These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News

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9. Constellation Energy Corporation (NASDAQ:CEG)

Number of Hedge Fund Holders: 78

Share Price Decline: (19.75%)

Constellation Energy Group (NASDAQ:CEG) is an energy provider specializing in clean, carbon-free energy solutions. One of the worst-performing stocks on the S&P 500 on Monday was Constellation Energy. Who knew that an open-source AI model from a Chinese startup could spread panic on Wall Street? Investors had previously bid up power stocks on the belief that US hyperscalers would invest money into data centers required for AI use. Naturally, it would have caused a surge in energy demand.

Here is what Paul Zimbardo, managing director for US power utilities and clean energy research at Jefferies, has to say:

Hopefully we can kind of resume some of the upward [stock] trend, but this really does kind of cast some uncertainty into that thesis, which has become an investor’s base case”.

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