Constellation Energy shares surge 6.15% after hours as AI-driven infrastructure demand and nuclear expansion drive optimism.

Constellation Energy (CEG) surged 6.15% in after-hours trading, driven by renewed focus on its strategic shift toward AI infrastructure. Recent news highlighted the company’s transformation into a key power provider for tech giants’ data centers, aligning with rising demand for clean, reliable energy to support AI expansion. Analysts, including TD Cowen and UBS, upgraded the stock with "buy" ratings, citing its nuclear fleet’s role in meeting 24/7 power needs and long-term infrastructure contracts. Additionally, the completion of the Calpine acquisition in late 2025 bolstered market confidence, expanding CEG’s competitive power market presence. These developments underscored the stock’s growth potential amid AI-driven energy demand, outweighing short-term volatility from mixed quarterly earnings and sector-specific risks.