'Fast Money' Live: Traders talk GE Vernova vs. Constellation Energy
CNBC Television·2025-12-11 22:56
Investment Recommendation - Constellation Energy (CEG) is favored over GE Vernova (GEV) in the context of AI data centers [1][3] - The recommendation is based on Constellation's nuclear and natural gas story, its presence in Texas, and a more sensible valuation [3] - Constellation has navigated DOJ concerns related to deal closures [3] Company Specifics - Constellation Energy is described as a nuclear and natural gas story with operations in Texas [3] - GE Vernova is recognized for its stock breakout following the GE spin-off [2] Market Dynamics - The discussion revolves around the race to power AI data centers [1] - Nuclear energy is highlighted as relevant in the world of data centers and AI [2]