By Unknown
Publication Date: 2026-03-08 19:47:00
Key Points
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Constellation’s long-term deals with Meta Platforms and Microsoft give it impressive revenue visibility.
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GE Vernova has a massive $150 billion backlog for its gas turbines, grid equipment, and wind systems.
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Both companies are well-positioned to benefit from surging electricity demand driven by data centers.
Nvidia(NASDAQ: NVDA) reported strong earnings on Feb. 26, yet the stock dropped over 9% from its pre-earnings level by Feb. 27. While the shares have been recovering slightly, they are still trading below their pre-earnings price.
Image source: Getty Images.
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Investors are now focusing less on near-term results and more on the sustainability of artificial intelligence (AI) capital expenditures (capex). They are also concerned about the rising competitive pressures. As hyperscalers and enterprises increasingly shift from AI training to inference (real-time deployment of AI models in production environments), some believe this could create more room for competing chipmakers.
In this environment, investors may want to look beyond semiconductor and AI stocks and opt for energy stocks. Constellation Energy(NASDAQ: CEG) and GE Vernova(NYSE: GEV) are two such growth stocks well-positioned to benefit from the expected long-term rise in U.S. electricity…
