Donald Trump Says He’ll Make TVA CEO’s Life ‘Miserable’
Donald Trump publicly criticized the Tennessee Valley Authority (TVA) and its CEO, Don Moul, at a White House event. He stated he would make Moul's life "miserable" due to the direction TVA was heading in and Moul's high compensation. This criticism came as the TVA Board voted to keep two coal-fired plants operational, a decision Trump praised despite his ongoing broader critique of TVA leadership.
Fluor reports lower earnings for quarter, year
Fluor reported significantly lower earnings for the fourth quarter and full year of 2025, attributing the decline partly to a share buyback program, an overseas court ruling, and a $2 billion reduction in the valuation of its investment in NuScale Power. Despite the net loss, the company's CEO expressed confidence in future engineering, procurement, and construction awards, citing an improving capital spending environment and increasing client commitments. Fluor's Mission Solutions segment, focusing on Department of Energy work, saw increased annual revenue.
OKLO Business Model Explained: When Revenue Could Arrive
Oklo Inc. (OKLO) plans to generate revenue by developing, owning, and operating Aurora small nuclear power plants and selling electricity and heat through long-term power purchase agreements. The company's first project, Aurora-INL, cannot currently sell power to the grid, pushing back significant commercial revenue until regulatory approvals are secured, likely in late 2027 to early 2028. While some modest revenue from radioisotopes is expected earlier, the core financial success depends on successful milestone execution and obtaining necessary U.S. Nuclear Regulatory Commission clearance for commercial power sales.
L & S Advisors Inc Acquires Shares of 9,773 Ormat Technologies, Inc. $ORA
L & S Advisors Inc recently acquired a new stake of 9,773 shares in Ormat Technologies (NYSE:ORA) during Q3, valued at approximately $941,000. Other major institutions like Norges Bank, Groupama, and Canada Pension Plan Investment Board have also increased their holdings, leading to institutional investors owning 95.49% of the stock. Analysts have given Ormat Technologies a consensus rating of "Moderate Buy" with an average price target of $129.80, as the company trades near $120.
Constellation Completes Calpine Transaction, Powering America's Clean Energy Future
Constellation announced it has completed its acquisition of Calpine Corporation from Energy Capital Partners, creating the nation's largest producer of electricity. This combination unites Constellation's nuclear fleet with Calpine's natural gas and geothermal generation to deliver reliable, clean power and strengthen the U.S.'s energy leadership. The merged company will serve 2.5 million retail and business customers nationwide and aims to drive innovation in clean technologies.
Constellation Selected as Preferred Energy Source of New Nissan Stadium and the Tennessee Titans
Constellation has been chosen as the Preferred Energy Source for the new Nissan Stadium and the Tennessee Titans through a 20-year agreement. Starting in 2027, Constellation will operate an on-site energy plant, providing heating and cooling for the stadium, designed for high reliability, energy efficiency, and fan comfort. This partnership emphasizes the Titans' commitment to sustainability and builds on Constellation's existing presence in Nashville through its operation of the Metro Nashville's District Energy System.
Constellation Completes Calpine Transaction, Powering America's Clean Energy Future
Constellation (Nasdaq: CEG) has announced the completion of its acquisition of Calpine Corporation from Energy Capital Partners, forming the nation's largest electricity producer. This combination of Constellation's nuclear fleet with Calpine's natural gas and geothermal generation aims to provide reliable, clean energy, supporting America's clean energy future and economic leadership. The expanded company will serve 2.5 million customers and operate 55 gigawatts of capacity, driving innovation in new clean technologies.
History
Constellation Energy's "History" page details the company's evolution into a leader in clean, reliable energy. It highlights their growth from power generation beginnings to becoming the nation's largest producer of emissions-free power. The page invites visitors to explore key milestones that have shaped their journey in driving America's clean energy future.
