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U.S. equities staged a powerful recovery in April and early May, as a U.S.-Iran ceasefire, strong Q1 earnings, and renewed AI infrastructure enthusiasm drove a sharp rally led by semiconductors and large-cap technology.
AI, reshoring, and electrification are driving the first real surge in U.S. power demand in decades. Reliable electricity is becoming a strategic asset, and nuclear is at the center of it.
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