Constellation Energy Corporation·Utilities

Keith Kaplan, CEO of TradeSmith, has spent recent months mapping what he calls the "choke points" of the AI build-out—the physical bottlenecks where trillion-dollar demand is running into a world that can't supply fast enough. His argument: the largest fortunes of this AI cycle won't go to the visible players.

The amount of electricity hyperscalers can reliably access is proving a critical bottleneck to their expansion plans. Nuclear power companies and battery storage suppliers may both benefit from accelerating AI growth.

AI-driven data center power demand is reviving nuclear energy, lifting ETFs tied to uranium miners as well as nuclear power generators.

Constellation Energy's shares slip on delay in power plant restart and no new data-center deals, even as the Calpine acquisition adds capacity.

An attractive current yield, consistent dividend growth, and a monthly payout cadence make for an ideal passive income machine for retirement. I detail 2 of my favorite monthly paying dividend growth machines that combine attractive yields with consistently strong dividend growth. I share why they are also attractive in combination, as well as the risks to keep in mind.

U.S. Energy Secretary Chris Wright has directed Constellation Energy Corp to keep two units of the Eddystone Generating Station in Pennsylvania operational, the Energy Department said on Thursday.
Constellation Energy Corporation generates and sells electricity in the United States. The company operates through five segments: Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions. It sells natural gas, renewable energy, and other energy-related products and services. The company has 32,400 megawatts of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets. It serves distribution utilities; municipalities; cooperatives; and commercial, industrial, governmental, and residential customers. The company was incorporated in 2021 and is headquartered in Baltimore, Maryland. Constellation Energy Corporation was formerly a subsidiary of Exelon Corporation.
Utilities
Renewable Utilities
14,215
2022-01-19
1.16