Nuclear Energy Gets a Big Government Boost (Again)

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 25 June 2026

⏱️ 23 minutes

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Summary

If it wasn’t apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the development of 10 new nuclear reactors in the U.S. Matt, Jon, and Tyler break down what this means and whether the companies in the industry will see big gains from it. Plus, Qualcom’s investor day, IBMs breakthrough chip design, and investing in energyTyler Crowe, Matt Frankel, and Jon Quast discuss:- Qualcomm announced it wants to join the AI party- Where will Qualcomm’s new chips come from?- IBM’s new less-than-nanometer chip design- Nuclear power’s getting even more government help- Mailbag: Where to invest in energy as a young investorCompanies discussed: QCOM, AAPL, SSNLF, IBM, NVDA, GOOG, INTC, CCJ, BEP, BAM, CEG, GEV, PWR, FSLR, NEE, VSTHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Nuclear stocks are going nuclear today on Motley Fool Hidden Gems Investing.
0:10.5	Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crow, and today I'm joined by
0:16.7	longtime Fool Contributors, Matt Frankl, and John Kost. Nuclear's been in the news lately, and so we're going to be diving into some recent announcements
0:24.6	related to federal government incentives at getting into the nuclear industry and trying
0:29.9	to drive that further. We're also going to take some listener questions related to the energy
0:33.7	space as well. But there's a lot of headline news going on these days. Not like giant
0:38.9	earth-shattering news, but, you know, a nice smorgasbord of news stories today. We had the
0:43.3	micron earnings recently. And what we want to do is just going to do a quick round of
0:47.2	stories that we saw that were kind of interesting and why you think they matter. John, I want to
0:53.0	start with you. What did you see recently?
0:54.6	We were like, huh, that was interesting. Well, yesterday Qualcomm had its Investor Day presentation.
1:00.2	Qualcomm, of course, a huge semiconductor company. And the thing that stood out to me was it's
1:06.5	launching a data center platform. Now, Qualcomm is known as more of a mobile device player. It's
1:15.1	Snapdragon chips are in a lot of mobile devices, and that's really where it's bread and butter is.
1:20.1	But saying that it's launching a data center platform now, and it's targeting about 15 billion in revenue by 2029. And for perspective,
1:31.8	the company has about 45 billion in total trailing 12 month revenue right now. So adding 15 billion
1:37.2	to that top line number is pretty significant. And I think what stands out to me is for investors, a lot of investors are starting to question,
1:47.0	where are we in this AI infrastructure buildout? Is it too late when it comes to data centers?
1:53.2	And Qualcomm is a $200 billion company and just now throwing its name in the ring as a contender in this space, just now getting in.
2:02.5	So to me, that's a strong signal that maybe this AI data center buildout still has a lot of
2:07.9	legs to it because a huge player just jumped into the game.
2:11.1	Certainly with so many of these semiconductor industry companies with market caps now north of a trillion dollars, 200 billion.
	...

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