This Blue-Chip Defense Prime Lands on Piper Sandler's Rate-Risk List

Amazon Signs 20 Year Nuclear Power Deal. That's Great News for This Nuclear Stock

Amazon announced a 20-year nuclear power deal with Constellation Energy, investing $3 billion to expand an existing nuclear facility. This demonstrates that major AI companies are willing to work through traditional utility operators to scale regional power production, which is positive news for NuScale Power, a small modular reactor company targeting utility companies.

Google Just Went Nuclear in Georgia. These 2 Industrial Stocks Get Paid to Build It.

Google struck a deal with Georgia Power to fund nuclear plant upgrades at Vogtle and Hatch facilities, adding 96 MW of capacity to support new data centers. GE Vernova and Brookfield Renewable are positioned to benefit from the upgrades through their nuclear technology and services divisions, though regulatory approval and multi-year timelines remain.

Should You Forget NextEra Energy and Buy This Nuclear Stock Instead?

The article argues that Constellation Energy (CEG) may be a better long-term investment than NextEra Energy (NEE) for growth-oriented investors. Constellation operates the most nuclear facilities in the U.S. and is well-positioned to serve data centers' power needs. Despite strong Q2 financials (23% revenue growth) and expansion plans, CEG stock has fallen 25% year-to-date, creating an attractive entry point with Wall Street's consensus price target of $347 suggesting significant upside potential.

Constellation Energy shares are trading higher after the company announced a long-term agreement that will support the continued investment in and expansion of the Calvert Cliffs Clean Energy Center.

Better Energy Sector ETF: Vanguard Energy ETF or First Trust Infrastructure Fund?

Vanguard Energy ETF (VDE) and First Trust North American Energy Infrastructure Fund (EMLP) offer different energy exposure strategies. VDE focuses on oil majors with a low 0.09% expense ratio and 37.7% 1-year returns, while EMLP targets midstream and utilities with a higher 3.0% dividend yield but 0.95% expense ratio. VDE is recommended for cost-conscious investors seeking broad energy exposure, while EMLP suits income-focused investors willing to pay higher fees.

8 Of 11 Sectors Fall In Thursday Trading As Cyclicals Lead

Three sectors are higher and eight are lower in Thursday’s regular session, with cyclical sectors holding two of the top three positions. The leaders are separated rather than clustered, with Energy well ahead of the next group.