Regular Chaikin PowerFeed readers might recall that we've previously discussed a strong tailwind for nuclear energy...

Editor's note: Regular Chaikin PowerFeed readers might recall that we've previously discussed a strong tailwind for nuclear energy...  As we've noted, Big Tech needs more and more electricity. And these companies have been increasingly looking at nuclear power to meet that demand. Over at our corporate affiliate Stansberry Research, our friend Sean Michael Cummings has also been following this big trend. Today, we're sharing an essay from him with more on the story. It published in the July 10 edition of Stansberry's free DailyWealth e-letter. And as Sean explains, demand for nuclear power among the tech giants isn't going away... Nuclear Stocks Soar on Amazon's Atomic Misstep By Sean Michael Cummings, analyst, Stansberry Research Regulators couldn't stop Amazon's (AMZN) nuclear ambitions... Last March, the e-commerce giant bought a data center next to the Susquehanna nuclear power plant in Pennsylvania. Amazon planned to connect its data center to the plant. But regulators cried foul... The problem was the electric meter. Amazon's proposals were for "behind the meter" energy. That meant the data center would plug a direct line into the power plant instead of buying electricity off the grid. Regulators said that was a bridge too far. Such a plan would risk upsetting the grid's stability. It could even push some of Amazon's electricity costs onto the people of Pennsylvania. So last month, Amazon revealed a much larger deal with the Susquehanna plant. Instead of getting behind-the-meter power, Amazon will transition to buying power "in front of the meter" starting in spring 2026. Amazon's new campus will have to draw power from the same grid as everyone else. While it may be more expensive, Amazon is not in a position to negotiate. After all, to fuel its artificial-intelligence ("AI") ambitions, Amazon needs all the energy it can get... Recommended Links: This Portfolio Calculator Could Help Double Your Money Stansberry Research's "all in one" model portfolio of its best ideas comes with a tool that tells you exactly how many shares to buy, based on your capital. It's managed just like a hedge fund, adapting as the markets change. Most people will never even hear about it. But until July 17, you can see how it works and claim access here. Trump's Secret Plan to Crush the National Debt Forget about the "One Big, Beautiful Bill." At a recent gathering of some of the most powerful people in America, Jeff Brown discovered the Trump administration's radical plan to smash the national debt. He calls it President Donald Trump's "Project MAFA." In short, the administration has devised a way for trillions of dollars to flood into America's coffers – from an unexpected place. And upcoming legislation could make it the law of the land – by July 25. See the story here (includes a free stock giveaway). AI Data Centers Are Fueling a New Nuclear Power Boom AI is a major electricity hog because it requires so much data. To work at scale, AI models need vast server farms housed in data centers that run 24/7. Goldman Sachs says these data centers will drive a 165% increase in electricity demand by 2030. So tech companies like Amazon are turning to nuclear power as a high-yield, carbon-free electricity source. As a result, a wave of nuclear innovation is sweeping the globe. Many tech giants are getting interested in nuclear microreactors and small modular reactors ("SMRs")... These are smaller, portable reactors that they can build and use on-site. Microreactors can produce up to 20 MWe (megawatts of electricity), while SMRs range from 20 to 300 MWe. And they can run either on or off the grid. Just in recent weeks... The U.S. Department of Energy selected two candidates to test    microreactors at the Idaho National Laboratory. Rolls-Royce was selected as the first company to develop SMRs in the U.K. Perhaps most important, the World Bank ended a decadeslong ban on funding nuclear energy. In short, the atomic race is on around the world. It's too early to know which energy companies will win. But you don't need to pick just one company to profit from this trend... Instead, you can gain exposure to the entire nuclear industry by investing in the Global X Uranium Fund (URA). It tracks a basket of companies involved in uranium mining and nuclear equipment. URA dipped to start the year. But since April, it has entered a strong uptrend. Take a look... The fund bottomed in April... before soaring 92% to its June 30 peak. What's more, this move pushed URA to its highest level in more than a decade... Around 2022, URA was stuck in a range. But today, the fund is near its highest level in 13 years. This is an industry worth paying attention to today. Tech giants are pouring money into AI... which means URA's hot streak is likely just beginning. The world is starving for nuclear power. And as Amazon's Susquehanna saga shows, the new flood of demand is nonnegotiable. Make sure you're in position to profit as the atomic renaissance continues. Good investing, Sean Michael Cummings   Editor's note: For more of these kinds of insights from Sean and his Stansberry colleagues, you can sign up to receive DailyWealth directly. It publishes every weekday morning that the markets are open. And it's free to read – just like the PowerFeed. Find out how to get started with receiving DailyWealth right here. Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral     Bearish Dow 30 -0.66% 11 13 6 S&P 500 -0.35% 119 278 102 Nasdaq -0.23% 24 62 15 Small Caps -1.38% 688 1073 333 Bonds -1.38% — According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are Bullish. Major indexes are all bullish. *  *  *  * Sector Tracker Sector movement over the last 5 days Energy +2.41% Utilities +0.75% Industrials +0.52% Materials +0.16% Consumer Discretionary +0.1% Health Care -0.23% Information Technology -0.43% Real Estate -0.55% Consumer Staples -1.67% Communication -1.88% Financial -1.94% *  *  *  * Industry Focus Software & Services 39 95 7 Over the past 6 months, the Software & Services subsector (XSW) has underperformed the S&P 500 by -5.21%. However, its Power Bar ratio, which measures future potential, is Very Strong, with more Bullish than Bearish stocks. It is currently ranked #9 of 21 subsectors and has moved down 3 slots over the past week. Top Stocks APPS Digital Turbine, Inc CXM Sprinklr, Inc. DOMO Domo, Inc. *  *  *  * Top Movers Gainers HAL +4.15% CF +2.59% KHC +2.53% CEG +2.53% BKR +2.49% Losers PYPL -5.73% DAY -5.18% CZR -4.7% EPAM -4.43% ALB -4.43% *  *  *  * Earnings Report Earnings Surprises No significant Earnings Surprises in the Russell 3000. *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at STEVENMAGALLANES520.NIMS@BLOGGER.COM. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. Please note: The law prohibits us from giving personalized financial advice. © 2025 Chaikin Analytics, LLC. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Chaikin Analytics, LLC. 201 King Of Prussia Rd., Suite 650, Radnor, PA 19087. www.chaikinanalytics.com. 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