Investment strategist picks 5 nuclear energy stocks to watch after Trump’s order
The post Investment strategist picks 5 nuclear energy stocks to watch after Trump’s order appeared on BitcoinEthereumNews.com. After President Donald Trump signed an executive order on nuclear energy, investment strategist Shay Boloor outlined a roadmap for capitalizing on what he called the “energy rails of the Fourth Industrial Revolution.” Notably, on May 23, President Trump signed orders to quadruple domestic nuclear power production within 25 years. In an X post on May 24, Boloor said this shift concerns capacity, control, and America’s ability to lead in the emerging AI-powered economy. “President Trump’s nuclear executive order isn’t just about flipping the switch on a dormant industry, it’s about flipping the script on what powers American dominance in the 21st century. And once you see the throughline, it becomes impossible to ignore: the United States can’t lead in AI, advanced manufacturing, or digital defense without re-architecting the very grid it runs on,” he said. To this end, Boloor identified five nuclear and power infrastructure stocks poised to benefit from the new regulatory environment. Cameco Corp (NYSE: CCJ) Often regarded as the bellwether of uranium sentiment, Cameco’s (NYSE: CCJ) role is set to expand dramatically. With the U.S. government backing next-gen nuclear and utilities racing to secure uranium supplies ahead of new reactor commissioning, Cameco becomes, in Boloor’s words, “the energy equivalent of TSMC,” a foundational layer for continuous power delivery in a compute-intensive future. At the close of the last trading session, CCJ stock was at $58.69, up 11%, and the equity had rallied 12.5% year-to-date. CCJ YTD stock price chart. Source: Google Finance Constellation Energy (NASDAQ: CEG) The strategist stated that Constellation (NASDAQ: CEG) isn’t just a utility anymore; it’s the provider of carbon-free baseload power underpinning the data centers of Google, Amazon, and other hyperscalers. He noted that as AI deployments scale up and demand reliable, 24/7 energy, Constellation as an irreplaceable partner. As of press time,…
The post Investment strategist picks 5 nuclear energy stocks to watch after Trump’s order appeared on BitcoinEthereumNews.com.
After President Donald Trump signed an executive order on nuclear energy, investment strategist Shay Boloor outlined a roadmap for capitalizing on what he called the “energy rails of the Fourth Industrial Revolution.” Notably, on May 23, President Trump signed orders to quadruple domestic nuclear power production within 25 years. In an X post on May 24, Boloor said this shift concerns capacity, control, and America’s ability to lead in the emerging AI-powered economy. “President Trump’s nuclear executive order isn’t just about flipping the switch on a dormant industry, it’s about flipping the script on what powers American dominance in the 21st century. And once you see the throughline, it becomes impossible to ignore: the United States can’t lead in AI, advanced manufacturing, or digital defense without re-architecting the very grid it runs on,” he said. To this end, Boloor identified five nuclear and power infrastructure stocks poised to benefit from the new regulatory environment. Cameco Corp (NYSE: CCJ) Often regarded as the bellwether of uranium sentiment, Cameco’s (NYSE: CCJ) role is set to expand dramatically. With the U.S. government backing next-gen nuclear and utilities racing to secure uranium supplies ahead of new reactor commissioning, Cameco becomes, in Boloor’s words, “the energy equivalent of TSMC,” a foundational layer for continuous power delivery in a compute-intensive future. At the close of the last trading session, CCJ stock was at $58.69, up 11%, and the equity had rallied 12.5% year-to-date. CCJ YTD stock price chart. Source: Google Finance Constellation Energy (NASDAQ: CEG) The strategist stated that Constellation (NASDAQ: CEG) isn’t just a utility anymore; it’s the provider of carbon-free baseload power underpinning the data centers of Google, Amazon, and other hyperscalers. He noted that as AI deployments scale up and demand reliable, 24/7 energy, Constellation as an irreplaceable partner. As of press time,…
What's Your Reaction?
