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Constellation Energy Corp (E7S.MU)

298.60

+4.95

+(1.69%)

As of 8:02:48 AM GMT+1. Market Open.

Constellation Energy Corporation (CEG) Plunges Amid DeepSeek AI Fears, Jefferies Warns of Uncertainty in Power Demand Thesis

We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In this article, we are going to take a look at where Constellation Energy Corporation (NASDAQ:CEG) stands against the other AI stocks. Investors are pulling back from the artificial intelligence trade. Previously, a report by the Lawrence Berkeley […]

Insider Monkey yesterday

CEG
DeepSeek could put 'cold water' on utilities sector growth

Tech stocks began rebounding on Tuesday from a sell-off on Monday, fueled by the emergence of Chinese start-up DeepSeek's artificial intelligence (AI) model. The model raised questions about US companies' ability to compete, sending AI plays lower, including the utilities sector (XLU), which has thus far struggled to recover since the sell-off. Mizuho Americas managing director and senior analyst covering utilities Anthony Crowdell joins Market Domination with Julie Hyman and Josh Lipton to discuss his current read of the utilities sector. Before the sell-off, the utilities sector was gaining at an unprecedented level from increased demand due to AI tech's power-intensive needs. "When utilities typically do well, we do well because of fear and people looking for a safe haven," Crowdell explains. "This is a new [theme] for all of us in utility land, where we're excited about load growth, we're excited about the data center story, excited about earnings growth." The analyst explains that high valuations are part of the current problem with the utilities sector. "Maybe we were a little over our skis, especially on some of the [independent power producers] IPP valuations." He adds, "This is what happens when tourists invade a value space, and they just push these stocks up to huge valuations." Crowdell adds, "[The DeepSeek story] could put some cold water on the data center buildout, and it's clearly going to impact utilities' growth plans." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.

Yahoo Finance Video yesterday

DUK

DUK-PA

CEG
These Investors Doubled Down When the AI Trade Faltered

While Monday’s news of a cheaply made AI model from China rattled the market, some individual investors saw an opportunity to buy the dip.

The Wall Street Journal 2 days ago

NET

KR

VRT
DeepSeek Is Upending Wall Street’s Big AI Power Trade

The selloff extended to shares of natural-gas producers, pipeline operators, mining companies, and electricity generators.

The Wall Street Journal 2 days ago

BTU

EQT

WMB
AI-exposed power stocks rebound after DeepSeek release casts 'uncertainty' over industry

AI-exposed power stocks attempted a rebound Tuesday after getting crushed over worries of lower-than-expected energy demand.

Yahoo Finance 2 days ago

GEV

VST

TLN
Why China's DeepSeek cast 'uncertainty' on utility stocks

Utility stocks (XLU) are rebounding Tuesday morning following yesterday's market downturn triggered by Chinese artificial intelligence (AI) startup DeepSeek. Jefferies managing director of US power, utilities, and clean energy research Paul Zimbardo joins Morning Brief to analyze the sector's outlook. Zimbardo cautions that energy names aren't out of the woods yet, describing the DeepSeek situation as "the first wrinkle" in the yearlong AI trade. He explains that investors' previous bullish stance on utilities stemmed from expectations that AI's power demands would drive "significantly higher power contracts." "Hopefully we can ... resume some of that upward trend, but this really does kind of cast some uncertainty into that thesis," he notes. For investors seeking opportunities in the sector, Zimbardo recommends two picks: PPL Corporation (PPL) for traditional utility exposure and Talen Energy Corporation (TLN) in the power company category. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Angel Smith

Yahoo Finance Video 2 days ago

GEV

VST

XLU
How S&P 500 Nuclear Power Giants Are Responding As DeepSeek Shakes Up AI Gold Rush

Constellation Energy and Vistra sank as the DeepSeek artificial intelligence model sent shock waves through the market.

