Podcasts about constellation energy

– Happy Memorial Day – A WARM DHU welcome to Kevin Warsh – good luck fella, you are going to need it sir. – The new transient inflation. – Another BOARD? These guys like to make exclusive clubs… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Happy Memorial Day - A WARM DHU welcome to Kevin Warsh - good luck fella, you are going to need it - The new transient inflation - Another BOARD? These guys like to make exclusive clubs... Markets - Starting to come in a bit..... - Yield curve steepening - potential for a hike over cuts - YIELDS! - Fuels running low - we have the list OH MY... - The 30-year U.S. Treasury yield has surged to around 5.14%, putting it at its highest level since the run-up to the 2008 financial crisis - Bets are pricing in the increasingly possibility of it reaching 5.5% to 6%, which would mark the highest levels since late 1999 - 30-Year mortgage near 6.35% (average) - DOWN from 6.91% at start of 2026 30-Year Yield Bored of Boards - The Board of Peace - remember that one? That was established in 2025 with 15+ countries that pitched in $1 billion for permanent seat - Indefinitely chaired by President Trump, the governing board is a mix of U.S. officials and prominent American businessmen. - So much for the peace part of that.... - Now we hear about the Board of Investment ---The US and China are discussing a mechanism for fast-tracking some Chinese investment deals and a reduction in tariffs on non-critical goods. - Treasury Secretary Scott Bessent mentioned a "Board of Investment" that will be responsible for investment in non-sensitive areas. - The idea of the "Board of Investment" is to have a mechanism that could allow deals that wouldn't need to be referred to the Committee on Foreign Investment in the United States. - In other words - working outside of the established channels that primary function is to determine whether these transactions pose risks to U.S. national security. IRAN - On and off as usual - Cancelled a scheduled bombing? - President Trump speaking with reporters says he will know "soon" if U.S. needs to give Iran another big hit; says Gulf states are helping with negotiations; says Iran keeps agreeing to things and changing their mind; says Iran has 2-3 days to make a deal - This is the parental attempt to manupluate a child - I am going to count to THREE.... 1-2-3-4-5-6 China Trip - Chinese President Xi Jinping warned U.S. President Donald Trump on Thursday that the U.S. and China “will have clashes and even conflicts” if the long-standing issue of Taiwan's independence is mishandled. - Speaking just ahead of Trump, Xi noted the global attention on the meeting, and said a major question for the two countries was whether they could avoid the “Thucydides Trap,” according to an official English translation of his remarks broadcast by CCTV. - The Thucydides Trap refers to how tensions historically between a rising and ruling power have often resulted in a war. Some Observations - Veggie Prices are off the charts --- Cauliflower $9, Carrots $6 small bag (not organic) - - Favorite produce store noticed things going bad.... Realized that people are not buying stuff PPI Inflation - HOTTTTTTTT - Headline MoM: +1.4% - YoY: +6.0% - Core PPI (ex food & energy): about +1.0% MoM - Energy was a big part, but services also saw a large move - Highest monthly increase since march 2022 --- In reaction bonds are selling off - highest on 10 and 30 year since March 2024 (10 YR Broke above 4.65) Outbreak - An Ebola outbreak in the Democratic Republic of Congo and Uganda has been declared a public health emergency of international concern by the World Health Organization - 80 deaths were attributed to the disease. - Outbreak does not meet pandemic criteria, WHO says - Eight laboratory-confirmed cases and 246 suspected cases - At least six Americans in the DRC have been exposed to the Ebola virus, with three exposures deemed high risk WHAT? - One of the highest margin foods, pizza and pasta - Domino's Pizza, is among the pizza giants whose franchisees have filed for bankruptcy - Papa Johns: We have identified approximately 300 underperforming restaurants across North America that are not meeting brand expectations or lack a clear path to sustainable financial improvement, as well as locations where we can effectively transfer sales to a nearby restaurant - Pizza Hut, which also hasn't filed for bankruptcy (YET) , won't be left out of closings as the company's parent Yum! Brands in February said that it would close 250 underperforming locations as part of its Hut Forward plan in the first half of 2026. - PZZA down 65% over the past 5 years - The Papa John's board formally ousted founder and former CEO John "Papa" John" Schnatter in a series of steps culminating in July 2018 and March 2019 BONDS - Yields Spiking - U.S. Treasury yields spiked on Friday following a week of messy inflation data and as traders looked to price interest rate policy under new Federal Reserve Chair Kevin Warsh. - The yield on the 30-year bond jumped nearly 11 basis points to yield 5.121%, the highest since May 22, 2025, and nearing the highest since October 2023. - Japanese long-term bond yields have surged to multi-decade highs, with the 10-year Japanese Government Bond (JGB) hitting 2.8%—its highest level since October 1996 M&A Utilities - U.S. power companies NextEra Energy and Dominion Energy announced a plan to merge on Monday in a $66.8 billion deal that ?will form one of the world's largest electric utilities during an expansion of energy-intensive data centers to support artificial intelligence. - The all-stock transaction, which is pending ?regulatory approvals, is one of the largest-ever energy mergers. - Industry consolidation - -- This year, AES Corp agreed to be acquired by a consortium led by Global Infrastructure Partners and Swedish ?private-equity firm EQT AB for $33.4 billion. ---- That followed Constellation Energy's $16 billion deal with Calpine and Blackstone's $11.5 billion deal for TXNM Energy last year. SOYBEANS - Trump's visit to China yielded little in the way of anything - The United States expects China to sign up to buy "double-digit billions" worth of U.S. farm goods following a summit between Presidents Donald ?Trump and Xi Jinping in Beijing, U.S. Trade Representative Jamieson Greer said on ?Friday. - Greer noted the 25 million metric ton per year soybean deal agreed last October and said the U.S. also expects to "see an agreement for double-digit billion purchases of ags over the next three years per year ?coming out of this visit." - Soybeans and other commodity prices moved higher on Monday as the news was disseminated. CHYNA Deals? - Looks like Boeing got an order of 200 more planes from China. ---- The problem is that was much less that was expected -- Boeing was down on the news. - Some murmurs about China buying more energy (oil, gas) from US - - - There was also something said about President Xi asking about the US intentions of Taiwan Bessent - Transitory - Even with recent inflation news universally bad, Treasury Secretary Scott Bessent expects price pressures to ease soon, just in time for new Fed Chair Kevin Warsh to take over. -- Why are we listening to this crew? They have been wrong about everything - but say it with such confidence. - WAIT FOR IT...... - “I firmly believe that nothing is more transient than a supply shock, and we can, we can look through that, because before the Iranian conflict began, core inflation was coming down. - He noted that he sees substantial disinflation ahead ----- IF there is substantial disinflation that would be bad news as the economy will be slowing precipitously - could be problematic - so it is not clear what he is so excited about Earnings - NVDA is going to be position earnings Wednesday after the close - So far Semiconductor companies and storage companies have been saying that the orders keep flowing in and -  Wall Street analysts project EPS of $1.78 on revenue of $79.2 billion, representing a year-over-year revenue increase of roughly 80%. Open AI - Musk - R0und 1- Musk looses on what looks to be a technicality - Perhaps jurors were miffed that he skipped closing arguments and went to China instead (to be the the Trump Posse) - Naturally he is already discussing appeal Even more Create Financing - Google (GOOG/GOOGL) and Blackstone (BX) are drawing significant investor attention following the announcement of TPU Cloud, a new U.S.-based joint venture designed to commercialize GOOG's Tensor Processing Unit infrastructure at greater scale. - The partnership underscores the accelerating arms race in AI infrastructure, while also highlighting how hyperscalers are increasingly turning to alternative financing structures to fund the enormous capital requirements tied to next-generation AI compute expansion. Fuel Shortages - In case anyone thought otherwise - the Straight is till closed. Fuel Running Low - India: Severe LPG (cooking gas) shortages, rationing in many areas - Pakistan & Bangladesh: Critical LPG and diesel shortages - Southeast Asia (Thailand, Vietnam, Philippines, Indonesia, Malaysia): Jet fuel & diesel shortages, flight cuts - South Korea & Taiwan: Tight jet fuel and refined product stocks - Europe (especially UK): Jet fuel critically low, risk of flight cancellations - Africa (South Africa, Nigeria, parts of East Africa): Jet fuel and import shortages - CUBA - OUT Cooking Fuel (LPG) Shortages - India: Severe shortages, long queues, rationing - Pakistan: Critical LPG shortage, heavy rationing - Bangladesh: Major shortages, price spikes - Nepal & Sri Lanka: Supply cuts, half-filled cylinders common - Southeast Asia (Indonesia, Philippines, Thailand, etc.): Tight supplies and high prices - Africa: Sharp price increases, reduced affordability - Europe/US: Mostly higher prices, no major physical shortages Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

It's still a stalemate between the U.S. and Iran when it comes to peace talks and reopening the Strait of Hormuz, says Kevin Green. Even as crude oil prices climb Monday morning, so did Intel (INTC) as shares continue to rally on a potential partnership with Apple (AAPL) and hopes of taking market share from TSMC (TSM). KG also talks about Constellation Energy's (CEG) earnings beat and guidance raise.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Iran submitted its response to the latest proposal by the US to end the war; state media later reported that the US proposal amounted to Iran surrendering to Trump's excessive demands.US President Trump rejected Iran's response to the peace plan, which he called totally unacceptable.Iran's proposal was said to have stressed the need for the US to pay compensation for war damages and emphasised Iran's sovereignty over the Strait of Hormuz. Brent climbed above the USD 105/bbl, and WTI breached the USD 100/bbl level to the upside. APAC stocks traded mixed; European equity futures indicate a flat cash market open.Looking ahead, highlights include Norwegian Inflation (Apr), US Existing Home Sales, BoC Market Participants Survey. Supply from the US. Earnings from Hims & Hers, Constellation Energy, Circle Internet, Hannover Re & Gea Group.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump rejected Iran's response to the peace plan, which he called totally unacceptable.Iran's proposal was said to have stressed the need for the US to pay compensation for war damages and emphasised Iran's sovereignty over the Strait of Hormuz. Brent initially climbed above USD 105/bbl but has waned off highs on potential diplomacy.European bourses traded mixed, Compass raised its FY guidance; US equity futures muted.DXY benefited from higher energy prices, CHF underperforms while GBP is cautious as PM Starmer addresses the nation. USTs and Bunds off worst levels as energy benchmarks dip from overnight highs.Looking ahead, highlights include US Existing Home Sales, BoC Market Participants Survey. Supply from the US. Earnings from Hims & Hers, Constellation Energy & Circle Internet.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Intel, Constellation Energy, Simon Property, ... bajo la lupa de Ignacio Vacchiano, responsable de distribución en España de Leverage Shares

