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CEG coverage

Every article, report, and earnings note where CEG appears.

newcleo plc IPO: What Investors Need to Know

newcleo plc Ordinary Shares is expected to list on NASDAQ on 2026-09-22, with the price range not yet disclosed. The deal is being pursued through a SPAC business combination with NewHold Investment Corp III under ticker NWCL. The setup favors investors who want exposure to advanced nuclear and fuel-cycle optionality, but the key watch item is whether the company can convert a long-dated technology story into a credible public-market path.

Sep 22, 2026·5 MIN

IPO NASDAQ

IPOHNUC

Inside the Holtec Nuclear Corp IPO: Risks, Setup, and Watchpoints

Holtec Nuclear Corp is expected to list on NASDAQ on 2026-09-18, with shares priced at $15.00 to $18.00. The company is offering 50,000,000 shares and has disclosed a market cap of $1.035 billion. The bull case is a long-established nuclear services platform with SMR optionality; the bear case is a complex structure, heavy debt, and a valuation that depends on execution.

Sep 9, 2026·5 MIN

IPO NASDAQ

Opinion

The AI bubble debate is missing the power bottleneck

AI demand can be genuine without making every AI-linked stock a durable winner. As the market demands earnings proof, the better trade may be the constrained infrastructure needed to power, connect, and cool AI.

Aug 24, 2026·6 MIN

AI Infrastructure Semiconductors

Teaser RevealedNXE

The Nuclear Reckoning, Revealed: Every Stock Keith Kohl Is Teasing in Energy Investor

Keith Kohl’s Energy Investor promotion from Angel Publishing’s Outsider Club, The Nuclear Reckoning, pitches five nuclear stocks. We identify the lead and test the shortage story.

Aug 10, 2026·16 MIN

Teasers Keith Kohl Energy Investor

Research ReportCEG

Constellation Energy (CEG): Nuclear Contracts Power the Buy Case

Constellation Energy is benefiting from long-duration nuclear contracting, strong fleet performance, and rising demand for reliable low-carbon power. The stock still carries valuation and leverage risk, but the report supports a Buy with a $330 fair value anchor.

Aug 10, 2026·23 MIN

Utilities Utilities - Independent Power Producers Utilities

Opinion

AI’s next bottleneck is electricity, not chips

The AI infrastructure race is becoming a power-and-grid race, as AMD’s 2.5 GW agreement and a proposed $100 billion data-center campus show. That favors electrical equipment, engineering, storage, and reliable generation over the latest chip headline alone.

Aug 8, 2026·5 MIN

AI Electricity Infrastructure

Teaser RevealedEU

Trump Nuclear Mega-BOOM, Revealed: Every Stock Marc Lichtenfeld Is Teasing in The Oxford Income Letter

Marc Lichtenfeld of The Oxford Club is pitching the “Trump Nuclear Mega-BOOM” and Uranium Profit Package. We trace the clues to its three-stock nuclear basket and test the hype against filings.

Aug 6, 2026·18 MIN

Teasers Marc Lichtenfeld The Oxford Income Letter

Teaser RevealedEU

Uranium Profit Package, Revealed: Every Stock Marc Lichtenfeld Is Teasing in The Oxford Income Letter

Marc Lichtenfeld’s Uranium Profit Package from The Oxford Club’s The Oxford Income Letter links an AI energy crunch to uranium, SMRs and nuclear-power stocks.

Aug 6, 2026·19 MIN

Teasers Marc Lichtenfeld The Oxford Income Letter

Opinion

The market breadth story is still weaker than it looks

The latest rotation into energy, utilities, healthcare, and parts of industrials looks less like a healthy handoff from tech and more like a market looking for cover. With semis and software wobbling while oil, defensives, and rate-sensitive groups hold up, this is a stress trade until proven otherwise.

Jul 24, 2026·6 MIN

Market Breadth Sector Rotation AI

OpinionGEV

GE Vernova’s selloff looks backwards after a massive guidance reset

GE Vernova’s post-earnings drop looks like a valuation wobble, not a broken story. Orders, backlog, and free-cash-flow guidance all moved sharply higher, which makes the market’s negative reaction look more about expectations than fundamentals.

Jul 23, 2026·4 MIN

Valuation AI Power Industrials

Opinion

The AI winners are moving beyond chips and into the grid

The next leg of the AI trade may not belong to the most obvious chip names. As hyperscaler spending gets more contested, the real scarcity is shifting toward power, cooling, permitting, and data-center infrastructure — and that favors a different set of winners.

Jul 22, 2026·6 MIN

AI Data Centers Power Infrastructure

SPAC

ONE Nuclear Energy SPAC Merger: The Bull and Bear Case

ONE Nuclear Energy is going public through a merger with Hennessy Capital Investment Corp. VII, which trades as HVII today and is expected to close shortly after shareholder approval. The bull case is AI/data-center power demand and a dual-track gas-plus-advanced-nuclear strategy; the bear case is that this is still an early-stage developer with real redemption and dilution risk.