The Three Mile Island restart demonstrates the growing financial opportunity that nuclear power represents for utilities and their investors.
"Concerns that equities have 'front-run' the Fed are ill founded, in our view," Bank of America strategist Savita Subramanian said.
The next several trading sessions could determine whether the big post-Fed rally can continue, especially as investors brace for a seasonally weak October.
The deal, if it were to happen, would be one of the largest technology mergers in years.
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