US nuclear power is set for a comeback, with capacity rising 63% to 159 gigawatts by 2050, driven by AI data centers, supportive policy, plant upgrades, and modular reactors after 2035.
President Trump’s three new AI executive orders highlight key priorities—boosting infrastructure, promoting exports, and ensuring ideological neutrality—suggesting these areas will dominate efforts.
Bloomberg’s large-cap BMVP portfolio delivered positive returns in 2Q but trailed its benchmarks, held back by its defensive tilt during one of the fastest market rebounds on record.
President Trump’s AI Action Plan signals continued federal avoidance of strict AI regulation while aiming to preempt disruptive state laws, which may prompt renewed congressional efforts despite earlier legislative setbacks.
Private markets are providing mass investments for artificial intelligence startups and infrastructure. Bloomberg Intelligence estimates AI private company deal value soared above $150 billion this year from $23 billion in 2024.
