Possible scenario
Expanded Nuclear Partnership
25% Chance
The agreement goes beyond a simple power purchase and includes commitments to extend, uprate, or restart nuclear capacity for Google’s AI load growth. This would strengthen the broader market narrative that hyperscalers are willing to underwrite firm clean power at scale.
Secondary impacts
- Utilities +1.7%
- Industrials +0.7%
- Technology +0.4%
Tickers
- CEG+6.8%
- VST+1.4%
- GEV+0.7%
- +0.4%
Portfolio impact
S&P 500+0.3%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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