Safety
Constellation Energy prioritizes safety for its employees and communities through a strong safety culture, integrating health and safety into all operations. The company utilizes technology such as drones, thermal imaging, and robotic submersibles to reduce employee risk and improve safety performance. As the largest nuclear power plant operator in the U.S., Constellation also emphasizes stringent nuclear safety protocols and compliance with regulatory bodies like the NRC, DOE, and EPA.
Natural Gas Generation
Constellation Energy utilizes natural gas to meet increasing energy demands, emphasizing its role in providing dependable, lower-emission energy and supporting grid stability. The company's natural gas facilities employ innovative technologies like combined-cycle gas and steam turbines to maximize efficiency and reduce environmental impact. Constellation also highlights its commitment to community involvement, employee safety, and reliable operations through these advanced generation methods.
Our Work
Constellation Energy showcases its diverse operational areas, highlighting its generation fleet which includes nuclear, natural gas, geothermal, hydro, wind, and solar facilities. The company also emphasizes its commercial solutions for customers, its innovation in advanced technologies, and its commitment to shaping public policies that support clean energy and grid reliability. This overview demonstrates Constellation's dedication to providing reliable and clean energy across the U.S.
About Us
Constellation is focused on building clean, reliable energy capacity for the future while meeting current energy demands, emphasizing their role in securing America's energy future. The company highlights its business overview, purpose, leadership team, key locations, and achievements in delivering clean and reliable power. Constellation aims to light the way to a brilliant tomorrow through shared values and a commitment to its customers, communities, and the nation.
Supporting Corporate and Sustainability Governance
Constellation's governance strategy is guided by its Board of Directors and executive team, ensuring operational and business initiatives are supported. The company emphasizes strong governance and risk management to identify and address market opportunities and risks, driving financial success and responsible growth. The Board oversees crucial areas including business operations, enterprise risks, executive compensation, corporate citizenship, and sustainability.
Commercial Energy Solutions for Businesses | Constellation
Constellation offers a wide range of commercial energy solutions, including wholesale energy, retail products for businesses of all sizes, and channel partner programs. They leverage a diverse portfolio, including the nation's largest emissions-free energy fleet, to provide reliable and customized energy strategies, focusing on price stability, efficiency, and sustainability. The company also highlights its strong market position, industry recognitions, and commitment to innovation in competitive energy markets.
Our Impact
Constellation Energy is committed to operating its businesses in a socially responsible and sustainable manner, focusing on clean energy and climate action. While a re-evaluation of climate goals is underway due to a transaction with Calpine, the company's core commitment to sustainability and providing clean, reliable energy remains unchanged. Key areas of impact include managing climate impacts, fostering diversity and inclusion within its workforce, supporting communities, maintaining strong corporate governance, and promoting sustainability through sports sponsorships.
ALPS Launches Nuclear ETF With Options Strategy
SS&C ALPS Advisors has launched the ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) to capitalize on the increasing demand for nuclear power driven by AI and data centers. This new ETF combines exposure to nuclear and small modular reactor companies with leading AI firms. The fund employs an active options overlay strategy to generate monthly income and reduce volatility, distinguishing it from other thematic ETFs.
SS&C ALPS Advisors Launches Actively Managed ETF Targeting SMR, Nuclear and Technology Opportunities
SS&C ALPS Advisors has launched a new actively managed ETF, the ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF), focused on the nuclear and small modular reactor (SMR) value chain. The fund also includes a capped allocation to artificial intelligence and technology, aiming to capitalize on increased electricity demand driven by AI. This strategy offers investors a comprehensive way to participate in both nuclear energy generation and AI-related technological advancements.
A milestone achievement in our journey to carbon negative
Microsoft has achieved its goal of matching 100% of its annual global electricity consumption with renewable energy by 2025, a key milestone in its commitment to become carbon negative by 2030. This was accomplished by contracting 40 gigawatts of new renewable energy supply across 26 countries, driving significant private investment and reducing Scope 2 carbon emissions. The company emphasizes the importance of partnerships, community benefits, and innovation in further advancing carbon-free energy solutions.