On America at Night with McGraw Milhaven, Renee DiResta, researcher and author of “Invisible Rulers,” joined the program to discuss how social media algorithms amplify misinformation and conspiracy theories. DiResta explained how online networks can turn fringe narratives into widely believed stories, and how digital platforms shape public perception in ways many users may not realize. Next, Grace Vanderhei, nuclear fuels engineer at Constellation Energy and Miss America 2023, discussed the role nuclear power could play in addressing the global energy crisis. Vanderhei explained how nuclear energy fits into the broader clean energy conversation and why many experts see it as a key part of future energy solutions. Finally, Steve Dubiel, CEO of the Washington's National Park Fund, joined the show for the weekly national parks segment to talk about the nonprofit's work supporting Mount Rainier, Olympic, and North Cascades National Parks, and how these iconic parks are protected and enhanced through conservation efforts and visitor support. Learn more about your ad choices. Visit podcastchoices.com/adchoices

April 2026 Sustainable Stock and ETF Picks. Includes articles on wind energy, AI infrastructure stocks, and top 20 ESG ETFs. By Ron Robins, MBA Transcript & Links, Episode 166, April 24, 2026 Hello, Ron Robins here. Welcome to my podcast episode 166, published on April 24, 2026, titled "April 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 10 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 3 to quote from. Titles and links to the other 7 can be found on the webpage for this podcast edition. ------------------------------------------------------------- 1) Top Wind Energy Stocks to Buy For Long-Term Portfolio Gain on finance.yahoo.com My first article concerns a sector important to sustainable investing: wind energy. President Trump's antagonism towards wind energy is causing some investors to be concerned about the sector. However, many energy analysts believe that wind energy does have a great future. Hence, I'm beginning this podcast with a recent article titled Top Wind Energy Stocks to Buy For Long-Term Portfolio Gain on finance.yahoo.com. It's by Zacks Equity Research. Here are some quotes from the article. "1. Duke Energy (NYSE: DUK) Based in Charlotte, NC, is a premier utility service provider offering efficient power and energy services. The Zacks Rank #2 (Buy) company is currently focused on expanding its scale of operations, implementing modern technologies at its facilities as well as enhancing its renewable generation portfolio by investing heavily in infrastructure and expansion projects… Such solid renewable capacity maximization plans should enable the company to further bolster its footprint in the expanding renewable energy market. 2. Constellation Energy (CEG) Headquartered in Baltimore, MD, is a well-recognized provider of electric power, natural gas and energy management services to 2 million customers across the continental United States. Constellation Energy operates 27 wind projects across 10 states that are capable of producing about 1,400 MW of electricity, of which about 750 MW are Constellation-owned. This Zacks Rank #2 company is launching a $350 million initiative to increase the output and lifespan of its portfolio of renewable energy sources. 3. Consolidated Edison (ED) Based in New York, it is a diversified utility holding company with subsidiaries engaged in both regulated and unregulated businesses. The company is involved in the regulated electric, gas and steam delivery businesses across the US. The Zacks Rank #2 company is currently building the Brooklyn Clean Energy Hub, a transmission substation that will strengthen New York's power grid and provide the flexibility for offshore wind resources to interconnect to it during construction and after commencing operation. 4. DTE Energy (DTE ) Detroit, MI-based, is a diversified energy company that develops and manages energy-related businesses and services. The Zacks Rank #2 company has been investing steadily to enhance its renewable generation assets. DTE aims to invest more than $10 billion in the clean energy transition over the next 10 years… The 50-plus wind and solar parks, under this program, already generate enough clean energy to power more than 835,000 homes." End quotes. ------------------------------------------------------------- 2) 6 Best Energy Stocks for the AI Power Grid Buildout from money.usnews.com This second article is also about energy stocks, but from an AI perspective. It's titled 6 Best Energy Stocks for the AI Power Grid Buildout from money.usnews.com. It's by Matt Whittaker and reviewed by Rachel McVearry. Here's some of what they have to say. Note that 2 of these stocks focus on natural gas and thus will not interest some of you. "The computing power required for artificial intelligence is much higher than for conventional computing. For example, a ChatGPT search takes about 10 times more electricity than a traditional Google search, according to Kanoppi, a tech company that provides carbon footprint insights for websites. 'The compute and networking infrastructure being built to run current and future AI systems are increasing in both scale and power density,' says John Campbell, senior portfolio manager with Allspring Global Investments… AI data centers also need power to keep the rows upon rows of computers cool enough to keep working… Here's a look at six energy stocks that could power up a portfolio amid the artificial intelligence data center buildout: 1. Powell Industries Inc. (POWL) Campbell points to this energy sector electrical equipment manufacturer as a momentum play… The company has a $1.4 billion backlog of business, with commercial and industrial growth driven by data centers, he notes. He also points to expanding gross margins, improving product mix, good execution and a strong balance sheet with effectively no outstanding debt and about $475 million in cash. Investing in Powell is not without risk, however, as shares are trading at roughly 31 times consensus forward earnings, which Campbell calls an 'extended valuation.' 2. Array Technologies Inc. (ARRY) This company makes ground-mounted, motorized systems that help solar arrays follow the sun to maximize electricity production. It also may be a bargain, with its shares down around 27% this year and Campbell calling it an 'out-of-favor opportunity.' The company grew its revenue 40% in 2025 as order bookings hit a record and volume grew significantly, but its shares sold off because of a disappointing outlook for 2026, Campbell says. 'The increased demand for its product set is fueled by increasing grid energy demand, coupled with the AI infrastructure buildout,' he says. After the sell-off, the company's shares are trading around 10 times consensus estimates for forward earnings, representing a significant discount to its nearest competitor, Nextpower Inc. (NXT), according to Campbell. 3. National Fuel Gas Co. (NFG) Turning to the extraction side of the AI energy equation, Campbell likes this natural gas producer operating in the productive Appalachian Basin that also gathers, transports, distributes and markets the fuel… 'National Fuel Gas Co. is actively positioning itself as a preferred partner for the massive power demand generated by AI and data centers,' Campbell says… Risks for National Fuel Gas Co. include relatively high debt and the capital-intensive nature of the regulated businesses. 4. NextEra Energy Inc. (NEE) In December, this utility company announced an expansion of its partnership with Google, saying the companies would collaborate to develop new gigawatt-scale data center campuses across the U.S. NextEra's energy generation capacity mix spans what will be needed for the AI data center buildout. More than half of this capacity is from renewable sources, followed by natural gas and then nuclear. The company plans to add up to 30 gigawatts of generation capacity by 2035 to help power data centers and artificial intelligence… That includes another deal with Google to restart a nuclear plant in Iowa. 5. Archrock Inc. (AROC) Murillo also points to this natural gas compression services and equipment company that serves the U.S. oil and natural gas industry. Compressing natural gas helps it move from wells through pipelines to processing and storage facilities… 6. Energy Vault Holdings Inc. (NRGV) One drawback to renewables such as solar and wind for artificial intelligence data center power is their intermittency. They don't produce electricity when the sun isn't shining or the wind isn't blowing. To help smooth this out, companies are deploying batteries to store energy and release it when renewable assets aren't actively generating electricity. Energy Vault develops, deploys and operates utility-scale energy storage solutions including battery, gravity and green hydrogen technologies. Last month, the company announced a deal with battery manufacturer Peak Energy to launch energy storage architecture with lower cooling requirements and improved ability to handle high-volatility power demands created by AI training and inference workloads." End quotes ------------------------------------------------------------- 3) The Top 3 Nuclear Energy Stocks to Buy Right Now from finance.yahoo.com Increasingly, sustainable investors believe that nuclear energy stocks are permissible in their portfolio. So I'm including in today's podcast this article titled The Top 3 Nuclear Energy Stocks to Buy Right Now from finance.yahoo.com. It's by John Bromels at fool.com. Now, a few quotes. "With the war in Iran pushing oil and gas prices higher, and the AI revolution contributing to higher electricity prices, alternative energy sources are looking pretty attractive right now. Perhaps none are looking as attractive as nuclear power, which has the advantage of not requiring constant refueling from unpredictable suppliers and the ability to be built anywhere… Here are the top three nuclear stocks to buy right now for investors who want to ride this exciting energy trend. 1. Oklo (NYSE: OKLO)  Early-stage nuclear start-up Oklo has already scored some big wins in its quest to make small modular nuclear reactors (SMRs) a reality. The company began construction on its first nuclear facility on the grounds of the Idaho National Laboratory in 2025 as part of the U.S. Department of Energy's (DoE) Reactor Pilot Program. When completed, the reactor facility -- dubbed the 'Aurora Powerhouse' -- is expected to generate 75 megawatts of clean power… Oklo is still in its pre-commercial stage, and there is still a lot that could potentially derail its ultimate commercial success, including regulatory setbacks and operational challenges. It's an inherently risky and speculative stock, and only the very risk-tolerant should even consider investing in Oklo at this stage, and even they should only invest money they can afford to lose. That said, for growth-focused nuclear investors, Oklo is a top buy right now. 2. NuScale Power (NYSE: SMR) Regardless of whether nuclear power someday supplants oil and gas as a power source, the world may still be reliant on oil and gas for crucial petrochemicals. However, nuclear start-up NuScale Power-- which, like Oklo, focuses on SMRs -- just signed an agreement that could help petrochemical plants become more energy-efficient. NuScale is partnering with Ebara Elliott Energy, a manufacturer of industrial turbomachinery, to field test a commercial-scale, high-temperature steam compressor powered by NuScale's SMRs. If successful, these compressors could use SMRs to provide process heat for petrochemical plants. While standard light water reactors were previously believed to be unable to reliably produce process steam for industrial applications at a temperature of 500 degrees Celsius or higher, NuScale believes its SMRs are up to the task. If successful, this test could open up a massive new market opportunity for NuScale's SMRs… Like Oklo, NuScale is an early-stage start-up that carries a number of risks for its shareholders. 3. Duke Energy (NYSE: DUK) If you're not a risk-tolerant investor, or you aren't looking for a pure-play nuclear company, but instead just want to make sure your balanced portfolio includes some nuclear energy stocks, you might consider utility Duke Energy is the second-largest U.S. utility stock, with a $100 billion market cap, and it also has the second-largest nuclear generation portfolio of any U.S. utility company… Duke pays a solid dividend that currently yields 3.3%, which the company has raised every year since 2010." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for April 2026 1. Title: NextEra and Brookfield Lead the Green Energy Movement from intellectia.AI. By Emily J. Thompson. 2. Title: The Energy Transition Isn't Dead. Here Are 2 Green Stocks Worth Buying This Month from fool.com. By James Hires. 3. Title: The Best Sustainable Stocks for Passive Income in 2026 from ca.finance.yahoo.com. By Sneha Nahata. 4. Title: Why Mastercard (MA) is one of the best ethical companies to invest in now according to Reddit from msn.com. By Noor Ul Ain Rehman. 5. Title: This Under-the-Radar AI Infrastructure Stock Looks Primed to Skyrocket from fool.com. By Keithen Drury. 6. Title: The Top US GreenTech Companies of 2026 from time.com. Introduction by TIME Staff. (There are some public companies on the list.) 7. Title: TOP 20 ESG ETFs In 2026 from esgnews.com. By ESG News Editorial Team. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "April 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. Again, I want to apologize for my voice sounding, at times, a little rough! My next podcast will be on May 29th. See you then. Bye for now.   © 2025 Ron Robins, Investing for the Soul

