the tape · 2026-10-15GLND▼ -11.5%RDDT▲ +7.2%HPE▼ -7.1%DELL▼ -6.8%COIN▲ +6.3%CRWV▲ +5.9%MSTR▲ +5.6%ASTS▲ +5.5%WMB▼ -4.9%ACN▲ +4.6%CRM▲ +4.6%ADBE▲ +4.6%SLS▼ -4.5%HD▲ +4.3%NEM▲ +3.8%AMAT▼ -3.7%BULL▲ +3.7%LLY▲ +3.5%TMO▲ +3.5%QCOM▲ +3.3%
Video · 2026-09-08

CEG up 4.9% on biggest AI power deal

The catalyst: biggest AI power deal.

Meta signed a 20-year deal built around one Illinois nuclear plant. The first contracted dollar is still nine months away.

As reported: “Constellation Energy's Biggest AI Power Deal Doesn't Start Paying Until June 2027” — Yahoo Finance, 2026-09-08.

What happened after
T+1 -1.7%T+5 -13.1%T+20 +0.5%

More: CEG move history · track record · that day's brief · watch on YouTube

The brief, in your inbox

One email every market morning. What moved, why, and what happened after.