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NYSE:CEG News 12 January 2026 - 5 February 2026

Constellation Energy stock sinks nearly 7% as PJM price-cap push keeps traders cautious ahead of earnings

Constellation Energy stock sinks nearly 7% as PJM price-cap push keeps traders cautious ahead of earnings

Constellation Energy shares fell 6.7% to $250.46 Wednesday on heavy volume after Washington pressed PJM to cap power prices and speed up grid connections for data centers. The drop came despite Constellation’s recent $7 billion Calpine acquisition, which made it the largest U.S. electricity producer. Other wholesale power stocks also declined, while NextEra Energy rose 1.3%.
5 February 2026
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Constellation Energy stock edges lower as PJM power prices spike in deep freeze — what to watch next for CEG

Constellation Energy stock edges lower as PJM power prices spike in deep freeze — what to watch next for CEG

Constellation Energy shares slipped 0.2% to $288.12 Wednesday as PJM Interconnection reported spot power prices above $1,000/MWh in parts of the Mid-Atlantic amid cold-driven grid strain. About 1.6 million shares traded. PJM cited nearly 21 GW of generation outages and warned of possible controlled outages. Constellation recently completed its Calpine acquisition and awaits an earnings report projected for Feb. 17.
28 January 2026
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Constellation Energy stock closes higher as PJM data-center rule overhaul keeps power prices in focus

Constellation Energy stock closes higher as PJM data-center rule overhaul keeps power prices in focus

Constellation Energy closed up 1.2% at $288.76 Tuesday, after trading between $282.50 and $290.40. PJM Interconnection advanced a fast-track plan for data-center hookups and began talks on a government-backed “backstop” auction for new power capacity. Traders are watching natural-gas volatility and PJM/FERC policy moves. Constellation’s next earnings update is expected Feb. 17.
28 January 2026
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Constellation Energy stock price today: CEG edges up as New York extends nuclear subsidies and Calpine plans $1B gas plant

Constellation Energy stock price today: CEG edges up as New York extends nuclear subsidies and Calpine plans $1B gas plant

Constellation Energy shares rose 0.5% to $288.79 Friday after New York regulators extended subsidies for its upstate nuclear plants through 2049. Calpine, a Constellation unit, announced a $1 billion natural gas plant in West Virginia. Utilities sector shares slipped, with the Utilities Select Sector SPDR ETF down 0.7%. FERC approved new PJM capacity market rules this week.
23 January 2026
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Constellation Energy (CEG) stock price slides toward $287 — what to watch before Friday’s open

Constellation Energy (CEG) stock price slides toward $287 — what to watch before Friday’s open

Constellation Energy shares fell 2.4% to $287.35 Thursday, closing near session lows despite broader market gains. Wells Fargo cut its price target to $460 but kept an Overweight rating. The drop followed PJM’s emergency auction plan and new rules for large power users as a cold snap threatens peak demand. About 4.7 million shares traded hands.
23 January 2026
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Constellation Energy (CEG) stock slips as PJM price-cap talk collides with New York nuclear subsidy extension

Constellation Energy (CEG) stock slips as PJM price-cap talk collides with New York nuclear subsidy extension

Constellation Energy shares fell 1% to $291.29 in New York after state regulators extended nuclear subsidies through 2049. Traders weighed the move against proposed PJM price caps and federal actions affecting power market rules. The stock had swung as high as $302.48 earlier in the session. Wells Fargo lowered its price target for Constellation earlier in the week.
22 January 2026
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Constellation Energy stock slips after Wells Fargo trims target as PJM data-center rules loom

Constellation Energy stock slips after Wells Fargo trims target as PJM data-center rules loom

Constellation Energy shares fell 1.6% to $302.88 after Wells Fargo cut its price target, as the utilities sector and S&P 500 also declined. Federal regulators set a Feb. 16 deadline for PJM to address data center co-location rules. U.S. natural gas futures jumped 26.7% to $3.932 per MMBtu. Constellation completed its Calpine acquisition, becoming the largest U.S. power producer.
20 January 2026
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GE Vernova stock price jumps 6% on PJM emergency auction push — what to watch next

GE Vernova stock price jumps 6% on PJM emergency auction push — what to watch next

GE Vernova shares jumped 6.1% to $681.55 Friday after the White House urged PJM Interconnection to hold an emergency power auction to speed new generation. PJM said it will require large new power users to supply their own generation or face curtailment, and plans to file proposals with FERC. About 5 million GE Vernova shares traded. U.S. markets are closed Monday for Martin Luther King Jr. Day.
17 January 2026
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Constellation Energy stock tumbles nearly 10% as PJM power-price curbs enter the frame

