AI data centers are rewriting America's power grid math, and three nuclear operators have quietly positioned themselves to collect the bill. One even has NVIDIA on its cap table.
Hyperscalers are signing decade-long power deals that would have seemed absurd three years ago, and three nuclear stocks sit at the center of that shift as an operator, a fuel producer, and…
NVIDIA and Microsoft dominate AI headlines, but the real money may flow to a quieter group of power producers and metal miners building the infrastructure underneath. Here is why the next wave…
Oklo has shed more than 70% from its peak while simultaneously landing federal AI-nuclear contracts and a massive hyperscaler pipeline that rivals see as the future of data center power. Whether that…
Nuclear stocks looked unstoppable just weeks ago, but a brutal month-long selloff has split the sector into two very different stories, and knowing which side you are on could determine whether you…
A $375 million convertible note offering sent Fermi America into a sharp Friday selloff, but the real question hanging over the pre-revenue power developer is whether it can land a binding tenant…
An energy analyst says the AI labs themselves are engineering a power crisis that the U.S. grid cannot survive, and the race to fix it is already minting winners and losers across…
Goldman Sachs is warning that a collapse in Chinese oil demand may be only partly reversible, and the reason has less to do with the Strait of Hormuz than with what Chinese…
The AI data-center power crunch has turned utilities from bond proxies into growth stocks, and two funds sit at the center of that trade: the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) and…
Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S.…
A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record…
On a recent episode of the Animal Spirits podcast titled Talk Your Book: AI Is Not a Bubble, Alger portfolio manager Dr. Ankur Crawford made a deceptively simple argument that cuts against…
Constellation Energy (NASDAQ:CEG | CEG Price Prediction) is a stock worth owning for decades because it operates the largest fleet of irreplaceable baseload nuclear assets in a country that has barely built…
Jeremy Phillips Pre-Market Stock Futures: Futures are trading higher this morning after we finally heard what we expected from Kevin Warsh, the new Chairman of the Federal Reserve: they may have to raise rates…
Pre-Market Stock Futures: Futures are trading mixed as we hit the midweek point, as the Space Exploration Technologies (NASDAQ: SPCX | SPCX Price Prediction) or SpaceX IPO rush is starting to fade…
