The Motley Fool
04 Jul 2026, 17:37 UTC · 3h ago
AI Can't Thrive Without This Stock (Hint: It's Not Nvidia)
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
04 Jul 2026, 17:37 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Constellation Energy signed a 20-year power purchase agreement with Microsoft to restart operations at Three Mile Island for data center support. — Secures long-term guaranteed revenue and validates the critical role of nuclear power in sustaining AI infrastructure growth.
+0.60Constellation Energy signed a 20-year power purchase agreement with Meta Platforms for nuclear power from the Clinton Clean Energy Center, with operations resuming in 2027. — Further diversifies the company's blue-chip client base and confirms a structural shift toward nuclear energy for AI scale.
+0.50Constellation's Calpine unit signed a 380-megawatt agreement with data center operator CyrusOne at the Freestone Energy Center in Texas. — Demonstrates the company's ability to leverage natural gas assets alongside nuclear to capture immediate data center demand.
+0.30Which stocks this story touches
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Positioned as critical for AI growth due to power demands and securing long-term agreements with Microsoft and Meta.
Highlighted as pivotal to AI growth due to consistent innovation in GPUs for data centers.
Benefiting from AI industry growth through high-bandwidth memory products supporting agentic AI workflows.
Securing nuclear power agreements to support the expansion of its AI data centers.
Actively investing in infrastructure and securing long-term nuclear power agreements to support AI data centers.
[a_to_b] Constellation Energy signed a 20-year power purchase agreement to provide nuclear power to Meta Platforms.
[a_to_b] Constellation Energy signed a 20-year power purchase agreement to provide nuclear energy to Microsoft data centers.
[mutual] Both are semiconductor companies benefiting from AI growth, with others described as 'nipping at their heels'.
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