Jeff Sommer writes Strategies, a weekly column on markets, finance and the economy.
Want to make a wager on the future of artificial intelligence? Nvidia is the obvious bet. It designs the chips and software that make A.I. run, is the stock market favorite and has gained 150 percent this year alone.
But some stock traders have found a less obvious, backdoor choice: utility shares, specifically those of companies that own nuclear power plants.
Two such companies — Constellation Energy and […]
Nuclear Power Is the New A.I. Trade. What Could Possibly Go Wrong?