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AI infrastructure investment is booming, and stellar earnings from two leading companies confirm this trend.

Teradyne $TER

The company makes testing equipment for semiconductors and robotics.

They just beat Q3 revenue with $769.2 million against the expectations of $743.8 million. It now expects growth to pick up from here to 27%, citing AI-related test demand and its impact across its compute, networking and memory segments. It expects revenue for current quarter of between $920 and $1 billion, ahead of the $815.3 million analysts expected.

Celestica $CLS

The company makes connectivity and cloud solutions. The company boosted its outlook and reported a gain in Q3 revenue and profit driven by growing demand for artificial intelligence hyperscalers. The electronics manufacturing services company now expects Q4 revenue of $3.33 billion to $3.58 billion, with adjusted EPS between $1.65 and $1.81. Analysts were expecting revenue of $3.08 billion and adjusted EPS of $1.51.

CFO Mandeep Chawla on an earnings call credited the rise in Celestica’s outlook to the ramping up of a next-generation program for hyperscaler application in AI and machine learning computing power, which is the hardware resources used to train, run, and scale the software. Celestica is seeing its largest and fastest-growing market presence within AI data centers, where it supports high-performance networking and customer computing platforms.

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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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