Schwab Network on $CEG (Nov 9, 2026)
Constellation won by a very large margin; the speaker agrees with CEO Joe Dominguez that it has transformed and calls its progress amazing. The speaker says the US nuclear renaissance's sustainability depends on proper federal support, nuclear PTCs and DOE clean-baseload guarantees under the Trump administration, viewing these as very long-lasting signals.
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Constellation won by a very large margin. How much of the improvement we saw in Constellation's performance do you see as a reflection of the strong power market, and how much do you see as a contribution to their Calpine acquisition and portfolio changes?
In my opinion, the last answer from Constellation CEO Joe Dominguez on the earnings call this morning is the most important. That is: The sustainability of the nuclear renaissance in the United States depends on proper federal support, nuclear PTCs, and clean baseload electricity guarantees from the US DOE under the Trump administration.
These are very long-lasting signals. So to me, the company's progress from when I worked there to now is truly amazing. Joe Dominguez described this as a transformation for the company this morning, and I completely agree with that sentiment.
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