Constellation Energy $CEG rips 14-15% after a 20-year power deal with Google that adds a reactor's worth of nuclear power, about 890 megawatts, to the PJM grid. Constellation is putting in more than $4.3 billion on upgrades at 11 units, extending the AI nuclear theme alongside its Amazon deal and Microsoft's Three Mile Island restart. @petenajarian @jonnajarian crunch the numbers because #ITSNOTANOPTION 📙 RebelCon 2026 Oct 19-21 Vegas 👉 https://t.co/3C7PXfQHvx
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