DU DUK Duke Energy Corporation Loading... : Investor Sentiment and Bull/Bear Views

Established nuclear utility/operator stocks are a lower-risk way to play the nuclear renaissance than SMRs. They have existing operating fleets being life-extended, benefit from hyperscaler and data-center power demand and long-term PPAs, and are liquid; some pay dividends. He specifically says buying Vistra, Constellation, Duke, or Dominion may be a better and easier choice, especially for institutions, and that the futures for large nuclear operators look brighter than ever. The group has sold off 20-30% from highs, making a mixed basket attractive.

Duke Energy has fallen enough to buy; Cramer wants a 4% yield handle, though the 5-year Treasury's 5% yield is competition and explains recent weakness.

Goldman Sachs is expressing a preference for utility companies that will supply power for growing data center energy demand. FirstEnergy, Xcel Energy, Duke Energy, Sempra, and Vistra are named as favored names, making them a direct play on the AI infrastructure buildout without taking capex or chip inventory risk.