Investor's Business Daily 2 days ago

TLN

CEG

OKLO
DeepSeek Undercuts Belief That Chip-Hungry U.S. Players Will Win AI Race

More AI competition will make it hard for Big Tech to generate the oligopoly-like profit margins that investors hope for.

The Wall Street Journal 3 days ago

NVDA

OKLO

CEG
AI-exposed power stocks crushed as fears about DeepSeek trigger tech sell-off

AI-exposed power stocks tumbled alongside a tech sell-off as Chinese startup DeepSeek sparked investor concerns over AI chip spending by US companies.

Yahoo Finance 3 days ago

CEG

VST

META
Nvidia and chip sector, nuclear energy, SoFi: Market Minute

Yahoo Finance senior markets reporter Josh Schafer highlights several of this morning's top stocks and market-moving stories as part of today's Market Minute. AI semiconductor manufacturers Nvidia (NVDA) and Broadcom (AVGO) continue to see declines in their share prices as the sell-off sparked by DeepSeek's artificial intelligence reveal ripples through the rest of the tech sector. Nvidia has shed over $465 billion in market cap from this event. Nuclear energy providers Constellation Energy (CEG), Oklo Inc. (OKLO), and Vistra (VST) are also seeing significant losses, all down by nearly 20% or more. SoFi Technologies (SOFI) tumbles lower after reporting a weaker-than-expected earnings guidance for its first quarter in 2025. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 3 days ago

OKLO

CEG

SOFI
Nvidia heads for record sell-off on China's DeepSeek worries

Nvidia (NVDA) is on track to record its biggest drop yet after Chinese artificial intelligence (AI) startup DeepSeek sparked a tech sell-off. DeepSeek's newest AI model raised concerns about US companies' ability to keep up in the AI race. The sell-off sends names like Broadcom (AVGO) and Marvell Technology (MRVL) tumbling while other AI plays, such as Oklo (OKLO) and Constellation Energy (CEG) see double-digit declines. The news comes just ahead of Big Tech earnings, with Microsoft (MSFT), Meta (META), and Tesla (TSLA) reporting on Wednesday and Apple (AAPL) announcing on Thursday. Worries about AI competition raise questions about Big Tech earnings meeting Wall Street's expectations. Seana Smith and Brad Smith take a closer look at the market action ahead of the opening bell on Morning Brief. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Naomi Buchanan.

Yahoo Finance Video 3 days ago

NRG

AVGO

SMR
Nuclear Stocks Surged Last Year, But Are They A Buy Or A Sell In 2025?

Nuclear energy stocks spent much of 2024 running at the top of the S&P 500. Constellation Energy, Vistra and other new nuclear-focused companies rode a wave of excitement as Big Tech scrambled to find the electricity needed to power its artificial intelligence ambitions. Constellation Energy shares shot up 91% last year and Vistra stock rocketed 258%, placing both among the top S&P 500 stocks and the best 100 stocks of 2024.

Investor's Business Daily 6 days ago

OKLO

CEG

VST
How S&P 500 Nuclear Power Giants Are Responding To Trump's Stargate AI Announcement

S&P 500 stocks Constellation Energy and Vistra rose after President Donald Trump announced the Stargate AI investment plan late Tuesday.

Investor's Business Daily 8 days ago

VST

META

ORCL
South Carolina to Reboot Giant Nuclear Project to Meet AI Demand

Santee Cooper, the big power provider in South Carolina, has tapped financial advisers to look for buyers that can restart construction on a pair of nuclear reactors that were mothballed years ago. The state-owned utility is betting interest will be strong, with tech giants such as Amazon.com and Microsoft in need of clean energy to fuel data centers for artificial-intelligence capabilities. Santee Cooper announced Wednesday it is seeking proposals for buyers to complete the project at South Carolina’s sprawling V.C. Summer Nuclear Station, confirming an earlier report from The Wall Street Journal.

The Wall Street Journal 8 days ago

AMZN

D

SO
The Stock Rally Is Back on Track. Memories of 2022 Linger.

