Constellation's big power play

Oct 1, 2026 · 5m 44s

Description

Amazon (AMZN) just handed Constellation (CEG) a https://seekingalpha.com/news/4648795-constellation-amazon-sign-20-yr-nuclear-power-agreement?source=wsb_podcast:constellations_big_power_play vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing https://seekingalpha.com/news/4648835-chinas-tencent-taps-oracle-for-100000-ai-chips-in-7b-lease-deal---report?source=wsb_podcast:constellations_big_power_play from Oracle (ORCL). (01:16) Micron's (MU) eye-popping https://seekingalpha.com/news/4648585-micron-slips-even-as-q4-results-guidance-top-estimates?source=wsb_podcast:constellations_big_power_play. (02:03) Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:constellations_big_power_play...

Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03)

Episode transcripts: seekingalpha.com/wsb

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