The Trump Administration announced a new plan for electricity plant construction in the PJM mid-Atlantic region, involving tech giants funding new power plants themselves. Constellation Energy’s stock fell 9.7%, despite a 58% rally in 2025 due to increased demand from AI data centers. The plan involves large tech companies bidding for 15-year contracts to support new plant construction, potentially capping rates for existing power sources. The new deal, not yet law, could impact Constellation’s revenue from the PJM region, where it has a significant market share.

The new plan could benefit Constellation’s new construction but may limit profits from existing plants due to price caps. Investors considering buying Constellation Energy stock should note that the Motley Fool’s Stock Advisor team did not include it in their top 10 stock picks. The team’s picks have historically outperformed the market, with an average return of 958%, compared to 196% for the S&P 500.

Read more at Nasdaq.: Why Constellation Energy Tanked Today