HomeIndustriesEnergyCEG, VST & GEV Key Nuclear Trades to Power A.I.

CEG, VST & GEV Key Nuclear Trades to Power A.I.

Eli Horton says his firm is investing in "large, structural themes." One of the biggest he's watching is the nuclear power. He says A.I.'s electrical demand is "pouring gasoline on the fire" for the electric grid's output, and nuclear power is one way Microsoft (MSFT) and Amazon (AMZN) aim to build its A.I. infrastructure. Eli talks about why Constellation Energy (CEG), Vistra (VST), and GE Vernova (GEV) are among his top picks.

Morning Trade Live

17 Dec 2024

SHARE

ON AIR
6:00 am
Fast Market
replay
5:00 am
Trading 360
REPLAY
ON AIR
6:00 am
Fast Market
REPLAY
7:00 am
Next Gen Investing
REPLAY
education
8:00 am
Your First Trade
REPLAY
education
8:30 am
Inside the Mind of a Trader
REPLAY
education
9:00 am
Inside the Mind of a Trader
REPLAY
education
9:30 am
Inside the Mind of a Trader
REPLAY
education
10:00 am
Your First Trade
REPLAY
education
10:30 am
Your First Trade
REPLAY
11:00 am
Market Overtime
REPLAY
12:00 pm
Morning Movers
1:00 pm
Morning Trade Live
3:00 pm
Trading 360
4:00 pm
Fast Market
5:00 pm
Next Gen Investing
6:00 pm
The Watch List
7:00 pm
Market On Close
8:30 pm
Market Overtime
REPLAY
9:00 pm
Trading 360
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
REPLAY
12:00 am
Market Overtime
REPLAY
12:30 am
Market Overtime
REPLAY
education
1:00 am
Your First Trade
REPLAY
education
1:30 am
Your First Trade
REPLAY
2:00 am
Market Overtime
REPLAY
education
3:00 am
Inside the Mind of a Trader
REPLAY
education
3:30 am
Inside the Mind of a Trader
REPLAY
education
4:00 am
Inside the Mind of a Trader
REPLAY
education
4:30 am
Your First Trade
REPLAY

Schwab Network's Newsletters

Daily insights for every investor