Shares of several energy stocks, including OpenAI co-founder Sam Altman-backed Oklo Inc. (OKLO), Constellation Energy Corp. (CEG), and Vistra Corp. (VST), among others, plunged in mid-day trade on Monday.
Some analysts were quick to assert that DeepSeek’s leap in AI efficiency—using far less computing horsepower and thus far less electricity—blows a hole in the widely accepted narrative that AI is power-hungry. Some in the climate community are already signaling relief that AI’s magic could be available with a lighter energy footprint.
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week, many of those names got caught in the historic sell-off.
Nvidia and other artificial intelligence stocks at the forefront of the AI revolution are rebounding somewhat Tuesday after a selloff triggered by Chinese startup DeepSeek’s launch of a cutting-edge model at a fraction of the cost of its U.
Four of the stocks listed above are currently outperforming the benchmark S&P 500 in 2025. But Constellation Energy and Vistra are leading the way, with year-to-date returns of 44% and 35%, respectively. Those gains speak to their strong market positions.
Discover how the $500 billion AI infrastructure initiative by OpenAI, SoftBank, Oracle, and MGX is creating investment opportunities in multiple sectors.
Intelligencer on MSN2d
DeepSeek May Be the Walmart of AI
In the most recent episode of Pivot, Kara Swisher and Scott Galloway discuss the Chinese AI firm and its cost-effective new model.
Wall Street’s superstars tumbled Monday as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve been feasting on.
Shock to financial markets came from Chinese firm whose AI app it says was made at a fraction of US AI models.
GE Vernova was one of the best-performing S&P 500 stocks in 2024, easily outpacing Nvidia and fellow nuclear energy standout Constellation since it went public in April. GEV has jumped 45% in the ...
The Chinese AI company roiled financial markets and showed the road to growth in electricity demand may be bumpy.
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In this article, we are going to take a look at where Constellation Energy Corporation (NASDAQ:CEG) stands against the other AI stocks.