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Investors looking to tap into the AI rally have a discounted opportunity today according to one analyst. Context: Investors see nuclear as the next big AI play because all these big tech companies like Microsoft and Amazon are paying big $$$ to nuclear companies. Why? Cus they need energy quickly and affordably. These deals have led to a bump in nuclear stocks, but today, nuclear stocks are down because regulators blocked a power deal between Amazon and Talen Energy’s Susquehanna nuclear plant. The regulatory wrist slap hit Talen’s stock and caused sympathy moves in other nuclear names like Constellation and Vistra, who were eyeing similar agreements with big tech firms. Despite the roadblock, data centers’ rising energy needs keep nuclear power in play as a potential energy source moving forward. Constellation is CFRA's top pick in the nuclear space. #nuclear #energy #cleanenergy #stocks #stockmarket #invest #investing #howtoinvest #fintok #markets #finance #money #ai #chatgpt #nvidia#greenscreen
Duration: 114 sPosted : Mon, 04 Nov 2024 21:29:10Views
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