MarketPulse

AI energy demand

9 articles
The Motley FoolThe Motley Fool··Johnny Rice

NuScale's 82% Crash Opens Recovery Bet—But SMR Timeline Poses Real Risk

NuScale stock plunged 82% from October peak. Morgan Stanley data shows 49% of 80-85% crash stocks recover within 4.2 years, but execution risks loom large.
SMRNVDAsmall modular reactorsnuclear energy
The Motley FoolThe Motley Fool··Motley Fool Staff

Earnings Reality Check: Market Re-rates Mature Tech Darlings Amid AI Energy Boom

Streaming and fintech stocks face sharp declines despite solid earnings as market re-rates them as mature companies. AI energy demand lifts Bloom Energy.
NFLXORCLORCLpDSOFIBE+2fintechdata centers
The Motley FoolThe Motley Fool··Ryan Vanzo

Plug Power Stock Trades Below $30: Speculative Bet on Hydrogen's Long-Term Promise

Plug Power stock has tripled in 12 months despite chronic unprofitability and massive dilution. Hydrogen viability remains years away, warranting cautious portfolio positioning.
PLUGrenewable energyreverse stock split
BenzingaBenzinga··Bamboo Works

Chinese Fusion Startup NovaFusionX Raises $100M in Bet on Nuclear Energy Future

Chinese startup NovaFusionX raises $100M for modular fusion reactor development, targeting first plasma discharge by 2026 amid surging AI-driven electricity demands.
DJTDJTWWcommercializationChina
The Motley FoolThe Motley Fool··Ryan Vanzo

NuScale's May 2026 Catalyst: Will SMR Momentum Shift Data Center Energy Race?

NuScale Power's May 7, 2026 earnings could reveal major data center contracts, validating its $3.1B valuation as AI infrastructure drives nuclear energy demand.
SMROKLOsmall modular reactorsnuclear energy
The Motley FoolThe Motley Fool··Leo Sun

Grid Under Pressure: Renewable Giants $BEP and $GEV Eye Boom as AI Demands Soar

Brookfield Renewable and GE Vernova emerge as top utility picks as cloud computing and AI drive unprecedented grid expansion demands.
MSFTGOOGGOOGLCCJGEV+1cloud computingrenewable energy
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