VST Vs CEG: Which Nuclear Power Fleet Stock Is A Better Bet?
Vistra Corp. (VST) and Constellation Energy Corp. (CEG), two major U.S. nuclear power fleet operators, are under the spotlight due to surging power demand for AI. Vistra is expected to receive a $4 billion federal loan for upgrades, while Constellation Energy has secured a 20-year power purchase agreement with Amazon.com, adding 190 MW of nuclear capacity. Analysts have 'Buy' ratings for both stocks, with VST showing a higher implied upside of over 51% and CEG over 32%.
Constellation Energy stock trades at USD 257.49 after Amazon deal
Constellation Energy's stock trades at $257.49 after announcing a 20-year power purchase agreement with Amazon, covering 690 megawatts at its Calvert Cliffs Clean Energy Center. This deal secures future revenue and supports infrastructure investment, although its commercial value is longer-dated than immediate earnings. Analysts maintain a strong buy consensus with an average price target significantly above the current market price.
Utilities fall 13% in quarter; Constellation Energy gains as PG&E leads declines
The utilities sector experienced a 13% decline during the quarter, with Constellation Energy (CEG) being a top gainer, rising 9.34% due to a significant power agreement with Amazon. Conversely, PG&E (PCG) led the declines with a 29.35% drop, primarily due to uncertainties surrounding wildfire liability reform. Other significant decliners included Edison International (EIX) and NRG Energy (NRG), both impacted by similar concerns or financial performance issues.
Constellation Energy Corporation (CEG) Options Chain
The article provides the options chain for Constellation Energy Corporation (CEG), displaying delayed options data. It lists both call and put options, but indicates that there are currently no calls or puts available for the specified criteria. The stock's current and after-hours trading prices are also provided.
Regional Opinion: The Oak Ridge Corridor — America’s nuclear address
The article advocates for branding East Tennessee's concentrated nuclear assets as "the Oak Ridge Corridor," a term coined decades ago by Gov. Lamar Alexander. This corridor encompasses Oak Ridge National Laboratory, Y-12, TVA, and a growing private nuclear industry, representing an unparalleled concentration of nuclear science, energy, and national security capabilities. The author argues that this unified branding would help communicate the region's significance to investors, policymakers, and talent nationally and internationally.
US to lend $4.2 billion to Vistra to boost nuclear power output, source says
The US government plans to lend Vistra Corp approximately $4.2 billion to enhance its nuclear power generation capabilities. This funding will be used to "uprate" at least three of Vistra's four nuclear stations, a process that increases power output without requiring new licenses. The initiative comes as US power demand is rising, driven by AI data centers, electrification, and cryptocurrency mining, aligning with President Donald Trump's goal to quadruple US nuclear power capacity by 2050.
BMO Capital Keeps Their Buy Rating on Constellation Energy Corporation (CEG)
BMO Capital analyst James Thalacker maintained a Buy rating and set a price target of $350.00 for Constellation Energy Corporation (CEG). Bank of America Securities also issued a Buy rating, while Goldman Sachs maintained a Hold rating. The company reported quarterly revenue of $7.51 billion and a net profit of $513 million, and corporate insider sentiment is positive with increased buying activity.
Cameco to Gain as Korea-U.S. Framework Supports Westinghouse
Cameco is poised for growth due to a new Korea-U.S. framework supporting nuclear power expansion in the United States, which includes plans for up to eight reactors, some using Westinghouse technology. Cameco holds a 49% ownership stake in Westinghouse Electric Company, positioning it to benefit from both uranium demand and reactor construction. This development, along with other government-backed initiatives, highlights a broader expansion in the U.S. nuclear sector driven by increased electricity demand.
Black Hills raises dividend for 56 years, merge...
Black Hills Corporation, a Dividend King, has increased its dividend for 56 consecutive years and is nearing final approval for its merger with Northwestern Energy. The company boasts a strong BBB+ credit rating and its shares are currently trading at a 7% discount, potentially offering 10% annual total returns through 2031. This news comes amidst broader market context for US Utilities stocks, with some notable movers identified.
