Ben Rains explores why nuclear energy stocks such as Vistra and Cameco have soared since Constellation Energy’s massive Microsoft deal. The episode then digs into the long-term bull case for nuclear energy as it becomes the star of the energy transition and the power behind the artificial intelligence age. The episode then breaks down three under-the-radar nuclear energy stocks—FLR, BWXT, and GEV—to buy now for long-term upside.
(0:30) - Stock Market Update: Will Nuclear Energy Fuel The AI Boom?
(4:35) - Is Fluor A Strong Nuclear Energy Investment With Huge Upside?
(9:40) - Should Buy One of The Largest Suppliers of Nuclear Components?
(13:50) - How Much Will GE Vernova Benefit From The Energy Transition?