Vistra, Talen among those riding the nuclear power AI trend, Barron’s says

A small set of companies that own nuclear reactors have seen their stocks soar at Nvidia-like rates in the past few months, part of a little-noticed renaissance in an industry that hasn’t had much to brag about in years. They can thank artificial intelligence, Avi Salzman writes in this week’s edition of Barron’s. Nuclear power, it turns out, is exceptionally well suited to meeting the enormous electricity demands of data centers for AI. As a result, the stocks of Constellation Energy (CEG), Vistra (VST), and Talen Energy (TLNE) are each up more than 90% in the past year. There’s a good chance they’ll go still higher, the author says.