South Korea and U.S. Ink Massive Nuclear Energy Plan
South Korea and the U.S. have announced a major agreement to build eight large-scale nuclear reactors (two APR1400s and six AP1000s) in the U.S. by 2030, with a planned investment of $120 billion. However, an analysis raises concerns about the feasibility of the aggressive timeline, lack of commitments from U.S. utilities, and challenges in securing congressional funding due to rapidly escalating national debt. The article also covers other nuclear energy developments, including a Constellation-Amazon power purchase agreement, Holtec's SMR-300 PSAR submission, General Matter's license application for a Paducah enrichment plant, Deployable Energy's selection to test its nuclear battery at NRIC's DOME, NANO Nuclear Energy's acquisition of NRC-licensed fuel processing assets, and a proposed U.S. Fusion Energy Act with a $10 billion investment.
Constellation Energy Director Roger W. Crandall Reports Acquisition of Deferred Compensation Phantom Shares
Constellation Energy Director Roger W. Crandall acquired 82 phantom share equivalents on September 30, 2026, as revealed in an SEC filing on October 2, 2026. These phantom shares, valued at $254.02 each, are part of a non-qualified deferred compensation plan and will be settled in cash upon the termination of Crandall's service. The transaction increases his direct holding of phantom share equivalents to 82.
Littelfuse Jumps 5.2% Amid Sector-Wide Rally
Littelfuse, Inc. (LFUS) saw its stock surge by 5.2% to $458.33 on Friday, driven by a broad rally across the electronic components sector. This sector-wide momentum also boosted peers like Vishay Intertechnology, Coherent, Belden, and Knowles, suggesting a shift in investor sentiment towards the entire industry. The absence of company-specific news indicates that the rally was primarily sector-driven, with investors now watching to see if this strength will be sustained.
Director Roger W. Crandall acquires 82 cash-settled compensation units at Constellation Energy (CEG).
Constellation Energy Corp director Roger W. Crandall acquired 82 deferred-compensation phantom share equivalents on September 30, 2026. These units, which will be settled in cash 1-for-1 upon termination of his service, are part of a non-qualified deferred compensation plan. His post-transaction balance is 82 phantom share equivalents.
Ford backs a big new solar farm for its Michigan factories
Ford is supporting a new 100-megawatt solar farm in Michigan, built by DTE Energy, to help power its factories with clean electricity. The $194 million Cold Creek Solar Park is the first of several projects aimed at achieving Ford's goal of using 100% carbon-free electricity for its Michigan manufacturing by the end of 2027. This initiative is part of Ford's broader commitment to reach carbon neutrality across its global manufacturing and supply chain by 2050.
Oracle Point Beach subscription awaits Wisconsin review
Oracle Corporation has agreed to subscribe to a portion of the Point Beach nuclear plant's output, potentially saving Wisconsin customers approximately US$300 million in energy costs. This agreement with We Energies is contingent on approval from the Public Service Commission of Wisconsin. While the deal aims to protect ratepayers, details such as megawatt volume, term, and financial settlement terms have not yet been disclosed.
BMO Capital Adjusts Constellation Energy PT to $350 From $379, Maintains Outperform Rating
BMO Capital has revised its price target for Constellation Energy (CEG) to $350, down from $379, while reiterating its Outperform rating. This adjustment comes amidst recent news, including Constellation Energy's gains following an Amazon deal, which secured a 20-year power purchase agreement to support a Maryland nuclear plant. The article notes the company's specialization in clean, zero-carbon energy production and distribution.
Constellation Energy Stock Climbs Following 20-Year Nuclear Power Deal With Amazon
Constellation Energy (CEG) stock rose after announcing a 20-year nuclear power deal with Amazon (AMZN) for the Calvert Cliffs Clean Energy Center. This agreement, valued at over $3 billion in investment, secures revenue certainty for Constellation to relicense the plant and supports Amazon's operations in the PJM market. Investors reacted positively to the long-term contract and Constellation's strong Q2 earnings and share repurchase program.
Nuclear Stocks Split Ahead of Earnings as Power Generators Hold Up and Uranium Miners Slide
The nuclear power sector is showing a significant split in performance, with power generation companies holding up well while uranium miners are experiencing declines. This divergence is attributed to the immediate cash-generating ability of asset-owning generators versus the struggles of the fuel-cycle end of the business. Upcoming earnings reports for key players like Constellation Energy, Vistra, and Cameco will test whether this separation will persist.
