I think many investors are still underestimating how significant the Artificial Intelligence boom is, and how broadly it will affect markets. While we all know the primary beneficiaries of AI, like Nvidia (NVDA) , Microsoft (MSFT)  and Alphabet (GOOGL) , there are a litany of industries and companies that will feel the ripples of this new technology.From semiconductor designers and producers to network distributors, data storage companies, and energy production. Yes, the AI boom may be so significant that t ...

Scott Olson S&P 500 Q1 2024 Performance Remember all those analysts predicting a difficult start to 2024 for the technology sector and other high-beta sectors by the end of 2023? I have no right to blame them because I myself fell under the same influence of the general bearish narrative. But here we are in early April, marking the end of the first quarter - a good time to assess the results. Data by YCharts Once again, the market has defied consensus expectations and chosen not to react to the likeli ...

When speaking about green stocks and renewable energy, a certain company stands out with the potential to harness these winds and power a cleaner, greener future. Constellation Energy Corporation (NASDAQ: CEG) emerges as a key player in the renewable energy landscape, poised for significant growth and impact. In this piece, we’ll delve into why this turbine giant deserves a closer look and why it might be a promising addition to your investment portfolio.The state of renewable energyIn recent years, the ren ...

querbeetMore investors have discovered Constellation Energy (NASDAQ:CEG) since my last review nearly a year ago: its stock price has increased an incredible 120% and its market capitalization has increased an equally incredible 112%. While enthusiasm for an independent power producer with so much carbon-free electricity production capacity — especially nuclear — is likely to continue the stock’s momentum, Constellation can only be recommended as a momentum or ESG play. It's at 93% of the 52-week high an ...

With the stock markets consistently printing new record highs, it is prudent to consider whether it’s time to jump ship on some stocks surging too high, too fast. This is a logical line of inquiry, given the strong rise since marking a bottom back in October. The benchmark S&P 500 index has seen its price-to-earnings (P/E) ratio increase to approximately 28, nearly double its ten-year average of 15x. Analysts express concern that certain growth stocks may have surged too high, too fast.Of course, valid fact ...

BALTIMORE--(BUSINESS WIRE)--Constellation (Nasdaq: CEG), the nation’s largest producer of carbon-free energy, today issued the first corporate green bond in the United States that can be used to finance nuclear energy projects. Constellation will use proceeds from the $900 million, 30-year term offering for investments such as maintenance, expansion and life extensions of its clean, reliable nuclear power generation that reduce or avoid carbon emissions or provide other environmental benefits. A green bond ...

BALTIMORE--(BUSINESS WIRE)--Constellation (Nasdaq: CEG), the nation’s largest producer of carbon-free energy, ranked ninth in Barron’s seventh annual “100 Most Sustainable Companies” list, which measures the largest 1,000 publicly traded U.S. companies using 230 environmental, social and governance criteria ranging from workplace diversity to greenhouse-gas emissions. Constellation, making its debut on the list this year, achieved the highest score of any energy company. Barron’s worked with Calvert Researc ...

Constellation Energy Corporation (NASDAQ:CEG) Q4 2023 Earnings Conference Call February 27, 2024 8:30 AM ET Company Participants Emily Duncan - Senior Vice President, Investor Relations and Strategic Growth Joseph Dominguez - President and Chief Executive Officer Daniel Eggers - Executive Vice President and Chief Financial Officer Conference Call Participants Steve Fleishman - Wolfe Research David Arcaro - Morgan Stanley Durgesh Chopra - Evercore ISI Angie Storozynski - Seaport Global Neil Kalton - Wells Fa ...

Fourth Quarter 2023 • Natural Gas, Oil, and Renewables Operations: The dispatch match rate for our gas and hydro fleet was 97.5% in the fourth quarter of 2023, compared with 96.1% in the fourth quarter of 2022. Energy capture for the wind and solar fleet was 96.3% in the fourth quarter of 2023, compared with 96.7% in the fourth quarter of 2022. 1 1 | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------- ...

The factors that could cause actual results to differ materially from the forward-looking statements made by us include those factors discussed herein, including those factors discussed in (a) Part I, ITEM 1A. Risk Factors, (b) Part II, ITEM 7. Management's Discussion and Analysis of Financial Condition and Results of Operations, (c) Part II, ITEM 8. Financial Statements and Supplementary Data: Note 19, Commitments and Contingencies, and (d) other factors discussed in filings with the SEC by the Registrants ...