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Constellation Energy (CEG) Strikes 20-Year PPA with Meta, Boosts Nuclear Expansion Plans

We recently published 11 Most Profitable Utility Stocks to Buy According to Hedge Funds.Constellation Energy Corporation (NASDAQ:CEG) is one of these profitable utility stocks.

Constellation Energy Corporation (NASDAQ:CEG), a Fortune 200 leader in emissions-free energy, delivers nearly 90% carbon-free power through nuclear, hydro, wind, and solar sources, serving businesses, homes, and public sectors nationwide. It powers the equivalent of 16 million homes, including three-fourths of Fortune 100 companies.

Recent highlights include a 20-year Power Purchase Agreement with Meta starting in 2027, covering the full output of the Clinton Clean Energy Center. This deal supports Meta’s clean energy goals and enables a 30-megawatt capacity expansion at the Clinton facility, which will provide low-cost, reliable power to the local grid for decades.

Constellation Energy Corporation (NASDAQ:CEG) is making major investments in Pennsylvania’s nuclear sector: the Crane Clean Energy Center is set to restart operations a year early in 2027 with 835 megawatts capacity; the company is seeking Nuclear Regulatory Commission approval to extend Peach Bottom Energy Center’s operations through 2054; and the Limerick Clean Energy Center plans life extension and a 340-megawatt capacity boost to operate through the 2040s, backed by customer commitments. These efforts aim to enhance grid reliability and foster innovation, including in AI.

The business also launched an AI-driven demand response tool to help businesses reduce energy consumption during peak periods, boosting grid efficiency and cutting costs.

In Q2 2025, Constellation Energy Corporation (NASDAQ:CEG) reported adjusted operating earnings of $1.91 per share, surpassing analyst expectations, fueled by rising electricity demand from AI, electric vehicles, and industrial growth.

While we acknowledge the risk and potential of CEG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CEG and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

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