Constellation Energy Corp's stock surged 5.04% on Tuesday, outperforming the broader market. The rally was fueled by renewed investor optimism surrounding the nuclear energy sector's prospects in the booming artificial intelligence (AI) industry.
Overnight trading saw nuclear stocks stage a remarkable rebound, with Oklo Inc. jumping 9.3%, NuScale Power rising over 5%, and NANO Nuclear Energy and Vistra Energy advancing more than 4%. This upswing came after AI-related tech stocks like Nvidia and Broadcom bounced 2.6%, buoyed by reports that Chinese AI firm DeepSeek's advancements highlight the growing demand for Nvidia's chips in the Chinese market.
The nuclear power industry has been vying to position itself as the preferred energy source for the AI sector's rapidly increasing computational demands. Monday's steep sell-off, triggered by concerns over DeepSeek's perceived threat to the AI narrative, had initially battered nuclear stocks like NuScale Power Corp and Vistra Corp. However, the sector swiftly regained ground as investors reassessed the potential for nuclear power to meet the energy needs of AI data centers.
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