Brookfield, NextEra to Build $100 Billion AI Hub on Cold War Nuclear Site
Published . Updated .
This report is about Defense and Energy. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.
Directly affected
Indirectly affected
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.1%
Defense contractors get more work when conflict spending rises
- GD General Dynamics-2.1%
Defense contractors get more work when conflict spending rises
- XOM Exxon Mobil+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- BA Boeing-10.5%
Defense and aerospace orders move with conflict spending
- LHX L3Harris+2.0%
Defense contractors get more work when conflict spending rises
- HII Huntington Ingalls
Shipyards benefit when naval spending rises
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BN | +2.28% | +3.09% | base | +2.48% | +1.88% | +1.45% | +3.87% |
| RTX | -1.14% | +0.14% | base | +0.28% | +4.03% | +3.03% | +3.70% |
| LMT | -2.71% | -1.91% | base | +2.07% | +5.77% | +5.03% | +5.10% |
| NOC | -2.28% | -2.15% | base | +0.71% | +4.91% | +3.01% | +7.76% |
| GD | -1.41% | +0.15% | base | +0.71% | +2.85% | +2.01% | +2.89% |
| XOM | -4.76% | -2.71% | base | -1.27% | +1.15% | +0.71% | +0.51% |
| CVX | -4.74% | -3.18% | base | -1.22% | +1.31% | +1.08% | +1.61% |
| ITA | +0.31% | +0.90% | base | +1.27% | +2.38% | +1.65% | +0.87% |
| BA | +1.71% | +2.67% | base | +2.25% | +2.97% | +3.68% | +3.11% |
| LHX | -0.27% | +0.27% | base | +1.27% | +4.61% | +2.69% | +4.74% |
| HII | +0.22% | -0.16% | base | +1.07% | +2.71% | +1.92% | +2.93% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Brookfield, NextEra to Build $100 Billion AI Hub on Cold War Nuclear Site Crude Oil Prices Today | OilPrice.com
Energy
| Company | When | Move | Status |
|---|---|---|---|
| BA | that day | +2.25% | final price |
| BA | the next day | +2.97% | final price |
| BA | two days later | +3.68% | final price |
| BA | three days later | +3.11% | final price |
| BA | three days earlier | +2.67% | final price |
| BA | five days earlier | +1.71% | final price |
| BN | that day | +2.48% | final price |
| BN | the next day | +1.88% | final price |
| BN | two days later | +1.45% | final price |
| BN | three days later | +3.87% | final price |
| BN | three days earlier | +3.09% | final price |
| BN | five days earlier | +2.28% | final price |
| CVX | that day | -1.22% | final price |
| CVX | the next day | +1.31% | final price |
| CVX | two days later | +1.08% | final price |
| CVX | three days later | +1.61% | final price |
| CVX | three days earlier | -3.18% | final price |
| CVX | five days earlier | -4.74% | final price |
| GD | that day | +0.71% | final price |
| GD | the next day | +2.85% | final price |
| GD | two days later | +2.01% | final price |
| GD | three days later | +2.89% | final price |
| GD | three days earlier | +0.15% | final price |
| GD | five days earlier | -1.41% | final price |
| HII | that day | +1.07% | final price |
| HII | the next day | +2.71% | final price |
| HII | two days later | +1.92% | final price |
| HII | three days later | +2.93% | final price |
| HII | three days earlier | -0.16% | final price |
| HII | five days earlier | +0.22% | final price |
| ITA | that day | +1.27% | final price |
| ITA | the next day | +2.38% | final price |
| ITA | two days later | +1.65% | final price |
| ITA | three days later | +0.87% | final price |
| ITA | three days earlier | +0.90% | final price |
| ITA | five days earlier | +0.31% | final price |
| LHX | that day | +1.27% | final price |
| LHX | the next day | +4.61% | final price |
| LHX | two days later | +2.69% | final price |
| LHX | three days later | +4.74% | final price |
| LHX | three days earlier | +0.27% | final price |
| LHX | five days earlier | -0.27% | final price |
| LMT | that day | +2.07% | final price |
| LMT | the next day | +5.77% | final price |
| LMT | two days later | +5.03% | final price |
| LMT | three days later | +5.10% | final price |
| LMT | three days earlier | -1.91% | final price |
| LMT | five days earlier | -2.71% | final price |
| NOC | that day | +0.71% | final price |
| NOC | the next day | +4.91% | final price |
| NOC | two days later | +3.01% | final price |
| NOC | three days later | +7.76% | final price |
| NOC | three days earlier | -2.15% | final price |
| NOC | five days earlier | -2.28% | final price |
| RTX | that day | +0.28% | final price |
| RTX | the next day | +4.03% | final price |
| RTX | two days later | +3.03% | final price |
| RTX | three days later | +3.70% | final price |
| RTX | three days earlier | +0.14% | final price |
| RTX | five days earlier | -1.14% | final price |
| XOM | that day | -1.27% | final price |
| XOM | the next day | +1.15% | final price |
| XOM | two days later | +0.71% | final price |
| XOM | three days later | +0.51% | final price |
| XOM | three days earlier | -2.71% | final price |
| XOM | five days earlier | -4.76% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, sold RTX, worth $100,001 - $250,000 on 31 Jul 2026. That is 76 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought RTX, worth $1,001 - $15,000 on 23 Jul 2026. That is 84 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 22 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 22 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 28 days before publication. Filed 13 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Northrop Grumman (NOC), worth $15,001 - $50,000 on 23 Jul 2026. That is 84 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Northrop Grumman (NOC), worth $250,001 - $500,000 on 20 Jul 2026. That is 87 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 45 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 76 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 24 Jul 2026. That is 83 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 22 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 43 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the energy case looks
12 out of 100
“Brookfield, NextEra to Build $100 Billion AI Hub on Cold War Nuclear Site” scores 12 out of 100. The score uses 1 sources.