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NYSE:CEG 8 July 2025 - 16 January 2026

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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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

Constellation Energy rose 3.7% to $366.25 Friday, ending a four-day slide as utilities led U.S. equities higher on the first trading day of 2026. The stock remains 11% below its October peak. Investors are watching a Jan. 12 debt-exchange deadline tied to Constellation’s Calpine deal and next week’s U.S. labor data. Trading volume was 2.3 million shares, slightly below the 50-day average.
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

Constellation Energy closed down 0.4% at $357.12 Tuesday as traders tracked its $26.6 billion Calpine acquisition and regulatory hurdles, including required divestitures in three states. Shares moved between $355.50 and $361.40. No new filings followed a Dec. 23 update on Calpine note exchanges. Nuclear power sentiment remained in focus after Duke Energy’s permit application for a new North Carolina facility.
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 end 2025 under scrutiny as electricity bills rise and grid operators warn of supply shortfalls. The Utilities Select Sector SPDR ETF (XLU) shows a forward P/E of about 19.6 and yield near 2.7%, with NextEra Energy as its largest holding. Power demand is set to hit record highs in 2025 and 2026, fueled by data centers and electrification. Investors are watching which companies can grow without sparking political backlash.
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

U.S. Energy Secretary Chris Wright visited the former Three Mile Island nuclear site to promote restarting Unit 1, backed by a $1 billion federal loan to Constellation Energy. The project aims to supply power for AI-driven data center growth, with Microsoft signing a long-term purchase deal. Unit 1, shut since 2019, could return to service by 2027, pending regulatory approval.
18 December 2025
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Global Green Data Center Efficiency Developments (June–July 2025)

Global Green Data Center Efficiency Developments (June–July 2025)

Deloitte projects global data center electricity use will nearly double to over 1,000 TWh by 2030. Germany passed a law mandating 100% renewable energy for all data centers by 2027. In May 2025, President Trump signed orders to speed up nuclear plant construction, with Three Mile Island Unit 1 aiming to restart in 2027 to supply Microsoft. Meta and Google announced major renewable energy projects for their data centers.
8 July 2025
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