Constellation Energy secured a 20-year power agreement with Amazon to support over $3 billion investment in expanding its Calvert Cliffs nuclear plant, ensuring long-term electricity supply for Amazon's regional operations. Tencent signed a $7 billion, five-year lease with Oracle for 100,000 advanced AI chips to boost its AI infrastructure, diversifying Oracle's AI customer base. Micron Technology reported Q4 results with revenue up 379% year-over-year and earnings surpassing expectations, driven by strong cloud memory sales, with shares rising over 237% year-to-date. These developments highlight significant investments in energy, AI, and semiconductor sectors, signaling growth and strategic partnerships ahead.
Constellation Energy (CEG) shares rose 3.79% to USD 263.66 as of Oct 01, 2026 17:51 WIB on Pluang, showing strong investor interest following its major power deal with Amazon. Amazon (AMZN) also gained 0.92%, trading at USD 251.43, reflecting steady confidence in its expanding operations. Oracle (ORCL) increased 1.91% to USD 139.93, supported by its significant AI chip lease with Tencent. Micron Technology (MU) dipped slightly by 0.40% to USD 1,060.80 despite its impressive quarterly results, highlighting mixed market reactions to semiconductor stocks.
Constellation Energy, the largest U.S. nuclear energy company, reported a 34% year-over-year rise in Q2 adjusted EPS to $2.55. The company benefits from increased electricity demand driven by data centers and holds long-term nuclear power agreements ...
The AI infrastructure market is shifting focus from chips to scarce resources like power and custom silicon connecting accelerators. Three companies—Vistra, Constellation Energy, and Marvell Technology—dominate these critical chokepoints. Vistra lead...
