Nuclear Power Is The Future
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The Utilities (RSP, XLU) and Retailers (XRT, ANF) trades given last week are in the money. These are rate-sensitive stocks that were leading the rebound, ahead of interest rates cooling.
Utilities were helped by timely news announcements from Vistra and Constellation, that saw their stocks jump as much as 12% in one day. We’ve previously written about the need for data centers to bring their own power. Nuclear power is the future; we’re just along for the ride.
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