Brenmiller Energy and Rock Energy Storage to Present on Integrating SMRs with Thermal Energy Storage at IDEA Campus 2026
Brenmiller Energy and Rock Energy Storage, in collaboration with Idaho National Laboratory, will present on integrating Small Modular Reactors (SMRs) with Thermal Energy Storage (TES) at the IDEA Campus 2026 conference. This integration aims to enhance operational flexibility, improve economic performance, and accelerate decarbonization efforts for campus and district energy systems. The presentation will highlight how Brenmiller's bGen™ TES system can optimize SMR operations by providing flexible thermal dispatch, improving reactor utilization, and reducing reliance on fossil-based peaking assets.
NRG Energy's Strategic Bet on Texas Power Demand
NRG Energy plans to invest over $600 million in a new 455-megawatt natural gas power plant in Texas to meet surging electricity demand, particularly from data centers and AI. The company also announced a new $3.0 billion share repurchase program and recently increased its quarterly dividend. Investors are awaiting NRG Energy's Q4 2025 earnings report, expected on February 24th, with projected EPS of $1.19 and revenues of $6.68 billion.
Stephens Lowers Builders FirstSource (NYSE:BLDR) Price Target to $125.00
Stephens has lowered its price target for Builders FirstSource (NYSE:BLDR) to $125.00 from $137.00, maintaining an "equal weight" rating. This adjustment follows the company's Q4 results, which missed EPS and revenue estimates, and a forecast for annual profit margins to be below estimates for 2026 despite revenue guidance slightly above consensus. Various other analysts have also revised their price targets and ratings for BLDR, reflecting mixed sentiment.
Verizon vs Johnson & Johnson: Which Dividend Hike Winner Is the Better Buy?
Verizon (VZ) and Johnson & Johnson (JNJ) recently increased their dividends, but offer different investment profiles. Verizon provides a higher current yield of 5.8% but carries substantial debt and has slower dividend growth. Johnson & Johnson has a lower 2.1% yield but boasts a much longer track record of dividend increases and stronger growth prospects due to its healthcare business.
TD Cowen upgrades ICON stock on valuation after accounting probe
TD Cowen upgraded ICON plc (ICLR) from Hold to Buy, despite lowering its price target from $183 to $120. The firm believes the stock's 33% decline due to an accounting probe overstates the impact on earnings, with the stock appearing significantly undervalued at a P/E of 12.01 and a strong free cash flow yield of 14%. While risks remain with the ongoing investigation and AI overhang, TD Cowen finds the risk-reward profile compelling.
Daniel Loeb's Strategic Moves: Flutter Entertainment PLC Exits with -3.17% Impact
Daniel Loeb's Third Point LLC submitted its 13F filing for Q4 2025, revealing significant investment shifts. The firm completely exited 11 holdings, including Flutter Entertainment PLC, which had a -3.17% impact on the portfolio, and Mr. Cooper Group Inc. Conversely, new positions were added in 11 stocks, with Chipotle Mexican Grill Inc. being the most substantial, and stakes were increased in another 11, most notably Union Pacific Corp.
Marathon Petroleum vs Phillips 66: Which Refining Giant Wins as Energy Sector Dominates 2026?
This article compares Marathon Petroleum (MPC) and Phillips 66 (PSX) quarter results and business strategies, highlighting their performance within the strong energy sector. Marathon Petroleum, a pure-play refiner, delivered superior earnings and free cash flow due to its focused strategy, while Phillips 66, with a more diversified portfolio including chemicals and renewables, offers a higher dividend yield. The article concludes that Marathon's concentrated refining approach has led to stronger financial metrics and stock performance year-to-date, contrasting with Phillips 66's diversified model which provides downside protection but dilutes pure refining exposure.
Jacobs (J) Among Stocks Exited by Third Point LLC
Third Point LLC has completely exited its position in Jacobs (J) during the fourth quarter of 2025 as part of a strategic portfolio realignment, which also involved selling other holdings and making new acquisitions. Jacobs Solutions Inc, an engineering and construction services provider, demonstrated mixed financial health with expanding operating margins but declining revenue per share. While the company's valuation metrics suggest it's trading at a premium, it exhibits strong institutional ownership and a low sensitivity to market movements.
