Top 10 Trending Stocks as Famous Billionaire Predicts Massive AI Stock Rally Before Bubble Burst

4. Constellation Energy Corp (NASDAQ:CEG)

Number of Hedge Fund Investors: 79

Ivana Delevska, the Founder and CIO of Spear, said in a recent program on Schwab Network that she believes CEG could benefit from the AI boom. Here is how she made the case for the stock:

“We believe that we’re going through a new wave of AI investments. The first wave with Nvidia Hopper infrastructure was going into existing data centers. The new wave requires brand new data centers and with that comes incremental power generation capacity. With that comes incremental infrastructure and networking equipment. So, we’re really looking to capitalize on that trend and this is where Constellation Energy Corp (NASDAQ:CEG) fits very well in the portfolio. They’re the leader on the nuclear side. They operate the largest nuclear fleet in the United States.”

ClearBridge Global Infrastructure Income Strategy stated the following regarding Constellation Energy Corporation (NASDAQ:CEG) in its second quarter 2025 investor letter:

“U.S. electric utility Constellation Energy Corporation (NASDAQ:CEG) Energy also outperformed for the quarter. Constellation is primarily a nuclear generation company and is the largest producer of carbon-free electricity in the U.S., serving states including New York, Illinois, Maryland, Pennsylvania and New Jersey. The company’s combined generation capacity is more than 32 GW and 90% of annual output is carbon free. Constellation’s share price benefited from the renewed optimism on data center deals.”