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Power & Grid:
What changed in power and the grid, and why it mattered.
- 01
Constellation Energy said it will deliver 890 MW of nuclear uprates to Google.
A big tech buyer is paying for more output from existing reactors, which shows data-center demand is being met by squeezing more from current nuclear plants as well as building new ones. The exposure sits with owners of nuclear fleets, and with the independent power producers that sell into the same demand.
Closest to passing every check in Independent power and New nuclear · Monday's close, 26 Oct
- 4 of 6 checks
BWX TechnologiesBWXT
Against it: price trending down and costs more than similar companies.
- 3 of 6 checks
Against it: price trending down, less profitable than similar companies and costs more than similar companies.
- 02
American Electric Power has a planned 960 MW nuclear project, and Southern is getting US Energy Department backing for a nuclear experiment.
Regulated utilities are now putting nuclear into their own build plans, not just leaving it to independent generators. That widens who captures AI-driven power demand, and it ties utility earnings to long, capital-heavy projects. AEP reports earnings on 2026-10-28, where more detail on the plan could come.
US utilities· AEP, SO·Source 1·Source 2
Closest to passing every check in US utilities and New nuclear · Monday's close, 26 Oct
- 5 of 6 checks
Against it: costs more than similar companies.
- 5 of 6 checks
Duke EnergyDUK
Against it: sales growing slower than its peers.
- 03
GE Vernova drew fresh AI power orders and new power supply deals.
Orders for gas turbines and related equipment show AI power demand is turning into real equipment backlog for the makers of generation hardware. The stock has weakened over the week even with the order news, so the market is weighing how much good news is already reflected. GE Vernova reports earnings on 2026-10-28.
Turbines· GEV·Source 1·Source 2
Closest to passing every check in Turbines and Electrical equipment · Monday's close, 26 Oct
- 4 of 6 checks
HubbellHUBB
Against it: price trending down and costs more than similar companies.
- 4 of 6 checks
Schneider ElectricSU.PA
Against it: price trending down.
- 04
Bloom Energy reported results, and its largest order is still waiting on a pipeline.
The biggest order depends on gas supply infrastructure that is not yet in place, so on-site power for data centers can be held up by fuel logistics as well as demand. That is a delivery risk for the equipment makers behind that kind of supply.
Theme-wide·Source
Closest to passing every check in Electrical equipment · Monday's close, 26 Oct
- 4 of 6 checks
HubbellHUBB
Against it: price trending down and costs more than similar companies.
- 4 of 6 checks
Schneider ElectricSU.PA
Against it: price trending down.
- 05
Oklo is down 61% this year even after reaching a technical milestone.
Progress on the reactor itself has not translated into share gains, which shows that early-stage nuclear developers trade on funding, timing and sentiment more than on engineering news. The whole new-nuclear group is weak, so this is not just one stock.
Closest to passing every check in New nuclear · Monday's close, 26 Oct
- 4 of 6 checks
BWX TechnologiesBWXT
Against it: price trending down and costs more than similar companies.
- 2 of 6 checks
Too many figures missing to judge it yet.
Published 26/10/2026, 08:06 UTC · claude-sonnet-5-5