Artificial intelligence (AI) stocks are by far the hottest theme in the capital markets. As is often the case with megatrends, tangential opportunities are beginning to emerge -- bringing curiosity to anything that even touches AI.

One of the adjacent AI opportunities that has received its share of attention is nuclear energy . While nuclear power is becoming increasingly critical for next-generation data centers, investor appetite in this area of the energy sector may be overextended. Throughout the AI revolution, shares of nuclear energy ETFs have consistently outperformed the S&P 500 ( ^GSPC 0.09% ) .

Let's explore the catalysts fueling nuclear energy stocks and understand how these businesses are playing a central role in the AI infrastructure era. From there, I'll dig

See Full Page