Disruptionother · September 7, 2026

New York’s nuclear comeback is gathering steam

A nuclear restart/buildout implies additional electricity generation capacity coming online, easing power supply.

The trace

How it reaches your house.

Starting from Constellation Energy (Everett LNG), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.

First impact
Constellation Energy (Everett LNG) →Stands to benefit
Microsoft CorporationMSFT
The restart’s 20-year PPA means the renewed plant’s output is directly committed to Microsoft, so additional nuclear capacity gives Microsoft more secure power supply.
93% confidence
Hop 2
Microsoft Corporation →supply up
Nano-X Imaging Ltd.NNOX
Nano-X says it outsources substantially all cloud infrastructure to providers such as Microsoft Azure, so easing Microsoft's power constraint should make its cloud capacity more available to Nano-X.
67% confidence
Microsoft Corporation →supply up
Health Catalyst, Inc.HCAT
Health Catalyst relies on Microsoft Azure for computing infrastructure and network connectivity, so more available Microsoft cloud service should relieve its operating constraints.
63% confidence
Microsoft Corporation →supply up
Hop 3
LendingTree, Inc. →supply up
Amazon Web Services (Amazon.com, Inc.)AMZN
LendingTree says it depends on AWS for critical cloud services, and a broad easing in power supply should improve AWS operating capacity and make that service more available.
57% confidence
LendingTree, Inc. →supply up
Microsoft Corporation (Azure)MSFT
LendingTree says it depends on Microsoft Azure for critical cloud services, and a broad easing in power supply should improve Azure operating capacity and make that service more available.
57% confidence
Health Catalyst, Inc. →Stands to benefit
Hop 4
Amazon Web Services (Amazon.com, Inc.) →supply up
Pinterest, Inc.PINS
Pinterest says it depends on AWS for the vast majority of its compute, storage, data transfer and other services, so easing AWS's power-supply constraint should make those cloud services more available.
47% confidence

Where it lands

What you buy, and what you own.

Goods you buy

No consumer goods on this path.

Companies you may own

MSFTNNOXHCATTREERMACIWAMZNPINS

Tap a company to see what it told the SEC could break it.

In the MyPRIA app, this is checked against your own holdings.

How it reaches your house.

First impact

Constellation Energy (Everett LNG) →Stands to benefit

Microsoft CorporationMSFT

The restart’s 20-year PPA means the renewed plant’s output is directly committed to Microsoft, so additional nuclear capacity gives Microsoft more secure power supply.

93% confidence

Hop 2

Microsoft Corporation →supply up

Nano-X Imaging Ltd.NNOX

Nano-X says it outsources substantially all cloud infrastructure to providers such as Microsoft Azure, so easing Microsoft's power constraint should make its cloud capacity more available to Nano-X.

67% confidence

Microsoft Corporation →supply up

Health Catalyst, Inc.HCAT

Health Catalyst relies on Microsoft Azure for computing infrastructure and network connectivity, so more available Microsoft cloud service should relieve its operating constraints.

63% confidence

Microsoft Corporation →supply up

Hop 3

LendingTree, Inc. →supply up

Amazon Web Services (Amazon.com, Inc.)AMZN

LendingTree says it depends on AWS for critical cloud services, and a broad easing in power supply should improve AWS operating capacity and make that service more available.

57% confidence

LendingTree, Inc. →supply up

Microsoft Corporation (Azure)MSFT

LendingTree says it depends on Microsoft Azure for critical cloud services, and a broad easing in power supply should improve Azure operating capacity and make that service more available.

57% confidence

Health Catalyst, Inc. →Stands to benefit

Hop 4

Amazon Web Services (Amazon.com, Inc.) →supply up

Pinterest, Inc.PINS

Pinterest says it depends on AWS for the vast majority of its compute, storage, data transfer and other services, so easing AWS's power-supply constraint should make those cloud services more available.

47% confidence