Nuclear energy has become one of the key beneficiaries of the AI- driven spike in electricity demand from data centers. This week we saw Uranium stocks advance following Meta’s announcement of a 20-year nuclear facility agreement. Meta’s announcement follows similar nuclear power agreements from peers Microsoft, Amazon, and Google.
In this week’s wrap, Grady covers:
- (0:27): what’s driving the nuclear power surge in 2025
- (1:52): why tech giants are creating strong tailwinds for uranium producers
- (3:35): Bell Potter’s uranium stock picks
- (5:15): how the market performed this week so far
- (5:28): the best & worst performing stocks & ETFs this week
- (6:10): the most traded stocks by Bell Direct clients
- (6:38): economic news items to watch out for.
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