Constellation Energy (CEG): Сделка Google и Constellation по атомной энергии
Google и Constellation Energy объявили о 20-летней сделке по атомной энергии 6 октября, что вызвало скачок акций на 5.2 сигмы. 7 октября новых новостей не появилось, и акции остались без изменений.
Движение акции сверх рынка по сессиям
В обычных днях (σ): движение CEG сверх её обычной связи с QQQ. Тёмные столбцы — дни с событием сюжета; R — окно отчёта.
Хронология
События сюжета в порядке прихода в нашу ленту, время нью-йоркское. Событие — один факт; показан первый заголовок и до трёх других сообщений о нём.
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TRADFIGOOGLE и CONSTELLATION близки к сделке на миллиард долларов в сфере атомной энергетики
FJ21:16Google и Constellation близки к многомиллиардной сделке по ядерной энергии
RTRS22:31Google и Constellation близки к сделке по атомной энергии, сообщает Bloomberg News
SA22:41Google близок к сделке на миллиард долларов по атомной энергии от Constellation — Bloomberg
всего сообщений: 50
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YF07:42Премаркет: Constellation и Zscaler растут, Nike падает
всего сообщений: 4
Оценки по вечерам
Каждый вечер в 22:00 UTC, пока у сюжета были новости за последние три дня. Модель видела только события, пришедшие к этому времени, и дневные движения акции сверх рынка.
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Google и Constellation Energy объявили о 20-летней сделке по атомной энергии 6 октября, что вызвало скачок акций на 5.2 сигмы. 7 октября новых новостей не появилось, и акции остались без изменений.
Почему: Сделка была объявлена, и акции сильно отреагировали, не оставив немедленного катализатора или ожидаемого события в течение следующих пяти торговых дней. · размер: малый: меньше обычного дня · в цене: в основном
Что получила модель · DeepSeek-V4-Flash, thinking high · a2
Company: CEG (Constellation Energy). Now: 2026-10-07 22:00 UTC (Wednesday). Storyline: Google-Constellation nuclear power deal Chronology (UTC): - 10-06 01:00 GOOGLE, CONSTELLATION NEAR BILLION-DOLLAR DEAL FOR ATOMIC POWER (+12 similar) - 10-06 02:01 Why Is CEG Stock Surging More Than 4% In Overnight Trading? (+1 similar) - 10-06 11:17 Premarket Movers: OPCH, CEG Stocks Jump On Buyout Talks, Nuclear Deal – NKE Slides On ‘Sell’ Rating (+2 similar) - 10-06 14:00 Constellation Energy Stock Jumps on 20-Year Power Deal With Google (+7 similar) - 10-06 15:24 Billionaire Philippe Laffont’s $1.2 Billion Constellation Bet Gets a Google AI Boost - 10-06 20:44 Google Joins Microsoft, Amazon, and Meta on Constellation’s Energy Roster - 10-07 06:16 Australian uranium miners rally after Google's power deal with Constellation Energy Stock move beyond the market by session, in typical days (sigma): 09-30 -2.0, 10-01 +0.8, 10-02 -0.7, 10-05 +1.4, 10-06 +5.2, 10-07 -0.0
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Google и Constellation Energy объявили о 20-летней сделке по атомной энергии, что вызвало massive скачок акций. Сделка, по-видимому, завершена, и дальнейших шагов не указано.
