The latest trading session saw Constellation Energy Corporation (CEG) ending at $189.93, denoting a +1.43% adjustment from its last day's close. The stock outperformed the S&P 500, which registered a daily gain of 0.75%. Elsewhere, the Dow saw an upswing of 0.58%, while the tech-heavy Nasdaq appreciated by 1%. Shares of the company have appreciated by 0.59% over the course of the past month, outperforming the OilsEnergy sector's loss of 4.12% and lagging the S&P 500's gain of 4.03%. Market participants will ...

Steve Allen Introduction A few years ago, when looking at the energy transition and electric vehicle impact on electricity demand the consensus was that it could add 1% to yearly demand, much as what occurred in the 50-70s with the advent of microwaves, A/C, and hairdryers. Then came climate change and the fact that the world is getting hotter and the need for A/C has increased and so should electricity demand. The last and most recent demand driver is linked to the development of AI and the infrastructure ...

Walter Bibikow/DigitalVision via Getty Images Constellation Energy Corporation (NASDAQ:CEG) is well known for its nuclear energy production, which it sells to grids like PJM and directly to co-located data centers. Both routes have been the source of tremendous growth for the company. Given the growth rate, it may appear that CEG's 24X forward multiple is cheap, but I believe that a significant portion of the growth will reverse due to factors outside of the company's control. Explosive growth Constellation ...

文章核心观点 - 小型模块化反应堆(SMR)有望成为未来核电的新趋势 [1][2] - SMR相比传统大型反应堆更小巧、更简单、更易建造 [2] - SMR有望填补随着化石燃料退出而出现的电力供给缺口 [1] - 但SMR商业化进程仍面临成本管控等挑战 [3][4] 行业概况 - 目前全球仅有3座SMR在运行,分别位于中国、俄罗斯和日本 [2] - 行业普遍认为SMR要到2030年代才能实现商业化 [3] - 美国多家电力公司正在评估在现有核电站建设SMR的可行性 [5][6][10] - 科技公司也对SMR表现出了浓厚兴趣,有望与电力公司合作推动SMR发展 [6] 公司动态 - 美国私营核电公司Holtec正计划在密歇根州Palisades核电站建设2座SMR,以期成为行业先行者 [7][8][9] - 美国最大核电运营商康斯特利能源也在探索在现有核电站建设SMR的可能性 [10] - 电力公司多数倾向于在现有核电站建设SMR,以利用现有基础设施 [10]

From a technical perspective, Constellation Energy Corporation (CEG) is looking like an interesting pick, as it just reached a key level of support. CEG recently overtook the 50-day moving average, and this suggests a short-term bullish trend. One of the three major moving averages, the 50-day simple moving average is commonly used by traders and analysts to determine support or resistance levels for different types of securities. However, the 50-day is considered to be more important since it's the first m ...

TORONTO, Aug. 29, 2024 (GLOBE NEWSWIRE) -- Cerro Grande Mining Corporation (the "Company" or "CEG") (CSE:CEG) reported its unaudited results for the third fiscal quarter ended June 30, 2024 compared to the same quarter in 2023. These financial statements and MD&A have been filed on SEDAR and the Company refers the reader to those materials for additional information. Cerro Grande Mining Corporation is an exploration and development company with properties and activities currently focused in Chile. Cautionar ...

Shares of Constellation Energy Corporation (CEG) have rallied 86.4% over the past year compared with its industry's growth of 28.7%. CEG continues to add clean energy to the grid through its efficient operation of nuclear plants and extending the lives of existing plants through new licenses. The solid year-to-date performance of Constellation Energy allowed it to increase its guidance for 2024 earnings per share. The CEG stock has also outperformed its sector and the S&P 500 over the past year. One-Year Pr ...

With cooling inflation and moderating economic growth, the current economic environment strongly suggests that the Federal Reserve is on the verge of cutting interest rates. Market analysts are currently pricing an 80% chance of a rate cut. This potential shift in monetary policy has significant implications for the stock market, creating opportunities for savvy investors. Get PayPal alerts: Understanding Interest Rate Adjustments and Their Market Impact Interest rate cuts are a tool used by central banks, ...

文章核心观点 - 预计到2030年,数据中心的电力需求将增加三倍,这主要由人工智能(AI)应用带动 [2] - 这种需求增长可能会带动电力公用事业股票、可再生能源行业以及其他相关公司的增长 [3] 电力公用事业和可再生能源公司 - 电力公用事业公司如Constellation Energy、Duke Energy和NextEra Energy可能会从中获益 [4] - 基础设施提供商如Equinix也可能从中获益 [4] - 人工智能将增加对太阳能和风能等可再生能源的需求,预计到2030年可再生能源将占美国电力供给的一半以上 [5] - 首选太阳能公司First Solar、GE Vernova和Nextracker可能会从这一趋势中获益 [6] 天然气需求 - 短期内,天然气需求预计将上升,以满足数据中心不断增长的电力需求 [7] - 页岩气公司Chesapeake Energy和EQT可能会从这一需求增长中获益 [8] - 基础设施公司Kinder Morgan和Williams Companies也可能从中获益 [8]

文章核心观点 - 能源股Constellation Energy Corp (NASDAQ:CEG)本周早些时候在其最后一个大型看跌期权价位附近出现了强劲反弹,并收复了180美元区域的峰值看跌期权 [1] - 该股票今年已经上涨超过60%,并在182美元附近形成了支撑位 [1] - 该公司还突破了20日移动平均线,而5日和10日移动平均线则呈现下曲态势 [2] - 此外,Constellation Energy在上周二(8月6日)公布了第三季度的强劲季节性数据 [2] 行业分析 - 短期期权交易者比往常更加看跌,根据该股的Schaeffer's put/call open interest ratio (SOIR)为1.12 [3] - 该股的Schaeffer's Volatility Scorecard (SVS)排名为100分中的78分,表明该股在过去一年中波动性表现优于预期 [3] - 公司推荐的看涨期权具有5.9的杠杆比率,如果标的证券上涨14.8%,该期权将翻倍 [4]