MarketPulse

energy demand

8 articles
The Motley FoolThe Motley Fool··Jack Delaney

NuScale Power's $12 Threshold: Betting on Nuclear's $2.2T Future

NuScale Power trades below $12 as a pre-commercial nuclear technology firm with $31.5M revenue but no operational reactors, betting on a $2.2T sector opportunity.
SMRsmall modular reactorsSMR technology
BenzingaBenzinga··Erica Kollmann

Utilities Eclipse Big Tech: Constellation, NextEra Command Premium Valuations Amid AI Data Center Boom

Utility stocks $CEG and $NEE trade at tech-like valuations, surpassing Meta and Microsoft multiples as AI data center demand drives explosive energy needs.
METAMSFTCEGNEENEEpN+4nuclear powerrenewable energy
The Motley FoolThe Motley Fool··Ryan Vanzo

Nuclear's AI Boom: How $NULR and $OKLO Could Reshape Energy Markets

AI data centers spark nuclear interest as NuScale and Oklo pursue small modular reactors. $2.2 trillion market opportunity faces significant technology and regulatory risks.
SMROKLOnuclear energyNuScale Power
The Motley FoolThe Motley Fool··Ryan Vanzo

Oklo vs. NuScale: Which SMR Player Wins in the AI Power Race?

Oklo positioned as better bet for AI data centers with smaller reactors despite $9.8B valuation versus NuScale's $3.9B market cap.
SMROKLOsmall modular reactorsSMR technology
Investing.comInvesting.com··Andrew Rocco

Institutional Giants Signal AI Infrastructure Bet in Latest 13F Disclosures

Major institutional investors are increasing AI infrastructure bets, deploying capital across energy and semiconductors. Recent 13F filings show positions in Nvidia, Micron, and emerging AI infrastructure plays.
NVDAMUTSMBEINTC+1data centers13F filings
BenzingaBenzinga··Lekha Gupta

Fusion Fuel Diversifies Into Nuclear Energy With Royal Uranium Deal

Fusion Fuel acquires controlling stake in Royal Uranium, gaining 16 uranium royalties to capitalize on growing nuclear energy demand. Stock fell 3.43% on announcement.
HTOOclean energyenergy demand
BenzingaBenzinga··Prnewswire

Nuclear Energy Sector Positioned to Benefit From AI Infrastructure and Policy Support

AI data center demand and Trump's nuclear expansion policy create supply deficit, boosting uranium suppliers. DOE's $2.7B investment strengthens domestic fuel capacity and market opportunities.
SMRCEGNXELEUsmall modular reactorsnuclear energy
The Motley FoolThe Motley Fool··Catie Hogan

Bloom Energy Stock Rallies on Data Center Demand as Backlog Reaches $20B

Bloom Energy stock surges on AI data center demand with $20B backlog. Company reached profitability and partnered with Brookfield and Oracle, but trades at elevated 100x P/E ratio.
ORCLORCLpDBEBAMAEPdata centersAI infrastructure