RESOLVING THE LEDGER
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Nuclear power is experiencing a structural global renaissance, driven by rising data center and artificial intelligence (AI) demand, with companies needing stable, consistent energy.
D ozens of nations have committed to tripling global nuclear capacity by 2050, and nuclear power supply remains severely constrained relative to this long-term demand curve.
Constellation Energy (NASDAQ: CEG) and Cameco Corporation (NYSE: CCJ) are great ways to play the rising use of nuclear energy in the U.S., but for different reasons. Constellation is one of the largest providers of nuclear energy, while Cameco is one of the biggest providers of nuclear fuel.
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