NextEra Energy, Inc.

Cameco, the world's second-largest uranium miner, is positioned to benefit from surging demand for nuclear energy driven by AI data centers and government support. The company owns high-grade uranium reserves, has accelerating revenue growth (24.2% CAGR over 3 years), and maintains strong profit margins. With a 49% stake in Westinghouse and urani...

As AI-driven data center buildouts accelerate, power and real estate have become critical bottlenecks rather than computing capacity. Major tech companies are securing their own energy sources through nuclear power deals and renewable energy partnerships. Investors can gain exposure through direct data center operators, REITs, and ancillary 'pick...

AI data centers require massive amounts of electricity, with U.S. facilities needing an additional 60 GW of power capacity by 2030. Three energy companies are positioned to capitalize on this demand: Brookfield Renewable has secured major power purchase agreements with Microsoft and Google; NextEra Energy is partnering with Google on nuclear ener...

Google is aggressively securing long-term power supply agreements to support its expanding cloud and AI infrastructure. The company recently signed deals with Clearway Energy (1.17 GW), Brookfield Renewable (3 GW hydropower), and NextEra Energy (3.5 GW including nuclear), demonstrating its commitment to locking in reliable, carbon-free electricit...

The article recommends three stocks as solid investments for 2026: AT&T for its high dividend yield and fiber broadband growth, The Trade Desk as a recovery play after a 68% decline in 2025 due to tariff concerns, and NextEra Energy for its renewable energy focus and consistent dividend growth. All three offer predictable cash flows and attractiv...