S&P futures are down (0.3%) as concerns over escalating tensions in the Middle East and spiking energy prices weigh on investor sentiment. Asian markets closed broadly lower on Thursday with Japan's Nikkei plummeting near (4%). The Hang Seng and Kospi also dropped over (2%) each, as weakness in tech and cyclical sectors added to the downside. European markets are also under significant pressure in early trading, with the STOXX 600, FTSE 100, DAX, and CAC all down around (1.5%).Companies Mentioned: Anthropic, Align Technology, Constellation Energy

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Amazon, Disney, Rheinmetall, Wacker Chemie, Atlassian, Bumble, Match Group, Constellation Energy, Energy Fuels, NextEra, Cameco, NexGen Energy, Uranium Energy, Oklo, NuScale, Rolls Royce Holdings, UBS Nuclear Economies UCITS ETF (WKN: A41F41), WisdomTree Uranium and Nuclear Energy UCITS ETF (WKN: A40Y9J), VanEck Uranium and Nuclear Technologies UCITS ETF (WKN: A3D47K), YieldMax Semiconductor Option Income ETF (WKN:A417E0 ), Yieldmax Big Tech Option Income ETF (WKN: A410XV), YieldMax Future of Defence Option Income ETF (WKN: A41SP2), Yieldmax MSTR Option Income Strategy ETC (WKN: A4A5J2), YieldMax ULTY Ultra Option Income Strategy ETC (WKN: A4AQSE). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

While Gerard is fixing his knee, Laurent invites Chris Seiple, Vice Chairman of WoodMac Power & Renewables group, to try to make sense of the scale of the coming power demand surge and the strain it is placing on today's US market structures.AI-driven datacenter growth is pushing the US power system into uncharted territory. Roughly 180 GW of U.S. electricity commitments tied to datacenters represent about 30% incremental demand. Hyperscaler CAPEX is exploding. Demand is accelerating far faster than new supply can come online, setting up a near-term imbalance. In response, the U.S. utility sector is preparing for a potential $1.4 trillion investment supercycle over the next five years.In regulated markets, utilities are under pressure to modernize cost-of-service models and deliver massive capital programs while keeping electricity affordable. Companies such as Duke Energy, Southern Company, Entergy, and CenterPoint Energy are planning investments that run into the hundreds of billions.In deregulated markets, players like Constellation Energy, Vistra Corp., and NRG Energy face a structural mismatch: datacenters can be built faster than power plants, while price signals may not rise quickly enough to incentivize new generation. Some customers are exploring off-grid solutions, but these bring technical and economic challenges.The conclusion is clear: load growth is staggering. Parts of the system may move toward re-regulation, but that alone will not be enough. Rapid innovation—decentralized solutions, grid-enhancing technologies, faster interconnections, and deeper digitization—will be essential as utilities relearn how to build at scale and speed.  Check an excellent WoodMac report on the Datacentershttps://www.woodmac.com/horizons/us-data-centre-power-demand-challenges-electricity-market-model/  

APAC stocks traded higher following the positive handover from the US and with South Korea outperforming amid tech strength on return from the Lunar New Year holidays.FOMC's January meeting minutes showed a broad agreement to hold rates, but views diverged on the path ahead.US senior official told Axios that the round of talks with Iran in Geneva was "a hamburger stuffed with nothing" and is one of the reasons why Trump is close to making a decision on the issue of going to war with Iran, according to Axios's Ravid.US senior official stated that all US forces involved in the Middle East build-up should be in place by mid-March and that Secretary of State Rubio will travel to Israel to meet Israeli PM Netanyahu to discuss Iran on the weekend of February 28th.US President Trump is scheduled to deliver remarks on the economy at 16:00 EST/21:00 GMT on Thursday.Looking ahead, highlights include US Trade Balance (Dec), Weekly/Continuing Claims, Philadelphia Fed (Feb), Pending Home Sales (Jan), EZ Flash Consumer Confidence (Feb), New Zealand Trade Balance (Jan), Australian Flash PMIs (Feb), Japanese CPI (Jan). Speakers include ECB's Cipollone, ECB's de Guindos, Fed's Bostic, Kashkari, Goolsbee & Bowman. Supply from Spain, France & US. Earnings from Walmart, Deere, Wayfair, Klarna, Opendoor, Newmont Mining, Southern & Constellation Energy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump and his advisors have reportedly indicated that the USMCA could be scrapped, NY Times reports. Instead, the US could have bilateral deals with Canada and Mexico.European equities lower as Airbus misses on 2026 aircraft deliveries; US equity futures slip.Antipodeans gain following recent losses; DXY flat after Wednesday's advances.Bonds hold a bearish bias, continuing the pressure seen in the prior session due to various factors.Crude benchmarks and precious metals benefit from growing US-Iran tension, whilst copper lags on weak European sentiment and Chinese holiday.US President Trump is scheduled to deliver remarks on the economy at 16:00EST/21:00GMT on Thursday.Looking ahead, highlights include US Trade Balance (Dec), Weekly/Continuing Claims, Philadelphia Fed (Feb), Pending Home Sales (Jan), EZ Flash Consumer Confidence (Feb), New Zealand Trade Balance (Jan), Australian Flash PMIs (Feb), Japanese CPI (Jan). Speakers include ECB's de Guindos, Fed's Bostic, Kashkari, Goolsbee & Bowman. Supply from the US. Earnings from Walmart, Deere, Wayfair, Klarna, Opendoor, Newmont Mining, Southern & Constellation Energy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Joseph Dominguez, president and CEO of Constellation Energy, spoke to Barron's editor at large Andy Serwer about the company's Calpine deal, how it's working with Meta Platforms, the future of electric vehicles, and more.  This interview was recorded on Jan. 20, 2026, at the World Economic Forum meeting in Davos, Switzerland. Learn more about your ad choices. Visit megaphone.fm/adchoices

With AI, data centers, and electrification are driving a surge in electricity demand, the pressure is on to keep America's power grid reliable and affordable. The real question is whether we'll meet this moment with competitive, market-driven investment – or shift the risk and the cost back onto consumers. In this episode of Energy Solutions, EPSA President and CEO Todd Snitchler sits down with Mason Emnett, Senior Vice President of Public Policy at Constellation Energy, the nation's largest nuclear power plant operator and largest private-sector power producer. They discuss what's really behind today's energy demand forecasts, why misunderstanding new load profiles can lead to costly overreactions, what the Crane Clean Energy Center restart tells us about the future of nuclear power, what's happening in PJM, and why competitive markets – where investors bear the risk, not consumers – matter more than ever as the U.S. enters a new era of electricity growth. Topics include: Why AI and data centers are changing electricity demand, The biggest misunderstandings about new load growth, Who should bear the risk when demand forecasts or projects are wrong, How competitive markets protect consumer from risk better than vertically-integrated models, What the Crane Clean Energy Center restart means for nuclear's future, How permitting, interconnection, and market reform can unlock private investment, What Maryland's CPCN process reveals about state energy policy choices, And why abandoning competition would raise costs and slow progress. Host: Todd Snitchler, President and CEO, EPSA Guest: Mason Emnett, Senior Vice President of Public Policy, Constellation Energy Liked this episode? Share it on X @EPSANews or LinkedIn at Electric Power Supply Association. Want more competitive power updates? Sign up for our monthly Power Moves newsletter.

