Constellation Energy's stock surged 12% following a 20-year power purchase agreement with Google, securing guaranteed revenue for upgrades at existing nuclear reactors totaling 890 MW. This long-term deal signals strong demand for reliable nuclear power and has boosted shares of other nuclear-heavy generators like Vistra and Talen Energy by 7-8%. Despite the rally, Constellation's stock is still down 15% year-to-date, and future gains depend on successful reactor upgrades and potential similar deals for peers. Investors should watch execution progress and market reactions closely.
Following the news of Constellation Energy's deal with Google, shares of nuclear-focused utilities are showing strong gains on Pluang. As of Oct 06, 2026 21:22 WIB, Constellation Energy (CEG) trades at USD 298.35, up 11.48% for the day, with a market cap of $94.82 billion. Vistra Corp (VST) also rises 7.88% to USD 156.31, reflecting investor interest in the sector. Typical hold times on Pluang are 41 days for CEG and 33 days for VST, indicating active trading in these stocks.
Google has entered a 20-year power purchase agreement with Constellation Energy to add 890 megawatts of nuclear power capacity to the PJM grid by upgrading 11 existing nuclear units. This move supports Google's growing electricity needs driven by AI ...
GE Vernova and Constellation Energy reported Q2 2026 results highlighting their roles in powering AI growth. GE Vernova saw an 88% organic rise in orders, driven by data center turbine demand, pushing its backlog to a record $176 billion and boosting...
Two nuclear-focused ETFs, Global X Uranium ETF (URA) and VanEck Uranium & Nuclear ETF (NLR), offer distinct investment approaches. URA is heavily concentrated in uranium mining, especially Cameco, making it sensitive to uranium prices. NLR diversifie...
