Constellation, Talen, and Vistra Stock: Why the AI-Power ... - Barron's

The bullish case for power stocks like Constellation, Vistra, and Talen, was based on tech companies signing lucrative agreements to plug their data centers directly into power plants. …

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Nuclear Stocks Jump As Analysts See The AI Boom Powering The …

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Jan 3, 2025 · Nuclear power stocks are surging in the early days of 2025 amid new deal activity, with more growth on the way, analysts say. Shares of Constellation Energy climbed 4% on …

businessinsider.com

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AI’s Thirst For Power Turns Utility Stocks Into Big Tech Proxies

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Oct 9, 2024 · Constellation is in fourth place, with a jump of almost 140%, while power company NRG Energy Inc. and electrical equipment maker GE Vernova Inc. are also in the …

spokesman.com

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Utilities Outpace S&P 500, Fueled By AI: These 2 Stocks Lead The …

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Sep 30, 2024 · Vistra stock has rocketed 205.61% this year, becoming the top-performing stock in the S&P 500. With its focus on nuclear energy, it's carving a niche in powering AI data centers. …

benzinga.com

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Constellation's Stock Soared On AI Hopes. Now The Energy …

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5 days ago · The stock has surged 156% over the last year, however, as Constellation reached a deal to restart the Three Mile Island nuclear plant to provide Microsoft Corp. (MSFT) with power.

morningstar.com

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Constellation Energy Stock Is An AI Power Play - Nasdaq

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Sep 25, 2024 · Constellation Energy Stock is an AI Power Play ... AWS cloud computing division agreed to spend $650 million to acquire a data center campus connected to Talen Energy ...

nasdaq.com

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Top 3 Power Stocks That Will Benefit From AI Demand In 2025 - MSN

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The related boost to financials could drive CEG stock price up to $328 in 2025, as per Guggenheim. The investment firm like Constellation Energy for an additional 0.61% dividend …

msn.com

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Constellation Mega-deal Delicately Orbits AI Sun | Reuters

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5 days ago · Constellation Energy said on Jan. 10 it had agreed to buy Calpine for $16.4 billion of stock and cash and assume $12.7 billion of net debt as part of a deal that would combine two …

reuters.com

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Why Constellation Energy Is A Top Nuclear And AI Stock To Buy In …

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2 days ago · Nuclear energy powerhouse Constellation Energy (CEG) soared 25% on Friday to all-time highs after announcing its acquisition of natural gas and geothermal giant Calpine.The …

barchart.com

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Constellation’s $30 Billion Calpine Talks Are Fueled By AI — And Gas

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Jan 9, 2025 · Calpine Corp.’s buyout in 2018 symbolized the end of an era. Is it now heralding a renaissance? Calpine is said to be close to selling itself to Constellation Energy Corp. for …

bloomberg.com

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Here's How Shares Of Utility Company Constellation Energy Defied …

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6 days ago · Utility stocks certainly have their place in some investors' portfolios. But let's face it -- they're not high-growth tickers. So how did shares of Constellation Energy (CEG 25.16%) …

fool.com

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Constellation’s Stock Soared On AI Hopes. Now The Energy …

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Constellation said the deal will lift adjusted earnings per share by more than 20% in 2026, with at least $2 per share of EPS accretion in future years. Constellation said it remains committed to ...

msn.com

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Nuclear Stocks Surged Last Year, But Are They A Buy Or A Sell In …

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1 day ago · S&P 500 component Constellation Energy soared 25.2% to 305.19 during stock market trade on Jan. 10 after announcing it is acquiring Calpine, a privately owned natural gas …

investors.com

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Baltimore-based Constellation Brings Nuclear Energy To The Fore In …

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20 hours ago · Constellation, the nation’s largest operator of nuclear power plants, said Friday it agreed to purchase Calpine Corp. for $16.4 billion through 50 million shares of Constellation …

baltimoresun.com

FAQs about Constellation, Talen, and Vistra Stock: Why the AI-Power ... - Barron's Coupon?

Will AI boost Constellation Energy's stock?

Constellation Energy's stock has surged over the past year. The company has benefitted from the belief that AI will accelerate power demand. It's working to capitalize on this demand, which could enhance its already robust growth prospects. AI could significantly increase power demand in the coming years. AI is a game-changing technology. ...

Is Constellation Energy capturing the AI power opportunity?

Constellation Energy is working to capture the AI power opportunity. The company's CEO, Joseph Dominguez, recently commented that: We're in advanced conversations with multiple clients, large -- well-known companies that you all know -- about powering their needs... ...

Will the AI Craze continue driving up Constellation Energy shares?

The current AI craze could continue driving up shares of Constellation Energy, especially if it inks contracts to supply nuclear power to AI data centers. However, it trades at a lofty valuation. Because of that, if AI power contracts fail to materialize or it hits an unexpected speed bump, shares could cool off quickly. ...

Should Constellation Energy sign a power purchase agreement?

Signing power purchase agreements with large technology companies to power their AI data centers would supply Constellation with increasingly visible income from its existing plants. That would add to the company's already robust earnings growth outlook. Constellation Energy expects to grow its base earnings by more than 10% annually through 2028. ...

Is Constellation Energy a good stock to buy next year?

But Pourreza is convinced the rally is in its early phase only. Constellation Energy stock is currently up some 100% versus the start of 2024. Still, Shahriar Pourreza sees further upside in Constellation Energy next year as he expects a massive surge in power demand as tech companies continue to scale up AI. ...

Is Constellation Energy's $1 billion deal a positive sign?

Constellation Energy's $1 billion deal with the US government is a positive sign for further nuclear deals to power AI data centers in 2025, analysts say. ...