From News To Moves
A global nuclear energy revival is underway, driven by AI power needs, climate goals, and rising geopolitical competition. Position yourself where the momentum is heading.
By Austin Payne
NASA is planning to land a nuclear reactor on the Moon before 2030. It’s part of a broader strategy to claim off-world energy dominance. Solar panels won’t cut it on the dark side of the Moon.
This news coincides with China’s approval of 10 new nuclear reactors this year. Stateside, tech companies like Microsoft and Google are making long-term bets on nuclear plants to power the next generation of AI. Microsoft even signed a deal to source power from Three Mile Island, the infamous site of America’s worst nuclear accident. The plant is getting a second life as demand climbs. We are seeing many signals that nuclear power is coming back in a big way.
China needs to decarbonize without giving up energy security. Nuclear power offers a stable, low-emissions baseload to help replace coal. And with construction costs far lower than in the West, China is building reactors at speed and scale.
AI data centers are guzzling power 24/7, and as companies push the limits of AI processing, they need clean, reliable, and scalable energy. Wind and solar aren’t enough. Nuclear fills the gap. That’s why Microsoft and Google are locking in long-term nuclear power deals.
The Trump administration has made both energy dominance and AI leadership central to its economic and national security playbook. Nuclear power checks both boxes. It delivers steady, clean energy for growing AI workloads and helps cut reliance on foreign sources. Since coming into office, President Trump has signed multiple executive orders targeting nuclear development, uranium supply chains, and AI infrastructure. The politics, the money, and the climate all point toward nuclear.
China is greenlighting new reactors while America races to put nuclear power on the Moon, and the private-market data centers lock in long-term nuclear contracts. The winners among operators and startups are still uncertain. The smart and safer play is on the miners and utilities that capture the nuclear surge now. You can read about each of our top picks by clicking below:
The nuclear revival is here in policy, geopolitics, and AI demand. Whether uranium prices rise, utilities expand their fleets, or nuclear power plant projects get funded, these ETFs give you diversified access to the fuel, the operators, and the commodity itself. The safest near-term play is to hold baskets rather than bet on individual reactors.
Bath & Body Works is hiring 30,000 seasonal workers to push value beauty as other signals confirm value beauty is stealing share from prestige this holiday season. For investors, the trade is with value retailers, not luxury giants.
Sleep assistance used to be a lifestyle fad, somewhere between yoga mats and scented candles. Now it is hard science with a hundred-billion-dollar economy attached. From wearables to prescription drugs, the market for better rest is wide awake for investments.
President Trump’s firing of the BLS commissioner shakes investor confidence in official data. We have the play on the private, non-government reporting you can trust and on investments in dividend stocks, overseas markets, and gold that will thrive.
Next article
.png&w=3840&q=75)
Drones and air taxis will overwhelm today’s air traffic system. A $200 billion “iOS for the sky” is coming, and the firms building it will capture toll-booth profits.
By Austin Payne
Sign up to get our curated newsletter in your inbox.