TVA construction site evacuated for threat found near Cumberland plant
A construction site near the Tennessee Valley Authority's Cumberland Fossil Plant was evacuated after a written threat was discovered. While normal operations resumed after police investigation found no actual threat, TVA spokesperson Adam May stated they initially treat all threats as valid. The site is where TVA is building new gas units, a project that is proceeding despite community and environmental group objections due to TVA's decision to continue operating coal units at the Cumberland plant.
Constellation Energy Corp. stock rises Tuesday, outperforms market
Constellation Energy Corp. (CEG) stock increased by 5.05% to $303.01 on Tuesday, outperforming the broader market. This marked the stock's second consecutive day of gains, while the S&P 500 Index and Dow Jones Industrial Average also saw slight rises. The positive performance occurred during an overall favorable trading session for the stock market.
Constellation Energy stock jumps near $300: what’s moving CEG today and what traders watch next
Constellation Energy (CEG) stock rose almost 3.9% to $299.60, hitting an intraday high of $305.78, fueled by speculation around direct partnerships between electricity-hungry data centers and power producers. New large-scale contracts, including a significant deal with CyrusOne, and the recent acquisition of Calpine, are further bolstering the stock. However, regulatory pushback, construction delays, and an upcoming SEC filing regarding share resale could introduce volatility.
Fluor Selected for Major Uranium Enrichment Project Expansion
Fluor Corporation (FLR) saw its stock rise by 7.01% after being selected for a significant uranium enrichment project expansion and participating in investor conferences. Despite a net loss from operations, the company maintains a strong cash position and robust revenue. These strategic moves, including partnerships with Centrus Energy and USA Rare Earth, position Fluor for growth in sustainable energy and resource development, though financial discipline remains crucial.
Constellation Energy (CEG) jumps 3.77% as investors lean into power-demand and post-deal optimism ahead of upcoming results
Constellation Energy (CEG) stock rose 3.77% due to investor optimism surrounding increasing U.S. electricity demand and its expanded generation capacity after the Calpine acquisition. Investors are also positioning ahead of the company's upcoming earnings report and reacting to higher capacity-market pricing. Recent institutional investor activity shows both significant additions and reductions in CEG shares, while Congressional members reported both purchases and sales.
Beyond Tech: The Hidden Winners of the AI Energy Boom
The article discusses the growing demand for baseload energy generation due to the increasing energy consumption by AI data centers and President Trump's directive to quadruple nuclear capacity. It highlights how this energy demand is creating opportunities for companies within the domestic value chain, specifically mentioning Spring Valley Acquisition Corp. II, Centrus Energy, Constellation Energy, NexGen Energy, and NuScale Power as potential beneficiaries. The content is presented as a news commentary from USANewsGroup.com, issued on behalf of Eagle Energy Metals Corp.
TD Cowen raises HA Sustainable Infrastructure stock price target to $50
TD Cowen has increased its price target for Hannon Armstrong Sustainable Infrastructure Capital (HASI) from $40 to $50, maintaining a Buy rating. This adjustment follows a review of the company's 10-K filing, citing improved capital efficiency and closed transactions. HASI, a pure-play in clean energy project financing, has shown strong financial performance, with expected net income growth and 14 years of consecutive dividend payments.
Constellation Energy Corporation (CEG) Gets a Buy from Wells Fargo
Wells Fargo analyst Shahriar Pourreza maintained a Buy rating on Constellation Energy Corporation (CEG) with a price target of $460.00. This follows another Buy rating from Barclays and a Hold rating from TipRanks – xAI. Constellation Energy reported strong Q3 earnings with $7.18 billion in revenue and $930 million in net profit.