Investors worry the hefty tariffs and mass deportations that Trump has proposed will reaccelerate inflation.

The Wall Street Journal 11 days ago

NFLX

AXP

JPM
New York Joins Constellation in Pursuit of Energy Department Funding for Advanced Nuclear Reactor

BALTIMORE, January 15, 2025--Constellation (Nasdaq: CEG), the nation’s largest producer of clean energy, commends the State of New York’s newly unveiled policies aimed at expanding the deployment of advanced nuclear energy to reach its goal of providing abundant, clean, reliable and affordable electricity for all New Yorkers. The New York State Energy Research and Development Authority (NYSERDA) has joined Constellation on a grant proposal to the U.S. Department of Energy (DOE) to support the co

Business Wire 15 days ago

CEG
Inside the Push to Restart Three Mile Island’s Aging Nuclear Reactor

The lights are turning back on at Three Mile Island, the site of America's worst nuclear meltdown, after it has lain dormant for five years. WSJ goes inside to learn more about the delicate process of rebooting a nuclear power plant.

WSJ 17 days ago

AMZN

MSFT

CEG
Trending tickers: Apple, Walgreens, Skechers, GSK and Entain

The latest investor updates on stocks that are trending on Monday.

Yahoo Finance UK 17 days ago

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USD=X

GBP=X
Here’s Why Constellation Energy Group (CEG) Led This Week’s Rally

We recently published an article titled These 10 Firms Led This Week’s Rally. In this article, we are going to take a look at where Constellation Energy Group (NASDAQ:CEG) stands against the other stocks. Ten companies finished stronger this week, outpacing the broader market thanks to a series of catalysts that lifted investor sentiment. On Friday, […]

Insider Monkey 18 days ago

CEG
Once Unwanted, Constellation Energy Is One of the Hottest Stocks

The power producer agreed to buy Calpine this past week for $16.4 billion and has become an industry darling amid surging electricity demand.

The Wall Street Journal 18 days ago

EXC

CEG

Performance Overview

Return	E7S.MU	S&P 500
YTD	+36.60%	+2.78%
1-Year	+170.09%	+23.27%
3-Year	+572.52%	+36.99%

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Constellation Energy Corp (E7S.MU)

Constellation Energy Corporation (CEG) Plunges Amid DeepSeek AI Fears, Jefferies Warns of Uncertainty in Power Demand Thesis

DeepSeek could put 'cold water' on utilities sector growth

These Investors Doubled Down When the AI Trade Faltered

DeepSeek Is Upending Wall Street’s Big AI Power Trade

AI-exposed power stocks rebound after DeepSeek release casts 'uncertainty' over industry

Why China's DeepSeek cast 'uncertainty' on utility stocks

How S&P 500 Nuclear Power Giants Are Responding As DeepSeek Shakes Up AI Gold Rush

DeepSeek Undercuts Belief That Chip-Hungry U.S. Players Will Win AI Race

AI-exposed power stocks crushed as fears about DeepSeek trigger tech sell-off

Nvidia and chip sector, nuclear energy, SoFi: Market Minute

Nvidia heads for record sell-off on China's DeepSeek worries

Nuclear Stocks Surged Last Year, But Are They A Buy Or A Sell In 2025?

How S&P 500 Nuclear Power Giants Are Responding To Trump's Stargate AI Announcement

South Carolina to Reboot Giant Nuclear Project to Meet AI Demand

The Stock Rally Is Back on Track. Memories of 2022 Linger.

New York Joins Constellation in Pursuit of Energy Department Funding for Advanced Nuclear Reactor

Inside the Push to Restart Three Mile Island’s Aging Nuclear Reactor

Trending tickers: Apple, Walgreens, Skechers, GSK and Entain

Here’s Why Constellation Energy Group (CEG) Led This Week’s Rally

Once Unwanted, Constellation Energy Is One of the Hottest Stocks

Performance Overview