Bloomberg and J.P. Morgan have identified AI infrastructure, defense, nuclear, and space as the dominant ETF themes for 2026, with thematic ETFs now managing over $256 billion. J.P. Morgan projects to…
Major tech companies including Microsoft, Google, Amazon, and Meta are investing billions in nuclear power to supply their AI data centers, with Microsoft signing a 20-year, $16 billion contract to re…
AI companies have signed enough nuclear power purchase agreements to supply the equivalent of 7 million homes, driving uranium stocks higher. Microsoft, Google, Amazon, and Meta have each inked deals …
Microsoft, Google, and Amazon reported significant jumps in greenhouse gas emissions, driven by the energy demands of AI data centers, with Microsoft's emissions up 25%, Google's up 18%, and Amazon's …
Microsoft signed a 20-year power purchase agreement with Constellation Energy to restart the Three Mile Island Unit 1 nuclear reactor in Pennsylvania, providing 835 megawatts of carbon-free electricit…
PJM Interconnection, the largest US power grid, has begun curtailing data centers during heat emergencies after receiving federal approval, signaling the end of unlimited power access for AI infrastru…
US states including Ohio, Texas, and Pennsylvania are fast-tracking approval of power plants for AI data centers, bypassing public hearings and environmental reviews to approve projects in as little a…
Nuclear startup Antares achieved criticality with its Mark-0 microreactor in June, winning the Trump administration's pilot program race, as the U.S. faces a nuclear fuel supply chain crisis with 98% …
Constellation Energy has cleared a key regulatory hurdle for its $1.6 billion plan to restart the Three Mile Island Unit 1 reactor by 2027, now renamed the Christopher M. Crane Clean Energy Center. Th…