Constellation Energy Corporation (CEG) Gets a Buy from Wells Fargo
Wells Fargo analyst Shahriar Pourreza maintained a Buy rating on Constellation Energy Corporation (CEG) with a price target of $460.00. This follows Constellation Energy's last reported quarterly revenue of $7.18 billion and a net profit of $930 million. Other analysts have also weighed in, with Barclays issuing a Buy and TipRanks – xAI reiterating a Hold rating.
Fermi America, Hyundai E&C Advance Project Matador Nuclear Plans in Texas
Fermi America and Hyundai E&C are advancing Front-End Engineering Design (FEED) for four AP1000 nuclear units at Project Matador, an 11-gigawatt private energy campus in Texas. This initiative aims to rebuild U.S. nuclear construction capabilities and address soaring electricity demand, particularly from AI and data centers. The partnership highlights the need for rapid power infrastructure development and a strengthened domestic nuclear supply chain.
Constellation Energy Corporation stock (CEG) jumps 4.5% — what investors watch next
Constellation Energy Corporation (CEG) stock gained 4.46% to $288.43 on Friday, contributing to a 10% rebound from early February lows. Investors are closely watching a PJM grid plan and potential new data-center power deals, especially after Constellation's Calpine unit secured a 380-megawatt supply agreement with CyrusOne. A recent SEC filing also revealed Capital International Investors adjusted its 5.5% stake in the company.
PepsiCo stock slips into Presidents Day break as buyback plan meets rate jitters
PepsiCo stock (PEP) slipped 0.8% on Friday to $165.94 ahead of the Presidents Day holiday, as the company's new $10 billion buyback plan and dividend increase were met with investor caution regarding future interest rate cuts. The company is focusing on "value" offerings and price adjustments on snacks to address consumer affordability concerns, which could impact profit margins if volumes don't increase significantly. Investors are also anticipating the Federal Reserve's meeting minutes for further guidance on rate expectations.
Phillips Edison & Company, Inc. (NASDAQ:PECO) Sees Large Growth in Short Interest
Phillips Edison & Company, Inc. (NASDAQ:PECO) experienced a 35.7% increase in short interest during January, reaching over 3.4 million shares by January 30th, representing about 2.9% of its float. The company reported mixed quarterly results, with EPS missing estimates but revenue exceeding them, and declared a monthly dividend of $0.1083. Analysts have issued varied ratings, with a consensus of "Moderate Buy" and an average target price of $39.38.
CSX Is Up 15% in the Last 30 Days. Here’s How Much the Stock Could Rise in 2026
CSX stock has risen 15% in the last 30 days due to positive investor reaction to fourth-quarter earnings and optimistic 2026 guidance, shifting focus from short-term revenue pressure to future margin expansion. The company projects low single-digit revenue growth and significant operating margin expansion for 2026, alongside robust free cash flow growth. A valuation model suggests a target price of $49, representing a 20% upside over approximately 2.9 years, indicating the stock is undervalued based on operating leverage and disciplined capital allocation.
Constellation Energy Rose 10% This Week. Here’s Where the Stock Could Go in 2026
Constellation Energy (CEG) stock increased by 10% this week, trading near $288 per share, driven by new data center power agreements and growing confidence in long-term electricity demand from AI infrastructure. The company’s Calpine unit secured significant deals, expanding its contracted capacity. Analysts, despite slight price target adjustments, maintain an Overweight rating, projecting a potential 22% upside to $351 by 2026, making CEG appear undervalued.
Southern (SO) Is Up 5.4% After Earnings Beat And Highlighting Habitat Grants What's Changed
Southern Company (SO) saw its stock rise 5.4% after reporting strong quarterly results that exceeded analyst expectations for both revenue and earnings per share. The company also highlighted its ongoing commitment to environmental sustainability through grants for aquatic habitat restoration. This performance reinforces Southern's investment narrative focused on regulated growth, steady dividends, and a transition to clean energy, despite the potential risks associated with rising capital expenditures and dilution.