Почему: Объявление о сделке было ключевым катализатором, и акции уже выросли на 5,2 сигмы, что указывает на полное отражение новостей в цене без немедленного следующего шага. · размер: малый: меньше обычного дня · в цене: в основном
Что получила модель · DeepSeek-V4-Flash, thinking high · a2
Company: CEG (Constellation Energy). Now: 2026-10-06 22:00 UTC (Tuesday). Storyline: Google-Constellation nuclear power deal Chronology (UTC): - 10-06 01:00 GOOGLE, CONSTELLATION NEAR BILLION-DOLLAR DEAL FOR ATOMIC POWER (+12 similar) - 10-06 02:01 Why Is CEG Stock Surging More Than 4% In Overnight Trading? (+1 similar) - 10-06 11:17 Premarket Movers: OPCH, CEG Stocks Jump On Buyout Talks, Nuclear Deal – NKE Slides On ‘Sell’ Rating (+2 similar) - 10-06 14:00 Constellation Energy Stock Jumps on 20-Year Power Deal With Google (+7 similar) - 10-06 15:24 Billionaire Philippe Laffont’s $1.2 Billion Constellation Bet Gets a Google AI Boost - 10-06 20:44 Google Joins Microsoft, Amazon, and Meta on Constellation’s Energy Roster Stock move beyond the market by session, in typical days (sigma): 09-29 +0.7, 09-30 -2.0, 10-01 +0.8, 10-02 -0.7, 10-05 +1.4, 10-06 +5.2
Как модель собирала сюжет
Для каждого события модель видела активные сюжеты компании и выбирала: продолжить один из них, начать новый или считать событие разовым.
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Новый сюжет · GOOGLE и CONSTELLATION близки к сделке на миллиард долларов в сфере атомной энергетики
Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2
Company: CEG (Constellation Energy) New event (10-06 01:00 UTC): GOOGLE, CONSTELLATION NEAR BILLION-DOLLAR DEAL FOR ATOMIC POWER also reported: Google, Constellation close to billion-dollar agreement for nuclear energy also reported: Google enters massive 3.6-GW power deal with Constellation Energy Storylines: 1. DOE $4.2B nuclear investment in PA and OH first (10-05 16:21): US DEPARTMENT OF ENERGY: ANNOUNCES $4.2 BILLION INVESTMENT TO BOOST NUCLEAR POWER AND HELP LOWER ENERGY COSTS IN PENNSYLVANIA AND OHIO. 2. Calvert Cliffs upgrade for Amazon nuclear PPA first (09-30 20:00): CONSTELLATION AND AMAZON ANNOUNCE 20-YEAR POWER PURCHASE AGREEMENT ADDING 190 MEGAWATTS OF NUCLEAR CAPACITY AT CALVERT CLIFFS: BSW 3. FERC delays PJM's plan to meet AI demand first (09-30 18:01): CEG, NRG, TLN Stocks In Spotlight: TD Cowen Warns Of ‘Acute’ Uncertainty After FERC Delays PJM’s Plan To Meet AI Demand → {"story": 0, "title": "Google-Constellation nuclear power deal"} -
Продолжение сюжета · Почему акции CEG взлетели более чем на 4% на ночных торгах?
Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2
Company: CEG (Constellation Energy) New event (10-06 02:01 UTC): Why Is CEG Stock Surging More Than 4% In Overnight Trading? also reported: Biggest stock movers Tuesday: FRSH, OPCH, CEG and more Storylines: 1. Google-Constellation nuclear power deal first (10-06 01:00): GOOGLE, CONSTELLATION NEAR BILLION-DOLLAR DEAL FOR ATOMIC POWER 2. DOE $4.2B nuclear investment in PA and OH first (10-05 16:21): US DEPARTMENT OF ENERGY: ANNOUNCES $4.2 BILLION INVESTMENT TO BOOST NUCLEAR POWER AND HELP LOWER ENERGY COSTS IN PENNSYLVANIA AND OHIO. 3. Calvert Cliffs upgrade for Amazon nuclear PPA first (09-30 20:00): CONSTELLATION AND AMAZON ANNOUNCE 20-YEAR POWER PURCHASE AGREEMENT ADDING 190 MEGAWATTS OF NUCLEAR CAPACITY AT CALVERT CLIFFS: BSW 4. FERC delays PJM's plan to meet AI demand first (09-30 18:01): CEG, NRG, TLN Stocks In Spotlight: TD Cowen Warns Of ‘Acute’ Uncertainty After FERC Delays PJM’s Plan To Meet AI Demand → {"story": 1} -
