Constellation's big power play

from Wall Street Breakfast · host Seeking Alpha

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 Show links: Biggest stock movers Thursday: GOOG, INGN, and more Trump announces $500 rebates for nearly 1M Obamacare enrollees Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Episode metadata supplied by the publisher feed · Published Oct 1, 2026

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Constellation's big power play

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