Amazon, Nuclear Power and constellation energy

Talen-Amazon Nuclear Power Deal Hits Speed Bump. Why Constellation Stock Is Down More.
Big tech companies need lots of electricity for their data centers, which are processing increasingly complex artificial intelligence applications.
Constellation Energy tops S&P losers list on Amazon nuclear power deal setback
Constellation Energy (NASDAQ:CEG) -10.1%, the biggest loser on the S&P 500, in early trading Monday after the Federal Energy Regulatory Commission on Friday rejected the amended PJM interconnection agreement for an Amazon (AMZN) data center connected directly to rival Talen Energy's (NASDAQ:TLN) Susquehanna nuclear power plant in Pennsylvania.
Nuclear-power stocks slide after regulator rejects plan to power Amazon data center
Nuclear-power stocks fell after regulators voted against a deal between Amazon and Talen Energy. The deal would permit a Talen nuclear plant to provide an Amazon data center with extra power. Nuclear stocks have surged this year as AI data centers boost energy demand.
Constellation Energy, nuclear stocks plummet after regulators block Amazon power deal
Microsoft's nuclear power partner Constellation Energy saw its stock drop on Monday as strong earnings couldn't overcome a ruling from the FERC late Friday that was pressuring nuclear stocks across the board.
Nuclear-Power Companies Hit by U.S. Regulator’s Rejection of Amazon-Talen Deal
Talen said it believed FERC had erred and was evaluating its options. The company can still restructure its expanded deal with Amazon, according to Oppenheimer analysts.
U.S. power stocks slump after regulator rejects Amazon-Talen nuclear deal
Talen Energy and other U.S. power company stocks slumped Monday following the rejection by the country's top energy regulator of Talen's plan to supply an Amazon.com data center. The Federal Energy Regulatory Commission voted 2-1 late Friday against the
Talen Down After FERC Rejects Amazon Data-Center Nuclear Deal
Late Friday, FERC rejected an amended interconnection agreement for an Amazon data center with a nuclear power plant run by Talen Energy. The Amazon data center is located close to Talen's Susquehanna nuclear power plant in Pennsylvania,
Talen Energy's Amazon Deal Hits Roadblock, Triggering Nuclear Sector Selloff And Retail Concerns
Bullish sentiment surrounding nuclear stocks took a hit after the Federal Energy Regulatory Commission (FERC) limited the power Amazon ($AMZN) could draw from Talen Energy Corp.'s ($TLN) nuclear facility in Pennsylvania.
Constellation Navigates Regulatory Setback in Quest for Data Centers at Power Plants
Constellation stock was down about 10 percent on Monday. The FERC fight was brought by electric utilities Exelon and American Electric Power, which opposed the Talen-Amazon data center ...
Constellation Seeks Data Centers at Power Plants Despite Regulatory Setback
NEW YORK (Reuters) - Constellation Energy will continue to pursue deals to develop data centers on the sites of its U.S.
Constellation plans to pursue data centers at power plants despite setback, CEO says
Constellation Energy ( NASDAQ: CEG) will continue to pursue deals to develop data centers on the sites of its U.S. power ...
Nuclear energy’s AI boom blew a fuse—here’s what could happen next
The regulator’s decision puts one type of contract at risk, but won’t close the door on nuclear power plants looking to sign ...
Constellation pact with Microsoft not impacted by Talen order, says Evercore ISI
Evercore ISI analyst Durgesh Chopra notes that in “a surprising move late Friday,” the Federal Energy Regulatory Commission, or ...