Possible scenario
Deal executes smoothly
45% Chance
Amazon and Constellation move the 690 MW arrangement through contracting, interconnection, and customer-allocation steps without major setbacks. The deal becomes a benchmark for hyperscaler nuclear procurement, reinforcing nuclear power as a premium source for AI data-center load.
Secondary impacts
- Utilities +1.0%
- Technology +0.4%
Tickers
- CEG+5.3%
- AMZN+1.4%
Portfolio impact
S&P 500+0.3%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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