January 2026 Sustainable Stock and ETF Picks… Covers the world's most sustainable companies, cleantech and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 163, January 23, 2026 Hello, Ron Robins here. Welcome to my podcast episode 163, published on January 23, 2025, titled "January 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a huge crop of 24 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 6 to quote from. The other 18 can be found with their titles and links on the webpage for this podcast edition. ------------------------------------------------------------- The 2026 Global 100 list puts speed in the spotlight The first article I'm quoting from is hot off the press and is about one of my favourite company rankings! It's titled The 2026 Global 100 list puts speed in the spotlight on corporateknights.com. The introduction is by Tristan Bronca. Here's some of what he says. "As the global economic transition accelerates, more companies are recognizing that sustainability isn't just good marketing – it's good for business, too… This was the animating spirit of the new methodology behind the Corporate Knights Global 100 ranking. The revised methodology introduces 'sustainable revenue momentum' to measure how fast companies are growing their sustainable revenues. A change of method Last year, sustainable revenues and investments together accounted for 50% of the score, and the other 50% was scored across 22 common environmental, governance and social performance indicators (KPIs) such as water use, emissions, workplace fatalities, and diversity on the board and among executives. The change has reordered the deck in a big way… A dramatic departure? 'In terms of performance, the G100 companies are back in top form, beating the benchmark MSCI AWCI index over the past year,' Toby Heaps says, referring to a stock market index of 85% of global investable equities across almost 50 countries." End quotes. Incidentally, the top five companies are ERG SpA (ERG.MI), Pandora A/S (PNDORA.CO), EDP Renováveis SA (EDP.LS), Fluence Energy, Inc. (FLNC), and Taiwan High Speed Rail Corp. (2633.TW). ------------------------------------------------------------ Top 4 Clean Tech Companies to Watch in 2026 This next article brings us back to highly familiar territory. It's titled Top 4 Clean Tech Companies to Watch in 2026 on carboncredits.com and is by Jennifer L. Here are some brief quotes. "1. NextEra Energy (NEE) is the largest clean energy company in the world. It owns and operates wind farms, solar fields, and battery storage systems across the United States… NextEra has also increased its dividend for more than 26 years in a row. 2. First Solar (FSLR) is one of the top makers of solar panels worldwide. It uses a technology called thin‑film photovoltaic modules. These panels are lighter, use fewer raw materials, and often perform better in hot climates compared to traditional silicon panels. The company builds large solar power plants that send power to utilities and corporate customers… Financially, First Solar is a strong player. Its market cap was around $24 billion in 2025, and it has shown double‑digit revenue growth. 3. Bloom Energy (BE) makes a special type of power generator called a solid‑oxide fuel cell. These units produce electricity efficiently and with low emissions. Customers include data centers, large buildings, and industrial sites that need reliable power without high carbon output. Bloom's fuel cells can run on hydrogen or biogas, which makes them flexible for future clean energy systems… Premium financial news reported that its stock jumped more than 410 % in 2025 after strong earnings results. 4. Plug Power (PLUG) focuses on hydrogen fuel cell systems. Its products are designed to replace traditional batteries and fossil fuels in heavy equipment, forklifts, and industrial vehicles. The company is also building hydrogen production and fueling infrastructure across North America and Europe. This supports a broader 'green hydrogen' economy… Plug Power has faced financial challenges, including consistent net losses and stock price volatility… Its long‑term growth story depends on hydrogen demand and policy support worldwide." End quotes. ------------------------------------------------------------- 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 The third article I've chosen to quote from is titled 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 on zacks.com. It's By Aniruddha Ganguly. Now, some quotes from the article. "1. NVIDIA (NVDA) achieved 100% renewable electricity for all its global offices and controlled data centers in fiscal 2025. This Zacks Rank #1 (Strong Buy) company targets to reduce direct emissions by 50% for operations (Scope 1) and electricity consumption (Scope 2) by 2030… The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $4.66 per share, indicating 55.9% growth from the figure reported in fiscal 2025. (NVDA - Free Report). 2. IDEXX Laboratories (IDXX) is a developer, manufacturer and distributor of products and services primarily for the companion animal veterinary, livestock and poultry, water testing and dairy markets. IDEXX has set goals to reduce Scope 1 and 2 greenhouse gas emissions and aims to source 100% renewable electricity by 2030… This Zacks Rank #2 (Buy) company plans to improve diversity and representation of underrepresented groups… IDEXX shares have surged 66% in the trailing 12-month period. The Zacks Consensus Estimate for 2026 earnings has been steady at $14.42 per share, indicating 11.7% growth from the 2025 consensus estimate figure of $12.93 per share. (IDXX - Free Report). 3. Microsoft (MSFT) targets to become carbon negative, water positive, and generate zero waste by 2030… This Zacks Rank #3 (Hold) company is leveraging AI for Good Lab and tools like the Microsoft Planetary Computer to drive biodiversity conservation… Microsoft shares have returned 14.7% in a year. The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $15.61 per share, indicating 14.4% growth from the figure reported in fiscal 2025. (MSFT - Free Report)." End quotes ------------------------------------------------------------- Top Renewable Energy Stocks To Watch Today This next article picks a few lesser-known, and for some sustainable investors, a few controversial companies for review. It's titled Top Renewable Energy Stocks To Watch Today on marketbeat.com and is by MarketBeat. Here are several brief quotes from the article. "1. Quanta Services (PWR) provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. Read Our Latest Research Report on PWR. 2. WEC Energy Group (WEC) through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC. 3. NOV (NOV) designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. Read Our Latest Research Report on NOV. 4. Clearway Energy (CWEN) operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. Read Our Latest Research Report on CWEN. 5. HA Sustainable Infrastructure Capital (HASI) through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. Read Our Latest Research Report on HASI. 6. Ameresco (AMRC) a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions in the United States, Canada, Europe, and internationally. Read Our Latest Research Report on AMRC. 7. Gibraltar Industries (ROCK) manufactures and provides products and services for the renewable energy, residential, agtech, and infrastructure markets in the United States and internationally. Read Our Latest Research Report on ROCK." End quotes. ------------------------------------------------------------- Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition My fifth article is titled Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition on finance.yahoo.com. It's by Avisekh Bhattacharjee and originally published on zacks.com. In the US, the wind industry could be gaining ground despite President Trump's protestations. Here are some quotes from the article. "1. NextEra Energy (NEE) is a public utility holding company engaged in the generation, transmission, distribution and sale of electric energy. The Zacks Rank #2 (Buy) company's competitive energy business, NextEra Energy Resources LLC (NEER), is the leading generator of wind energy globally. NextEra Energy, Inc. (NEE): Free Stock Analysis Report. 2. PG&E (PCG) operates as the parent holding company of California's largest regulated electric and gas utility, Pacific Gas and Electric Company.  The Zacks Rank #2 company's exposure in wind energy stems from the procurement of power from several renewable resources. Pacific Gas & Electric Co. (PCG): Free Stock Analysis Report. 3. Arcosa (ACA) is a leading manufacturer of infrastructure-related products and services that serve the energy, construction and transportation markets. This Zacks Rank #2 company's Engineered Structures business continues to benefit from strong demand for its wind towers and engineered structures. Arcosa, Inc. (ACA): Free Stock Analysis Report. 4. Constellation Energy (CEG) is a well-recognised provider of electric power, natural gas and energy management services to 2 million customers across the continental United States. Constellation Energy operates 27 wind projects across 10 states… This Zacks Rank #3 (Hold) company is launching a $350 million initiative to increase the output and lifespan of its portfolio of renewable energy sources. Constellation Energy Corporation (CEG): Free Stock Analysis Report." End quotes. ------------------------------------------------------------- AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 My final review article covers some old favourites. Its title is AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 on cnbc.com. It's by Kif Leswing. Here are some brief quotes. 1. Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. 2. Lumentum based in San Jose, California, makes switches, transceivers and other optical laser-based parts that are needed for fiber-optic cables. Customers have typically been telecommunications carriers and device makers like Apple, which previously used Lumentum parts in its FaceID sensor… Lumentum's stock price has jumped 372% this year… lifting the company's market cap past $28 billion. Sales surged 58% in the most recent quarter from a year earlier to $533 million.  3. Western Digital is one of three major hard drive manufacturers, along with Seagate and Toshiba. Shares of the 55-year-old company are up almost 300% this year… 'Data is the fuel that powers AI, and it is HDDs that provide the most reliable, scalable and cost-effective data storage solution,' CEO Irving Tan said in October on an earnings call… Revenue is expected to increase about 23% in fiscal 2026, with growth slowing to 13% in 2027. 4. Micron is one of three major memory producers, alongside Samsung and SK Hynix, but the only one based in the U.S… Analysts from Morgan Stanley said in a December note that Micron's results showed the best revenue and profit upside in the 'history of the U.S. semis industry' — aside from Nvidia. Revenue is expected to almost double in the year ending in August, before dramatically slowing to 24% in fiscal 2027 and less than 1% in 2028, according to LSEG. 5. Seagate is also benefiting from booming demand for storage. The stock is up 231% this year. Sales rose 21% to $2.63 billion in the company's fiscal third quarter, which ended Oct. 3. The company said at the time that 80% of its sales go to the data center market. 'There is no question that AI is reshaping hard drive demand by elevating the economic value of data and data storage,' CEO Dave Mosley said on a call with analysts… Analysts expect 21% revenue growth this fiscal year, followed by increases of about 15% and 6% in the next two years, according to LSEG. 6. Celestica founded in 1994 as an IBM subsidiary, makes switches that connect networks together and manage the data and traffic flowing through them. The stock is up more than 230% this year… Analysts at Goldman Sachs wrote in a note Friday that Celestica supplies parts for Google's ASIC. 'The company should benefit in 2026 from being the leading provider of Google TPU rack level solutions,' the analysts wrote." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for January 2026. 1. Title: These Infrastructure Stocks Could Quietly Power the AI Revolution on fool.com. By Matt DiLallo. 2. Title: Top Beaten-Down Data Center Infrastructure Stocks on seekingalpha.com. By Steven Cress. 3. Title: Meet the four most sustainable funds on the market for 2025 corporateknights.com. By CK Staff. 4. Title: 3 Green Energy Stocks to Watch for a Cleaner, More Sustainable 2026 on finance.yahoo.com. By Pulkit Chamria. 5. Title: Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks on wallst.com. By Rich Duprey. 6. Title: The Top Clean-Energy Stocks for 2026, According to an Investment Advisor on businessinsider.com. By Samuel O'Brient. 7. Title: Top 10 Companies for CSR and Sustainability in 2025 on thecsrjournal.in. By Hency Thacker. 8. Title: This Underrated Industrial Stock Could Be the Purest Play on AI Infrastructure on fool.com. By John Bromels. 9. Title: Sustainable Investing Trends to Watch in 2026 on sustainalytics.com. By Morningstar Sustainalytics. 10. Title: The most sustainable equity funds in 2026 on corporateknights.com. Introduction by Saint Ekpali. 11. Title: Top 10: Renewable Energy Companies on energydigital.com. By Charlie King. 12. Title: The Grid Gap Gamble: Why Bloom Energy is Defying the Clean Tech Downturn in 2026 on markets.financialcontent.com. By MarketMinute. 13. Title: Some of the Best Sustainable Companies Call This ETF Home on etftrends.com. By Todd Shriber. 14. Title: Cisco Systems a Top Socially Responsible Dividend Stock With 2.2% Yield (CSCO) on nasdaa.com. By BNK Invest. 15. Title: Top 10: Sustainable Investments 2026 on sustainabilitymag.com. By Charlie King. 16. Title: Why Bloom Energy (BE) Stock Is Trading Up Today on finance.yahoo.com. By Petr Huřťák. 17. Title: Barclays Calls This 1 AI Server Stock 'Best in Class' Amid Upgrade to 'Overweight' Rating on finance.yahoo.com. By Aditya Raghunath. 18. Title: A clean technology company on the verge of transformational growth on stockhouse.com. By Trevor Abes. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "January 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on February 27th. See you then. Bye for now.   © 2026 Ron Robins, Investing for the Soul

