A comprehensive look at trends, fund profiles, and more in exploring ETFs. Hi everyone, welcome to exploring ETFs. I'm Nina Mishra and today we are talking about utility stocks and ETFs which are benefiting from the huge demand for power by AI related applications.So earnings were front and center last week because tech giants Apple, Amazon, Alphabet, Microsoft and Meta, they reported their quarterly results. So five out of the seven mag seven stocks and the biggest takeaway was that uh the AI story is not ...

NTPC, India’s largest power producer, has sought the government’s approval to bulk purchase nuclear reactors, part of a wider national effort to expand atomic energy capacity as the country seeks to reduce dependence on fossil fuels. https://t.co/CWIm39Jwsb ...

Core Insights - Constellation Energy Corporation (NASDAQ:CEG) is currently viewed as an exciting AI stock, with a price target raised to $347.00 from $293.00 by Jefferies analyst Paul Zimbardo, while maintaining a Hold rating [1] - The stock has experienced a significant increase of approximately 90% since early April lows, despite losing momentum since early August earnings due to a lack of deal announcements [1][2] - The analyst highlights that CEG's stock price reflects a high valuation, incorporating future data center awards, which leads to a cautious stance with a Hold rating [2][3] Financial Metrics - CEG's stock price is estimated to include around $142 per share attributed to data center value, which constitutes about 47% of the stock price [3] - The analysis assumes a 75% eligibility for CEG's nuclear portfolio, equating to 13GW at $88/MWh, with the remaining 5GW at $80/MWh, alongside Clinton/Crane Power Purchase Agreements (PPAs) [3] Market Position - Despite the increase in the price target, CEG is considered relatively expensive compared to its peers, embedding a significant market share of future data center awards [3] - The company specializes in clean, carbon-free energy solutions, positioning itself within a growing sector [3]