Bees couldn't stop Mark Zuckerberg's nuclear ambitions... The Meta Platforms (META) founder planned to team up with a power plant to fuel a new AI data center earlier this year. But it was called off after an endangered species of bee was found living on-site.

Editor's note: Just yesterday in the Chaikin PowerFeed, we discussed how artificial intelligence ("AI") ties into America's industrial production more than you would think... As we explained, it has to do with massive energy demand from AI and the associated data centers behind the technology. And over at our corporate affiliate Stansberry Research, our friend Sean Michael Cummings also has his eye on AI and energy... This essay from Sean published yesterday in Stansberry's free DailyWealth e-letter. And in it, he explains how the energy demands from Big Tech are fueling a boom in a particular corner of the energy market... Big Tech Is Funding an Atomic Renaissance By Sean Michael Cummings, analyst, Stansberry Research Bees couldn't stop Mark Zuckerberg's nuclear ambitions... The Meta Platforms (META) founder planned to team up with a power plant to fuel a new AI data center earlier this year. But it was called off after an endangered species of bee was found living on-site. The rare bees are protected by regulations. So Zuckerberg came up with something else... Last Tuesday, Meta said it plans to develop reactor technology in-house. And it has already asked for proposals from nuclear developers. It might sound strange that a social media company is getting into atomic energy... But like most tech giants today, Meta wants to ride the boom in AI. And the energy demands of AI are staggering. According to the Financial Times, one AI query uses roughly 10 times more energy than a typical Google search. And Goldman Sachs expects power demand from data centers to grow 160% this decade. That means Zuckerberg has little choice. And that's great news for nuclear energy bulls... Recommended Links: See by Tomorrow: Urgent Warning About the 'Magnificent Seven' Across his 35-year career, investor Brad Thomas has appeared on Bloomberg and Barron's... interviewed more than 100 CEOs and high-net-worth investors... and acquired a deep contact list of multimillionaires and billionaires, including Kyle Bass and President-elect Donald Trump. Now, he's warning that today's economic environment is set for a major rotation out of popular stocks like the "Magnificent Seven" – and those unprepared could be blindsided by the fallout. By tomorrow, see the full warning here. The Bitcoin Supercycle Is HERE: Buy These Six Cryptos Immediately Bitcoin is skyrocketing after the Donald Trump victory. And according to crypto expert Eric Wade, it's just getting started. A proposed federal program backed by the new administration is set to ignite a major new crypto bull run. To help you prepare, Wade just released an emergency briefing detailing six cryptos with 1,000% potential to act on immediately. Click here for his crypto update. Meta has already lost one technological arms race – and it doesn't want to make the same mistake twice. You see, Meta's rival Apple made it to the top long ago... in mobile hardware. If you do business online these days, you have to deal with Apple's smartphones and iOS operating system. Today, Apple charges companies 30 cents on the dollar to advertise on Instagram, Facebook, and WhatsApp for iOS... all platforms that belong to Meta. We can break out the numbers. In its third quarter, Meta reported ad revenue of $39.9 billion. And according to web-traffic analysis company StatCounter, iOS has a roughly 28% share of the world's mobile operating system market. That suggests Meta's fees to Apple were around $3.3 billion last quarter. Now, Meta doesn't pay those fees. It pushes the cost onto customers. But it still isn't happy. Meta issued this statement about Apple's fees in 2022...   Apple continues to evolve its policies to grow their own business while undercutting others in the digital economy. Apple previously said it didn't take a share of developer advertising revenue, and now apparently changed its mind. Meta might not have to pay Apple fees directly... But Apple still earned $3.3 billion on Zuckerberg's products last quarter. That's the value of winning a technological arms race. Apple burned a lot of cash to get there... but it made iOS a fixture in the smartphone ecosystem. Now, AI is poised to be the next sea change. Meta knows it can't lose this capital-expenditure race. So it's willing to spend big to stay competitive. And of course, the same is true for other mega-cap tech companies right now... Amazon acquired a nuclear power plant for $650 million this March. Then, in September, Microsoft revealed plans to recommission the Three Mile Island energy plant to power its data centers. And Google signed a deal in October to start using small nuclear reactors. It seems like everyone is jumping into the race for nuclear energy... These tech companies can't afford to fall behind. So they have to chase each other down every costly rabbit hole. At first, it was operating systems... Then, it was graphics processing units... Then, it was server space... And now, it's clean, efficient energy. It's the only way to meet the demands of AI. This will force Big Tech to sink cash into the nuclear sector... The trend should boost nuclear companies like NuScale Power (SMR) and Cameco (CCJ). And broad-based nuclear funds like the VanEck Uranium and Nuclear Fund (NLR) should benefit, too. In short, tech giants have no choice but to spend on nuclear energy today. This backdrop could send nuclear stocks soaring. Make sure you're positioned to benefit. Good investing, Sean Michael Cummings   Editor's note: To receive more insights like this from Sean and his colleagues at Stansberry Research, you can sign up directly for DailyWealth. This e-letter publishes each weekday that the markets are open, and it's free to read – just like the PowerFeed. To learn more about DailyWealth and sign up to receive it, click here. Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral     Bearish Dow 30 -0.46% 11 9 10 S&P 500 -0.52% 111 275 110 Nasdaq -0.79% 33 48 19 Small Caps -0.51% 575 990 343 Bonds -0.89% — According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are somewhat Bullish. Major indexes are all bullish. *  *  *  * Sector Tracker Sector movement over the last 5 days Discretionary +3.51% Information Technology +1.41% Communication -0.43% Real Estate -1.04% Staples -1.05% Health Care -1.68% Financial -2.18% Industrials -2.51% Materials -2.99% Utilities -2.99% Energy -3.86% *  *  *  * Industry Focus Health Care Services 6 36 17 Over the past 6 months, the Health Care Services subsector (XHS) has underperformed the S&P 500 by -9.80%. Its Power Bar ratio, which measures future potential, is Weak, with more Bearish than Bullish stocks. It is currently ranked #17 of 21 subsectors. Indicative Stocks ACHC Acadia Healthcare Co AGL agilon health, inc. ASTH Astrana Health, Inc. *  *  *  * Top Movers Gainers HSY +10.85% ENPH +6.75% CRL +5.18% VRSN +4.88% ALB +4.48% Losers OMC -10.25% CMCSA -9.5% CHTR -9.2% VST -7.29% CTAS -6.89% *  *  *  * Earnings Report Reporting Today Rating Before Open After Close GME AZO, FERG OLLI No earnings reporting today. Earnings Surprises MDB MongoDB, Inc. Q3 $1.16 Beat by $0.47 CASY Casey's General Stores, Inc. Q1 $4.83 Beat by $0.32 TOL Toll Brothers, Inc. Q4 $4.63 Beat by $0.29 ORCL Oracle Corporation Q2 $1.47 Missed by $-0.01 *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at punjabsvera@gmail.com. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. Please note: The law prohibits us from giving personalized investment advice. © 2024 Chaikin Analytics, LLC. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Chaikin Analytics, LLC. 201 King Of Prussia Rd., Suite 650, Radnor, PA 19087. www.chaikinanalytics.com. 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