Stocktwits Power Watch: CEG Bags Google Deal, VST Secures Government Funding, Utility Merger Draws Fire

Stocktwits Power Watch: CEG Bags Google Deal, VST Secures Government Funding, Utility Merger Draws Fire

By Arnab Paul
Publication Date: 2026-10-12 10:35:00

  • Constellation secured a major long-term electricity agreement with Google, supporting upgrades to existing nuclear plants.

  • Vistra received a conditional $4.2 billion federal loan commitment to expand nuclear generation.

  • NextEra Energy’s proposed merger with Dominion faced opposition in Virginia over electricity costs and competition.

U.S. power and utility companies scored multibillion-dollar deals and investments last week, as increasing power demand from AI data centers continued to reshape the energy sector.

Constellation Energy (CEG) secured a massive nuclear power agreement with Google, while Vistra (VST) received a $4.2 billion federal funding commitment to expand nuclear capacity. Meanwhile, NextEra Energy’s (NEE) proposed $67 billion merger with Dominion Energy (D) faced opposition in Virginia.

See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your…