Is restarting Three Mile Island the ultimate redemption story—or the industry's biggest PR gamble?Judy Rader, Senior Vice President of Corporate Affairs and Chief Communications Officer at Constellation Energy, runs communications for the nation's largest clean energy producer. Operating 21 nuclear reactors representing 25% of U.S. nuclear capacity, Constellation has transformed nuclear's narrative from defensive to proactive. "I want to save nuclear power plants. I think it's important for our climate," Judy told a skeptical colleague before joining the 2022 spinoff. She explains why restarting Three Mile Island was the right call, how eating a banana delivers more radiation than living near a reactor, and what it takes to build new nuclear at scale. Can America compete with China's nuclear buildout?Judy Rader is Senior Vice President of Corporate Affairs and Chief Communications Officer at Constellation Energy, the nation's largest producer of clean, carbon-free electricity. With operational oversight of 21 nuclear reactors representing 25% of all U.S. nuclear capacity, Judy leads corporate communications and public affairs strategy. Her 20-year energy career began at ComEd in 2005 after agency experience with blue-chip clients including Kraft, Boeing, and Allstate. A passionate advocate for nuclear energy's climate benefits, Judy joined Constellation's 2022 spinoff from Exelon to advance the industry's clean energy mission. She spearheaded the Come Clean campaign, helping drive public nuclear support to 60%.In This Episode:(00:00) Judy Rader and Constellation Energy's nuclear leadership (04:08) From agency life to utilities, expecting boring work (08:18) Nuclear's perception problem and the Come Clean campaign (14:30) Three Mile Island restart announcement and strategic messaging (20:43) Radiation facts, banana comparisons, and public education (23:00) Building new nuclear capacity to meet demand growthShare with someone who would enjoy this topic, like and subscribe to hear all of our future episodes, send us your comments and guest suggestions!About the show: The Age of Adoption podcast explores the monumental transition from a period of social, economic, and environmental research and exploration – an Age of Innovation – to today's world in which companies across the economy are furiously deploying sustainable solutions – the Age of Adoption. Listen as our host, Keith Zakheim, CEO of Antenna Group, talks with experts from across the climate, energy, health, and real estate sectors to discuss what the transition means for business and society, and how corporates and startups can rise above competitors to lead in this new age. This podcast is brought to you by Antenna Group, a global marketing and communications agency that partners with Fully Conscious brands — those with the courage to lead transformative change across Climate & Energy, Real Estate, Health, and beyond. Our clients include visionary corporations, startups, investors, and nonprofits who recognize that meaningful impact requires more than awareness; it demands bold action. In today's Age of Adoption, where every sector must incorporate sustainable solutions into foundational systems, we amplify brands standing at the forefront of change, shaping a better future for our planet and its people. To learn more, visit antennagroup.com.Resources:Judy Rader LinkedIn: https://www.linkedin.com/in/judyrader/Constellation Energy: https://www.constellationenergy.com/Antenna GroupKeith Zakheim LinkedIn

Chesapeake Bay officials elected Gov. Josh Shapiro to lead a regional agreement to help clean and restore the waterway. he first-term Democrat will take the reins at a tumultuous time for the forty-year-old partnership. Gov. Josh Shapiro says he’s going to break Pennsylvania from its history of taking a BACKSEAT to Chesapeake Bay conservation. The group Shapiro will lead FAILED to meet many of the goals it set for its members more than ten years ago. Like CUTTING POLLUTION and BOOSTING WILDLIFE along the watershed. But members extended the group’s deadlines to meet its goals to 2040. Some environmental groups are criticizing the new plan as being UNAMBITIOUS. But many say they’re hopeful Shapiro’s leadership will help push the group to act more quickly. Temple University’s Kornberg School of Dentistry is looking to open its rural dental education center and clinic at the site of a former Rite Aid in downtown Tamaqua. Temple has partnered with the Tamaqua Area Community Partnership on the project. The center awaits approval by the Temple University Board of Trustees. The proposed center would have 24 chairs and will host 20 dental students on the rural dentistry track. Dental students will complete the final two years of dental school at the Tamaqua campus and provide dental services to residents of Schuylkill, Carbon and Luzerne counties. Students will live in downtown Tamaqua, in an old department store that will be renovated into apartments. Temple told WVIA earlier this year that the dental school will cover students’ housing costs, which will be financially supported by tuition. The clinic also is expected to create about 20 new jobs. Temple’s dentistry school also started discussions with Lehigh Carbon Community College (LCCC) about a dental hygiene program that will train six to 10 students. Argall chaired a public hearing through the Senate Majority Policy Committee about dental care shortages in rural Pennsylvania. Renovations on both the education center and student housing are expected to begin before the end of this year. Officials have said the center is expected to open for the Fall semester in September 2026. Constellation Energy’s project to restart a nuclear reactor at the former Three Mile Island plant in Dauphin County is getting a boost from the federal government in the form of a one billion dollar loan. The energy produced there will power Microsoft AI data centers The project has drawn some opposition from the community surrounding the site, where a partial meltdown more than 40 years ago caused the nation’s worst nuclear power disaster. Supporters have pointed to potential economic benefits such as construction jobs. And Constellation has said the plant will help offset data centers’ demand on the power grid. A company representative also says the taxpayer-backed loan will be repaid with full interest. It’s being financed through the Trump administration’s Energy Dominance Financing Program focused on expanding the country’s energy infrastructure for the Artificial Intelligence industry. The TMI Unit 1 reactor is expected to be operational in 20-27. Holiday book shopping is in full swing at Midtown Scholar, where families, students, and solo readers fill the aisles each December. On The Spark, bookseller Catherine Lawrence described the season as one of the most joyful times in the store.Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

(00:00:00) Chesapeake Bay officials elected Gov. Josh Shapiro to lead a regional agreement to help clean and restore the waterway. he first-term Democrat will take the reins at a tumultuous time for the forty-year-old partnership. Gov. Josh Shapiro says he’s going to break Pennsylvania from its history of taking a BACKSEAT to Chesapeake Bay conservation. The group Shapiro will lead FAILED to meet many of the goals it set for its members more than ten years ago. Like CUTTING POLLUTION and BOOSTING WILDLIFE along the watershed. But members extended the group’s deadlines to meet its goals to 2040. Some environmental groups are criticizing the new plan as being UNAMBITIOUS. But many say they’re hopeful Shapiro’s leadership will help push the group to act more quickly. Temple University’s Kornberg School of Dentistry is looking to open its rural dental education center and clinic at the site of a former Rite Aid in downtown Tamaqua. Temple has partnered with the Tamaqua Area Community Partnership on the project. The center awaits approval by the Temple University Board of Trustees. The proposed center would have 24 chairs and will host 20 dental students on the rural dentistry track. Dental students will complete the final two years of dental school at the Tamaqua campus and provide dental services to residents of Schuylkill, Carbon and Luzerne counties. Students will live in downtown Tamaqua, in an old department store that will be renovated into apartments. Temple told WVIA earlier this year that the dental school will cover students’ housing costs, which will be financially supported by tuition. The clinic also is expected to create about 20 new jobs. Temple’s dentistry school also started discussions with Lehigh Carbon Community College (LCCC) about a dental hygiene program that will train six to 10 students. Argall chaired a public hearing through the Senate Majority Policy Committee about dental care shortages in rural Pennsylvania. Renovations on both the education center and student housing are expected to begin before the end of this year. Officials have said the center is expected to open for the Fall semester in September 2026. Constellation Energy’s project to restart a nuclear reactor at the former Three Mile Island plant in Dauphin County is getting a boost from the federal government in the form of a one-billion-dollar loan. The energy produced there will power Microsoft AI data centers the project has drawn some opposition from the community surrounding the site, where a partial meltdown more than 40 years ago caused the nation’s worst nuclear power disaster. Supporters have pointed to potential economic benefits such as construction jobs. And Constellation has said the plant will help offset data centers’ demand on the power grid. A company representative also says the taxpayer-backed loan will be repaid with full interest. It’s being financed through the Trump administration’s Energy Dominance Financing Program focused on expanding the country’s energy infrastructure for the Artificial Intelligence industry. The TMI Unit 1 reactor is expected to be operational in 20-27. (00:21:48) Tips for Getting through the Holidays - practical tips for navigating difficult conversations with friends and others.Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

S&P futures are pointing to a flat open today. Asian equities ended today's session mixed, with Japan's Nikkei up 2% on strong tech performance, while mainland China and South Korea lagged. Following a flat session on Wednesday, European markets are mostly higher, with the German DAX leading the gains. Companies Mentioned: Netflix, Warner Brothers Discovery, Meta, Constellation Energy

Which of the major home improvement stores came out on top this week? And why is Target investing $1 billion more in store upgrades? Plus, how did the Trump administration's loan to Constellation Energy affect its stock this week? Host Telis Demos discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Which of the major home improvement stores came out on top this week? And why is Target investing $1 billion more in store upgrades? Plus, how did the Trump administration's loan to Constellation Energy affect its stock this week? Host Telis Demos discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's our end-of-year membership drive! Become a member today. Our nonprofit newsroom is powered by our members. Now through December 31st, every donation up to $1,000 will be matched. One-time donations will be doubled and monthly donations matched 12 times. Another $1,000 will be unlocked if we gain 50 new members at any amount. Donate today.  Or send us a check to: The Allegheny Front, 67 Bedford Square, Pittsburgh, 15203.  And thanks!  On this week's show: The Ohio River Basin is poised for a multi-year ecological restoration after decades of industrial pollution, but only if Congress decides to fund it. Constellation Energy's project to restart a nuclear reactor at the former Three Mile Island plant in Dauphin County is getting a one billion dollar loan from the federal government. Allegheny County Council voted unanimously to approve a series of fee increases for facilities that produce air pollution. Ohio's Great Black Swamp might hold the key to reducing pollution in the Great Lakes. The first leg of a new trail system in Centre County, Pennsylvania, is ready for visitors. A percussionist from Brazil turns discarded objects into musical instruments.   Sign up for our newsletter! Get our newsletter every Tuesday morning so you'll never miss an environmental story. 

