gained 6.4% and Constellation Energy rose 4.9% on September 4 while the S&P 500 fell 0.4%. The gains were consistent with the broader AI-power trade where data-center projects increasingly depend on generators that can add reliable capacity, navigate interconnection queues, and sign contracts before construction. NRG Energy, Inc. (NYSE:NRG) and Constellation Energy Corporation […]

Texas regulators just froze data-center hookups, and one application fee cut AEP Ohio's pipeline by more than half overnight. Whether that unravels the entire investment case for the most popular utility ETF on the market depends on a number almost no one is auditing.

Constellation Energy has the bigger nuclear platform, but Vistra's valuation and growth catalysts keep the race close.

BWX Technologies is trading at a discount compared to its peers despite its military moat.

The stock that crashed 83% designs the reactors -- the companies selling the fuel and the power are still getting paid.

Constellation Energy has underperformed the Dow over the past year, but analysts are highly optimistic about the stock’s prospects.

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. Knowing which part of the stack to own now is the question worth answering.

Energy driven price pressures remain in focus for central banks, which keeps reliable power sources in the spotlight. That puts nuclear linked energy stocks on many watchlists, as investors look for businesses tied to long term electricity demand rather than short term fuel price swings. This article walks through three stocks from our nuclear energy screener that represent different ways to tap into this theme. The three nuclear energy stocks covered below are only a starting sample, since...

Billionaire technology investor Peter Thiel’s hedge fund, Thiel Macro LLC, disclosed 372,755 shares of Vistra Corp. (NYSE:VST) at the end of Q2 2026, worth about $59.1 million. The position is interesting because Vistra sits directly in the argument over whether electricity, rather than GPUs, becomes the scarce asset in the next leg of the AI […]

With varying approaches to growing their businesses, both companies have something different to offer investors.

A White House AI adviser is selling data centers as economic lifelines while Berkshire's Greg Abel warns of a full-blown revolt taking shape in communities across the country. One of them is reading a very different map of where a trillion dollars in AI spending actually lands.

Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your portfolio, and treating them as one trade could cost you.

Oil driven inflation concerns are pushing government bond yields in major economies to multi year highs. That kind of pressure keeps energy security and stable power supply firmly in focus. Nuclear energy stocks, from uranium producers to reactor operators, sit at the crossroads of reliability and low carbon power. This article highlights three stocks from our nuclear themed screener that investors may want to keep on their watchlist. The three nuclear energy stocks below are just a starting...

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

The company is chasing the data center boom, but after a pullback in the shares, you have to weigh a strong recovery record against some very real market pressures.

One generates 9% net margins with nuclear-powered data center deals; the other pulls 25% margins from regulated utilities and renewables.