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Market Analysis 2026-09-07T15:01:20+00:00

NRG Energy gained 6.4% and Constellation Energy rose 4.9% on September 4 while the S&P 500 fell 0.4%. The gains were consistent with the broader AI-power trade where data-center projects increasingly depend on generators that can add reliable capacity, navigate interconnection queues, and sign contracts before construction. NRG Energy, Inc. (NYSE:NRG) and Constellation Energy Corporation (NASDAQ:CEG) offer different versions of that opportunity. NRG is advancing a Bring Your Own Power strategy with a hyperscaler for a 1.2-gigawatt combined-cycle gas project in Texas. It also brought a 415-megawatt facility into commercial operation and reported $1.03 billion of second-quarter free cash flow before growth investments. The bull case is speed: pairing contracted data-center load with dispatch

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