This Day in Legal History: Ratification of the Bill of Rights by New JerseyOn November 20, 1789, New Jersey became the first state to ratify the Bill of Rights, a landmark moment in American constitutional history. Just months after the U.S. Constitution went into effect, debate over its lack of explicit protections for individual liberties sparked calls for amendments. Responding to this concern, James Madison introduced a series of proposed amendments in the First Congress in June 1789, aiming to ease Anti-Federalist fears and solidify support for the new federal government. Congress approved twelve amendments on September 25, 1789, and sent them to the states for ratification.New Jersey acted swiftly, ratifying eleven of the twelve proposed amendments less than two months later. The state rejected the first proposed amendment, which concerned congressional representation, and accepted the rest, including protections for freedom of speech, religion, the press, the right to bear arms, and safeguards against unreasonable searches and seizures. New Jersey's early endorsement gave momentum to the broader ratification effort, which required approval by three-fourths of the states.By December 15, 1791, ten of the amendments had been ratified by the necessary eleven states and became known as the Bill of Rights. These provisions would become foundational to American legal doctrine, judicial interpretation, and civil liberties jurisprudence. New Jersey's rapid ratification also signaled the willingness of smaller states to embrace a constitutional framework that better balanced federal power with individual protections.The ratification process itself reflected the structural legal mechanism required to alter the Constitution—Article V mandates both congressional proposal and state approval. This episode demonstrates how early American legal institutions navigated public pressure and political compromise to create durable legal norms. The Bill of Rights remains central to constitutional interpretation today, frequently invoked in court cases involving speech, privacy, and due process.A group of senior judges on the U.S. Court of Appeals for the Fifth Circuit has recently influenced several rulings on politically sensitive cases, softening the conservative tone of one of the nation's most right-leaning appellate courts. These judges, many appointed decades ago by presidents like Jimmy Carter and Ronald Reagan, were part of three-judge panels that struck down or allowed challenges to laws involving religion in schools, drag shows on campus, and firearm signage. However, these decisions are now set for reconsideration by the court's full active bench in January, as part of a growing trend of en banc rehearings.The Fifth Circuit includes 17 active judges and seven senior judges. While senior judges can still hear cases and author opinions, their influence is ultimately limited because active judges control en banc reviews, which can overturn panel rulings. Most of these upcoming en banc cases saw dissents from Trump-appointed judges at the panel level. Some senior judges, like Edith Brown Clement, are conservative and remain highly active, while others like James Dennis and Patrick Higginbotham are known for their moderate or liberal views and are key voices in current and upcoming decisions.Legal experts say senior judges' experience and moderation often make them more willing to adhere to precedent rather than pursue ideological shifts. Their dissents and opinions can also help signal to the U.S. Supreme Court that a case warrants review. With an increase in ideologically charged cases on topics like immigration and free speech, the Fifth Circuit's internal dynamics reflect a broader national tension between judicial restraint and a more activist, conservative legal agenda.Full Fifth Circuit Overrides Moderate Senior Judges' RulingsThe Equal Employment Opportunity Commission (EEOC) has asked a federal court to enforce a subpoena against the University of Pennsylvania as part of an ongoing investigation into alleged antisemitic harassment. The EEOC's request was filed in the U.S. District Court for the Eastern District of Pennsylvania and stems from a charge initiated in December 2023 by Republican-appointed Chair Andrea Lucas. The agency is seeking documents and information identifying victims and witnesses to reported religious-based harassment affecting faculty and staff.The investigation centers on claims that the university failed to adequately respond to internal complaints of antisemitism. The EEOC under Lucas—particularly during and after the first Trump administration—has prioritized enforcement actions related to religious discrimination, with higher education institutions facing increased scrutiny. Penn has not yet issued a public response regarding the subpoena or the broader investigation.EEOC Seeks UPenn Information Disclosure in Antisemitism ProbeCryptocurrency exchange Kraken announced that it has confidentially filed for an initial public offering (IPO) in the United States. The move positions Kraken among several digital asset firms seeking to go public amid renewed investor interest in the crypto sector. Other companies like Circle and Gemini have also made progress toward U.S. listings this year.Kraken recently reported a $20 billion valuation in its latest fundraising round, marking a 33% increase over the past two months. While the company did not disclose specific details about the IPO structure or timeline, the filing indicates growing momentum for digital finance firms in public markets.Crypto exchange Kraken confidentially files for US IPO | ReutersThe U.S. government has loaned Constellation Energy $1 billion to restart a nuclear reactor at the former Three Mile Island site in Pennsylvania. The project, now called the Crane Clean Energy Center, involves reviving an 835-megawatt reactor that was shut down in 2019. Constellation entered a partnership with Microsoft in 2024 to help offset the tech company's energy use, especially for power-intensive data centers. The reactor's restart reflects rising energy demand tied to emerging technologies like artificial intelligence.The Department of Energy's Loan Programs Office (LPO) issued the loan to help lower financing costs and encourage private investment. Officials emphasized that nuclear energy offers stable, carbon-free baseload power critical for both grid reliability and climate goals. While Constellation is financially strong enough to obtain private funding, the administration said public support signals a national commitment to clean and dependable energy infrastructure.The plant still needs regulatory approvals, including from the Nuclear Regulatory Commission. Constellation has already begun hiring workers, inspecting systems, and ordering essential equipment. The company now expects the reactor to come online by 2027, a year ahead of the original timeline due to an accelerated grid connection review.US loans Constellation $1 billion for Three Mile Island reactor reboot | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Ken Shreve and Ed Carson analyze Wednesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Constellation Energy will use the loan to refurbish a reactor it idled in 2019. Microsoft has agreed to buy the power once the facility reopens in 2028. Also, Hugging Face co-founder and CEO Clem Delangue says all the attention is on LLMs, but smaller, specialized models will make sense in many use cases going forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices

En el Radar Empresarial, Capital Intereconomía ha puesto el foco en la decisión de la Administración Trump, que ha anunciado una inversión de 1.000 millones de dólares en Constellation Energy, reforzando su apuesta por la energía nuclear como pieza estratégica para la seguridad y transición energética de EE.UU. En el espacio de empresas y mercados, Susana Criado ha entrevistado a Jesús González, director gerente de BME Growth, BME Scaleup y Latibex, con motivo del Foro Latibex. González ha destacado que España se ha consolidado como el principal destino de la inversión latinoamericana, y que el índice Latibex Top sube un 29% en el año, impulsado sobre todo por Brasil, que avanza un 32%. Subrayó además el creciente interés por la internacionalización y las oportunidades que España ofrece a las compañías latinoamericanas. En el Foro de la Inversión, Illán Perales, director de Atención al Cliente de Indexa Capital, ha abordado una de las preguntas más recurrentes entre los inversores: “¿Estamos o no estamos en una burbuja?”, analizando valoraciones, comportamiento del mercado y cómo debe reaccionar el inversor de largo plazo. La jornada ha concluido con el consultorio de fondos junto a Jorge Colmenarejo Sanz, fundador de fondosafondo.es, quien ha dado respuesta a las dudas de la audiencia en un contexto de volatilidad y rotación de activos.

CFRA's Daniel Rich says Constellation Energy's (CEG) latest earnings pointed to an "okay quarter." On the positive side, he highlights the company's guidance staying in the midpoint range and says overall core trends are very much still intact. Daniel explains his firm's bullish position heading into the report, including a potential bipartisan support for expansion into nuclear energy output. He cites big tech deals with Microsoft (MSFT) and Meta Platforms (META) as indicative of continued demand for electricity solutions.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The Conowingo Dam in northern Maryland is the state's largest hydroelectric project and the Susquehanna River it controls is the largest tributary of the Chesapeake Bay. As part of renewing its federal license to operate, the dam's private owner, Constellation Energy and the state of Maryland have finally come to an agreement on improving water quality in the river, fish lifts, and dredging the dam's 9000-acre reservoir. Ted Evgeniadis of the Lower Susquehanna Riverkeeper and Robin Broder of Waterkeepers Chesapeake, were also parties to the negotiations and the agreement and joined Sunil Dasgupta to explain why the Conowingo Settlement was a big deal. Music by Drew Pictures and the Lead Extras.

Ivana Delevska says there's many companies and industries outside of the chipmakers to benefit from the next wave of A.I. Among them is Constellation Energy (CEG), which she sees as a leader in electricity production for A.I.'s power demand. Ivana also points investor attention to cybersecurity stocks like CrowdStrike (CRWD) and ZScaler (ZS). Tom White turns to the options front through example trades in Constellation Energy and GE Vernova (GEV).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

How tech and leadership are reshaping the future of energy?In this episode of The Energy Espresso, host Dave Bosco sits down with Del Hilber from VIOTAS, who flew in from Baltimore to Houston, to share his journey from Constellation Energy to his current role. Del offers sharp insights on demand-side management, renewable integration, and the power of corporate culture to spark innovation. Grab your coffee and hear Del's unique perspective on the Texas energy market, regulatory changes, and lessons learned from Ireland's renewable boom.Don't miss this deep dive into how technology and strong leadership are redefining energy management!00:00 Introduction and Guest Welcome00:16 Weather and Travel Banter01:01 Energizing the Conversation with Coffee02:04 Del's Journey in the Energy Sector02:58 Demand Response and Business Ventures04:40 Transition to TIS and Current Role07:24 TIS Overview and Global Presence09:13 Understanding Qualified Scheduling Entities (QSE)12:16 Technology and Market Participation20:29 Regulatory Changes and Market Dynamics27:14 Ireland's Energy Market and Lessons for Texas37:18 The Uncertainty of Future Programs37:30 Data Center Challenges and Solutions38:06 Navigating the Energy Market39:27 Supply Chain and Regulatory Hurdles41:20 The Importance of Grid Resiliency57:21 Leadership and Team Building01:08:33 Conclusion and Future Outlook

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Tauziehen bei SAP, Kursgewinne bei Zara, einen Einbruch bei Primark und die Tierfutter-Ernüchterung. Außerdem geht es um Broadcom, Arm Holdings, Constellation Energy, Nvidia, Synopsys, Cadence Design Systems, Chewy, Alstom, Novo Nordisk, Inidtex, AB Foods, Microsoft, Amazon, Meta, Alphabet, Iren, Nebius, Coreweave, Service Now, Alibaba, WisdomTree Cloud Computing ETF (WKN: A2PQVE), First Trust Cloud Computing ETF (WKN: A2N9EF), Global X Cloud Computing  ETF (WKN: A2QPBV), Xtrackers Artificial Intelligence & Big Data ETF (WKN: A2N6LC), Affirm. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Alissa Coram and Justin Nielsen analyze Friday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta is signing a 20 year deal with Constellation Energy to buy energy from its nuclear power plant in Illinois, the latest tech giant to turn to nuclear for the massive amounts of energy needed for artificial intelligence goals. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Meta recently signed a 20-year deal with the nuclear plant owned by Constellation Energy in Clinton, Illinois. An energy expert discusses the complexities of this agreement, what it means for the future of nuclear energy, artificial intelligence, and the region. 