FirstEnergy Corporation stock hits 52-week high at 48.21 USD By Investing.com
FirstEnergy Corporation (FE) stock recently hit a new 52-week high of $48.21, reflecting a 24.71% increase over the past year. Analysts are monitoring the stock, with price targets ranging from $47 to $55, though InvestingPro data suggests it may be overvalued. Recent developments include a new Default Service Plan filed with the Pennsylvania Public Utility Commission, an upgrade from Wolfe Research, and a raised price target from Jefferies.
P/E Ratio Insights for Constellation Energy
This article analyzes Constellation Energy Inc.'s (NASDAQ: CEG) P/E ratio in comparison to its industry peers. While the stock has seen recent price increases, its P/E of 29.95 is higher than the Electric Utilities industry average of 19.09, suggesting it might be overvalued or expected to outperform. The article emphasizes that the P/E ratio should be used alongside other financial metrics and qualitative analysis for informed investment decisions, as it has limitations.
JPMorgan (NYSE: AMJB) offers auto-callable notes tied to Constellation Energy
JPMorgan Chase Financial Company LLC is offering auto-callable contingent interest notes linked to Constellation Energy Corporation stock, with a maturity date of February 16, 2028. These notes offer quarterly contingent interest payments of at least $27.625 per $1,000 note if Constellation Energy's share price is at or above 50% of the Strike Value, and can be automatically called if the stock closes at or above the Strike Value on certain review dates. Investors face the risk of principal loss if the notes are not called and the final value falls below the Trigger Value.
Exelon Corporation (NASDAQ:EXC) Q4 2025 Earnings Call Transcript
Exelon Corporation (NASDAQ: EXC) reported Q4 2025 adjusted operating earnings per share of $0.59, surpassing expectations, and full-year adjusted operating EPS of $2.77, continuing a track record of exceeding guidance. The company announced a $41.3 billion capital investment plan through 2029, primarily driven by transmission projects, anticipating 8% rate base growth and 5-7% annualized earnings growth. Exelon also emphasized its commitment to customer affordability, operational excellence, and active engagement with stakeholders to address supply challenges and improve grid reliability and resiliency.
Zacks Investment Ideas feature highlights Constellation, Microsoft and Quanta Services
Zacks Investment Ideas highlights Constellation Energy (CEG), Microsoft (MSFT), and Quanta Services (PWR) as prime investment opportunities. Constellation Energy is positioned to benefit from the AI-driven nuclear energy boom, despite a recent stock pullback. Quanta Services, an energy infrastructure giant, shows strong growth potential due to increasing demand for grid expansion and solutions for AI data centers.
Zacks Investment Ideas feature highlights Constellation, Microsoft and Quanta Services
Zacks Investment Ideas highlights Constellation Energy (CEG), Microsoft (MSFT), and Quanta Services (PWR) as strong investment opportunities, particularly due to their roles in the AI energy boom. Constellation Energy, a nuclear and natural gas company, is positioned for long-term growth by powering AI data centers, while Quanta Services, an energy infrastructure titan, is thriving from grid expansion and electrification. Both companies are projected to see significant revenue and earnings growth, driven by their critical contributions to evolving energy demands.
Zacks Investment Ideas feature highlights Constellation, Microsoft and Quanta Services
Zacks Investment Ideas highlights Constellation Energy (CEG), Microsoft (MSFT), and Quanta Services (PWR) as S&P 500 stocks with strong long-term upside. Constellation Energy is noted for its role in nuclear and AI energy, with a significant pullback providing a buying opportunity. Quanta Services is identified as an energy infrastructure titan benefiting from AI, electrification, and grid expansion megatrends, experiencing rapid growth in revenue and earnings.
Zacks Industry Outlook Highlights GE Vernova, Constellation Energy and Montauk Renewables
Zacks Equity Research highlights three alternative energy companies, GE Vernova, Constellation Energy, and Montauk Renewables, as ones to watch despite rising cost pressures in the industry. The article discusses wind energy and EV adoption as key growth drivers for the alternative energy sector, fueled by supportive policies, falling costs, and technological advances. However, increased steel prices, import tariffs, and the expiration of U.S. tax credits are driving up project costs, presenting challenges for developers.
