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Nuclear Energy Stocks Surge as AI Drives Demand
On June 16, 2025, Zacks Investment Research highlighted the significant rise of nuclear energy stocks, noting that Oklo Inc. (OKLO) has soared over 100% in the last month. The U.S. government’s push to triple nuclear energy capacity by 2050 and major tech companies’ reliance on nuclear power for AI growth are key drivers behind this surge.
Constellation Energy (CEG) recently announced a $27 billion deal to acquire Calpine, further expanding its influence in the nuclear sector. CEG has secured long-term power purchase agreements with Microsoft and Meta, demonstrating its pivotal role in supporting AI initiatives. Meanwhile, Cameco Corporation (CCJ), the second-largest uranium producer globally, expects to double its dividend from $0.12 to $0.24 per share by 2026, reflecting strong growth prospects elicited by U.S. interest in nuclear power.
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