US Top News and Analysis | We're adding a speculative stock to our Bullpen that can benefit from the AI data center boom

AI generated summary, Read the full article for complete information.

The CNBC Investing Club’s “Homestretch” notes that while markets rallied on Wednesday—spurred by a U.S. cease‑fire in the Middle East and strong S&P 500 and Nasdaq gains—the real focus is shifting to earnings and the accelerating AI‑infrastructure boom. Alphabet unveiled its eighth‑generation Tensor Processing Units (TPU 8t for training and TPU 8i for inference), promising dramatically higher performance and efficiency, while analysts project AI‑driven CPU spending to rise sharply to $82.5 billion by 2030. In this context, the Club adds BWX Technologies as a speculative Bullpen pick: the only North‑American heavy‑nuclear‑components maker, now a key supplier to GE Vernova’s small‑modular‑reactor program, positioning it to benefit from the growing demand for clean, round‑the‑clock power for AI data centers. The note also flags upcoming earnings from major names such as Tesla, ServiceNow, IBM, and others, and reminds subscribers that trade alerts are subject to a mandatory waiting period before execution.

Read more: https://www.cnbc.com/2026/04/22/were-adding-a-speculative-stock-to-our-bullpen-that-can-benefit-from-the-ai-boom.html

#Alphabet #Broadcom #BWXTechnologies

AI generated summary, Read the full article for complete information.

Yahoo Finance | The Top Three Nuclear Energy Stocks to Buy Right Now

Nuclear energy is in the midst of a global renaissance. According to the World Nuclear Association, there are 75 nuclear reactors under construction with another 120 planned. The U.S Department of Energy has set a goal to triple America's nuclear power production by the middle of the century. Nuclear power sits at the crossroads of a number of trends, like the power needs of artificial intelligence (AI), the larger push for green energy, and instability in global energy markets caused by a renewed wave of conflict in the Middle East.

The three companies below are some of the best ways to play this trend over the next several decades. Up first is Canada's Cameco (NYSE: CCJ), the world's second-largest uranium miner. All nuclear reactors need that spicy yellow rock to generate power. Cameco was responsible for 15% of the uranium produced globally in 2025, behind only Kazakhstan's state-run Kazatomprom. The company has two incredibly high-grade uranium mines. The biggest is McArthur River/Key Lake, which is the world's largest high-grade uranium mine and has an average grade of 6.48%. Cameco also operates the Cigar Lake mine, which is smaller than McArthur River but has an incredible 16.33% average grade. In addition, Cameco is involved in nuclear fuel refining and engineering nuclear plants through its 49% joint venture ownership of Westinghouse. That company's AP1000 reactor is the most advanced commercially available nuclear reactor in the world. In 2025, Cameco saw its revenue climb 11% over 2024 and its earnings per share (EPS) grow 114%. It also runs a net profit margin of 16.93 and a very healthy debt-to-equity ratio of 0.14, which is impressive in the capital-intensive mining industry. Cameco is a critical company in the world's nuclear infrastructure, and its products are foundational to everything else in it. It can form the bedrock of an investment in the industry.

Constellation Energy (NASDAQ: CEG) is one of the companies that builds upon the foundation provided by Cameco. It's America's largest provider of nuclear power. There are 94 reactors in the country across 54 plants that collectively provide about 20% of America's energy. Constellation operates 21 of them. The company is also working to expand that fleet specifically to meet the power needs of AI. Back in 2024, Constellation partnered with Microsoft to resurrect the Three Mile Island nuclear plant in Pennsylvania to power Microsoft's data centers in the area. In all, Constellation is a pretty straightforward company. It produces electricity. Coming off a rough 2024, the company saw its revenue grow 8.34% in 2025, and it reported a net profit margin of 9.1%. Constellation also has a healthy balance sheet with a debt-to-equity ratio of 0.61%, which is rather good in a capital-intensive industry like energy. Finally, Constellation pays a dividend that yields 0.57% at current prices. It's not huge, but it was only initiated in 2022, and the company has grown it every year since. Plus, with a payout ratio of just 21%, Constellation has plenty of room to keep that growth streak going. Like Cameco and most other nuclear companies, this is one to consider holding for the long haul. The nuclear renaissance is just getting started and will likely take decades to play out. BWX Technologies (NYSE: BWXT) is working to shrink the amount of space needed to contain that power with small modular reactors (SMRs). SMRs work exactly like full-sized reactors, but on a smaller scale. There are currently none in operation, but several companies, BWX included, are developing prototypes. BWX's version is called the BWXT Advanced Nuclear Reactor or BANR. The idea is, you build a BANR in a factory and ship it out in pieces, where it's assembled at its final location. From there, it can generate power for whatever you need, say a military base or a cluster of data centers. The company has a lot of experience miniaturizing nuclear reactors. Its core business is designing and producing

[Text truncated due to length]

Read more: https://finance.yahoo.com/sectors/energy/articles/top-three-nuclear-energy-stocks-140500901.html

#worldnuclearassociation #cameco #constellationenergy #bwxtechnologies #usnavy

How we can halve the time of a possible #Mars mission by using nuclear-powered rockets.

#NTP #NASA #DARPA #DRACO #energy #NuclearPropulsion #RocketEngineering #rocket #ChemicalPropulsion #BWXTechnologies

https://www.marsdaily.com/reports/Nuclear_rockets_could_travel_to_Mars_in_half_the_time_999.html

DARPA and NASA pick Lockheed Martin for nuclear rocket
NASA and the Pentagon’s Defense Advanced Research Projects Agency have selected Lockheed Martin and BWX Technologies to move forward with development of a nuclear thermal rocket, or NTR, that could blaze a trail for future missions to the moon and Mars.

The Demonstrat
https://cosmiclog.com/2023/07/26/darpa-and-nasa-pick-lockheed-martin-for-nuclear-rocket/
#GeekWire #BWXTechnologies #DARPA #LockheedMartin #NASA #Nuclear #Propulsion