Over the past few years, the explosive growth of the artificial intelligence (AI) market drove many investors toward chipmakers like Nvidia and software giants like Microsoft. However, that secular trend is also stirring up strong tailwinds for nuclear power companies that are addressing the soaring energy needs of those big cloud and AI data centers.
Below are snippets of our favorite picks from the report, plus some editorializing on their sectors which have had some intriguing headlines in recent weeks.
Shares of NuScale (SMR 12.81%) jumped on Monday, finishing the day up 12.8%. The jump comes as the S&P 500 (^GSPC 0.14%) and Nasdaq Composite (^IXIC 0.27%) both moved slightly higher.
President Donald Trump wants to quadruple nuclear power output in the U.S. by 2050, from 100 gigawatts to 400 GW -- and NuScale Power (SMR 4.32%) wants to help.
NuScale Power's (SMR 4.32%) stock has gone through some wild swings since it went public by merging with a special purpose acquisition company (SPAC) on May 3, 2022. The nuclear reactor maker's stock started trading at $10.70 per share, rallied as high as $15 over the following months, but plummeted below $2 in early 2024.
To the chagrin of investors, NuScale Power (SMR 4.32%) stock dipped lower more than 7% through the first four months of 2025, giving back a bit of the whopping 445% gain that it had logged in 2024.
Key Points in This Article: The Magnificent 7 transformed markets through AI and digital ecosystems, turning a once-pejorative label into a celebrated symbol of innovation and growth.
Finding the next big thing is easier said than done when it comes to the most significant and powerful themes in the global economy. Those who were early enough to the semiconductor boom born out of the artificial intelligence race are familiar with the effort and courage it takes to back an idea, or commercialize it, before it pops in the entire stock market.
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