CNBC · 20h ago
neutralGE Vernova flags supply constraints into next quarter
GE Vernova management cited tight upstream supply as the gating factor on near-term shipments. Demand is not the question; capacity is.
+4.56% today
Power Generation · Largest US nuclear operator.
$CEG Constellation Energy
Constellation operates the largest nuclear fleet in the US. The Three Mile Island restart deal with Microsoft was the moment the market accepted that AI buildout means nuclear restart.
Last close
$298.07
Market cap $92.0B
CEG · price history
Key stats
Price$298.07
1d change+4.56%
1w change+4.57%
YTD+17.34%
Market cap$92.0B
Volume 24h13.8M
ThemePower Generation
Sentiment · 24h
1
Bullish0%
Neutral100%
Bearish0%
1 articles classified across the last 24 hours.
Funds holding $CEG
3
Coatue Management2.4% (+0%)
Baillie Gifford0.2% (+0%)
Whale Rock Capital0.1% (+0%)
Recent news on $CEG
CEG data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·October 10, 2026