Big Cap Intelligence
The same deep, structured due-diligence — applied to US large & mega-caps ($10B+): what it does, the catalysts and demand drivers ahead, bull vs bear, and a transparent 0–10 rating that leads with the real big-cap risks (valuation, leverage, regulation, disruption).
Inside each report, ● price & market cap are live. The rating, catalysts and research are as of the analysis date shown on every card — financials come from the company’s latest SEC filing.
GE Vernova manufactures large gas turbines, power grid equipment (transformers, switchgear, HVDC), and wind turbines — selling to utilities, independent power producers, and data-center developers globally.
BWX Technologies manufactures naval nuclear reactor components, reactor cores, and fuel for the US Navy under sole-source contracts, and produces SMR components and medical radioisotopes (Actinium-225, Tc-99m) for commercial customers.
NRG Energy is the largest competitive power-and-retail energy company in the US, supplying electricity and gas to ~6 million retail customers under brands like Direct Energy and Reliant, backed by ~25 GW of gas-fired generation across ERCOT and PJM.
Vistra Corp is the largest competitive (merchant) power generator in the US, operating ~41 GW of gas, nuclear, coal, and solar capacity. It also owns TXU Energy, holding ~32% of the ERCOT residential retail electricity market.
Talen Energy owns and operates the Susquehanna nuclear plant (2.5 GW, Pennsylvania) and sells power into PJM wholesale markets. Its anchor deal is an 18-year PPA with AWS covering up to 1,920 MW directly co-located at the nuclear site.
Constellation Energy owns and operates the largest private nuclear fleet in the US (~21 GW across 14 plants), selling power to wholesale markets, retail customers, and via long-term PPAs to hyperscalers. Its January 2026 Calpine acquisition added ~26 GW of gas generation, making CEG the largest non-utility power producer in the country at ~55 GW total.
Oklo designs and plans to build compact fast-spectrum nuclear reactors (Aurora powerhouse, up to 15 MWe) under a build-own-operate model, selling electricity to data centers and industrial customers under long-term power purchase agreements.
Research, not investment advice. An algorithmic assessment of quality and risk — never a recommendation to buy or sell. Figures sourced from SEC filings and public data; verify before acting.