John M. Richardson

October 17, 2026

Constellation Energy Analyst Coverage Highlights AI Nuclear Debate. Recent news highlights analyst interest in Constellation Energy, with CIBC initiating coverage with an Outperformer rating and a $358 price target. This comes amid market debates over the company's role in powering AI data centers, following the CoreWeave partnership and the Brazos Valley sale. The stock trades with a P/E of 28.6 and a 0.91% yield as these strategic moves unfold.

October 17, 2026

BWXT receives mixed analyst coverage amid demand outlook. Recent commentary on BWXT covers a range of topics. Analysts note that contracts with the Navy and Army, as well as AI‑related projects, could support future demand for the company's nuclear services. At the same time, several opinion pieces discuss the stock’s recent price pullback and question its valuation relative to growth expectations. A comparison with space‑launch firm Rocket Lab highlights BWXT’s focus on nuclear energy versus emerging space markets.

October 17, 2026

Exelon Faces Lowered Target Amid Battery Storage Focus. Truist Securities kept a hold stance on Exelon but cut its price target to $46, reflecting concerns about the company's battery storage plans and the shift in the grid driven by data center demand. The company’s battery storage push has brought its fair value back into focus, while the data center power boom could reshape its revenue mix. Exelon’s current price sits near its support level of $45.41, and the RSI suggests it is not yet oversold.