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Nigam Arora's Big Picture on Nuclear Power and Opening A.I. Opportunities

Nigam Arora's Big Picture on Nuclear Power and Opening A.I. Opportunities

Schwab Network · Schwab Network

June 10, 20257m 39s

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Show Notes

There's a reiteration of interest in nuclear stocks thanks to A.I. stocks rallying back off April lows. Nigam Arora gives investors substantial insight into the nuclear power space and talks about the opportunities they present to investors. He lists Constellation Energy (CEG), Vistra (VST) and Talen Energy (TLN) as key names using traditional technology. Nigam adds that small modular reactors will be critical in expanding nuclear's reach, pointing to companies like NuScale Power (SMR) and Nano Nuclear Energy (NNE) as potential beneficiaries.


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