This week, several stocks caught investors’ attention, driven by significant developments and market momentum. Here’s the breakdown of this week’s trending stocks:
Constellation ($CEG) Lands $1B U.S. Government Loan to Restart Crane Nuclear Plant
Constellation ($CEG), the largest producer of carbon-free energy in the U.S., announced that the federal government is backing its plan to restart the Crane Clean Energy Center with a $1 billion Department of Energy loan, a major step toward bringing 835 MW of new baseload nuclear power to the grid.
According to the company, this is the first time the DOE Loan Programs Office has finalized a conditional commitment and financial close at the same time — something officials say was possible because of Constellation’s financial strength. The loan comes from the Energy Dominance Financing Program and is designed to lower financing costs while accelerating the project.
Constellation says the restart of the Crane reactor will support the surge in electricity demand driven by data centers, electrification, and AI-related infrastructure. The plant will add steady 24/7 power to the grid and, according to an economic impact study cited by the company, could create around 3,400 direct and indirect jobs and generate more than $16 billion in economic impact for Pennsylvania.
Federal and state officials framed the loan as a key part of U.S. energy security and AI competitiveness. Constellation CEO Joe Dominguez said federal support is helping “vastly expedite this restart without compromising quality or safety,” while Pennsylvania leaders highlighted the project’s large economic footprint and ability to supply clean power during a period of fast-growing demand.
The Crane site is already over 80% staffed, with more than 500 engineers, operators, and technical workers on site. Inspections and regulatory work are progressing, and Constellation has also committed over $1 million in local workforce and community support, including $200,000 donated in 2025.
The restart at Crane is part of a broader multi-billion-dollar investment program Constellation is making to extend the life and output of its nationwide nuclear fleet — a strategy the company says will help meet long-term power needs for businesses, homes, and future AI workloads.
Stock Price Reaction
Constellation’s stock saw only a modest reaction.
MP Materials ($MP) Forms Rare Earth Refining JV With Saudi Arabia
MP Materials ($MP), the only fully integrated rare earth materials producer in the U.S., announced a major joint venture with Saudi Arabian Mining Company Maaden to build a rare earth refinery in Saudi Arabia, developed in coordination with the U.S. government.
The new refinery is part of a broader U.S.–Saudi critical minerals framework signed this week in Washington. The plant will process rare earth feedstock from Saudi Arabia and other regions, producing both light and heavy rare earth oxides for use in U.S. and Saudi manufacturing, defense supply chains, and allied markets. The move aims to diversify a supply chain that is still heavily concentrated in China.
MP said the JV structure is “capital-light” for the company. MP and the U.S. government (through a joint venture) are expected to hold a combined 49% stake, while Maaden will hold at least 51%. The U.S. portion will be financed entirely through non-recourse funding from the government, while MP contributes its refining technology, sourcing capabilities, and marketing relationships.
Management framed the deal as a major strategic step. CEO James Litinsky said the partnership allows MP to project U.S. industrial capability abroad while expanding MP’s global footprint in refining and magnet materials. Maaden noted that the project supports Saudi Arabia’s national mining plans and growing critical-minerals sector.
The JV complements MP’s previously announced multibillion-dollar public–private partnership with the U.S. government to expand domestic heavy rare earth processing at Mountain Pass and build a second magnet manufacturing facility in the U.S.
Stock Price Reaction
Shares of MP Materials jumped more than 8% following the announcement.
Adobe ($ADBE) to Buy Semrush in $1.9B All-Cash Deal
Adobe ($ADBE), a major software company powering content creation and customer experience tools, announced it will acquire Semrush ($SEMR), a leading brand-visibility and SEO/GEO platform, in a $1.9 billion all-cash transaction.
Semrush helps brands understand how they appear across the internet — including traditional search, social channels, and now large language models like ChatGPT and Gemini. Adobe said the acquisition will strengthen its marketing and AI-driven brand-visibility products as companies shift toward “generative engine optimization” (GEO), a fast-growing area as consumers increasingly get information through AI assistants instead of search engines.
With Semrush’s SEO/GEO tools integrated into Adobe Experience Cloud — including AEM, Adobe Analytics, and the new Adobe Brand Concierge — Adobe says marketers will gain a full picture of how their brands show up across owned channels, LLMs, traditional search, and the broader web. Adobe highlighted that major companies already rely on its AI-powered digital experience solutions, with 99% of the Fortune 100 using its tools.
Semrush brings more than a decade of search expertise and strong enterprise momentum, reporting 33% ARR growth in its latest quarter with major customers such as Amazon, JPMorganChase, and TikTok. Both companies argue the deal positions marketers to stay discoverable as AI search becomes the default way people look for products and information.
The deal has been approved by both boards and is expected to close in the first half of 2026, pending regulatory approvals and a shareholder vote. Founders and key shareholders representing over 75% of Semrush’s voting power have already agreed to support the transaction.
Stock Price Reaction
The market reacted sharply to the news: Semrush shares jumped more than 70%, reflecting the sizable premium, while Adobe shares slipped around 2% as investors digested the acquisition price and integration plans.
This article is for informational purposes only and is not investment advice or a solicitation to buy or sell securities. The content is based on publicly available information and reflects the author’s opinions as of the publication date, which may change without notice. All investments carry inherent risks, including the potential loss of principal, and past performance is not indicative of future results. Forward-looking statements, including references to projected revenues, market trends, or business developments, are based on current expectations and assumptions. Actual results may differ due to various factors, including regulatory changes, economic conditions, competitive pressures, and unforeseen market fluctuations. Readers should conduct their own research or consult a financial advisor before making investment decisions. BBAE holds no position in the securities mentioned, nor are they compensated by the companies mentioned.