3,646,830 Shares of Amazon.com, Inc. $AMZN Acquired by Nykredit A S
Nykredit A S acquired over 3.6 million shares of Amazon.com, Inc. (AMZN) in the second quarter, making it their fifth-largest holding. Institutional investors now own 72.2% of Amazon's stock, with several major firms increasing their positions. Analysts maintain a "Moderate Buy" rating with a consensus price target of $321.63, following strong quarterly revenue growth and earnings.
Amazon.com, Inc. $AMZN Shares Sold by Coppell Advisory Solutions LLC
Coppell Advisory Solutions LLC significantly reduced its stake in Amazon.com, Inc. (AMZN) by 65.1% in the second quarter, selling 33,497 shares and retaining 17,977 shares. Despite this, Amazon reported strong quarterly results with EPS of $5.75 against an estimated $1.82 and revenue of $200.61 billion, up 19.6% year-over-year. Analysts maintain a "Moderate Buy" rating with an average price target of $321.63, even as some insiders recently sold shares.
84,750 Shares in Amazon.com, Inc. $AMZN Bought by EMC Capital Management
EMC Capital Management acquired 84,750 shares of Amazon.com, Inc. (AMZN) during the second quarter, valued at approximately $21 million, making it their fifth-largest portfolio holding. Other institutional investors also adjusted their positions, and Amazon reported strong quarterly results with revenue up 19.6% year over year. Analysts generally maintain a "Moderate Buy" rating for the stock, with an average price target of $321.63.
Nellore Capital Management LLC Acquires 10,000 Shares of Amazon.com, Inc. $AMZN
Nellore Capital Management LLC increased its stake in Amazon.com, Inc. by 10,000 shares in the second quarter, bringing its total holdings to 1.091 million shares valued at approximately $260 million. Amazon now constitutes 28.9% of Nellore Capital Management's investment portfolio. Despite strong quarterly results and significant institutional ownership, investors remain cautious about Amazon's projected capital spending, regulatory risks, and competition from AI shopping agents.
Amazon.com, Inc. $AMZN Stock Sold by B. Metzler seel. Sohn & Co. AG
B. Metzler seel. Sohn & Co. AG reduced its stake in Amazon.com, Inc. by 13.9% in the second quarter of 2026, selling 364,982 shares, though Amazon remains its fourth-largest holding. This comes as Amazon reported strong quarterly earnings, exceeding analyst expectations, and maintains a "Moderate Buy" consensus rating from Wall Street analysts. Concerns, however, include substantial AI capital spending, regulatory pressures, and rising competition from AI shopping agents.
Did Amazon’s AI Chip and Nuclear Power Deals Just Shift Amazon.com's (AMZN) Investment Narrative?
Amazon's recent deals, including a multi-year agreement with Synopsys for AI chip design and a 20-year nuclear power deal with Constellation, are strategically important for its AWS and cloud services infrastructure. These moves aim to pair in-house silicon development with long-term, low-carbon power access. The article discusses how these developments, alongside rising legal scrutiny, could influence Amazon's investment narrative, particularly concerning its high capital intensity in AI and cloud infrastructure versus potential earnings.
Duke Energy (NYSE:DUK) Grid Nears Peak in Carolina Heat
Duke Energy (NYSE:DUK) recently experienced its grid nearing peak demand in the Carolinas due to unusually hot late-September weather, prompting a call for customers to ease electricity use. The company also saw a board refresh and a modest increase in its quarterly dividend, drawing attention to its regulated utility model. The article highlights the defensive nature of the utility sector, Duke Energy's diversified operations across the Southeast and Midwest, and the increasing demand driven by data centers.
Constellation vs Vistra stock: PJM delay puts contracts first
The Federal Energy Regulatory Commission (FERC) has accepted PJM's reliability-backstop framework but suspended its effectiveness for five months, impacting new capacity procurement rather than existing bilateral contracts. This article compares Constellation Energy (CEG) and Vistra (VST) focusing on their AI-linked power contracts, highlighting that Vistra has more operating megawatts under contract while Constellation's Microsoft deal depends on a plant restart. For investors, Vistra offers a clearer setup with existing generating assets, whereas Constellation's investment case is more reliant on the successful restart of its Crane plant in 2027.
