Google Funds Nuclear Plant Expansions Amid Growing Energy Demand

Google is investing in nuclear plant expansions in Georgia, driven by increasing energy demand from AI. This development creates opportunities for investors in utilities and power infrastructure.

The move comes as the S&P 500 closed at 7,765, up 1.5% on Friday, while the NASDAQ Composite reached 27,122, gaining 2.3%. The TSX Composite finished at 36,900, up 0.6%.

Copper supply forecasts show a deficit of 4.5 million tons peaking after 2025, creating a valuation opportunity for investors who screen for commodities with tightening fundamentals.