The stock market is buzzing about AI, and for good reason.
This revolutionary technology is poised to transform industries, create new markets, and generate massive profits for early investors. But there's a hidden problem that no one's talking about – AI's insatiable hunger for power.
AI requires an enormous amount of electricity to function, and the demand is only going to increase in the coming years as it becomes more powerful and widely adopted. Data centers — the massive facilities that house the servers and computing power needed for AI — are already straining the electrical grid, and the situation is about to reach a crisis point.
This is where nuclear energy comes in. It's the only proven technology capable of providing the abundant, reliable, and carbon-free electricity that AI needs to thrive. And as big tech companies like Microsoft and Amazon scramble to secure enough power for their data centers, we're seeing a dramatic shift toward nuclear energy.
Here are two nuclear energy companies that we expect to soar in value as this trend accelerates.
Constellation Energy (CEG): Powering the AI Revolution
Constellation Energy operates the largest fleet of nuclear power plants in the United States. And earlier this week, the company announced a major deal with Microsoft to restart its Three Mile Island nuclear reactor in Pennsylvania and sell 100% of its electricity to the tech giant for the next 20 years.
This deal is a game changer. It confirms the growing importance of nuclear energy for AI and demonstrates how big tech is willing to invest heavily to ensure a reliable and sustainable source of power. As Ian Wyatt, editor of Daily Profit, notes: “Big tech companies are using vast amounts of electricity to power AI data centers. They’re partnering with electric utilities to get access to cheap, reliable, and abundant nuclear energy from legacy power plants.” Read more.
Chris Johnson, our technical expert at Money Morning, sees this deal as a powerful sign that “AI Goes Nuclear.” He believes the deal is just the beginning of a long-term trend: “The message here is clear… The ‘The AI Energy Trade' is just getting started.” Read more.
Constellation's stock (CEG) has already surged over 100% in the last year, but we expect it will continue to deliver explosive returns as the company signs more deals with power-hungry AI giants.
Duke Energy (DUK): A Strategic Position in the Data Center Hub
Duke Energy is the second-largest nuclear power operator in the US, with a strong footprint in North Carolina, a rapidly growing data center hub. The company's location in Catawba County, near Charlotte, is particularly strategic, as it's been marketed as a data center hub for the last decade.
Chris Johnson highlights Duke's advantages, noting its proximity to major data centers and its diverse portfolio of nuclear and hydroelectric plants. As he puts it: “Duke Energy has a large footprint of nuclear and hydro plants in the area.” Read more.
With a steady dividend and a solid track record of growth, Duke (DUK) is another “Strong Bullish” buy that offers investors the perfect combination of safety and explosive upside potential in the AI-powered nuclear energy boom.
The bottom line:
Don't get distracted by the latest hot AI company. The REAL action is happening in the energy sector, and these two nuclear power giants are the key players to watch.
Get in early, BEFORE these stocks truly take off.
Tomorrow, we'll break down the gold miners poised to strike it rich. Don’t miss it!
