A $120 Billion Westinghouse Reactor Plan Is Taking Shape. Here’s What History Says Happened the Last Time the U.S. Built Them.

The U.S. and South Korea have signed a framework agreement to invest up to $120 billion in building eight nuclear reactors on federal sites, with Westinghouse providing design, engineering, and procurement services. Unlike the previous AP1000 builds that cost over double their estimates and bankrupted Westinghouse, this time the company bears no fixed-price cost risk and receives service fees instead. Investors in Brookfield Renewable and Cameco, which co-own Westinghouse, should monitor whether definitive agreements materialize and how cost risks are structured.

11/07/2026, 5:03 AM • The Motley Fool

Brookfield Renewable Q3 Results: 3 Key Takeaways for Long-Term Investors

Brookfield Renewable reported $346 million in Q3 2026 funds from operations, with the company expanding through asset recycling, battery storage contracts with 15-20 year take-or-pay agreements, and nuclear power opportunities. The company invested or committed $3 billion for growth and expects $2.8 billion in asset sale proceeds, positioning itself to capitalize on rising global electricity demand.

11/06/2026, 9:42 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

3 High-Yielding Dividend Stocks That Investors Can Safely Buy and Hold for Decades

The article recommends three high-yielding dividend stocks suitable for long-term holding: Clorox (CLX) with a 5.7% forward dividend yield and a 49-year streak of annual increases, Brookfield Renewable (BEPC) offering 5.4% yield with expected 5-9% annual dividend growth, and Verizon Communications (VZ) providing a 6.3% yield with 20 consecutive years of dividend increases. The author suggests shifting portfolio focus toward reliable cash flow and dividend growth rather than capital appreciation.

11/05/2026, 6:05 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

Here's What a $10,000 Investment in Cameco 5 Years Ago Is Worth Today -- and What the Next 5 Years Could Look Like

Cameco, North America's largest uranium miner, delivered a 26% annual return over the past decade. Despite being down 5% this year, analysts project mid-to-high double-digit growth over the next five years driven by long-term uranium contracts, data center nuclear power demand, and potential gains from Westinghouse's upcoming IPO, which could value Cameco's 49% stake at approximately $24.5 billion.

10/03/2026, 6:05 PM • The Motley Fool

Google Just Went Nuclear in Georgia. These 2 Industrial Stocks Get Paid to Build It.

Google struck a deal with Georgia Power to fund nuclear plant upgrades at Vogtle and Hatch facilities, adding 96 MW of capacity to support new data centers. GE Vernova and Brookfield Renewable are positioned to benefit from the upgrades through their nuclear technology and services divisions, though regulatory approval and multi-year timelines remain.

10/01/2026, 4:05 PM • The Motley Fool

3 Monster Dividend Stocks to Buy Now and Hold for Decades

The article recommends three dividend stocks for long-term income-focused investors: United Parcel Service (UPS) with a 7% dividend yield despite recent weakness from reduced Amazon volumes; Brookfield Renewable (BEPC) offering 5.5% yield with committed 5-9% annual dividend growth through renewable energy investments; and Lockheed Martin (LMT) with a 2.7% yield but 23 consecutive years of dividend increases, supported by rising global defense spending.

09/29/2026, 10:30 AM • 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

2 High-Yield Dividend Stocks Worth Buying Right Now

The article recommends ExxonMobil and Brookfield Renewable as reliable high-yield dividend stocks for income-seeking investors. ExxonMobil, a major integrated energy company, has raised dividends for 43 consecutive years and trades at a cheap valuation with a 2.5% yield. Brookfield Renewable, a renewable energy company with long-term contracts with tech giants, offers a 4.8% yield and aims for 5%-9% annual dividend growth.

09/04/2026, 3:15 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

2 Dividend Stocks Compounding Quietly While Oil Headlines Distract Everyone

Brookfield Renewable and NextEra Energy are highlighted as stable, high-yielding dividend stocks insulated from volatile oil and gas prices. Both companies benefit from long-term renewable energy contracts and growing demand from cloud, AI, and manufacturing sectors. Brookfield Renewable offers a 4.8% dividend yield with 5-9% annual growth targets, while NextEra Energy provides a 3% yield with 10% annual dividend growth and a planned merger with Dominion Energy.

08/25/2026, 4:10 PM • The Motley Fool

Is Brookfield Renewable a Better Buy Now Than It Was 6 Months Ago?

Despite Brookfield Renewable's 21.2% decline over six months and attractive 4.7% dividend yield, the stock is not in a better position to buy. High interest rates pose significant challenges for the company's capital-raising activities and asset recycling strategy. While the company has strong fundamentals and record FFO, investors should wait for interest rates to decline before investing.

08/23/2026, 2:05 AM • The Motley Fool

Why I'm Not Chasing NuScale -- Here's What I'm Buying Instead

The author argues against investing in NuScale Power despite its promising small modular reactor technology, citing its speculative nature and lack of near-term revenue generation. Instead, he recommends Brookfield Renewable, which offers established operations, meaningful current profits, visible growth through 2031, and indirect nuclear exposure via its 51% stake in Westinghouse Electric.

08/11/2026, 7:30 AM • The Motley Fool

Why Cameco's Ugly Earnings Miss Might Be Good News in Disguise

Cameco reported disappointing Q2 earnings with revenue down 7% and EPS missing estimates significantly, but the miss was largely due to lower equity earnings from its Westinghouse investment. As Westinghouse prepares for an IPO, the investment could unlock substantial value for Cameco shareholders, with Westinghouse's valuation estimated to have grown from CA$8.2 billion to CA$10.8 billion since Cameco's 2023 acquisition of a 49% stake.

08/08/2026, 12:30 PM • The Motley Fool