Bloom Energy's power generators are picking up a lot of traction from AI giants. Constellation Energy is a diversified energy provider that has the largest nuclear fleet in the U.S. Centrus Energy is a picks-and-shovels play for small modular reactors.
The U.S. government is leaning into nuclear power generation amid soaring energy demand. Constellation Energy is America's nuclear leader and has inked deals with Microsoft and Meta Platforms.
Constellation Energy is a leading producer of carbon-free electricity. The company has secured long-term power purchase agreements with major hyperscalers like Microsoft and Meta Platforms.
Winter Storm Fern has slammed into the United States, encasing 34 states in ice and forcing millions of Americans to crank up their thermostats. While meteorologists track the plunging temperatures and an incoming bomb cyclone that could bring blizzard conditions and even more snow to the United States, Wall Street is tracking a different metric: the spark spread.
Constellation Energy's stock (CEG) has not performed well in the last year, but how does it actually stack up against utility rivals expanding their operations as of January 23, 2026?
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