Episode 597: Neal and Toby talk about Meta's mega nuclear deal with Constellation Energy as it seeks to power its AI demand. Then, Dollar General impresses Wall Street with a strong Q1 that has shoppers from all over looking for value amid rising costs. Also, the fast-food chicken wars reaches a new chapter with the return of the McDonald's snack wrap and a restaurant that's heating up: Dave's Hot Chicken. Plus, a British AI startup filed for bankruptcy after it was allegedly falsifying business to inflate its sales.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Go to LinkedIn.com/MBD  Terms and conditions apply. Only on LinkedIn Ads. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note  Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ryan Wrecker interviews Fox News Radio's Eben Brown to dissect Meta's groundbreaking 20-year nuclear energy agreement with Constellation Energy. This deal marks a significant shift in how Big Tech approaches sustainable power, aiming to meet the immense energy demands of artificial intelligence. Discover how this partnership could reshape the future of AI infrastructure, the challenges of integrating nuclear energy into tech operations, and what it means for the broader industry. Tune in for an in-depth analysis of this pivotal move in the tech and energy sectors

In this episode, Ryan Wrecker speaks with Fox News Radio's Eben Brown about Meta's 20-year deal with Constellation Energy to power AI operations using nuclear energy. Later, Ryan and Brad Range to break down several major national stories: – U.S. immigration officials push for increased detentions and collateral arrests – DOJ charges two Chinese nationals with smuggling fungus tied to potential agroterrorism – A man is arrested after jumping the wall at Mar-a-Lago, claiming he wanted to marry Donald Trump's granddaughter – A Colorado terror suspect sets himself on fire at the start of an attack, caught on video

Plus: Dollar General raised its full year sales outlook. And Israeli troops shot at Palestinians in southern Gaza on their way to an aid distribution site. Anthony Bansie hosts. Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla and Jim Cramer explored market reaction to new developments surrounding trade tensions. AI also in the spotlight:Morgan Stanley analyst Adam Jonas' new note, Meta's 20-year deal to buy nuclear power from Constellation Energy,OpenAI CEO Sam Altman's AI prediction for 2026. Also in focus: Good news and bad news in Ford's May auto sales numbers,Dollar General and Signet Jewelers surge on earnings, CoreWeave triples since its March IPO, Cramer calls out the meme stocks. Squawk on the Street Disclaimer

Carl Quintanilla and Sara Eisen broke down the latest for stocks as UBS raises its recession odds – the OECD cuts growth estimates for the United States – and Chicago Fed President Goolsbee warns inflation could head higher from here. Jefferies David Zervos with the team to breakdown the market impact of it all – and why he says “the needle is moving” towards the bulls… That said, Goldman's Head of Corporate Credit Jonny Fine warning: keep an eye on the deficit if you're a long-term investor. Hear his read from the ground, this hour.  Also in focus: Constellation Energy a top gainer this morning after inking a new deal to power Meta's AI projects… The key details. Plus: the team caught up with the CEO of a different name, but similar story - Applied Digital's CEO, fresh off a $15B deal with Coreweave to host their AI datacenters.  Squawk on the Street Disclaimer

"We've got to get more nuclear going," argues LikeFolio's Landon Swan. With tech outgrowing efficiency, he sees Constellation Energy's (CEG) deal with Meta Platforms (META) as a big win for the Mag 7 giant. Landon sees the company using that extra power to fuel its abundance of A.I. products. Despite the high price tag, Landon makes the case that "you have to be aggressive" when it comes to A.I. spend.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Nuclear stocks rally after Meta announces a deal for nuclear power with Constellation Energy. We talk to one analyst who lays out his top picks in the space. Then the tariff tax for retailers. A detailed breakdown of just how much prices could rise for consumers should trade deals not be reached. And then the CEO of Tri Pointe Homes, one of the nation's largest homebuilders, provides his outlook for the housing market as supply continues to remain tight.

Today we had the pleasure of hosting Dr. Francesco Sassi for a wide-ranging discussion on global energy and geopolitics. Francesco is a Postdoctoral Fellow at the University of Oslo and previously served as a Research Fellow in energy geopolitics and markets at Ricerche Industriali ed Energetiche (RIE). Francesco holds a Ph.D. in Political Science – Geopolitics from the University of Pisa, where he focused his research on the Sino-Russian gas interdependence. We were drawn to his straightforward analysis, insightful commentary, and use of maps to bring complex dynamics to life. We were thrilled to visit with Francesco and learn from his perspective. In our conversation, we explore the rise of political risk in energy markets and the growing global interdependence of the energy system, driven by factors such as China's increasing influence in shaping energy geopolitics, new interdependencies created by energy technology, trade and manufacturing, as well as disruptions like COVID-19 and the Russia-Ukraine war. We examine Russian gas volumes to Europe, Spain's leadership in clean energy and the implications of its recent blackout, and the dual forces shaping Europe: rising cross-border interconnectivity projects alongside increasing energy nationalism. We touch on President Trump's recent visit to the Middle East, which is part of broader interest in energy and AI investment in the region, OPEC+ strategy, market share pressures, and the impact of low oil prices on Russia. Francesco shares his perspective on the potential for a Putin-Zelensky meeting, tensions between India and Pakistan, and how energy policy is becoming increasingly central to electoral platforms in Europe. We turn to Argentina's recent progress under President Milei, Israeli investment in lithium extraction technology in Argentina's lithium triangle, and how energy and mineral resources are increasingly being used as tools of foreign policy and geopolitical leverage. We close with Francisco's thoughts on the growing power of energy as a force shaping international relations and global industrial strategy. It was a dynamic and insightful conversation. Mike Bradley kicked off the discussion by noting that broader markets rallied substantially on Monday following news that China and the U.S. have agreed to a “tentative” tariff deal. Broader equity markets (S&P 500) have completely retraced their losses since Trump's April 2nd Day of Liberation and are now up slightly (+4%). Meanwhile, the S&P Volatility Index has plunged from its April 8th tariff volatility highs and is now trading near YTD lows, something to be monitored closely as any surprise event could send broader markets lower. On the bond market front, the 10yr bond yield is trading sideways even though April CPI came in lower than expected. PPI will be released on Wednesday and if it too prints lower than expected, it could provide room for the Fed to begin cutting rates at their June 18th FOMC meeting. On the crude oil front, WTI price has rebounded nicely over the past week and now trades at ~$63/bbl. Oil traders remain focused on future OPEC+ production increases and increasingly on whether U.S. E&Ps will begin altering their 2025 capex plans at these lower prices levels. He wrapped up with a look at key events this week, notably NRG Energy's acquisition of LS Power's portfolio of natural gas generation assets (~13gw for ~$12 billion). The move follows Constellation Energy's mid-January deal to acquire Calpine Corp. and demonstrates that both companies are positioning themselves for an acceleration in electricity growth this decade. Many thanks to Francesco for sharing his time and insights with us today. We hope you enjoy the discussion as much as we did! Our best to you all.

Another morning of stocks under pressure – after the S&P and NASDAQ's worst week of 2025 so far. Carl Quintanilla, Leslie Picker, and Michael Santoli broke down the latest with BMO's Chief Investment Strategist: who says don't let your feelings take control here. He still expects 10% gains on the S&P this year. A key part of the weakness? Big tech names selling off. Tesla now the worst performing stock on the S&P 500 YTD, and coming off its worst weekly losing streak EVER – why Baird still calls it a buy here. Plus: a look at Elon Musk's growing empire in China – and the latest on Apple, as the company delays AI enhancements for Siri… Are fears overblown at these levels? Also in focus: the CEO of Constellation Energy, talking the future of alternative energy at CERAWEEK; Why Novo's new trial data is sending shares slumping; Bitcoin falls below $80k; and how to trade China stocks here, as the country's retaliatory tariffs on U.S. Agricultural imports begins Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the stronger-than-expected December jobs report: The results sent stocks down sharply and yields higher on concerns the Fed might not cut rates later this month. Shares of Delta and Walgreens surged on the companies' respective earnings beats. Constellation Energy agreed to acquire Calpine for $16.4 billion in cash and stock, as tech companies seek power for their AI data centers. Also in focus: Elon Musk's "best case outcome" for DOGE federal spending cuts, big media players cancel their joint sports streaming venture, California wildfires impact. Squawk on the Street Disclaimer 

Carl Quintanilla, Sara Eisen and David Faber broke down this morning's blowout Jobs Report with Senior Economics Reporter Steve Liesman, alongside Chicago Fed President Austan Goolsbee, who says inflation remains sticky – so investors might need to wait for more rate cuts ahead.   The team also got the latest from California – with a live read from the ground in Altadena, alongside a check-in with one of California's Fire Battalion Chiefs. Analysts out of JPMorgan now estimating the Palisades blaze could be the costliest fire in U-S history at more than $20B.   Plus: a deep dive on energy with the CEO of Constellation Energy, as those shares surge on a new deal announcement with Calpine – combining two of the country's largest power generators amid surging demand.   

The Three Mile Island nuclear power plant, site of the worst nuclear accident in U.S. history, could reopen in 2028. The plant's owner, Constellation Energy, signed a deal with Microsoft that would allocate 100% of the plant's power output to the tech company. Constellation is seeking a $1.6 billion federal loan guarantee to get the plant up and running. Microsoft hopes the power generated by the facility will help fuel the increasing energy needs of AI. It's estimated that by 2030, 17% of the U.S. energy output could be going to data centers used by tech companies to power AI. On today's “Post Reports,” host Martine Powers speaks with reporter Evan Halper about how AI is reshaping the energy landscape in the U.S., and about the potential benefits and dangers of reopening Three Mile Island. One other story mentioned in today's episode: see how climate change could be affecting the price of your home. Today's show was produced by Peter Bresnan, with help from Emma Talkoff. It was mixed by Sean Carter and edited by Ariel Plotnick, with help from Reena Flores. Thanks to Christopher Rowland.Subscribe to The Washington Post here.

