MSFT Dec 2025 405.000 put
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Big Tech's AI-driven nuclear interest to send utilities higher
Nuclear energy is in focus as big tech companies like Alphabet (GOOG, GOOGL) and Microsoft (MSFT) turn to nuclear energy to meet the power-intensive needs of their artificial intelligence (AI) data centers. Durgesh Chopra, Evercore ISI managing director, joins Josh Schafer and Madison Mills on Market Domination to take a look at the energy sector. Chopra says “the single largest catalyst” for independent power producers (IPPs) like Constellation Energy (CEG) and Vista Energy (VIST) is “the need for clean energy, 24/7 energy by these data centers.” The analyst says reopening dormant nuclear plants is “going to be the next big thing” in energy. He notes,” We have to be careful to balance this demand trend that we bring supply on time while also not disrupting the balance of residential customer builds. So I think that's a key challenge. But this is a good position for utilities to be in.” For investors looking to get in on the AI-driven energy boom, Chopra says he doesn’t think the utilities sector is currently overbought. “Some of these IPPs may seem expensive on earnings, but there's a tremendous amount of EPS upside… I think there's more to go.” He expects utilities to outperform the market led by the IPPs by the end of the quarter. Chopra adds that the opportunity in energy stocks is more long-term. “The reality is you build something new today, whether it's a gas plant, whether it's wind, solar storage, small modular reactors, all of these technologies are five to seven years build time… So these things are going to take some time. But they're all additive to earnings and should boost the long-term growth profile of the utility sector.” For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Naomi Buchanan.
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Constellation Energy eyes taxpayer funds to open Three Mile Island: WaPo
According to The Washington Post, Constellation Energy (CEG) is now seeking taxpayer support to reopen Three Mile Island nuclear power plant. The company aims to revive the facility to sell electricity to Microsoft (MSFT), helping power the tech giant's data centers. Constellation Energy is seeking a $1.6 billion loan guarantee for this project. For more expert insight and the latest market action, click here to watch this full episode of Catalysts. This post was written by Angel Smith
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Why investors shouldn't 'give up' on the Magnificent 7
The rotation out of Big Tech has become evident, with the standout "Magnificent Seven" (AAPL, TSLA, GOOG, GOOGL, AMZN, META, MSFT, NVDA) names no longer being the market (^GSPC,^IXIC,^DJI) forerunners they once were. Roundhill Investments CEO Dave Mazza joins Morning Brief to discuss the dynamics of the Magnificent Seven. Mazza notes that the Magnificent Seven's market leadership "hit an abrupt stop" in mid-July, fueled by the unwinding of the yen carry trade. While Meta has been the only name to somewhat recover, Mazza believes "it's too early to give up" on the Magnificent Seven. "While we don't expect them to continue to see just outsized performance, it's tough to see the market continue to grind higher without their participation. I think a broadening is good, but I actually want these leaders to be able to participate at the same time," he explains. Regarding the Magnificent Seven as a whole, Mazza explains they were given that name because they were all performing at the same rate and outperforming the rest of the markets with a strong lead. However, as that trend has begun to waver, Mazza identifies Tesla as the most concerning among the names. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Angel Smith
