Google and Constellation Energy strike long-term deal for 890 MW of new nuclear capacity on PJM grid

AI Market Summary
Premarket trading is driven by idiosyncratic corporate catalysts: Google's long-term deal with Constellation to add 890MW of nuclear capacity supports the utility's earnings visibility, while Option Care rallies on reported buyout talks. SpaceX is most active as NASA nears a bulk launch purchase tied to its lunar base program, potentially improving revenue backlog and sentiment around space-sector demand.
Impact level
● Medium
Affected assets
NCSKSPCX2USD/USDT+0.43%
AI Insight · NCSKSPCX2USD/USDTAI Insight
● Neutral
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Google and Constellation Energy announced a long-term agreement to add 890 MW of new nuclear capacity to the PJM grid across Illinois, Pennsylvania and New Jersey. The news lifted Constellation Energy shares. Option Care Health surged on takeover speculation, while SpaceX saw heavy trading on expectations NASA will make a bulk purchase of rocket launches.