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4 Undervalued Utilities Stocks to Watch Ahead of the Midterm Elections: State races could reshape how regulators balance electricity affordability and data ...
morningstar.com/stocks/4-undervalued-utilities-stocks-watch-ahead-midterm-elections

KY’s largest utilities are eyeing small nuclear reactors to power data centers: LG&E & KU are studying X-energy’s prefabricated Xe-100 small modular reactors to ...
kentucky.com/news/state/article315625752.html

Paid articlePaywall The Electric Grid Needs Huge Upgrades. No One Knows Who Will Pay for Them.: Utilities around the U.S. are set to spend tens of billions of dollars on ...
wsj.com/business/energy-oil/the-electric-grid-needs-huge-upgrades-no-one-knows-who-will-pay-for-them-2d9e2c11

Report questions whether Ohioans pay for unnecessary electric grid upgrades: A new analysis says utilities are overestimating demands for power from data centers ...
cleveland.com/news/2026/02/report-questions-whether-ohioans-pay-for-unnecessary-electric-grid-upgrades.html

DTE asks regulators to fast-track data center, skip public hearings: Utility says Saline Township facility will reduce costs despite additional energy use in ...
detroitnews.com/story/business/2025/11/03/dte-asks-regulators-to-fast-track-data-center-skip-public-hearings/87070790007/

Utilities grapple with a multibillion question: How much AI data center power demand is real
cnbc.com/2025/10/17/ai-data-center-openai-gas-nuclear-renewable-utility.html

Govt draws up Rs 19.3L-cr plan for nuclear power : Many Indian companies - state-run and private -have set their eyes on the nuclear sector given the ...
financialexpress.com/india-news/govt-draws-up-rs-19-3l-cr-plan-for-nuclear-powernbsp/4010669/
Paid articlePaywall Inside the zero-revenue nuclear stock whose 1,500% rally is shaking up the AI trade
marketwatch.com/story/inside-the-zero-revenue-nuclear-stock-whose-1-500-rally-is-shaking-up-the-ai-trade-46ca40c8
Paid articlePaywall Why NASA Wants to Build Nuclear Energy on the Moon: So do China and Russia. Here’s what you need to know about America’s new lunar-energy race
wsj.com/science/space-astronomy/nasa-moon-nuclear-energy-race-2d9ef1d6
Paid articlePaywall Google Signs Nuclear Power Deal. What It Means for the Stocks.: Google data centers in Tennessee and Alabama are set to receive energy from privately held Kairos ...
barrons.com/articles/google-nuclear-power-stocks-kairos-83caa3c6
OpinionIt's time to go nuclear in Arizona | Opinion: Arizona's utilities kept our power on despite higher demand. But that won't forever. Nuclear power is a viable ...
azcentral.com/story/opinion/op-ed/2025/07/17/arizona-heat-demands-nuclear-power-energy/85244373007/

Google Bets on Nuclear Fusion for Next Generation of Clean Power: In a first-of-its-kind agreement, Google will purchase electricity from a nuclear fusion power ...
newsweek.com/google-bets-nuclear-fusion-next-generation-clean-power-2091877

OpinionOklahoma 'load shedding' creates power blackouts. Stopping them requires change. | Opinion
oklahoman.com/story/opinion/columns/guest/2025/06/16/oklahoma-corporation-power-outages-storms-blackouts/84192743007/
Paid articlePaywall Trump and Meta’s nuclear deals address the AI-fueled energy crisis. But can U.S. uranium supply meet demand?
marketwatch.com/story/trump-and-metas-nuclear-deals-address-the-ai-fueled-energy-crisis-but-can-u-s-uranium-supply-meet-demand-52a22455
Paid articlePaywall 10 nuclear stocks expected to rise as much as 94% after Meta-Constellation deal: Big Tech companies are scrambling to secure electricity for the long term ...
marketwatch.com/story/10-nuclear-stocks-expected-to-rise-as-much-as-94-after-meta-constellation-deal-e0f99de3
Paid articlePaywall Clean Energy Is Under Attack Even Where It’s Booming: Federal tax credits for wind and solar power are on the chopping block, and states are weighing tougher ...
wsj.com/politics/policy/republican-states-renewable-energy-projects-5d26614f
Paid articlePaywall Nuclear Power Is Back. And This Time, AI Can Help Manage the Reactors.: Argonne National Lab has an AI-based tool that can help design and operate nuclear ...
wsj.com/articles/nuclear-power-is-back-and-this-time-ai-can-help-manage-the-reactors-5ce03ae7
Paid articlePaywall This Stock Has Been Red-Hot. How AI Could Turbocharge Its Rally.: Morgan Stanley analyst Andrew Percoco reiterated his Buy rating on GE Vernova stock and upped ...
barrons.com/articles/ge-vernova-stock-price-target-ai-data-boom-7423d828
Paid articlePaywall One AI Bet Investors Still Love—Nuclear Power Stocks: Nuclear power stocks soared on Wednesday because of the need for green, sustainable power for artificial ...
barrons.com/articles/utilities-power-prices-ai-db02e34e
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