Electric Utilities & IPPs

TradingKey - Constellation’s Monday earnings test nuclear funding and Google-backed growth. CEG needs to reclaim $245.52 as investors assess cash flow and outages.

TradingKey - GE Vernova’s $9 billion Trench deal strengthens its grid strategy, but GEV needs a close above $949.31 to confirm recovery. Key risks and levels.

Constellation Energy enters October with a new Amazon nuclear PPA, a reported Google power deal and stronger Calpine earnings supporting the AI-power thesis.

When discussing artificial intelligence at the G20, Nvidia's (NVDA) CEO did not focus on GPUs or the latest chips, but instead presented a more foundational framework: the AI economy is like a "five-layer cake," with energy at the bottom layer, followed in order by chips, the land and data center infrastructure hosting the systems, models, and finally the data and applications that create commercial value.

TradingKey - US electricity demand is entering a new growth phase. AI data centers and manufacturing expansion are driving up power consumption, while a strong El Niño in the winter of 2026–2027 could alter temperatures, precipitation, and electricity demand across different regions of the United States.

Vistra (VST) shares have fallen roughly 31% from their peak, but is the stock truly cheap now? From 44 GW of power generation assets, electricity supply and demand dynamics in PJM and Texas, and 20-year nuclear power contracts with Meta and Amazon, to a projected 2027 EBITDA of approximately $8.4 billion and a 12-month fair value of $166, this breakdown examines how AI data center electricity demand is transforming VST's earnings and valuation.