“Starbucks Rumors, Google Bets On Nuclear Energy, & Ray Dalio”
Speaker is long CEG; views recent nuclear deals as positive for long-term strength despite short-term volatility.
On Tuesday, Google and Constellation Energy announced a 20-year, 890-megawatt power purchase agreement to upgrade 11 existing reactors in Illinois, Pennsylvania, and New Jersey—the largest upgrade deal ever made between a nuclear operator and a technology company, and I'm very excited about it.