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Westinghouse plans to build 10 large nuclear reactors in the US by 2030, leveraging its experience and a more favorable licensing environment. This move is part of the nuclear insurgency led by President Donald Trump's executive orders to accelerate nuclear energy development and quadruple domestic nuclear generation capacity by 2050. Stocks like Brookfield Renewable Partners, Cameco, and Constellation Energy Group reflect this trend, with Constellation Energy Group up 38% year to date and Brookfield Renewable Partners up 17%.

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