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Constellation Energy (CEG) Price Target Lowered by $15, ‘Overweight’ Rating Maintained
The share price of Constellation Energy Corporation (NASDAQ:CEG) fell by 6.06% between January 16 and January 23, 2026, putting it among the Energy Stocks that Lost the Most This Week. Constellation Energy Corporation (NASDAQ:CEG) is the largest private-sector power producer, the largest producer of clean energy, and the leading operator of nuclear power plants in the United […] Jan 28, 2026 - $CEG
AI Stocks Still Face a China Risk
What knocked trillions off of the value of the U.S. market was news that a Chinese AI company, DeepSeek, had nearly matched U.S. competitors that were spending fortunes on chips and electricity. As Heard on the Street columnist Dan Gallagher explained at the time, the reaction was excessive and DeepSeek’s claims seemed exaggerated. JPMorgan Asset Management says in a report that 42 AI-related companies have been responsible for between 65% and 75% of the S&P 500’s gains, earnings and capital spending since ChatGPT was launched in November 2022. Jan 27, 2026 - $CEG
AI Power Needs Are Soaring: Is Vistra Energy, Vertiv, or Constellation The Better Buy?
The AI revolution has a power problem. Training GPT-4 required as much electricity as 10,000 U.S. homes use in a year. Multiply that by thousands of models being trained simultaneously, plus billions of daily queries. The result? A data center energy boom reshaping power generation. Facilities drawing 100+ megawatts each, with some hyperscale campuses approaching ... AI Power Needs Are Soaring: Is Vistra Energy, Vertiv, or Constellation The Better Buy? Jan 27, 2026 - $CEG
Nvidia’s rally shows DeepSeek fears were unfounded a year later
DeepSeek erased a record $589 billion from Nvidia Corp.’s market value in one day after the company revealed an AI model thought to be comparable to those of OpenAI and Meta Platforms Inc. and developed at a fraction of the cost. Nvidia’s double-digit plunge led the S&P 500 Index 1.5% lower, while the tech heavy Nasdaq 100 Index shed 3%. Jan 26, 2026 - $CEG
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