Trump’s Executive Orders Supercharging the AI & Energy Race

President Trump is reportedly preparing a series of executive orders designed to supercharge America’s AI growth by increasing power capacity, especially via streamlined grid connections, federal land allocation for data centers, and faster permitting for power projects. These initiatives aim to address projected fivefold increases in electricity demand by 2029 and 30× demand by 2035 due to large-scale AI operations. The plan includes the upcoming release of an AI Action Plan, with July 23 designated as “AI Action Day.”

Alongside AI, Trump is backing nuclear power as a cornerstone of energy independence—significantly impacting uranium and small modular reactor (SMR) developers. This policy terrain, including designation of uranium as a critical mineral and regulatory streamlining, has already sparked rallies in nuclear and uranium equities.

📈 Stocks to Watch in July

🏭 Nuclear Reactors (SMRs & Advanced Tech)

• $OKLO (Oklo Inc.) – Developing advanced microreactors; just signed a defense deal at Eielson AFB, stock recently jumped +26%.

• $SMR (NuScale Power) – Frequent speculation ahead of firmer commercial deployments backed by recent executive support.

• $NNE (Numenor Energy) – Smaller reactor play that could benefit from nuclear deregulation.

• $LBTR (Lightbridge Corp.) – Fuel tech innovator; targeting AI data center power, with multi-company collaboration like Oklo and KHNP.

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⛏️ Uranium Production & Traders

Highlighted names bolstered by Trump’s uranium-focused orders:

• $CCJ (Cameco) – Canada’s uranium giant; rallied +11% post-announcement.

• $BOE (BonTerra Resources)

• $PDN (Paladin Energy)

• $EFR (Energy Fuels)

• $KAP (KAP Resources)

• $UEC (Uranium Energy Corp)

• $PEN (Peninsula Energy)

• $EU (Uranium Royalty)

• $URE (Uranium ETF)

Many of these stocks are already rising alongside Uranium ETFs like URA, NUKZ, and URNM, thanks to accelerated reactor permitting.

⚡ Energy & Grid Infrastructure

• $PEG (Regency Energy)

• $CEG (Constellation Energy)

• $TLN (Talon Metals)

• $VST (Vistra Corp.)

These utilities and energy suppliers stand to see increased demand as fossil, nuclear, and clean energy plants fast-track grid integration to service AI data center needs.

🔮 July Catalyst Calendar

Timeframe	Headlines to Monitor
July 15	Trump speaks at AI & Energy event in Pennsylvania
By July 23	Release of the AI Action Plan and AI Action Day
Ongoing	Regulatory/executive order rollouts for nuclear and energy

🧭 Why These Moves Matter

• Increased energy flow & capacity → data centers and AI servers can be powered more reliably.

• Regulatory clarity for nuclear projects and uranium producers removes long-standing bottlenecks.

• Stock re-ratings often follow, especially when pipeline deals (like Oklo’s reactor deployment) align with policy tailwinds.

• Utility stocks may gain from increased grid expansion and supporting energy needs.

📋 Final Take

Trump’s upcoming executive actions may serve as launchpads for AI, nuclear, and uranium investors this July. Key events—including a July 15 speech, July 23 rollout, and ongoing deregulation—offer catalysts for targeted names listed above. Among the top picks:

• $OKLO (SMRs + defense deals)

• $LBTR (advanced fuel tech)

• $CCJ, $UEC, $URE (uranium plays)

• $CEG, $VST (energy grid beneficiaries)

Keep a watch on:

1. Policy timing – speech/plan releases

2. Company-specific news – reactor deals, uranium permits

3. Market reactions – especially in ETFs like URA and NUKZ JOIN ZTRADEZ OPTIONS TRADING DISCORD / PENNY STOCK DISCORD https://discord.gg/optionstrading

   
   

   Disclosure: The author is not invested in any of these stocks at the time of writing this blog.

   
   

   Disclaimer: THIS IS NOT FINANCIAL ADVICE