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NYSE:NRG News 16 December 2025 - 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 drops 3.5% to $270 — what CEG traders are watching next

Constellation Energy stock drops 3.5% to $270 — what CEG traders are watching next

Constellation Energy shares fell 3.5% to $270.75 Monday, underperforming the utilities sector. The drop follows ongoing policy pressure on PJM Interconnection to speed up new capacity and control costs. The company’s next quarterly results are due Feb. 19. Shares of Vistra, NRG Energy, and NextEra also declined.
2 February 2026
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Constellation Energy stock price dips as Winter Storm Fern strains power markets ahead of the Fed

Constellation Energy stock price dips as Winter Storm Fern strains power markets ahead of the Fed

New York, Jan 26, 2026, 15:47 ET — Regular session Shares of Constellation Energy Corporation slid 1.2% to $285.66 on Monday, lagging behind a generally stronger U.S. equity market. Winter Storm Fern is putting heavy strain on the eastern U.S. power grid, causing outages and sending spot power prices soaring. On Sunday, PJM Interconnection—the country’s largest regional grid—reported nearly 21 gigawatts of generation outages. As a result, spot prices in parts of the East and Mid-Atlantic surged into the hundreds of dollars per megawatt-hour, a key electricity measurement. (Reuters) Cold weather is pushing fuel costs higher for gas-fired generators, adding
26 January 2026
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Vistra stock price drops today as tariff threats shake markets — what to know about VST

Vistra stock price drops today as tariff threats shake markets — what to know about VST

NEW YORK, Jan 20, 2026, 12:29 EST — Regular session underway. Vistra Corp shares dipped 3.9% to $160.12 by midday Tuesday, deepening the stock’s recent volatility. The company has increasingly been seen as a bellwether for U.S. power demand. The drop is significant because investors have been heavily backing generators linked to the data-center expansion, with Vistra positioned right at the heart of that narrative. When risk appetite wanes, this sector can quickly shift gears. The situation worsened Tuesday as stocks and the dollar dropped following President Donald Trump’s renewed tariff threats against European allies, pushing investor anxiety higher. The
20 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

New York, Jan 20, 2026, 11:49 EST — Regular session Constellation Energy shares slipped 1.6% to $302.88 in late-morning trading Tuesday after Wells Fargo lowered its price target to $460 from $478 but maintained an Overweight rating. The stock touched an intraday low of $295.20 before clawing back some losses, as the SPDR S&P 500 ETF dropped 1.1% and the utilities sector ETF edged down around 0.2%. Vistra slid 2.9%, NRG Energy lost 1.1%, while Talen Energy gained 0.7%. (TipRanks) The pullback highlights how fast traders are revaluing merchant power stocks linked to data centers and wholesale markets. This sector
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

New York, Jan 17, 2026, 16:59 EST — Market closed. GE Vernova Inc shares closed up 6.1% on Friday at $681.55, as investors weighed a White House push for PJM Interconnection to run an “emergency” power auction aimed at speeding new generation onto the grid. The stock added $39.27 on the day, traded between $651.00 and $692.49, and saw about 5.0 million shares change hands, according to market data. (Reuters) The policy focus matters now because electricity demand in PJM’s footprint is being driven by rapid data center construction, and state officials want to blunt rising power bills. Governors from
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

New York, Jan 17, 2026, 04:58 EST — Market closed. Constellation Energy shares tumbled 9.8% to close at $307.71 on Friday, marking their steepest single-day decline in months. The selloff hit U.S. power producers tied to PJM following a late-week policy move targeting electricity price controls. Vistra dropped 7.4%, while NRG Energy slipped 4.1%. The move comes at a tricky time for a trade behind much of the sector’s rally: betting on data centers tightening supply and pushing up wholesale prices for years. Now, a sudden pivot to caps and special procurement auctions pushes investors to weigh political risk alongside
17 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

New York, Jan 8, 2026, 15:04 EST — Regular session Constellation Energy shares were down about 4.2% at $324.54 in mid-afternoon trading on Thursday, extending a two-day slide as investors digested the close of its Calpine acquisition. The stock fell 4.5% on Wednesday to $338.63, its third straight session of losses. MarketWatch Constellation said on Wednesday it completed the purchase of Calpine from Energy Capital Partners, a deal that pushes the nuclear-heavy generator deeper into natural gas and geothermal power. CEO Joe Dominguez said U.S. demand for power “is surging,” pointing to data centers and other big loads, while Calpine
8 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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Constellation Energy stock today: CEG slips in thin year-end trade as Calpine deal stays in focus

Constellation Energy stock today: CEG slips in thin year-end trade as Calpine deal stays in focus

NEW YORK, December 29, 2025, 23:50 ET — Market closed Constellation Energy Corp shares slipped 0.6% on Monday, ending at $358.33 as trading volumes thinned in the final week of the year. The dip matters because Constellation has become a proxy for the U.S. power-demand boom tied to artificial intelligence data centers, which are pushing grid planners and regulators to focus on supply constraints and reliability. That backdrop has kept power producers in the spotlight even on quiet sessions, with investors balancing long-term demand themes against near-term catalysts such as regulatory milestones and financing steps tied to big deals. Constellation
30 December 2025
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Sunrun Stock (NASDAQ: RUN) Jumps on Dec. 22, 2025: Tax-Credit Deadline, Analyst Targets, and the NRG Partnership in Focus

Sunrun Stock (NASDAQ: RUN) Jumps on Dec. 22, 2025: Tax-Credit Deadline, Analyst Targets, and the NRG Partnership in Focus

Sunrun Inc. (NASDAQ: RUN) is back in the spotlight on December 22, 2025, with shares trading sharply higher as investors weigh a fast-approaching U.S. residential solar tax-credit cutoff, a fresh wave of bullish (and less-bearish) Wall Street commentary, and new momentum around Sunrun’s grid-services strategy. By early afternoon, RUN was trading around $19.7–$19.8, up roughly 8% on the day after a prior close near $18.26, with the session range pushing up toward roughly $20. Investing.com+2Finviz+2 That single-day move matters because it’s landing in the middle of a bigger story: Sunrun’s business model is increasingly being priced as a policy-and-financing play
22 December 2025
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Energy Storage Stocks Today: Tesla, Fluence, Enphase, Sunrun and Albemarle React as AI Data Centers, Policy Deadlines and Lithium Forecasts Collide (Dec. 16, 2025)

Energy Storage Stocks Today: Tesla, Fluence, Enphase, Sunrun and Albemarle React as AI Data Centers, Policy Deadlines and Lithium Forecasts Collide (Dec. 16, 2025)

NEW YORK — Tuesday, Dec. 16, 2025 (early afternoon ET). Energy storage stocks are back in the spotlight on the U.S. stock market today, driven by three forces that rarely hit at the same time: (1) a fast-moving surge in electricity demand tied to AI data centers, (2) shifting incentives and supply-chain rules that are reshaping solar-plus-storage and grid batteries, and (3) a new round of lithium demand forecasts that explicitly prioritize energy storage system (ESS) shipments—not just installations. That mix is creating unusually sharp differentiation inside the “energy storage” theme. Some names are moving on customer wins, partnerships and project pipelines; others
16 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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