These 2 AI Power Stocks Jumped While the S&P 500 Fell

Microsoft, Meta, and Amazon have signed long-term nuclear power agreements. Microsoft's 20-year deal with Constellation aims to restart the undamaged reactor at Three Mile Island, adding 835 MW. Meta's 20-year agreement supports the Clinton Clean Energy Center in Illinois, with a 30 MW capacity increase. Amazon's contract with Talen Energy for up to 1.92 GW from the Susquehanna plant will ramp up by 2032. These deals aim to secure power for data centers, with potential impacts on grid supply and

Kroger (KR) fell to a 2-year low after announcing a $1.65B acquisition of Giant Eagle, with investors skeptical of immediate value. Constellation Energy (CEG) dropped to a 52-week low after Citi cut its price target. Shutterstock (SSTK) plunged 29% after its merger with Getty Images was terminated. All three stocks have seen significant declines this year.

Constellation Energy (CEG) shares rose 4.7% today, driven by investor confidence in its nuclear contracting momentum, higher 2026 earnings outlook, and progress in integrating Calpine. The company raised its 2026 adjusted operating earnings guidance to $11.50-$12.50 per share and signed 920 MW of long-term power purchase agreements. It also completed a $860 million asset sale related to the Calpine acquisition.

Constellation Energy (CEG) secured 30% of its nuclear output in long-term contracts, BWXT's backlog surged 40% to $8.4B, and GE Vernova's backlog reached $176B. CEG, BWXT, and GEV operate in distinct segments of the nuclear power supply chain, with unique cash flow profiles. CEG's Q2 EPS was $2.55, and full-year guidance was raised to $11.50-$12.50. BWXT's Q2 revenue was $902M, up 18% YoY, and GE Vernova's Q2 bookings hit $24.2B, up 88% YoY.

Constellation Energy (CEG) reports growth in Commercial & Industrial (C&I) demand, signing 920 MW of long-term nuclear Power Purchase Agreements (PPAs) in Q2, with an average duration of 18.5 years. The company expects nearly 30% of its clean baseload generation to be secured under long-term contracts, aiming for over 20% base EPS growth from 2026 through 2029. CEG's trailing-12-month ROE is 14.89%, above the industry average. Shares have risen 3.2% in the past three months, while the industry f

Nvidia Corp. (NVDA) reported earnings, highlighting a 70% revenue growth target for fiscal 2028, exceeding Wall Street's expectations. The company's margins are declining due to supply constraints, benefiting suppliers like Micron Technology Inc. (MU) and SanDisk Corp. (SNDK). Nvidia's focus on optical networking indicates potential bottlenecks, with investments in Lumentum Holdings Inc. (LITE) and Coherent Corp. (COHR).