These 2 AI Power Stocks Jumped While the S&P 500 Fell

finance.yahoo.com · 2026-09-07

NRG Energy gained 6.4% and Constellation Energy rose 4.9% on September 4 while the S&P 500 fell 0.4%. The gains were consistent with the broader AI-power trade where data-center projects increasingly depend on generators that can add reliable capacity, navigate interconnection queues, and sign contracts before construction. NRG Energy, Inc. (NYSE:NRG) and Constellation Energy Corporation […]

TickrTrends take: NRG experienced upward price movement while broader markets declined, which could reflect investor interest in AI-related power demand themes within the utilities sector. Given TickrTrends' assessment that NRG is fairly valued at current levels, investors monitoring the stock should watch whether this momentum persists or reflects temporary sentiment around data center power needs. The fair valuation designation suggests limited upside from current prices, making continued execution on power infrastructure investment the key factor to track for fundamental support of the stock's recent gains.

Read the full story at finance.yahoo.com →