A true ‘nuclear renaissance’ is taking shape, and these stocks could be big winners

A true ‘nuclear renaissance’ is taking shape, and these stocks could be big winners A true ‘nuclear renaissance’ is taking shape, and these stocks could be big winners Analysts see greater potential for companies that can generate capacity from existing sites instead of building new reactors AI is driving up demand for nuclear power, as evidenced by Google’s recent deal with Constellation Energy. uclear-energy industry has been having a moment, but analysts say some companies look better positioned than others to capitalize on a wave of AI-fueled demand. That artificial-intelligence companies are turning to nuclear energy isn’t exactly new. But recently, technology giants have been striking nuclear deals that focus on “uprates,” or an expansion of capacity for existing nuclear sites, rather than building new ones.

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Hannah Pedone is a New York–based technology reporter for MarketWatch. Intraday Data provided by FACTSET and subject to terms of use. Historical and current end-of-day data provided by FACTSET.

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