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

Constellation Energy Earnings Growth Keeps Premium Valuation in Focus

Constellation Energy posted strong Q1 2026 earnings with adjusted EPS of $2.74 (up 28% YoY), driven by the Calpine acquisition completion. Despite trading at a premium 40x earnings valuation, the company is well-positioned in the AI power demand boom as the nation's largest nuclear operator. Management affirmed full-year guidance of $11-$12 EPS and targets $11.40-$11.90 by 2029, with significant upside from data center contracts and federal nuclear tax credits.

05/12/2026, 10:23 AM • Investing

Forget Tech: These 3 Funds Yield 11% and They’re Just Getting Started

As tech stocks dominate market gains, contrarian investors can capitalize on discounted closed-end funds offering yields up to 11.8%. Three funds—Gabelli Equity Trust (GAB), DoubleLine Income Solutions Fund (DSL), and NXG Nextgen Infrastructure Income Fund (NXG)—provide diversified exposure to stocks, bonds, and infrastructure while trading at significant discounts to net asset value.

05/12/2026, 8:32 AM • Investing

Constellation Energy Wins Big From America's Surging Appetite For Electricity

Constellation Energy reported strong Q1 2026 earnings, beating Wall Street expectations with $11.122 billion in revenue and $2.74 adjusted EPS versus estimates of $2.57. The company attributed gains to surging U.S. electricity demand, Calpine acquisition contributions, and solid nuclear fleet performance. Despite reaffirming full-year 2026 guidance of $11.00-$12.00 EPS, shares traded down 3.23% on Monday.

05/11/2026, 11:56 AM • Benzinga

The 3 Best Nuclear Energy Industry Stocks to Buy in 2026

With electricity demand expected to increase 50% between 2020 and 2040, nuclear energy is experiencing a renaissance. The article presents six nuclear-related stocks across different risk levels: conservative options like Brookfield Renewable Partners and Southern Company; moderate-risk picks like Cameco and Constellation Energy; and high-risk emerging technology plays like NuScale Power and Oklo.

05/10/2026, 9:15 AM • The Motley Fool

NextEra Energy vs. Constellation Energy: Which Utility Stock Is Built for This Market?

The article compares two utility stocks with different risk profiles. Constellation Energy, an unregulated nuclear and natural gas power producer, offers aggressive growth potential with exposure to rising electricity demand through open-market pricing. NextEra Energy provides a more conservative option with a strong regulated utility foundation in Florida, substantial clean energy operations, and a reliable dividend yield of 2.4% with expected 6% annual growth. Both are well-positioned to benefit from increasing electricity demand, but appeal to different investor types.

05/02/2026, 8:15 AM • The Motley Fool

3 Nuclear Energy Stocks That Are Quietly Becoming the Trades of the Year

Nuclear energy is experiencing a renaissance with renewed global interest and investment. The article highlights three stocks positioned to benefit: Cameco, a major uranium miner with strong financials; Constellation Energy, America's largest nuclear operator partnering with Microsoft; and BWX Technologies, a leader in advanced small modular reactor technology.

04/25/2026, 6:05 PM • The Motley Fool

The Crowd Is Dumping Vistra. Here's Why I'd Be Buying the Stock Down 25%.

Vistra, a major independent power producer, has declined 25% from its 52-week high amid regulatory concerns about electricity price caps and potential scrutiny of data center deals. However, the author views this dip as a buying opportunity, citing the company's strong nuclear capacity, long-term power purchase agreements with tech giants, and planned acquisition of Cogentrix Energy to meet growing AI data center electricity demand.

04/18/2026, 10:10 AM • The Motley Fool

Bloom Energy Is Soaring. Here's Why.

Bloom Energy's stock surged nearly 20% after announcing an expanded agreement to supply up to 2.8 gigawatts of fuel cells to Oracle's AI data centers. The company is well-positioned to capitalize on the massive AI infrastructure build-out, with major tech companies planning to spend over $625 billion on AI infrastructure this year. Bloom's revenue is expected to grow 56% to $3.2 billion, with a healthy backlog of $20 billion.

04/16/2026, 3:15 PM • The Motley Fool