Constellation Energy Is Helping Solve the AI Power Crunch. Here's Why You Shouldn't Hesitate to Buy It Right Now.

Constellation Energy, a major U.S. nuclear power provider, has become more attractively valued after its stock declined from inflated levels. The company benefits from AI-driven power demand through deals with Meta and Walmart, while also diversifying into natural gas through its Calpine acquisition. With a P/E ratio of 21x (comparable to average utilities at 20x), the stock offers growth potential from long-term market-rate contracts and rising electricity demand expected to increase 60% by 2045.

07/11/2026, 2:15 PM • The Motley Fool

The Nuclear Energy Comeback Is Real. These 3 Energy Stocks Are the Best Ways to Play the Revival.

As electricity demand is projected to surge 60% between 2025 and 2045 driven by AI and electric vehicles, nuclear power is experiencing a renaissance as a reliable baseload energy source. Three stocks offer different ways to capitalize on this trend: Constellation Energy for broad nuclear exposure, NuScale Power for high-risk small modular reactor technology, and Brookfield Renewable Partners for conservative income-focused investors.

07/11/2026, 11:15 AM • The Motley Fool

GE Vernova vs. Vistra: One AI Power Stock Has Absolutely Crushed the Other, And Could Continue Doing So

GE Vernova and Vistra are competing in the AI data center power boom, but their business models differ significantly. GE Vernova manufactures turbines for on-site power generation with a $263 billion backlog and strong margins, while Vistra operates a massive generation fleet and retail utility business with higher leverage. The author favors GE Vernova due to its clearer growth path independent of commodity price fluctuations.

07/10/2026, 8:02 AM • The Motley Fool

AI Can't Thrive Without This Stock (Hint: It's Not Nvidia)

While semiconductor companies like Nvidia and Micron dominate AI investment discussions, Constellation Energy is emerging as a critical but overlooked player. As AI data centers demand massive amounts of power, Constellation Energy is positioned to capitalize through nuclear energy partnerships with major tech companies including Microsoft and Meta, with operational nuclear assets ready to serve immediately unlike competitors requiring regulatory approval.

07/04/2026, 1:37 PM • The Motley Fool

Why Constellation Energy Stock Is Tumbling Today

Constellation Energy shares fell 5.4% after Citigroup reduced its price target from $348 to $297, citing updated modeling. Despite the downgrade, the article suggests the decline presents a buying opportunity for investors seeking nuclear energy exposure from an established, profitable company powering data centers.

07/01/2026, 1:34 PM • The Motley Fool

3 Nuclear Stocks Worth Owning for the Entire Year as Power Demand Keeps Climbing

Nuclear energy is experiencing a resurgence driven by AI data center power demands and government support to quadruple U.S. nuclear capacity by 2050. Three stocks positioned to benefit are Cameco (uranium mining and fuel), BWX Technologies (naval reactors and commercial components), and Vistra (utility with major nuclear fleet and tech company power deals).

06/28/2026, 5:14 AM • The Motley Fool

The U.S. Just Put $17.5 Billion Behind a Nuclear Comeback. These Stocks Could Benefit.

The Department of Energy announced $17.5 billion in conditional loan commitments to support utilities in purchasing long-lead components for new Westinghouse AP1000 nuclear reactors, explicitly tied to data center electricity demand. Three companies—Cameco, Constellation Energy, and Vistra—are identified as potential beneficiaries, though the author remains cautious due to high valuations, execution risks, and the conditional nature of the loans.

06/25/2026, 3:16 PM • The Motley Fool

The U.S. Government is Supercharging the Nuclear Energy Resurgence With $17.5 Billion in Loans. Here's What it Means for Utility Stocks.

The Department of Energy announced a $17.5 billion loan program to finance five nuclear projects centered on Westinghouse's AP1000 reactor technology. The initiative aims to resolve supply chain bottlenecks and accelerate manufacturing of reactor components. Westinghouse will partner with up to five utilities/energy companies, with each committing $500 million in equity. The program targets completion of 10 new reactors by 2030, benefiting nuclear industry players and utility stocks.

06/24/2026, 6:21 PM • The Motley Fool

Better AI Energy Stock: Constellation Energy or Vistra?

As AI data centers demand more reliable electricity, Constellation Energy and Vistra are becoming central to the AI infrastructure debate. Constellation Energy offers a cleaner nuclear energy story, while Vistra provides greater flexibility across power markets. The choice between them could shape investor preferences in the evolving energy sector.

06/22/2026, 6:15 AM • The Motley Fool

Prediction: NextEra Energy's $67 Billion Dominion Acquisition Could Spur More Utility Deals. This Tie-Up Could be Next.

NextEra Energy's $67 billion acquisition of Dominion Energy is driving major consolidation in the utility sector, primarily driven by AI data center electricity demand. The article predicts Vistra could be the next acquisition target, with Constellation Energy positioned as a likely buyer due to complementary nuclear power assets and geographic overlap in Texas, California, and the Northeast.

06/11/2026, 1:15 PM • The Motley Fool

Are These 3 Energy Stocks About to Soar as Driving Season Kicks Off in the United States?

As driving season begins amid Middle East geopolitical tensions and high oil prices, three renewable and nuclear energy stocks could benefit from increased electricity demand. High gasoline prices may accelerate EV adoption, driving long-term electricity demand growth projected at 60% between 2025-2045, benefiting NextEra Energy, Constellation Energy, and Brookfield Renewable.

06/06/2026, 5:15 PM • The Motley Fool

The AI Race Is Quietly Becoming a Race for Electricity, Not Chips

As AI demand surges, electricity and power infrastructure are becoming the new bottleneck rather than semiconductor chips. Unlike chip manufacturing which can scale in 3-4 years, building power generation capacity and transmission infrastructure takes much longer. This shift is creating investment opportunities in power and data center infrastructure companies that can secure reliable electricity access.

06/03/2026, 2:30 PM • The Motley Fool

Energy ETFs: MLPX Delivers More Income, Lower Fees

A comparison of two energy sector ETFs reveals distinct investment strategies: MLPX (Global X - MLP & Energy Infrastructure ETF) offers higher dividend yield (4.13%) and lower fees (0.45%), making it ideal for income-focused investors, while NLR (VanEck Uranium and Nuclear ETF) has delivered superior long-term growth (146% total return over 5 years) but with higher volatility and lower dividend yield (2.29%).

06/03/2026, 11:07 AM • The Motley Fool

Vistra vs. Constellation Energy: The Big Revenue Face-Off

Constellation Energy posted higher and more consistent quarterly revenues, with a dramatic spike to $11.1 billion in Q1 2026 following its $16.4 billion acquisition of Calpine. Vistra's revenues fluctuate due to its use of energy derivatives for hedging, but the company is pursuing similar growth through a $4 billion acquisition of Cogentrix. Both companies are following comparable expansion strategies in the U.S. energy sector, with combined generation capacities approaching 50-60 gigawatts.

06/01/2026, 5:16 PM • The Motley Fool

Dan Loeb Dumps Microsoft, Slashes Nvidia And Rail Stocks In Sweeping Q1 Portfolio Overhaul

Hedge fund billionaire Daniel Loeb's Third Point LLC significantly reshuffled its portfolio in Q1 2026, completely exiting positions in Microsoft, Chipotle, Constellation Energy, Alibaba, Spotify, and Thermo Fisher Scientific. The fund also dramatically reduced stakes in Nvidia (from 2.95M to 190K shares), Amazon, Taiwan Semiconductor, and railroad stocks Union Pacific and Norfolk Southern.

05/18/2026, 3:07 PM • Benzinga