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NextEra Energy (NEE) and GE Vernova are energy stocks with strong AI tailwinds. NEE acquired Symmetry Energy for $800M and plans to reopen the Duane Arnold nuclear plant by 2029, offering a 2.7% dividend yield. GE Vernova surged 335% since March 2024 on turbine demand driven by AI data center power needs. Both companies benefit from rising AI power demands and have modest multiples.

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