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Constellation Energy’s Google Deal Shows Why Nuclear Uprates Matter for AI
Constellation Energy shares surged after Alphabet’s Google signed 20-year and 15-year power deals totaling 3,590 megawatts, tied to reactor uprates rather than new plants.
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What Is Driving Rates Higher and Bonds Lower?
The biggest question confronting investors today isn’t about AI, market concentration, or technology. Instead, it’s about the bond market. Like nearly everything in investing, it’s rarely about any one thing; instead, a mix of factors drives interest rates. Some matter more than others, but together, they can create a perfect storm of elements……
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Get all your questions answered at TechCrunch Disrupt 2026: The full breakout session agenda revealed
Get all of your scaling and tech questions answered at TechCrunch Disrupt 2026. Here’s the full breakout session agenda, happening October 13-15 in San Francisco. Register now to join and save up to $100, and get a second pass at 50% off.
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