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2 Powerful AI Energy Stocks Facing a Massive Electricity Boom

I needs more than chips. It needs electricity, and that could turn power producers into some of the most surprising winners of the next decade.

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated June 23, 2026

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Constellation Energy (NASDAQ:CEG) and Vistra (NYSE:VST) are no longer just traditional utility stories. If AI creates a long-duration electricity shortage, investors may start valuing dispatchable power, nuclear scarcity, and grid flexibility very differently.

Stock prices used were the market prices of June 6, 2026. The video was published on June 21, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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