How Large Customer Tariffs Will Impact Xcel Energy Stock Investors
Xcel Energy is balancing clean energy initiatives with tariff adjustments for high-usage customers to ensure infrastructure funding without burdening existing ratepayers. The company's proposed large load tariff in Texas is particularly significant for investors, as it aims to recover costs associated with data center electricity demand through long-term commitments from high-usage customers. This strategy, if approved, could support Xcel Energy's multi-billion dollar generation and transmission projects, mitigating risks associated with wildfire exposure and balance sheet strain, and is crucial for achieving projected revenue and earnings growth.
Why Is Constellation Energy Stock Trading Higher Today? - Constellation Energy (NASDAQ:CEG)
Constellation Energy (NASDAQ: CEG) shares are trading higher by almost 4% after the company signed a 20-year nuclear power purchase agreement with Amazon (NASDAQ: AMZN). This agreement will support over $3 billion in infrastructure investment at the Calvert Cliffs Clean Energy Center and enable Constellation to relicense the plant for another two decades. Additionally, Constellation recently entered a 15-year renewable energy agreement with Toyota Motor (NYSE: TM) North America, further solidifying its growth profile.
3,167 Amazon.com, Inc. $AMZN Shares Sold by Resolute Advisors LLC
Resolute Advisors LLC reduced its stake in Amazon.com (AMZN) by 50.3% in Q2 2026, selling 3,167 shares. This comes amidst insider selling by Amazon CEOs Douglas Herrington and Andy Jassy, totaling $6.8 million, and overall insider sales of $18.3 million in the last 90 days. Despite this, Amazon reported strong quarterly results exceeding analyst expectations, and analysts maintain a consensus "Moderate Buy" rating with an average price target of $321.63.
PYA Waltman Capital LLC Boosts Stake in Amazon.com, Inc. $AMZN
PYA Waltman Capital LLC increased its stake in Amazon.com, Inc. by 15.8% in the second quarter, adding 15,666 shares to hold a total of 114,869 shares valued at $27.38 million. Amazon now constitutes 6.7% of the firm's investment portfolio. Despite insider sales totaling $18.3 million, analysts remain largely bullish on Amazon, with an average price target of $321.63 and strong quarterly results exceeding estimates.
4,546 Amazon.com, Inc. $AMZN Shares Sold by SkyOak Wealth LLC
SkyOak Wealth LLC reduced its stake in Amazon.com, Inc. by 12.4% during the second quarter, selling 4,546 shares and retaining 32,066 shares valued at $7.64 million. Despite this, institutional investors collectively own 72.2% of Amazon's stock, and analysts maintain a bullish outlook with a consensus "Moderate Buy" rating and a target price of $321.63. Amazon's recent quarterly results surpassed expectations, with earnings of $5.75 per share and revenue of $200.61 billion, alongside significant insider sales totaling $18.3 million.
Independence Bank of Kentucky Boosts Holdings in Amazon.com, Inc. $AMZN
Independence Bank of Kentucky increased its stake in Amazon.com, Inc. by 3.4% during the second quarter, making it their 8th largest holding. Several other institutional investors also adjusted their positions, and 72.20% of Amazon's stock is now owned by institutional investors and hedge funds. The article also highlights recent positive news for Amazon, including a raised price target from Rosenblatt, a multiyear deal with Synopsys, a 20-year nuclear power agreement with Constellation Energy, and new product launches.
Constellation Energy signs 20‑year Amazon deal for 690 MW at Calvert Cliffs
Constellation Energy has signed a 20-year agreement with Amazon for 690 megawatts of nuclear power from its Calvert Cliffs plant, including a planned 190 MW capacity increase between 2030 and 2032. This deal is expected to generate over US$3 billion in Maryland infrastructure investment and support the relicensing of the plant, whose current operating licenses expire in 2034 and 2036. The agreement aims to ensure the long-term operation of Calvert Cliffs and enable future investments in nuclear technologies.
