Can the Blue Wave Save Renewable Energy Stocks?

Renewable energy stocks experienced a surge following the November 3 election results, but gave back gains the next day. The article analyzes the performance of major renewable energy companies and discusses what investors should realistically expect from this sector going forward, with Jason Hall highlighting Brookfield Renewable as a top pick.

11/08/2026, 10:50 AM • The Motley Fool

I Love Brookfield Renewable for 1 Reason, and It’s Not the Dividend

Brookfield Renewable's main attraction is its strong growth rate rather than its dividend yield. The company grew FFO per unit by 12% over the past year and plans to scale new construction to 10 GW in 2027 and 11 GW in 2028, supporting expectations of continued double-digit FFO-per-share growth. Combined with its 5% dividend yield, total returns could approach 15% annually.

11/05/2026, 8:45 AM • The Motley Fool

Mine, Enrich, Build, Operate: Which Link in the Nuclear Supply Chain Is the Best Stock Right Now?

With electricity demand projected to grow 60% between 2025-2045, nuclear power is increasingly important. The article analyzes different investment options across the nuclear supply chain: Oklo (SMR builder), Cameco (uranium producer), NextEra Energy (nuclear utility), and Constellation Energy (nuclear operator). For most investors, NextEra and Constellation offer the best risk-reward balance, with NextEra suited for conservative income investors and Constellation for growth investors.

11/04/2026, 10:15 PM • The Motley Fool

Cameco Stock Is Down 42% From Its Record. Here's How I'd Buy It Around Its Oct. 30 Report.

Cameco's stock has fallen 42% from its January peak to $78.60, driven by broad market sell-offs and interest rate concerns rather than uranium fundamentals. Despite uranium prices reaching above 2007 peaks at $96.50/pound, Cameco's realized prices lag due to older contracts. The author suggests buying in stages around the Oct. 30 earnings report, noting the stock trades at 40x forward earnings—double the S&P 500—making it not yet a bargain despite solid long-term uranium demand.

10/26/2026, 3:47 AM • The Motley Fool

SpaceX Needs Huge Amounts of Power. Here's the Energy Stock to Buy to Play It.

SpaceX's massive $16.4 billion AI infrastructure spending highlights surging electricity demand from artificial intelligence, expected to double by 2030. Brookfield Renewable is positioned to capitalize on this trend with its globally diversified clean energy portfolio, offering investors a 5.4% yield with 5% annual distribution growth while remaining insulated from potential AI spending bubbles.

10/25/2026, 9:15 PM • The Motley Fool

3 Dividend Stocks Riding the Same Nuclear Build-Out From Different Angles

The nuclear power sector is experiencing a renaissance driven by AI and electric vehicle demand. While high-risk upstarts like Oklo and NuScale offer cutting-edge technology, they are unprofitable with minimal revenue. Safer alternatives include dividend stocks: Constellation Energy (high growth, low yield), NextEra Energy (balanced growth and income), and Brookfield Renewable (high yield with diversified clean energy assets).

10/12/2026, 10:15 AM • The Motley Fool

Brookfield Renewable Partners Announces New Date for Meeting on Proposed Corporate Simplification

Brookfield Renewable Partners announced the rescheduling of its special unitholders' meeting to October 29, 2026, to achieve the required two-thirds voting threshold for its proposed corporate structure simplification. The merger would combine BEP and BEPC into a single publicly traded corporation, with over 99.7% of votes cast so far in favor. The simplification is expected to be tax-deferred and completed in Q4 2026, pending regulatory approvals.

10/09/2026, 7:00 PM • GlobeNewswire

Department of Energy Announces a New Multi-Billion-Dollar Nuclear Energy Deal

The Department of Energy announced a $4.2 billion loan commitment to Vistra to extend and upgrade three nuclear plants in Pennsylvania and Ohio, preserving 4 GW of power and adding 433 MW of new capacity. This deal is part of Trump's broader initiative to quadruple U.S. nuclear capacity to 400 GW by 2050. Meta has already signed a 20-year power purchase agreement with Vistra for 2,609 MW from these plants, highlighting how existing reactor owners are positioned to benefit most from the nuclear renaissance driven by AI energy demands.

10/06/2026, 2:41 PM • The Motley Fool

Forget AI Stocks: This Clean-Power Play Is the Real Winner

The article argues that instead of investing in volatile AI stocks, investors should consider Brookfield Renewable, a clean energy company positioned to benefit from AI's massive electricity demands. With projected 60% growth in U.S. electricity demand by 2045 and a ~5% dividend yield with consistent 5% annual growth, Brookfield Renewable offers more stable returns than speculative AI plays.

09/06/2026, 4:15 PM • The Motley Fool

The Nuclear Energy Boom: Where the Industry Really Stands Heading Into 4Q 2026

While global electricity demand is projected to surge 60% by 2045, creating a nuclear renaissance opportunity, the U.S. market hasn't yet capitalized on this trend. Of 77 reactors under construction worldwide, only 3 are in the Americas, with 57 in Asia. Investors seeking U.S. nuclear exposure should consider global suppliers like Cameco and Brookfield Renewable, while emerging SMR technologies from Oklo and NuScale remain high-risk ventures still awaiting confirmed commercial deals.

09/05/2026, 12:15 PM • The Motley Fool

BlackRock Wants 5% to 20% of Your Target-Date Fund in Private Assets

BlackRock is launching target-date mutual funds through Great Gray Trust that will allocate 5-20% of assets to private investments, offering 401(k) plan participants exposure to privately held businesses. The move aims to provide better diversification and potentially higher returns (about 50 basis points annually more than stocks) as the stock market becomes increasingly concentrated in large-cap and technology stocks.

09/04/2026, 4:30 AM • The Motley Fool

I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.

Rather than betting on which AI chip company will dominate, the author advocates for investing in electricity and utility stocks. Using a 'picks-and-shovels' investment strategy, he argues that regardless of which chipmaker wins the AI race, all AI systems require reliable electricity. He recommends utility stocks like NextEra Energy, Southern Company, Brookfield Renewable Partners, and Black Hills as safer bets that benefit from AI growth while providing dividend income.

08/29/2026, 12:15 PM • The Motley Fool

2 Best Nuclear Power Stocks Right Now

Nuclear power is experiencing a global renaissance driven by AI data center demand and rising energy needs. Constellation Energy and Cameco Corporation are highlighted as top plays in the nuclear sector—Constellation as a major nuclear power provider with long-term corporate agreements, and Cameco as a leading uranium supplier with integrated nuclear services through Westinghouse ownership.

08/16/2026, 10:30 PM • The Motley Fool

Elon Musk Says AI Needs More Power Than the Grid Can Handle. Is He Right?

Elon Musk warns that AI's power demands exceed current grid capacity, prompting him to build off-grid power solutions including natural gas plants and solar. States like New York and Texas have slowed AI data center construction due to electrical demands. This creates investment opportunities in companies providing alternative power solutions for data centers.

08/07/2026, 12:15 PM • The Motley Fool

3 Ultra-High-Yield Energy Stocks to Hold Forever

The article recommends three energy stocks offering yields of 4.8-5%, significantly higher than the S&P 500's 1% yield. Enbridge provides midstream pipeline exposure with clean energy diversification, TotalEnergies offers integrated energy production with clean energy investments, and Brookfield Renewable Partners focuses on clean energy assets. The author advocates for an all-of-the-above energy strategy combining traditional and renewable energy exposure.

08/02/2026, 10:15 AM • The Motley Fool