Core Insights - Constellation Energy and NextEra Energy both fell short of Q3 2025 revenue expectations, indicating challenges in meeting market forecasts [1] Company Summaries Constellation Energy - The company is positioned within the AI-driven energy boom, but its recent performance suggests potential weaknesses in its business model [1] NextEra Energy - Similar to Constellation Energy, NextEra Energy also missed revenue expectations, highlighting a competitive landscape where different business models are being tested [1]