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NYSE:CEG News 18 December 2025 - 10 January 2026

NuScale Power stock jumps after Bank of America upgrade as Meta nuclear pacts lift SMR trade

NuScale Power stock jumps after Bank of America upgrade as Meta nuclear pacts lift SMR trade

NuScale Power shares rose 4.3% to $20.51 in after-hours trading Friday after Bank of America upgraded the stock to neutral with a $28 target, citing funding and timing challenges. Meta’s new nuclear power deals fueled sector-wide gains, with Vistra and Oklo jumping nearly 14%. Options trading in NuScale surged 31% above average. The stock remains below key moving averages ahead of earnings expected March 2.
10 January 2026
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Constellation Energy (CEG) stock jumps after TD Cowen Buy call; Calpine deal back in focus

Constellation Energy (CEG) stock jumps after TD Cowen Buy call; Calpine deal back in focus

Constellation Energy shares jumped 6.1% to $342.52 in after-hours trading Friday after TD Cowen initiated coverage with a Buy rating and $440 target. The move follows Constellation’s completed acquisition of Calpine, creating a 55-gigawatt power producer. Analysts cited strong contract demand and data-center growth. Investors await the next earnings report, expected mid-February.
10 January 2026
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Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta shares rose 1.1% to $653.06 in after-hours trading Friday after announcing nuclear power deals to supply its AI data centers. Agreements with Vistra, Oklo, and TerraPower could support up to 6.6 gigawatts of nuclear capacity by 2035. Financial terms were not disclosed. Investors are watching project timelines and permitting.
9 January 2026
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Constellation Energy stock jumps as TD Cowen turns bullish, Meta nuclear deals lift power names

Constellation Energy stock jumps as TD Cowen turns bullish, Meta nuclear deals lift power names

Constellation Energy shares climbed 5.6% to $340.51 Friday after TD Cowen began coverage with a buy rating and $440 target. The move followed Constellation’s completed acquisition of Calpine, creating the largest U.S. electricity producer. Meta’s 20-year nuclear power deals lifted sector peers. The DOJ cleared the Calpine deal last month with required divestitures.
9 January 2026
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Vistra stock jumps after Meta signs 20-year nuclear power deal — what’s driving VST today

Vistra stock jumps after Meta signs 20-year nuclear power deal — what’s driving VST today

Vistra Corp shares jumped 11.4% to $167.81 after announcing 20-year nuclear power purchase agreements with Meta Platforms covering over 2,600 MW from three plants. The contracts begin deliveries in late 2026 and could boost Vistra’s adjusted free cash flow by up to 17% once fully in place. Meta also signed nuclear deals with two other firms. Vistra stock remains below its September high of $219.82.
9 January 2026
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Constellation Energy stock slides as Calpine deal closes, investors eye integration updates

Constellation Energy stock slides as Calpine deal closes, investors eye integration updates

Constellation Energy shares fell 4.2% to $324.54 Thursday, extending losses after closing its $26.6 billion Calpine acquisition. The combined company now controls 55 gigawatts of generation capacity. The Nuclear Regulatory Commission approved a $167 million digital safety upgrade at Constellation’s Limerick nuclear plant. Broader U.S. power sector stocks also declined amid a cautious market.
8 January 2026
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Constellation Energy stock rebounds as 2026 begins; what CEG investors watch next

Constellation Energy stock rebounds as 2026 begins; what CEG investors watch next

NEW YORK, Jan 3, 2026, 16:26 ET — Market closed Constellation Energy Corp shares ended Friday up 3.67% at $366.25, a reversal after four straight down sessions. MarketWatch The move tracked a modest rebound in U.S. equities on the first trading day of 2026, with the Dow and S&P 500 finishing higher and utilities among the gaining sectors, Reuters reported. Reuters Why it matters now: Constellation has become a high-profile utility name in the AI-era power-demand trade, and the stock has shown sharper swings as investors reassess what they are willing to pay for “AI plays” across the market. Reuters
3 January 2026
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Constellation Energy stock slips today as Calpine deal steps and nuclear AI demand stay in focus

Constellation Energy stock slips today as Calpine deal steps and nuclear AI demand stay in focus

NEW YORK, December 30, 2025, 23:22 ET — Market closed Constellation Energy Corporation shares slipped 0.4% to $357.12 on Tuesday, ending the session lower as the market headed into the final trading days of the year. The move matters because Constellation has become a key proxy for bets that electricity demand from artificial intelligence data centers will keep tightening U.S. power markets, lifting the value of steady, around-the-clock generation such as nuclear. Nuclear sentiment was in focus again after Duke Energy said it applied to the U.S. Nuclear Regulatory Commission for an early site permit for a potential new nuclear
31 December 2025
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Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

U.S. utilities stocks are ending 2025 with a split personality. On one hand, the group is still a classic “defensive” trade—regulated cash flows, dividend support, and historically lower volatility than the broader market. On the other, utilities have quietly become one of the most important “real economy” beneficiaries of the AI boom, because every new data center and electrified industrial process ultimately needs one thing: reliable megawatts. With U.S. markets closed for the Christmas holiday on December 25, 2025, the utilities sector enters 2026 under intense scrutiny from investors, regulators, and consumers. Electricity bills are rising, grid operators are sounding
25 December 2025
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Three Mile Island Restart: Energy Secretary Chris Wright Says Crane Clean Energy Center Can Cut Power Prices and Fuel Microsoft’s AI Push

Three Mile Island Restart: Energy Secretary Chris Wright Says Crane Clean Energy Center Can Cut Power Prices and Fuel Microsoft’s AI Push

LONDONDERRY TOWNSHIP, Pa. (Dec. 18, 2025) — The U.S. Energy Secretary is betting that one of the most symbolically loaded names in American energy history can become a blueprint for the next era of electricity demand: artificial intelligence. This week, Energy Secretary Chris Wright visited the former Three Mile Island nuclear station—now branded as the Crane Clean Energy Center—to promote a planned restart of the site’s Unit 1 reactor, arguing that more nuclear generation will strengthen reliability, reduce blackout risks, and ultimately push electricity prices down. WHP+2WGAL+2 The visit, which drew Constellation Energy executives and local officials, comes as the
18 December 2025
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Stock Market Today

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

7 February 2026
MARA shares jumped 22.4% to $8.24 Friday, trading higher after hours, as the company moved $87 million in bitcoin to major custodians. About 82.4 million MARA shares changed hands. Bitcoin hovered near $68,928 Saturday. A MARA filing showed its general counsel had shares withheld for taxes on vested stock units, not an open market sale.
Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

7 February 2026
Apple shares closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. A global DRAM shortage is raising component costs, putting pressure on Apple’s pricing ahead of its Feb. 24 shareholder meeting. CEO Tim Cook said memory prices will rise “sharply” but gave no details on possible iPhone price hikes. Investors await signals before next week’s U.S. inflation data.
Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

7 February 2026
Roivant shares surged 22.4% to $25.82 after Phase 2 data showed its drug brepocitinib outperformed placebo in cutaneous sarcoidosis, with no serious adverse events. The company plans a Phase 3 trial in 2026 and has filed for FDA approval in dermatomyositis. Quarterly revenue reached $2 million, with a $313.7 million loss. Cash holdings stood at $4.5 billion.
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