Summary
- Nvidia is a popular choice for AI investment, but some traders are turning to utility shares of companies that own nuclear power plants.
- Companies like Constellation Energy and Vistra, with nuclear power assets, have seen significant stock returns due to AI energy demand.
- Nuclear power plants are being considered for reactivation to meet the energy needs of AI data centers.
- AI’s insatiable need for energy is driving demand for nuclear power assets in the stock market.