Constellation Energy $CEG and Vistra Corp. $VST are two major U.S. electric utility and power generation companies. They have become top stock market favorites because their massive nuclear power fleets provide the reliable, carbon-free baseload electricity required by AI data centers. Starting to try and find a base at these areas if the nuclear/power thesis can continue to stay strong.

Constellation Energy $CEG soared above its 200-day moving average after signing a 20-year nuclear power deal with Alphabet $GOOGL that will increase output at 11 existing reactors 🚨 For magnified exposure, consider the Tradr 2X Long CEG Daily ETF $CEGX from @TradrETFs

Constellation Software President on the impact of AI: "We're seeing our development process is getting much better. They're moving faster through backlog...What I always say, you can build products fast, but selling them is a whole other thing." $CSU.TO

CONSTELLATION ENERGY $CEG Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.5B (Est. $7.83B) 🔴 🔹 Adj. EPS: $2.55 (Est. $2.35) 🟢; +34% YoY 🔹 Nuclear Capacity Factor: 93.0%; -180 bps YoY Raises FY26 Guide: 🔹 Adj. EPS: $11.50-$12.50 (Est. $11.63) 🟢 Other Q2 Metrics: 🔹 Nuclear Production: 44,160 gigawatt-hours (GWhs) 🔹 Operating Income: $580M 🔹 GAAP EPS: $1.42; from $2.67 🔹 GAAP Net Income: $513M 🔹 EFOF: 6.2% 🔹 Renewable Energy Capture: 96.0%; -10 bps YoY Business Highlights: 🔹 Crane Clean Energy Center: FERC waiver and NRC fuel license approval 🔹 Brazos Valley Energy Center: Divestiture agreement signed Comments: 🔸 “helping meet growing demand for reliable power.” 🔸 “increased full-year EPS guidance demonstrate the earnings power of our expanded platform”