CEG
CEG jumped 12.2 percent today, and this one has a real deal behind it. Constellation Energy signed two contracts with Alphabet — Google's parent — totaling roughly 3,590 megawatts of nuclear capacity over 20 years. That's not a rumor or a pilot program. Constellation is committing 4.3 billion dollars to upgrade 11 nuclear units across three states, specifically to power Google's AI data centers. The reason nuclear works for hyperscalers: it's what grid operators call baseload power — always-on, carbon-free, and unlike wind or solar, it doesn't stop running when the sun goes down or the wind dies. Peers VST and TLN caught a bid too. The question now is which hyperscaler signs the next nuclear deal — and who's left to sign it with.
+12.2% — Google and Constellation Energy sign latest nuclear energy deal
+3.9% — All You Need to Know About Constellation Energy Corporation (CEG) Rating Upgrade to Buy ▶ we covered it
+1.9% — Why Constellation Energy Stock Is Rising Today
-4.0% — CEG, NRG, TLN Stocks In Spotlight: TD Cowen Warns Of ‘Acute’ Uncertainty After FERC Delays PJM’s Plan To Meet ▶ we covered it
+1.6% — Constellation Energy vs. Vistra: Nuclear's Two Biggest AI Bets, and why I'm Picking One.
+2.9% — Constellation Energy Corporation (CEG) Beats Stock Market Upswing: What Investors Need to Know
-3.1% — Equity Overhang Weighs on Constellation Energy (CEG) Despite Solid Core Fundamentals
-1.8% — Constellation Energy (CEG) Stock May Be Below Fair Value Despite $715 Million Power Plant Deal ▶ we covered it
-7.1% — Here's Why Constellation Energy Corporation (CEG) Fell More Than Broader Market
-2.7% — Shell Energy North America Inks Agreement To Acquire 100% Stake In Hunlock Creek Generating In Pennsylvania; T
-1.7% — Constellation Energy's Biggest AI Power Deal Doesn't Start Paying Until June 2027
+4.9% — Is Constellation Energy Stock Underperforming the Dow?
-1.7% — Better Energy Play: NextEra vs. Constellation Energy ▶ we covered it
+3.5% — Can Rising C&I Demand Drive Constellation Energy's Long-Term Growth?
+2.0% — Constellation Energy vs. NextEra Energy: Which Utilities Stock Is a Better Investment in 2026?
-2.0% — Moved with the tape — no single reported reason that day.
+1.8% — Will Rising Revenues Support Constellation Energy's Long-Term Growth?
+2.8% — Moved with the tape — no single reported reason that day.
-4.1% — Moved with the tape — no single reported reason that day.
-1.5% — Moved with the tape — no single reported reason that day.
+2.9% — Moved with the tape — no single reported reason that day.
+3.4% — Moved with the tape — no single reported reason that day.
-1.5% — Moved with the tape — no single reported reason that day.
-2.4% — Moved with the tape — no single reported reason that day.
+4.2% — Moved with the tape — no single reported reason that day.
+2.2% — Moved with the tape — no single reported reason that day.
-3.8% — Moved with the tape — no single reported reason that day.
-1.6% — Moved with the tape — no single reported reason that day.
+4.8% — Moved with the tape — no single reported reason that day.
+3.4% — Moved with the tape — no single reported reason that day.
-2.5% — Moved with the tape — no single reported reason that day.
+2.5% — Moved with the tape — no single reported reason that day.
+2.5% — Moved with the tape — no single reported reason that day.
+2.0% — Moved with the tape — no single reported reason that day.
-2.5% — Moved with the tape — no single reported reason that day.
+2.8% — Moved with the tape — no single reported reason that day.
-4.8% — Moved with the tape — no single reported reason that day.
-4.2% — Moved with the tape — no single reported reason that day.
-1.8% — Moved with the tape — no single reported reason that day.
-1.7% — Moved with the tape — no single reported reason that day.
-1.9% — Moved with the tape — no single reported reason that day.
+2.6% — Moved with the tape — no single reported reason that day.
+2.2% — Moved with the tape — no single reported reason that day.
+3.4% — Moved with the tape — no single reported reason that day.
+2.9% — Moved with the tape — no single reported reason that day.
+1.8% — Moved with the tape — no single reported reason that day.
-3.7% — Moved with the tape — no single reported reason that day.
-1.6% — Moved with the tape — no single reported reason that day.
-3.7% — Moved with the tape — no single reported reason that day.
-2.0% — Moved with the tape — no single reported reason that day.
+2.6% — Moved with the tape — no single reported reason that day.
-7.7% — Moved with the tape — no single reported reason that day.
-4.3% — Moved with the tape — no single reported reason that day.
+2.6% — Moved with the tape — no single reported reason that day.
+2.9% — Moved with the tape — no single reported reason that day.
+1.6% — Moved with the tape — no single reported reason that day.
+7.9% — Moved with the tape — no single reported reason that day.
The brief, in your inbox
One email every market morning. What moved, why, and what happened after.