Two interesting players report today. $CEG (Constellation Energy) before the market opens, with EPS estimated at $3.90: the market is looking for signs of electricity demand from data centers. $OXY (Occidental) after the market closes, with EPS estimated at $1.43: the oil market matters to the company, with WTI down to around $91. These two reports will show how AI and oil fit into the bigger picture ahead of CPI. Not financial advice.
Which of these two stocks is more sensitive to oil and AI: CEG or OXY? 👇
#Earnings