Amazon Signs 20-Year Nuclear Power Deal With Constellation, Unlocking $3 Billion Investment to Fuel AI-Induced Electricity Demand
Amazon has signed a 20-year power purchase agreement with Constellation Energy to secure 690 megawatts of nuclear power from Maryland’s Calvert Cliffs plant. This deal, valued at over $3 billion in infrastructure investment, aims to meet the surging electricity demand driven by AI and supports the renewal of Calvert Cliffs' operating license. Other tech giants like Google, Alibaba, Meta, and Microsoft are also investing in nuclear power to fuel their energy-intensive data centers.
Cameco Corporation cites proposed US$120B US‑Korea reactor framework
Cameco Corporation announced a proposed US$120 billion South Korean investment framework aimed at financing U.S. reactor construction, specifically up to eight reactors using Westinghouse technology. While the non-binding framework could significantly accelerate nuclear supply chain development, Cameco emphasized that final agreements, site designations, regulatory approvals, and financing are still pending. This initiative builds upon an earlier US$80 billion partnership for U.S. construction with Westinghouse technology, and CEO Tim Gitzel prioritizes securing the Department of Energy's American Nuclear Supply Chain Loans.
CEG Stock Rises Overnight: Constellation Signs 20-Year Nuclear Power Deal With Amazon
Constellation Energy (CEG) stock rose after announcing a 20-year power purchase agreement with Amazon (AMZN), which includes adding 190 megawatts of nuclear capacity at its Calvert Cliffs plant. This deal, valued at over $3 billion in infrastructure investment, provides Constellation with revenue certainty to relicense the plant for another two decades and helps Amazon secure carbon-free power for its operations. Retail sentiment for CEG on Stocktwits shifted from bearish to bullish following the news.
Sound financial Bancorp CEO Laura Stewart sells $41,391 common stock By Investing.com
Sound Financial Bancorp CEO Laura Stewart reported the sale of $41,391 worth of common stock from her Charitable Remainder Trust, involving 900 shares sold at $45.99 each. The transaction was executed according to trust agreement instructions and not at her direct order. Stewart maintains significant indirect holdings through other plans and possesses various stock options.
At 9.25%, Osisko Gold Group (OGG) issues secured notes due 2031.
Osisko Gold Group Inc. has completed an offering of US$600 million in 9.250% senior secured notes due 2031, which are non-callable for the first two years and pay interest semi-annually. The net proceeds of US$578.0 million will be used to repay an existing credit facility, fund a segregated interest reserve account for the notes, and finance the advancement of the Cariboo Gold Project. This financing strengthens the company's balance sheet and is expected to fully fund the Cariboo Gold Project through commercial production anticipated in H2 2029.
Constellation, Amazon sign 20-year power deal to support Maryland nuclear plant
Constellation Energy and Amazon.com have announced a 20-year power purchase agreement to support the expansion of the Calvert Cliffs nuclear plant in Maryland. This deal, valued at over $3 billion in Maryland infrastructure investment, will provide 690 MW of power to Amazon and enable an additional 190 megawatts of emissions-free generating capacity. The agreement is also expected to help renew Calvert Cliffs' operating license for another two decades and support future clean-energy projects.
Form 4 Airbnb Inc Class A For: 30 September By Investing.com
This article announces the filing of Form 4 for Airbnb Inc Class A for September 30. It provides brief financial data for ABNB, showing a 2.35% increase. The content primarily lists market indices, commodity prices, and popular articles on Investing.com, rather than details of the Form 4.
What's going on in today's after hours session: S&P500 movers
This article reviews the top S&P500 gainers and losers in Wednesday's after-hours trading session. FactSet Research Systems Inc (FDS), Constellation Energy (CEG), WEC Energy Group Inc (WEC), and DoorDash Inc - A (DASH) showed significant gains, driven by recent press releases and positive market activity. The article provides a snapshot of their performance and encourages further research.
Amazon's power deal will enable more than $3 billion in Maryland infrastructure investment
Constellation and Amazon have announced a 20-year power purchase agreement that will expand the Calvert Cliffs Clean Energy Center in Maryland. This agreement will enable over $3 billion in infrastructure investment, adding 190 megawatts of new, emissions-free generating capacity between 2030 and 2032. The collaboration aims to strengthen critical energy infrastructure, support long-term plant operations, and help Amazon manage energy costs in the region.
