Shares of Oklo (NYSE:OKLO | OKLO Price Prediction) are up roughly 13% in midday trading Wednesday after the U.S. Nuclear Regulatory Commission (NRC) approved the Principal Design Criteria for the company’s Aurora…
For most of its life, the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) was the financial equivalent of a thermostat. You set it, you forgot it, and it quietly produced a check every…
Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations,…
If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat…
Pre-Market Stock Futures: Futures are trading mixed as we get set to close out a wild week on Wall Street that saw a little bit of everything served with a massive helping…
BloombergNEF’s latest forecast paints a clear picture of AI’s inexorable force: global data center power demand will quadruple over the next decade, driven by AI data center training and inference that run…
Rich Duprey Every major AI buildout has needed one thing before the servers could run: reliable power. The electricity grid is the binding constraint on how fast AI can scale, making utilities one of…
The S&P 500 is down 7% year-to-date. VPU is up 7% over the same stretch. That divergence is exactly what utilities are supposed to do. What VPU Is Actually Designed to Do…
The nuclear energy stocks have really come in over the past month, and while the appetite for such plays that are doing their part to fuel the nuclear renaissance might be fading,…
Utilities have long been the portfolio’s boring backbone: predictable dividends, regulated cash flows, and a tendency to hold up when riskier assets sell off. Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY) packages that…
Every month, without checking the price first, one investor buys more shares of the VanEck Uranium and Nuclear ETF (NYSE:NLR). This isn’t because they think they can time the nuclear energy cycle…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are up roughly 2% in Monday morning trading, offering a modest but welcome rebound after a rough stretch to start 2026. The stock closed Friday…
Constellation Energy trades at a 40x trailing P/E with a beta of 1.1. That is not how utilities are supposed to behave. It is how high-growth tech infrastructure companies behave, and that…
One quote is doing a lot of heavy lifting right now in energy circles. That single stat reframes the entire AI infrastructure trade. Everyone is chasing the picks and shovels of AI…
The largest producer of carbon-free energy in the United States, Constellation Energy (NASDAQ:CEG | CEG Price Prediction) is trading near $293, down 17% year-to-date after starting 2026 at on a high. Retail…
David Beren 
