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Nuclear Energy Stocks for AI Power Demand Including NuScale and Constellation

NuScale Power logoNuScale Power
Sig1.75Sen-1.30Env+1.20Soc+0.20Gov0.00
Constellation Energy logoConstellation Energy
Sig1.35Sen+1.20Env+1.10Soc0.00Gov-0.80

Nuclear energy stocks are drawing attention as AI power demand grows, with investors watching NuScale’s small modular reactor plans and its design certification progress despite pre-commercial losses and funding needs. Constellation Energy is also highlighted for reshaping its earnings around long-dated nuclear contracts, with a noted $2.3b one-off gain that could be masking something important.

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