Why have the recent trends of several new energy stocks diverged?

Constellation Energy and Centrus Energy fell 2-3%, as short-term interest rate expectations are weighing on the nuclear power logic which involves high capital consumption;

Eaton remained largely flat, with data center power demand still providing support;

Canadian Solar edged down, as the impact of tariffs on polysilicon imports hasn't been fully digested yet;

QuantumScape rose slightly by 1%, with the commercialization of its technology route being a longer-term uncertainty.

If the Fed opens up room for rate cuts, the financing cost logic for Constellation Energy and Eaton will change, so recent positions need to watch for signals of an interest rate turning point.