Last month, Microsoft and Constellation Energy announced a deal to restart Pennsylvania's Three Mile Island, the site of the country's worst nuclear power accident. WSJ's Jennifer Hiller reports that the goal is to power the tech giant's growing artificial intelligence ambitions. Further Listening: - Artificial: The OpenAI Story  - Microsoft CEO Satya Nadella's Big Bet on AI  Further Reading: - Three Mile Island's Nuclear Plant to Reopen, Help Power Microsoft's AI Centers  Learn more about your ad choices. Visit megaphone.fm/adchoices

Ralph welcomes Middle East expert and executive VP of the Quincy Institute for Responsible Statecraft, Trita Parsi, to fill us in on the consequences of Israel boobytrapping pagers and walkie-talkies in Lebanon and how those tactics have the potential to blow back on us in the United States. Then we welcome back surgeon and humanitarian, Dr. Feroze Sidhwa, who has worked in Gaza during the Israeli assault, to update us on his efforts to get the Biden Administration to convince Israel to stop the killing. Trita Parsi is the executive vice president of the Quincy Institute for Responsible Statecraft, and the co-founder and former President of the National Iranian American Council. He is an expert on US-Iranian relations, Iranian foreign policy, and the geopolitics of the Middle East, and has worked for the Swedish Permanent Mission to the UN, where he served in the Security Council, handling the affairs of Afghanistan, Iraq, Tajikistan, and Western Sahara, and in the General Assembly's Third Committee, addressing human rights in Iran, Afghanistan, Myanmar, and Iraq. He has authored three books on US foreign policy in the Middle East, with a particular focus on Iran and Israel— Treacherous Alliance: The Secret Dealings of Iran, Israel and the United States, A Single Roll of the Dice – Obama's Diplomacy with Iran, and Losing an Enemy: Obama, Iran and the Triumph of Diplomacy.We're in a very sad situation in which we have a president who has been sitting on the front lines of American foreign policy for one-fifth of America's history, who thinks that he knows everything best, and clearly doesn't seem to be listening to anyone. And there's plenty of discontent inside the Biden administration itself—and people appear to have just given up and are waiting for the elections—but there's no clear signs yet that there won't necessarily be much of a change even after that.Trita ParsiLet's first remember that if any other entity had done this to Israel—or to us—we would not have hesitated for a second. We would have called it an act of terrorism, and we would have called it an act of war.Trita ParsiDr. Feroze Sidhwa is a trauma and critical care surgeon as well as a Northern California Veterans Affairs general surgeon, and he is Associate Professor of Surgery at the California Northstate University College of Medicine. Dr. Sidhwa served at the European Hospital in Khan Younis in March and April of this year, and he has done prior humanitarian work in Haiti, the West Bank, Ukraine, and Zimbabwe. Dr. Sidhwa and 45 other American doctors and nurses who have served in Gaza recently sent a letter exhorting President Biden, VP Harris, and First Lady Dr. Jill Biden to effect an immediate ceasefire.It's hard to appreciate, but really literally everything in Gaza that makes a place a society has been destroyed. I think of it in three levels— at the very base is agriculture, food production, and housing, at the level above that is healthcare, and at the level above that is things that are for a higher level of society, education, arts, industry, whatever. That top level is gone. Literally every university in Gaza has been obliterated, physically destroyed…The hospital system is almost completely useless right now…the functionality of the hospitals is very little more than a four walled space in which people can walk into and ask for a doctor to put bandages on them. And then even the lowest level…something like 85 or 90 % of the water sanitation and hygiene infrastructure in Gaza has been destroyed.Dr. Feroze SidhwaThis is just outrageous. I mean, why are we doing this even to ourselves? Is it worth corrupting the entire executive department of the United States so that we can murder more children? Is that what Americans want? I don't think so.Dr. Feroze SidhwaLet's talk about Lebanon itself, not just Hezbollah. This is war on Lebanon—that has a dysfunctional government, to be sure— but it is a state that the U.S. is allied with in a way, supplying modest weapons to the Lebanese army, and France has had long relations with Lebanon going back to the mandate period. In the U.S., this is a whole new constituency where they're losing relatives and friends.Ralph NaderMore links to the letter sent by Dr. Sidhwa and his colleagues:To Prime Minister Justin Trudeau in CanadaTo Prime Minister Keir Starmer in the UKHow to email the PresidentHow to call the PresidentWrite or Call the White HouseIn Case You Didn't Hear with Francesco DeSantisNews 9/25/241. On September 11th, Senator Patty Murray and Progressive Caucus Chair Pramila Jayapal sent a letter to the Biden administration demanding “an immediate, transparent, credible, and thorough independent U.S. investigation…into the killing of [Ayşenur] Eygi,” the American citizen murdered by Israeli forces during a protest in the West Bank. Senator Murray and Representative Jayapal both represent Washington state, where Ms. Eygi attended university. In this letter, Murray and Jayapal also list the numerous American citizens killed by Israeli soldiers even before the current explosion of tensions in the region, ranging from Rachel Corrie in 2003 to Shireen Abu Akleh in 2022. Senator Bernie Sanders echoed this call in his own statement on September 13th. Despite this pressure, the administration has not launched an investigation. The government of Turkey however – where Ms. Eygi was born, though she moved the United States when she was less than a year old – will pursue charges against Israel in the International Criminal Court and International Court of Justice, Reuters reports.2. The Intercept reports that the Uncommitted Movement will not endorse Vice President Kamala Harris' presidential campaign. In their official statement, the Movement leaders write “Vice President Harris's unwillingness to shift on unconditional weapons policy or to even make a clear campaign statement in support of upholding existing U.S. and international human rights law has made it impossible for us to endorse her.” Harris proved unwilling to even meet with the Uncommitted leaders. This cold shoulder could have disastrous consequences, particularly in Michigan where Uncommitted garnered over 100,000 votes in the Democratic primaries.3. Boeing is again in crisis. On September 20th, the New York Post reported that the chief of the company's space unit, Ted Colbert, had been ousted after Boeing's Starliner capsule left astronauts Suni Williams and Butch Wilmore stranded on the International Space Station. This comes amid a massive strike by Boeing machinists, 96% of whom voted in favor of the strike per Ryan Simms of KOMO News. The New York Post adds that Boeing's shares have lost over 40% of their value so far this year.4. In more union related news, on September 18th, the Congressional Workers Union announced that “staff in the Office of Congressman Mark Pocan and Congresswoman Val Hoyle secured the first-ever Memorandums of Understanding…between congressional staff and their members.” These MOUs include salary increases, back pay, and immediate cost-of-living adjustments. The union will continue to press for the first ever Congressional office collective bargaining agreement.5. On September 12th, the Consumer Financial Protection Bureau “filed a proposed order against student loan servicer Navient for its years of failures and lawbreaking.” If approved by the court, this order would permanently “remove Navient from a market where it, among other illegal actions, steered numerous student loan borrowers into costly repayment options…illegally deprived student borrowers of opportunities to enroll in more affordable income-driven repayment plans and forced them to pay much more than they should have.” Additionally, Navient would be forced to pay out $100 million to harmed borrowers, on top of a $20 million penalty. CFPB Director Rohit Chopra is quoted saying “For years, Navient's top executives profited handsomely by exploiting students and taxpayers…By banning the notorious student loan giant from federal student loan servicing and ensuring the winddown of these operations, the CFPB will finally put an end to the years of abuse.” Navient, formerly Sallie Mae, is described as “a repeat offender with a long history of regulatory violations,” and when the CFPB first took legal action against the company in 2017, it was the largest student loan servicer in the country.6. More Perfect Union's Jordan Zakarin reports the National Labor Relations Board has ruled that Starbucks illegally closed all three of its Ithaca, New York locations and that the NLRB “ordered that those stores be re-opened, with the unionized staff re-hired and given 16 months of backpay.” Yet, Zakarin notes that because this was decided by an administrative law judge, Starbucks can and more than likely will appeal this decision. This case starkly exemplifies why the capitalist class feels so threatened by the newly reinvigorated NLRB.7. A deeply disturbing story sheds light on sexual assault by CIA officers in postings around the world. The AP reports Brian Jeffrey Raymond, a longtime CIA agent, was sentenced to 30 years in federal prison for drugging, photographing, and sexually assaulting more than two dozen women in postings around the globe. Yet Raymond's case is just the tip of the iceberg. “[A]nother veteran CIA officer faces…charges in Virginia for allegedly reaching up a co-worker's skirt and forcibly kissing her during a drunken party in the office…Still another former CIA employee…is scheduled to face a jury trial next month on charges he assaulted a woman…at the agency's Langley, Virginia, headquarters. That case emboldened some two dozen women to come forward to authorities and Congress with accounts of their own of sexual assaults, unwanted touching and what they contend are the CIA's efforts to silence them.” Tellingly, even Raymond's own attorneys contended that his “quasi-military” work at the CIA in the years following 9/11 contributed to his “emotional callousness [and] objectification of other people,” that led to his preying upon women. It is well worth remembering that, once set in motion, dehumanization is not easily stopped.8. Amid an expansive corruption probe in New York City, Gothamist reports just how much the NYPD is receiving in overtime pay in the subway; whereas last year, this slice of overtime pay totaled $4 million in taxpayer money, this year it has ballooned to $155 million, a nearly 4,000% increase. Meanwhile the Mayor continues to slash budgets for essential city services, such as libraries.9. Rolling Stone reports the Crypto lobby is spending gargantuan sums of money to take out Ohio Democratic Senator Sherrod Brown – reportedly $32 million by the end of September, or $800,000 per day. Aware that their cause is unpopular, they are not running pro-Crypto ads, but instead spots that say his opponent will stop “illegal immigrants from taking Ohio's tax dollars.” As Luke Goldstein of the American Prospect puts it “Dems are getting played like a fiddle by crypto; Schumer caved to their demands to stop the bleeding and then crypto PACs said thanks we're still dropping $32 mil in OH to knock out your senate majority.”10. Finally, in a story featuring a dizzying array of the worst things imaginable, Bloomberg reports “The owner of the shuttered Three Mile Island nuclear plant in Pennsylvania will invest $1.6 billion to revive it, agreeing to sell all the output to Microsoft…as the tech titan seeks…electricity for data centers to power [AI].” This story notes that “one of the site's two units permanently closed almost a half-century ago after the worst…nuclear accident” in American history, but Constellation Energy is “planning to reopen the other reactor, which shut in 2019 because it couldn't compete economically.” In other words, Microsoft is dumping money into a defunct nuclear power plant that has proven to be unsafe for the sole purpose of powering AI that has no proven benefits. Corporate greed caused a catastrophe at Three Mile Island before. Corporate hubris could easily cause another.This has been Francesco DeSantis, with In Case You Haven't Heard. 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