AI Fever in Power Stocks Moves From Nuclear to Plain Natural Gas

When the excitement around artificial intelligence started spreading to power stocks, the rally was concentrated on those with a big portfolio of nuclear power plants, such as Constellation Energy CEG 0.32%increase; green up pointing triangle and Vistra VST 2.81%increase; green up pointing triangle. This could now be changing. 

Thanks to regulatory scrutiny in key markets of deals between nuclear plants and data centers, most of which effectively draw power away from the rest of the grid, investor favor may shift to others: Companies that can quickly build new gas-fired power plants and vertically integrated utilities.