CapitalSpending News & Analysis
2 articles
Market Mood
Constellation Energy (CEG) Price Target Raised to $360 by Barclays
On April 4, Barclays reiterated its Overweight rating for Constellation Energy Corporation (CEG) and increased the price target to $360 from $356. The company anticipates 2026 earnings between $11 and $12 per share, with Barclays forecasting a rise to $19 per share by 2029. Constellation plans to invest $3.9 billion in capital expenditures in 2026 and has increased its share buyback authorization to $5 billion. This positions CEG to meet the increasing demand for clean electricity in the U.S., particularly following the record power demand seen in 2025.
Read More
S&P 500 Climbs 78% in 3 Years; VIX Hits 24 Amid AI Sector Uncertainty
The S&P 500 has increased by over 78% in the past three years, primarily driven by artificial intelligence (AI) stocks. Recently, the market has faced volatility, with the CBOE Volatility Index (VIX) rising to 24. Concerns about AI revenue opportunities in relation to spending levels, alongside geopolitical tensions and interest rate uncertainties, have contributed to investor apprehension. Major tech firms are projected to invest nearly $700 billion in capital spending this year, much of which will enhance AI infrastructure.
Read More