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NYSE:CEG 8 July 2025 - 9 January 2026

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 Platforms, Inc. shares rose 1.1% to $653.06 in after-hours trading on Friday after the Facebook owner unveiled a slate of nuclear power agreements meant to supply its power-hungry AI data centers. Meta said deals with Vistra, Oklo and TerraPower could back as much as 6.6 gigawatts of new and existing nuclear capacity by 2035.
Constellation Energy Corporation stock slides after Calpine deal closes — here’s what investors watch next

Constellation Energy Corporation stock slides after Calpine deal closes — here’s what investors watch next

Constellation Energy Corp shares dropped 4.8% to $322.54 on Thursday following the completion of its acquisition of privately held Calpine from Energy Capital Partners. The deal increases the combined generation capacity to 55 gigawatts, making Constellation the largest electricity producer in the United States, the company said. Constellation
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.
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. — 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
18 December 2025
Global Green Data Center Efficiency Developments (June–July 2025)

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

The period of June–July 2025 saw significant global developments in green data center efficiency amid surging demand from cloud and AI services. Analysts warn that the rapid growth of artificial intelligence workloads is driving data center power usage to new heights, straining electrical grids and complicating sustainability efforts datacenterfrontier.com datacenterfrontier.com. Deloitte forecasted global data center electricity consumption to nearly double from ~536 TWh in 2025 to over 1,000 TWh by 2030 datacenterfrontier.com. Similarly, S&P Global projected U.S. data center power demand rising ~12% annually through 2030 – growth that could double the sector’s carbon emissions as roughly 60% of new demand may be met by natural gas under current renewable buildout rates datacenterfrontier.com. Industry experts have dubbed this a potential “climate strategy crisis,” where data center expansion outpaces Big Tech’s net-zero goals datacenterfrontier.com. A BloombergNEF report highlighted that data centers already consumed about 1.4% of global electricity supply in 2024 datacenterknowledge.com, a share poised to climb further.
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