Constellation Energy Corporatio
CEG · Utilities
$289.83
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Better Energy Play: NextEra vs. Constellation Energy
NextEra Energy and Constellation Energy are both positioned to benefit from surging electricity demand driven by AI data center growth, but take different approaches. NextEra operates as a traditional regulated utility with renewable energy focus and offers higher dividend yield (3%), while Constellation is an independent nuclear power producer with greater growth potential but higher volatility. Constellation's stock has fallen 20% in 2026, creating a potential entry point, whereas NextEra is pursuing a major acquisition of Dominion Energy facing regulatory scrutiny.
If a Stock Market Correction Is Coming, History Says This ETF Has Always Protected Long-Term Investors
Vanguard's Utilities ETF (VPU) is recommended as a defensive investment option during potential market corrections. Unlike the S&P 500, utilities stocks typically outperform during bear markets due to their stable, income-generating nature. VPU holds 68 utility companies and delivered a 1% return during the 2022 market downturn when the S&P 500 fell 25%, offering investors a safer alternative with a 2.71% SEC yield.
Oklo's Meta Deal Calls For a 1.2-Gigawatt Reactor in Ohio. Here's When It's Slated to Come Online.
Oklo announced an agreement with Meta to develop a 1.2-gigawatt nuclear facility in south central Ohio to power Meta's data centers. Pre-construction is scheduled for 2027 with general construction beginning in late 2028 or 2029, with the first phase expected online around 2030. However, the unproven small modular reactor (SMR) technology makes a 2030 timeline unlikely, with a later date being more plausible. Oklo's stock is down 45% this year as investors remain cautious about the company's business model and SMR viability.
Constellation's New Power Deals Are Piling Up. Here's Why the Stock Isn't Reflecting It Yet.
Constellation Energy has secured 920 megawatts of new power purchase agreements with major clients like Microsoft, Comcast, and Bank of America to support AI data center growth. However, the stock has declined 51% from its 52-week high due to delayed cash flows (2027-2032), significant debt from the $26.6 billion Calpine acquisition, and regulatory approval timelines. Despite near-term headwinds, the company's stable utility revenue and long-term AI power demand position it for future growth.
Constellation Energy Just Raised Guidance. Here's What's Driving It.
Constellation Energy raised its full-year adjusted operating earnings guidance by $0.50 per share to $11.50-$12.50 after reporting a 33% year-over-year increase in Q2 adjusted operating earnings. The company's strong performance is driven by its Calpine acquisition, which added 22 GW of power generation capacity, and major long-term power purchase agreements with hyperscalers like Microsoft and Meta. With 55 GW total capacity and the largest U.S. nuclear fleet, Constellation is positioned to benefit from surging energy demand from data centers.