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Power-grid operator PJM accelerates data-center power deals, boosting Constellation, Vistra, and NRG stocks.

Market News
20 May 2026
Market Watch
View Source
Bullish
pluang ai news

PJM, the largest U.S. power grid operator, has moved up a key deadline by a year to September to speed up connecting data centers with power producers. This move acknowledges that PJM's current capacity cannot keep up with the growing demand driven by data centers. As a result, shares of power-plant owners Constellation, Vistra, and NRG Energy surged, with Constellation and Vistra stocks rising over 6% and NRG gaining more than 5%. This acceleration indicates increased activity and investment in power infrastructure to support expanding data center needs.

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