Constellation, Vistra, Oklo, and Other Nuclear Stocks Live and Die on AI News Now - Barron's
1. MSFT canceled data center leases totaling hundreds of megawatts. This may affect nuclear energy demand. 2. Reports indicate Oracle is supplanting MSFT’s data center spending. The shift rattled nuclear energy stocks. 3. MSFT reaffirms an $80B infrastructure spend this fiscal year. It remains confident in its growth despite adjustments. 4. Market overreaction is evident with significant declines in nuclear and related energy stocks. Investor sentiment appears volatile.