Продолжение сюжета · Премаркет: акции OPCH и CEG растут на новостях о покупке и ядерной сделке; NKE падает из-за рейтинга «продавать
Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2
Company: CEG (Constellation Energy) New event (10-06 11:17 UTC): Premarket Movers: OPCH, CEG Stocks Jump On Buyout Talks, Nuclear Deal – NKE Slides On ‘Sell’ Rating also reported: Premarket movers: Constellation, Zscaler rise while Nike falls also reported: Stocks making the biggest moves premarket: Constellation Energy, Option Care Health, Lennar, P&G and more Storylines: 1. Google-Constellation nuclear power deal first (10-06 01:00): GOOGLE, CONSTELLATION NEAR BILLION-DOLLAR DEAL FOR ATOMIC POWER latest (10-06 02:01): Why Is CEG Stock Surging More Than 4% In Overnight Trading? 2. DOE $4.2B nuclear investment in PA and OH first (10-05 16:21): US DEPARTMENT OF ENERGY: ANNOUNCES $4.2 BILLION INVESTMENT TO BOOST NUCLEAR POWER AND HELP LOWER ENERGY COSTS IN PENNSYLVANIA AND OHIO. 3. Calvert Cliffs upgrade for Amazon nuclear PPA first (09-30 20:00): CONSTELLATION AND AMAZON ANNOUNCE 20-YEAR POWER PURCHASE AGREEMENT ADDING 190 MEGAWATTS OF NUCLEAR CAPACITY AT CALVERT CLIFFS: BSW 4. FERC delays PJM's plan to meet AI demand first (09-30 18:01): CEG, NRG, TLN Stocks In Spotlight: TD Cowen Warns Of ‘Acute’ Uncertainty After FERC Delays PJM’s Plan To Meet AI Demand → {"story": 1} -
Продолжение сюжета · Акции Constellation Energy взлетели на сделке по поставке электроэнергии Google на 20 лет
Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2
Company: CEG (Constellation Energy) New event (10-06 14:00 UTC): Constellation Energy Stock Jumps on 20-Year Power Deal With Google also reported: Apogee Enterprises Posts Upbeat Q2 Earnings, Joins Constellation Energy, Freshworks And Other Big Stocks Moving Higher On Tuesday also reported: Constellation Energy Soars 12% on Google Nuclear Deal for 890 MW; Vistra Jumps 8%, Talen Energy Climbs 7% Storylines: 1. Google-Constellation nuclear power deal first (10-06 01:00): GOOGLE, CONSTELLATION NEAR BILLION-DOLLAR DEAL FOR ATOMIC POWER latest (10-06 11:17): Premarket Movers: OPCH, CEG Stocks Jump On Buyout Talks, Nuclear Deal – NKE Slides On ‘Sell’ Rating 2. DOE $4.2B nuclear investment in PA and OH first (10-05 16:21): US DEPARTMENT OF ENERGY: ANNOUNCES $4.2 BILLION INVESTMENT TO BOOST NUCLEAR POWER AND HELP LOWER ENERGY COSTS IN PENNSYLVANIA AND OHIO. 3. Calvert Cliffs upgrade for Amazon nuclear PPA first (09-30 20:00): CONSTELLATION AND AMAZON ANNOUNCE 20-YEAR POWER PURCHASE AGREEMENT ADDING 190 MEGAWATTS OF NUCLEAR CAPACITY AT CALVERT CLIFFS: BSW 4. FERC delays PJM's plan to meet AI demand first (09-30 18:01): CEG, NRG, TLN Stocks In Spotlight: TD Cowen Warns Of ‘Acute’ Uncertainty After FERC Delays PJM’s Plan To Meet AI Demand → {"story": 1} -
Продолжение сюжета · Миллиардер Филипп Лафон делает ставку $1,2 млрд на Constellation с поддержкой ИИ от Google
Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2
