Constellation, other nuke-related stocks sink as analyst says Microsoft cancels leases for AI datacenters

Constellation Energy (NASDAQ:CEG) -6%, Vistra (NYSE:VST) -5.1%, and Talen Energy (TLN) -1.3% in Monday’s trading after TD Cowen analysts said Microsoft has begun canceling leases for “a couple hundred” MWs of U.S. datacenter capacity, which