Vistra, Constellation Energy Stocks Rise Further on AI Energy Needs

Group 1 - Shares of nuclear power providers Constellation Energy (CEG) and Vistra (VST) have increased due to optimism surrounding growing electricity demand from artificial intelligence (AI) data centers [1][5] - Constellation Energy's shares rose 8.4% after announcing over $1 billion in deals with the federal government's General Services Administration, including supplying nuclear energy to multiple departments [1] - The Treasury Department has reversed a ruling, allowing existing nuclear plants to qualify for federal tax credits under the Inflation Reduction Act of 2022, leading to a 3.5% increase in Constellation's shares [2] Group 2 - Constellation plans to restart a unit of the Three Mile Island nuclear plant to supply energy for Microsoft's data centers, contributing to a significant rise in its stock price, which is up about 115% over the past year [3][5] - Vistra's shares also surged, gaining 8.6% and then an additional 7%, reaching record highs and increasing over 300% in the past year [4]