Company: CEG (Constellation Energy) New event (10-06 15:24 UTC): Billionaire Philippe Laffont’s $1.2 Billion Constellation Bet Gets a Google AI Boost Storylines: 1. Google-Constellation nuclear power deal first (10-06 01:00): GOOGLE, CONSTELLATION NEAR BILLION-DOLLAR DEAL FOR ATOMIC POWER latest (10-06 14:00): Constellation Energy Stock Jumps on 20-Year Power Deal With Google 2. DOE $4.2B nuclear investment in PA and OH first (10-05 16:21): US DEPARTMENT OF ENERGY: ANNOUNCES $4.2 BILLION INVESTMENT TO BOOST NUCLEAR POWER AND HELP LOWER ENERGY COSTS IN PENNSYLVANIA AND OHIO. 3. Calvert Cliffs upgrade for Amazon nuclear PPA first (09-30 20:00): CONSTELLATION AND AMAZON ANNOUNCE 20-YEAR POWER PURCHASE AGREEMENT ADDING 190 MEGAWATTS OF NUCLEAR CAPACITY AT CALVERT CLIFFS: BSW 4. FERC delays PJM's plan to meet AI demand first (09-30 18:01): CEG, NRG, TLN Stocks In Spotlight: TD Cowen Warns Of ‘Acute’ Uncertainty After FERC Delays PJM’s Plan To Meet AI Demand → {"story": 1} -
Продолжение сюжета · Google присоединился к Microsoft, Amazon и Meta в энергетическом портфеле Constellation
Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2
Company: CEG (Constellation Energy) New event (10-06 20:44 UTC): Google Joins Microsoft, Amazon, and Meta on Constellation’s Energy Roster Storylines: 1. Google-Constellation nuclear power deal first (10-06 01:00): GOOGLE, CONSTELLATION NEAR BILLION-DOLLAR DEAL FOR ATOMIC POWER latest (10-06 15:24): Billionaire Philippe Laffont’s $1.2 Billion Constellation Bet Gets a Google AI Boost 2. DOE $4.2B nuclear investment in PA and OH first (10-05 16:21): US DEPARTMENT OF ENERGY: ANNOUNCES $4.2 BILLION INVESTMENT TO BOOST NUCLEAR POWER AND HELP LOWER ENERGY COSTS IN PENNSYLVANIA AND OHIO. 3. Calvert Cliffs upgrade for Amazon nuclear PPA first (09-30 20:00): CONSTELLATION AND AMAZON ANNOUNCE 20-YEAR POWER PURCHASE AGREEMENT ADDING 190 MEGAWATTS OF NUCLEAR CAPACITY AT CALVERT CLIFFS: BSW 4. FERC delays PJM's plan to meet AI demand first (09-30 18:01): CEG, NRG, TLN Stocks In Spotlight: TD Cowen Warns Of ‘Acute’ Uncertainty After FERC Delays PJM’s Plan To Meet AI Demand → {"story": 1} -
Продолжение сюжета · Австралийские уранодобывающие компании растут после сделки Google с Constellation Energy на поставку электроэнергии
Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2
Company: CEG (Constellation Energy) New event (10-07 06:16 UTC): Australian uranium miners rally after Google's power deal with Constellation Energy Storylines: 1. Google-Constellation nuclear power deal first (10-06 01:00): GOOGLE, CONSTELLATION NEAR BILLION-DOLLAR DEAL FOR ATOMIC POWER latest (10-06 20:44): Google Joins Microsoft, Amazon, and Meta on Constellation’s Energy Roster 2. DOE $4.2B nuclear investment in PA and OH first (10-05 16:21): US DEPARTMENT OF ENERGY: ANNOUNCES $4.2 BILLION INVESTMENT TO BOOST NUCLEAR POWER AND HELP LOWER ENERGY COSTS IN PENNSYLVANIA AND OHIO. 3. Calvert Cliffs upgrade for Amazon nuclear PPA first (09-30 20:00): CONSTELLATION AND AMAZON ANNOUNCE 20-YEAR POWER PURCHASE AGREEMENT ADDING 190 MEGAWATTS OF NUCLEAR CAPACITY AT CALVERT CLIFFS: BSW 4. FERC delays PJM's plan to meet AI demand first (09-30 18:01): CEG, NRG, TLN Stocks In Spotlight: TD Cowen Warns Of ‘Acute’ Uncertainty After FERC Delays PJM’s Plan To Meet AI Demand → {"story": 1}