stellation Energy (US:CEG) Yahoo Finance·2026-01-24 16:05Industry Overview - Nuclear energy is experiencing a resurgence due to its ability to provide carbon-free electricity that can operate continuously, addressing the rising electricity demands, particularly from AI data centers [1] - Several nuclear start-ups are attracting investor interest with innovative designs, such as small reactors from NuScale Power and Oklo, and portable reactors from Nano Nuclear Energy [2] Company Analysis - Constellation Energy is highlighted as a leading player in the nuclear energy sector, operating the largest fleet of nuclear power plants in the U.S. and presenting a compelling investment opportunity [3][5] - Unlike early-stage nuclear start-ups, Constellation is profitable and has shown strong earnings growth, benefiting from increasing power demands [7] - The company has secured significant contracts with major tech firms, including a 20-year agreement with Meta Platforms for the output of the Clinton nuclear plant [6] - Constellation operates as an unregulated power supplier, allowing it to sell electricity at market rates, which differentiates it from regulated utilities [9]