CEG Stock Rises Overnight: Constellation Signs 20-Year Nuclear Power Deal With Amazon
Constellation Energy (CEG) stock rose after announcing a 20-year power purchase agreement with Amazon (AMZN). The deal involves Amazon buying 690 MW of power, including 190 MW of new nuclear capacity from the Calvert Cliffs plant in Maryland, supporting its relicensing for another two decades. This agreement, which follows similar deals with Microsoft and Meta, highlights the growing demand from tech companies for reliable, carbon-free energy for their data centers.
Liberty Global PLC Class C stock hits 52-week low at 8.93 USD
Liberty Global PLC Class C stock has fallen to a new 52-week low of $8.93, trading just 1% above its lowest point. The stock has seen a 23.72% decline over the past year, with its RSI indicating oversold conditions. Despite the downturn, InvestingPro analysis suggests the stock may be undervalued, trading at a low Price/Book multiple of 0.34, and the company is undertaking significant cost-cutting measures at Virgin Media O2 to address debt and improve financial standing.
Constellation Energy falls as higher Treasury yields and stock overhang concerns weigh on shares
Constellation Energy (CEG) stock dropped 4.1% due to higher Treasury yields affecting utility stocks and concerns over share sales and dilution from its Calpine transaction. Despite positive company updates and raised guidance, the market is digesting the equity supply increase and broader pressure on rate-sensitive sectors. Insider trading activity shows purchases, while institutional investors have mixed positions, and congressional members have both bought and sold shares.
Ameren Missouri files 20-year plan with 10.6 GW of gas additions
Ameren Missouri has filed a 20-year integrated resource plan proposing a significant increase in natural gas generation to 60% of its resource mix by 2045, with 10.6 GW of new gas resources, alongside additions of solar, wind, storage, and new nuclear. The utility anticipates substantial load growth from data centers and plans to retire all coal-fired capacity by 2042. Environmental advocates, however, criticize the plan for increasing reliance on fossil fuels and potentially delaying coal plant retirements.
Tennessee Valley Authority receives historic nuclear reactor permit
The Tennessee Valley Authority (TVA) is set to receive a historic construction permit for a new small modular nuclear reactor in Oak Ridge, making it the first utility company in the country to get such approval. Tennessee Governor Bill Lee and U.S. Senator Marsha Blackburn will attend the ceremony where the U.S. Nuclear Regulatory Commission will issue the permit for the 300-megawatt reactor at the Clinch River Nuclear Site. This marks a significant step for advanced reactor technology in the United States.
Scotiabank Adjusts Price Target on Constellation Energy to $355 From $441, Maintains Sector Outperform Rating
Scotiabank has lowered its price target for Constellation Energy (CEG) to $355 from $441, while maintaining its "Sector Outperform" rating. The report was published on September 30, 2026, at 07:29 am EDT. Constellation Energy specializes in clean, zero-carbon energy production and distribution, offering nuclear, hydroelectric, wind, and solar power solutions.
Constellation and Amazon Announce 20-Year Power Purchase Agreement Adding 190 Megawatts of Nuclear Capacity at Calvert Cliffs
Constellation and Amazon have signed a 20-year power purchase agreement to support and expand Maryland's Calvert Cliffs Clean Energy Center. This agreement will facilitate over $3 billion in infrastructure investment, adding approximately 190 megawatts of new, emissions-free nuclear generating capacity by 2032 and securing the plant's relicensing for another two decades. The partnership aims to strengthen critical energy infrastructure, support local jobs, and provide stable, carbon-free energy to the regional grid.
Constellation Energy (CEG) Stock Still Looks Like It Trades Below Fair Value
Constellation Energy (CEG) stock has seen significant gains but recent price weakness has raised questions about its valuation. Despite trading at a P/E ratio above the sector average, the stock appears undervalued based on its fundamentals, especially given raised 2026 earnings guidance from new long-term nuclear power agreements. Analysts and community narratives suggest the company is well-positioned with growing demand for carbon-free power, potentially indicating a 24% undervaluation.
