Nuclear Power Surge: Trump-Era Investments & Tech's Energy Needs

Is Nuclear Power Making a Comeback? The Trump Administration's New Energy InvestmentThe Trump administration is eyeing nuclear power, potentially investing in companies to boost domestic enriched uranium supply. Following similar moves with Intel and MP Materials, the Department of Energy is forming a consortium for nuclear fuel, sparking interest in companies like Centrus Energy (up 180%) and BWX Technologies (up 45%). National security concerns from the Ukraine war and surging energy demands from AI data centers are driving renewed interest, with tech giants eyeing nuclear to power operations. Companies like Constellation Energy and Vistra are up over 35%, and Oklo, a next-gen reactor builder, has seen its stock soar over 1,000%. Is this the start of a nuclear renaissance in the U.S.? Hosted on Acast. See acast.com/privacy for more information.