HomeIndustriesEnergyCEG & Nuclear Energy A.I. Needs Hinge on Supply Chain & New Plants
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CEG & Nuclear Energy A.I. Needs Hinge on Supply Chain & New Plants

CEG & Nuclear Energy A.I. Needs Hinge on Supply Chain & New Plants

Anthony Crowdell of Mizuho set a neutral rating for Constellation Energy (CEG) as companies like Microsoft (MSFT) turn to nuclear power for A.I.'s electrical demand. He argues a lack of plans for new nuclear plants make it difficult to see a sustainable future for the alternative energy. CFRA's Daniel Rich has a buy rating at his firm, believing Constellation Energy and Microsoft's deal can open other doors for alternative power in A.I.

The Watch List

06 Jan 2025

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