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Constellation Energy ($CEG) and Talen Energy ($TLN) - AI Utility Stocks
Manage episode 441207450 series 3566434
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Yep, we recorded on Constellation Energy ($CEG) as an AI utility stock two days before it exploded 23% in a day. And yep, we published this episode two days after that meteoric intraday rise (we hope to soon reduce our turnaround time on publishing). While the Three Mile Island Microsoft data center deal solidified Constellation Energy as an AI utility, lesser known Talen Energy ($TLN) also provides nuclear power targeted towards data centers, in this case an Amazon Web Services data center. Yet regulated utilities lurk in the background, causing AI advancement troubles for both independent power producers TLN and CEG.
AI Stocks Discussed: Constellation Energy ($CEG), Talen Energy ($TLN), Amazon ($AWS), Microsoft ($MSFT)
You can find an entire AI investing portfolio and all our AI stock picks at https://investingintel.ai.
And find the video version of the AI stock investing podcast at https://www.youtube.com/@InvestingInAI
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