Core Insights - The Trump Administration's Genesis Mission aims to accelerate AI development while modernizing the energy grid and ensuring affordable energy for Americans [1][2] - The initiative highlights the importance of U.S. energy independence and the role of clean energy sources, particularly nuclear power, in supporting AI infrastructure [2] Company Summaries - **Constellation Energy**: A leading clean energy producer with over 32,400 megawatts capacity, powering around 20 million homes. The company received a $1 billion loan to restart its Three Mile Island reactor, indicating a potential revival in domestic nuclear energy [4][6] - **NextEra Energy**: Operates the largest electric utility in the U.S. and is a global leader in renewable energy. The company plans to invest $75 billion in infrastructure by 2028 to meet rising energy demands from data centers [7][8] - **Dominion Energy**: A major producer of offshore wind and solar energy, with ongoing contract talks for 47,000 megawatts of power with data center companies. This positions Dominion for significant growth in the domestic energy sector [9][11] - **EQT Corporation**: A leading natural gas company operating in the Marcellus Formation, with a low long-term break-even price of $2.00/MMBtu. The company is set to benefit from rising domestic natural gas demand [12][13] - **GE Vernova**: An independent energy company specializing in power generation equipment across various sources. The Genesis Mission's focus on modernizing the power grid aligns with GE Vernova's capabilities, creating growth opportunities [14][16]