On May 25, 2026, 247wallst.com reported that Trump's science advisor called the nuclear executive order (EO) the 'most...

On May 25, 2026, 247wallst.com reported that Trump's science advisor called the nuclear executive order (EO) the 'most consequential day since Atoms for Peace in 1953' (source). This indicates strong federal support for nuclear energy, directly benefiting Constellation Energy (CEG), the largest US nuclear operator with 55 GW of capacity. The policy tailwind comes as AI data centers drive a surge in electricity demand—Yahoo Finance highlighted that Wall Street sees this as the biggest power boom since the internet era (source). For hyperscalers (MSFT, AMZN, GOOGL, ORCL) and other power producers (VST, TLN), the EO could expedite nuclear project approvals and PPA negotiations, while semiconductor manufacturing (TSM) also relies on stable, carbon-free power. The order may accelerate Constellation's growth prospects, though details remain unconfirmed; confidence is low due to single-source reporting.