MarketPulse

AI energy demand

3 articles
The Motley FoolThe Motley Fool··Ryan Vanzo

Hydrogen vs. Nuclear: Which Energy Stock Wins the AI Data Center Race?

Oklo's small modular reactors appear poised to outcompete Plug Power's hydrogen fuel cells for powering AI data centers, driven by lower costs and major tech partnerships.
OKLOPLUGrenewable energyhydrogen fuel cells
The Motley FoolThe Motley Fool··Catie Hogan

Oklo Stock Surges on Advanced Reactor Partnerships Ahead of 2027 Deployment

Oklo stock surges 238% YTD on partnerships with Meta and Siemens Energy. Pre-revenue company targets 2027 reactor deployment pending NRC approval.
OKLOMETASMNEYLBRTnuclear fuel recyclingpre-revenue company
The Motley FoolThe Motley Fool··Courtney Carlsen

Constellation Energy Faces Rate Pressure Amid Strong Tech Demand Tailwinds

Constellation Energy fell 32% amid rate cap concerns, but benefits from strong tech demand and long-term power contracts that provide revenue visibility and growth potential.
METAMSFTCEGnuclear energyhyperscalers