Constellation Energy Stock News

I don't see an AI bubble. The $100T transformation ahead is real, with bottlenecks like power and data centers driving lasting demand. Big Tech may dominate headlines, but the real opportunity lies in the mission-critical infrastructure enabling this AI revolution. To me, AI is rotation fuel. Instead of chasing hype, I'm focused on the overlooked winners powering the next decade of growth.

CLINTON, Ill.--(BUSINESS WIRE)--Community members and labor leaders joined Constellation and Meta to celebrate the agreement securing Clinton Clean Energy Center's long-term future.

Artificial intelligence (AI) isn't just a computing story -- it's an energy story. Training a single large language model can consume as much electricity as 1,000 U.S. homes use in a year, and hyperscale data centers are driving power demand growth not seen since the 1990s.

Nuclear-related stocks were on pace for a weekly decline amid the broader AI-stock market pause.

Independent power producers like Constellation Energy and Vistra are well-positioned to benefit from the AI boom, the analysts said.

In 2025, stocks involved in nuclear energy have been some of the best performers in the market. Established leader Constellation Energy NASDAQ: CEG is up 44%, and small modular reactor developer NuScale Power NYSE: SMR is up 95% as of the Aug. 18 close.

Over the last year, Constellation Energy (CEG -1.72%) has emerged as a key player in powering the growing demand of data-hungry hyperscalers. With landmark deals already in place with tech giants Microsoft and Meta, Constellation has staked its claim as a key supplier of reliable, carbon-free energy.

Artificial intelligence (AI) isn't just transforming industries. It's making us rethink energy.