Disclaimer: This is not financial or investment advice.

Hot Nuclear Stocks – Rising clean energy demand from power hungry data centers and AI infrastructure fuels renewed interest in Nuclear companies

Rising Demand

As per the IEA, energy supply from nuclear power is expected to nearly double in next three decades, helping utilities meet the rising demand for clean energy. The IEA also highlights that while large nuclear reactors will dominate overall power generation, small modular reactors (SMRs) are projected to witness significant expansion. The immense clean power requirements from the AI-based new data centers are creating growing demand. Increasing adoption of Evs and rising demand from the power grids are adding to the demand. The government is also working to increase the domestic supply of uranium, a fuel essential to power the nuclear plants.

Reliability

Nuclear energy is gaining recognition as a vital solution to meet the world’s increasing electricity needs while supporting the transition to cleaner energy sources. Unlike solar and wind, which depend on weather conditions, nuclear power offers a stable supply of carbon-free energy throughout the year.

Regulatory Reforms

The Nuclear industry is benefiting from the new regulatory reforms, added focus on R&D, and technology innovation leading to the development of microreactors and small modular reactors.

Nuclear Stocks Are Getting Attention

With this increasing importance of the nuclear sector, nuclear energy-related stocks, such as Constellation Energy (CEG), BWX Technologies (BWXT), Dominion Energy (D), and Duke Energy (DUK), are attracting investors. As the production of clean energy is expected to rise, a continuous supply of high-quality uranium is essential to keep the nuclear units running. Companies like Cameco (CCJ), Centrus Energy (LEU), and Uranium Energy (UEC) are active in supplying / enriching uranium and therefore can benefit from the surging nuclear power demand.

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A Strong Investment Case for Prologis Inc. $PLD 

Business Prospects – Prologis is at the core of the data center buildout that is essential to the broader artificial intelligence (AI) story. High Occupancy and Record Leasing Signal Underlying Strength. REITs have been a poor investment in the last three years, and Prologis is no exception. Future growth will come from the company’s pivot into sectors such as data centers and sustainable energy and storage. The company currently has 5.2 gigawatts of utility-fed capacity that has either been installed or is committed.

Financials – Prologis rose on Q3 results beat, 2025 core FFO forecast hike. The company lifted its 2025 core FFO forecast to a range of $5.78 per share to $5.81 per share, from previous expectations $5.75 per share to $5.80 per share. Q3 core FFO was $1.49/share, compared with analysts’ avg. estimate of $1.44/share. Q3 revenue of $2.21 bln was above analysts’ avg. estimate of $2.16 bln. Company’s dividend, which increased by 12% in the last year, looks safe. It also means that the company will have ample cash on hand to pay down its debt, which is in healthy ranges.

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Don’t Discount the Discount King: Ross Stores ($ROST) is on Fire

In a retail landscape where shoppers are pinching pennies amid sticky inflation and economic jitters, your bargain hunts at Ross Stores aren’t just saving you cash—they’re fueling one of the hottest stocks in the sector. $ROST, the off-price apparel and home goods giant, just shattered all-time resistance levels, closing out the week at a record $177.69 on November 26, 2025, before pushing even higher to an intraday peak of $178.19 on Friday. That’s up a blistering 10.7% in the last week alone, marking the company’s best weekly performance ever, and 16.4% year-to-date—outpacing the S&P 500’s modest gains. My target is $195.

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Disclaimer: This is not financial or investment advice.

A case for Rubrik

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery.

Q2 revenue grew by more than 51%, driven by a 55% increase in subscription services, which in turn were driven by new, large clients. The number of clients contributing more than $100K to recurring revenue increased by 27% and is expected to grow. The company widened its gross margin by several hundred basis points, narrowing its operating losses despite increased marketing and R&D. The company posted an adjusted loss, as expected, but it was far smaller than forecasted.

Revenue

Earnings

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