3 Nuclear Stocks Worth Owning for the Entire Year as Power Demand Keeps Climbing

Yahoo Finance ·

For decades, the ghosts of the Fukushima Daiichi disaster haunted the global nuclear energy industry. Wind and solar grabbed the clean-energy spotlight, pushing nuclear into obscurity as investments dried up. Then came the artificial intelligence (AI) boom, and things changed practically overnight. A single next-generation AI server rack can consume as much power as dozens of standard households at peak. A terrifying reality hit tech giants: Their ambitious AI growth plans were about to outgrow the aging, capacity-strained power grids. Because wind and solar are intermittent, they simply cannot guarantee the 24/7 uptime that data centers require. Nuclear power wasn't an alternative anymore. It became the only viable option. The momentum now appears unstoppable. The U.S. government wants to quadruple nuclear energy capacity from around 100 gigawatts (GW) today to 400 GW by 2050 and is pouring billions of dollars into jump-starting the industry. Utilities are signing historic deals, and more and more nuclear start-ups are hitting the market.

DYAX Investor Sentiment

Bullish (Long) 63% · Bearish (Short) 37%

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