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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Disclaimer: This is not financial or investment advice.

A Strong Investment Case for CENX – Century Aluminum

About CENX – Century Aluminum Co. is a producer of aluminum and operates aluminum reduction facilities, or smelters, in the United States and Iceland. Its products include standard ingots, T-ingot, extrusion billet, horizontal direct chill ingot, molten, slab, and sow.

A Case for CENX – Aluminum is moving from a supporting role to center stage in the global green transition. The metal is light and strong, and also endlessly recyclable. This makes it essential for electric vehicles (EVs), solar panels, power lines, and low-carbon buildings. Aluminum is critical for national security – an essential input for military aircrafts and advanced defense systems. Global demand for aluminum is rising fast as countries expand renewable power and electric transport. The International Aluminum Institute (IAI) expects aluminum demand to rise by 40% by 2030. This growth is fueled by clean-tech uses.

Trump tariffs put 50% charge on all non-domestic aluminum products. As a result, aluminum spot premium have gone up nearly 100%. CENX raised guidance for the year but hinted that the full effects will come next year. A shift in U.S. industrial sector policy, added by these tariffs and the focus on domestic manufacturing, is creating a uniquely profitable environment for CENX.

The financial impact of this policy is visible in the company’s guidance. For Q3’25, Century issued an optimistic forecast for Adjusted EBITDA in the range of $115 million to $125 million. Management explicitly linked this strong earnings projection to the benefits of higher domestic premiums, offering clear evidence of the policy’s effect on profitability. Century is actively reinvesting to meet the growing demand for domestically sourced aluminum.

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Amazon after Q3 Earnings

Amazon stock just hit a new record high. A summary of its earnings report –

Amazon stock hit a record close after reporting better-than-expected earnings results. Amazon stock is up only 12% so far this year, underperforming the 23% rise for the Nasdaq Composite.

For Q3, the company reported EPS of $1.95, compared to Wall Street’s consensus estimate of $1.57. Revenue came in at $180.2 billion, which was ahead of analysts’ expectations of $177.9 billion. AWS sales skyrocketed 20% to $33 billion, super-charged by healthy demand for AI training and Amazon’s homegrown Trainium chips which saw a stellar 150% jump in sales from the prior quarter. CEO Andy Jassy said AWS is gaining momentum with more companies shift their biggest workloads to Amazon’s cloud for its performance and reliability.

“We continue to see strong demand in AI and core infrastructure, and we’ve been focused on accelerating capacity,” Amazon CEO Andy Jassy said in a press release. Jassy said the company has doubled AWS capacity measured by power from 2022 and is on track to double capacity again by 2027. The company now expects capital expenditures to come in at $125 billion for the full year, ahead of the current Wall Street forecast for $117.5 billion.

Analysts

$305 – J.P. Morgan ( “We believe overall sentiment on AWS will improve notably in coming months as the business accelerates growth”. They predict the rollout of Amazon’s next AI chip called Trainium 3 to boost AWS revenue next year)

$320 – Citigroup
$300 – Canaccord
$292 – Wells Fargo

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How to diversify your investments with emerging markets like India!

Growing economy – the Indian GDP expanded by 7.8% from the previous year in the three months to June of 2025, accelerating from the 7.4% in the previous period to mark the sharpest growth rate in five quarters.

Growing middle class – the middle class is the fastest-growing major segment of the Indian population in both percentage and absolute terms, rising at 6.3 percent per year and 338 million between 1995 and 2021. It now represents 31 percent of the population and is expected to be 38 percent by 2031 and 60 percent in 2047. Private consumption, which already contributes 60% of GDP, is projected to make India the third-largest consumer market by 2026. Private consumption has already doubled from US $1 trillion in 2013 to US $2.1 trillion in 2024, faster than China, the US, and Germany.

Strong performing stock market – Rs. 10,000 in year 2000 would have grown to Rs 332,500 in BSE Sensex index. Indian markets continue to outperform the major emerging markets.

How to get a pie of India growth – the INDA ETF provides investors with broad exposure to Indian equities, tracking the performance of the MSCI India Index. Issued by BlackRock, this ETF includes large- and mid-cap Indian companies across sectors, making it a popular choice for those looking to tap into India’s growth potential in areas like financials, information technology, and consumer goods.  INDA’s holdings are diverse, with leading companies such as Reliance Industries and Infosys. This ETF can be attractive to investors seeking to diversify internationally, especially given India’s projected economic growth and favorable demographic trends. However, investing in INDA also carries risks related to emerging markets, including currency fluctuations, regulatory changes, and economic volatility. 

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