Company
Constellation Energy
- Episodes
- 21
- Share
- 2.1%
- Shows
- 19
- Net sentiment
- +0.95
Up from 0.1% of episodes in the weeks before; net sentiment was +1.00.
Bullish 19Mixed 1Neutral 1Bearish 0
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Constellation Energy. Longest episodes first.
Bullish 19
- Signed power purchase deals with Amazon and Google for nuclear uprate capacity."I Call Myself A Drill Baby Drill Democrat" – Rep. Jon Rosenthal, Candidate for Texas Railroad Commissioner · C.O.B. Tuesday · Oct 7
- Mentioned as a holding tied to power demand from AI data centers.The Diesel Reckoning: Why Refineries Trump Politics · Energy News Beat Podcast · Oct 8
- Signed nuclear power deals with Google, rebounding as a power supplier.9AM HOUR: Stocks Hit Record Highs, CrowdStrike CEO on AI and Stock Surge, Skydance Era Begins 10/6/26 · Squawk on the Street · Oct 6
- Shares jumped on a 20-year, 3.6 gigawatt nuclear power deal with Alphabet.S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26 · Power Lunch · Oct 6
- Jumped 12% on 20-year nuclear power deal with Google.S&p 500 Hits Record High… And 10/6/26 · CNBC's "Fast Money" · Oct 6
- Signed a major Google hyperscaler power deal, lifting the stock.11AM Hour: Undersecretary of Defense Emil Michael, Former White House Coordinator for the Middle East & New AI Model Competition 10/6/26 · Squawk on the Street · Oct 6
Show 13 moreShow fewer
- Signed two nuclear power deals with Google, adding visible long-term revenue.10AM Hour: UBS CEO on U.S. Growth, Russia Plague Risks, Nuclear Power Deal 10/6/26 · Squawk on the Street · Oct 6
- Potential billion-dollar nuclear supply deal with Alphabet lifts its outlook.AI, rates and global growth shape the market outlook 10/6/26 · Morning Call · Oct 6
- Nuclear supply deal with Alphabet adds 890 megawatts of capacity.Markets Radar 📡 Ray Dalio Says a Debt Crisis Is 3 Years Away. The Treasury Says Relax. · Age of Jeremy · Oct 6
- Signed a major long-term nuclear supply deal and is upgrading existing reactors.Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model · Blockspace: AI News · Oct 6
- Shares popped more than 12% after a 20-year nuclear power deal with Google.Why The S&P Just Hit A Record High — Despite Soaring Yields · Prof G Markets · Oct 7
- Signed large nuclear uprate and power purchase deals with Google and others, though shares gave back gains.Starbucks Rumors, Google Bets On Nuclear Energy, & Ray Dalio · Rich Habits Podcast · Oct 9
- Signed large nuclear uprate and 15-year supply deals with Google, driving shares up over 13%.The Price of Speed: Who Pays for the AI Boom? · The AI Supercycle · Oct 8
- Gains a long-term nuclear power contract with Google, backed by reactor upgrade investment.#43 - Burgers, Acne Cream and Nuclear Power: AI Walks Out of the Lab · AI Neanderthal by Malcolm Werchota · Oct 8
- Gains a 20-year agreement adding 890 megawatts of nuclear capacity.Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells · Motley Fool Hidden Gems Investing · Oct 7
- Major nuclear power producer; recent Google deal and AI power demand support upside.The Big 3: CEG, NTAP, CIEN · Schwab Network · Oct 8
- Google contract for 3,590 megawatts unlocks new investment.The Daily Allocator: SpaceX plans $40 billion raise for Nvidia chips; India raises rates; Google contracts for Constellation nuclear power · The Angus Briefing · Oct 7
- Hit all-time highs on nuclear power deals with hyperscalers.THE POWER BOTTLENECK - Nuclear AI, Autumn Frontlines & The Jobs Calm · The ELEVEN: US Markets · Oct 5
- Two 20-year deals with Google and Amazon lock in demand and fund plant upgrades.Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power · The Rundown · Oct 6
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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