MarketPulse

AI electricity demand

5 articles
The Motley FoolThe Motley Fool··Jonathan Ponciano

Clean Energy Believer: Fund Trims $4M Position Despite 84% Rally

Florin Court Capital sold $3.64M of clean energy ETF shares in Q1 2026 after 84% surge, but maintains it as largest holding at 18.5%.
ICLNportfolio rebalancingrenewable energy
The Motley FoolThe Motley Fool··Ryan Vanzo

NuScale Power Eyes Nuclear Renaissance as AI Boom Drives Energy Demand Surge

NuScale Power positioned to capitalize on nuclear renaissance driven by AI electricity demand, with Bank of America projecting $10 trillion market opportunity, though execution uncertainty remains significant.
SMROKLOBACBACpBBACpE+13nuclear energyclean energy
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

AI Power Boom Creates Opportunities as Nvidia Stumbles: Energy Giants Eye Data Center Demand

Nvidia's selloff shifts investor focus to power infrastructure. Constellation Energy and GE Vernova positioned to profit from AI-driven electricity demand through major tech contracts and massive equipment backlogs.
NVDAMETAMSFTCEGGEVdata centersnuclear power
The Motley FoolThe Motley Fool··Jack Delaney

Japan's $36B U.S. Investment Pledge Signals Energy Shift, Could Boost Gas Suppliers

Japan commits $36 billion toward U.S. energy projects, including a major 9.2 gigawatt Ohio natural gas plant, positioning companies like EQT and Hitachi as potential beneficiaries.
EQTHTHIYdata centersenergy infrastructure
The Motley FoolThe Motley Fool··James Hires

NuScale Advances Ahead of Oklo in SMR Race With TVA Contract and Revenue Growth

NuScale secures TVA contract for 6GW SMR capacity and reports $8.2M Q3 revenue, positioning it ahead of rival Oklo in commercialization timeline.
SMROKLOFLRsmall modular reactorsSMR technology