Constellation Energy stock tumbles nearly 10% as PJM power-price curbs enter the frame

Constellation Energy shares fell 9.8% to $307.71 Friday after the White House ordered PJM to hold an emergency power auction and cap capacity market prices. PJM detailed new rules for large data centers, including requiring them to provide their own generation or face curtailment. Vistra and NRG Energy also dropped. U.S. markets will be closed Monday for MLK Day.
17 January 2026
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Why Vistra stock sank 7% Friday as a PJM “emergency auction” idea spooked power names

Why Vistra stock sank 7% Friday as a PJM “emergency auction” idea spooked power names

Vistra shares fell 7.4% after the White House pressed PJM Interconnection for an emergency auction to address surging power demand from data centers. The move raised the prospect of caps on capacity-market charges and forced curtailments for large new users. GE Vernova rose 6.1% on turbine demand hopes, while Constellation Energy and Vistra led S&P 500 losses. PJM’s next capacity auction is set for late June.
17 January 2026
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Constellation Energy (CEG) stock dives on White House push to cap PJM power-market prices

Constellation Energy (CEG) stock dives on White House push to cap PJM power-market prices

Constellation Energy shares fell 9.8% to $307.71 in after-hours trading Friday after the White House urged PJM Interconnection to hold an emergency auction for new power plants and cap earnings for existing ones. The move follows an 800% surge in PJM capacity prices and criticism from state officials over rising power bills. GE Vernova rose 6.1%, while Vistra dropped 7.5%. U.S. markets are closed Monday for Martin Luther King Jr. Day.
17 January 2026
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GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

GE Vernova stock jumps 6% as Trump-backed PJM power auction plan targets AI data-center demand

GE Vernova shares surged 6.1% to $681.57 after the White House and PJM state governors proposed a $15 billion emergency auction to boost power supply for AI data centers. Constellation Energy, Vistra, and Talen Energy stocks fell sharply as investors weighed the impact of accelerated generation on prices. PJM and regulators are set to provide updates before GE Vernova’s Jan. 28 earnings.
16 January 2026
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Vistra (VST) stock slides as White House PJM price-cap plan hits power producers

Vistra (VST) stock slides as White House PJM price-cap plan hits power producers

Vistra shares fell 6.8% to $167.91 Friday morning, leading declines among independent power producers after a report on possible PJM auction price caps. Constellation Energy dropped 9.6% and Talen Energy slid 9.0%. Governors in PJM states plan to sign a deal at the White House imposing two-year auction price caps and shifting more grid costs to data center operators, according to Reuters.
16 January 2026
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Constellation Energy stock dips Monday as Calpine filing details put share supply back in focus

Constellation Energy stock dips Monday as Calpine filing details put share supply back in focus

Constellation Energy shares fell 1.6% to $336.87 late Monday morning, bucking gains in other power producers. The drop follows disclosure of lock-up periods and resale registration rights for former Calpine shareholders after last week’s merger. Constellation also filed to register up to 49.6 million shares tied to the deal. Investors await integration updates and the next earnings date, tentatively set for Feb. 17.
12 January 2026
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Stock Market Today

MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

8 February 2026
MediaTek shares closed down 3.4% at NT$1,710 on Friday in Taipei, with 11.8 million shares traded before the market shut for the weekend. The company said it will double investment in data-center chips and advanced packaging, while warning of rising supply chain costs. Fourth-quarter sales rose 8.8% to NT$150.2 billion, but net income slipped 3.6%. Investors face uncertainty ahead of the Lunar New Year break and a weaker tech sector mood.
Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

8 February 2026
Arm Holdings’ U.S. shares jumped 11.6% Friday to $123.70, capping an 18% two-day rebound amid a rally in chip stocks tied to AI data-center spending. The gains followed Arm’s fiscal Q3 revenue beat, but executives warned memory shortages could cut royalty revenue by up to 2% as smartphone chip shipments are expected to fall 7% in 2026. Investors now await Arm’s “Arm Everywhere” event on March 24.
Zhongji Innolight stock slides nearly 4% into China’s Monday open — what traders watch next

Zhongji Innolight stock slides nearly 4% into China’s Monday open — what traders watch next

8 February 2026
Zhongji Innolight closed down 3.9% at 540.01 yuan in Shenzhen on Friday, with turnover at 17.91 billion yuan. The company forecast 2025 net profit of 9.8–11.8 billion yuan, up as much as 128%, citing strong demand for high-speed products. Executives said most customer orders are booked through late 2026, but flagged tight supply of some optical chips. Zhongji reports earnings March 31 after shares dropped 12% from December highs.
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