Google, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.

Major tech companies (Google, Amazon, Meta) are significantly increasing AI infrastructure spending, which benefits not just chip makers like Nvidia, but also less obvious beneficiaries in power generation and uranium supply. Cameco, a uranium provider for nuclear power plants, is positioned to win long-term as AI data centers increasingly rely on nuclear power, though benefits may take years to materialize as new nuclear facilities are built.

08/17/2026, 6:30 AM • 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

Which Is the Better Energy Sector ETF, VanEck's Nuclear-Focused NLR or First Trust's EMLP Targeting Energy Infrastructure?

VanEck's NLR nuclear-focused ETF and First Trust's EMLP energy infrastructure fund offer different approaches to energy sector investing. NLR delivers higher 5-year returns (148% growth on $1,000) with lower fees (0.52%), but experiences greater volatility. EMLP provides more stable returns with half the volatility and MLP tax advantages, though with higher expense ratio (0.95%) and lower growth. The choice depends on investor risk tolerance and whether they prefer nuclear energy exposure or traditional pipeline/utility infrastructure.

08/12/2026, 5:09 PM • The Motley Fool

Cameco vs. Uranium Energy: Which Uranium Stock Wins the Nuclear Restart?

The nuclear energy market is experiencing a revival driven by decarbonization initiatives, safer technologies, and AI power demands. Cameco, the world's second-largest uranium miner with a $42B market cap, offers steady 7% revenue and 14% EBITDA growth through 2028 with diversified operations and Westinghouse Electric ownership. Uranium Energy, a smaller $5.6B pure-play uranium miner using cleaner extraction methods, projects 57% revenue CAGR but trades at a premium valuation. Analysts favor Cameco for its scale and lower valuation, though Uranium Energy offers higher growth potential with greater volatility.

08/10/2026, 3:05 PM • 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

Is the Nuclear Power Comeback Real? Here's the Best Way to Invest in It.

Nuclear energy is experiencing a resurgence driven by AI data centers' power demands. The VanEck Uranium and Nuclear ETF (NLR) is recommended as a diversified way to gain exposure to the nuclear industry, holding both established uranium mining companies and emerging small modular reactor developers. While growth potential is strong, many nuclear companies remain pre-revenue and speculative.

08/06/2026, 8:05 AM • The Motley Fool

Why Trump's Nuclear Deal With Saudi Arabia Could Be Good News for These 2 Uranium ETFs

President Trump's nuclear deal with Saudi Arabia signals growing global demand for nuclear energy and uranium. The agreement demonstrates that even oil-rich nations are expanding nuclear capacity, which could benefit uranium miners and nuclear energy companies. Two ETFs—Global X Uranium ETF and VanEck Uranium and Nuclear ETF—offer investors exposure to this trend, with both delivering strong recent returns despite long-term volatility.

08/01/2026, 8:14 PM • The Motley Fool

Oklo vs. Plug Power: Which Utilities Stock Is a Better Buy in 2026?

The article compares two clean energy companies: Oklo, a pre-revenue nuclear developer with advanced small modular reactors and zero debt, versus Plug Power, an established hydrogen ecosystem provider generating $710M in revenue but burning significant cash. While Plug Power shows near-term progress toward profitability, Oklo is recommended for patient, long-term investors due to its more differentiated business model and momentum in advanced nuclear for AI data centers, despite being years away from commercial operations.

07/29/2026, 5:17 PM • The Motley Fool

Nuclear Energy Is Winning Repeated Government Backing and Investors Should Take Notice

The U.S. government is providing substantial support for nuclear energy expansion, with Trump's May 2025 executive order aiming to increase nuclear capacity from 100 gigawatts to 400 gigawatts by 2050. This creates investment opportunities across multiple nuclear-related companies, from uranium producers to reactor manufacturers and emerging small modular reactor technologies.

07/25/2026, 4:15 PM • The Motley Fool

The Next Big AI Bottleneck Isn't Chips -- It's Natural Gas. Here Are the Stocks to Buy Before the Crunch.

According to Chronometer Partners CIO Matthew Smith, natural gas will become critical to meet surging power demand from AI and other sources. U.S. natural gas exports are expected to ramp from 15 Bcf to 35 Bcf per day by 2030, with a potential 5 Bcf daily deficit emerging by 2027-2028. Smith recommends investing in natural gas producers, nuclear, and solar companies to capitalize on this emerging opportunity.

07/22/2026, 12:27 PM • The Motley Fool

Which Is the Better Energy ETF for the AI Era: State Street's XLE or VanEck's Nuclear NLR?

State Street's XLE energy ETF delivered 39% returns over one year with a 0.08% expense ratio, significantly outperforming VanEck's NLR nuclear-focused ETF which posted an 8.1% loss. While XLE offers lower costs and higher liquidity through exposure to oil and gas giants, NLR provides a longer-term bet on nuclear power's role in powering AI data centers, despite near-term headwinds from uranium price pullbacks.

07/21/2026, 1:18 PM • The Motley Fool

Which Is the Better Energy ETF, VanEck's Nuclear-Focused NLR or State Street's XOP Targeting Oil and Gas?

The article compares two energy ETFs: VanEck's NLR (nuclear/uranium-focused) and State Street's XOP (oil & gas exploration). XOP delivered 22.6% one-year returns with a lower 0.35% expense ratio, while NLR offers higher 2.9% dividend yield but carries a 0.52% expense ratio. Over five years, NLR outperformed with $2,441 vs $1,904 growth on $1,000 invested, reflecting the global shift toward cleaner energy sources.

07/16/2026, 1:01 PM • The Motley Fool

Purecore Signs Letter of Intent with Skyharbour to Option the Yurchison Uranium Property in Athabasca Basin

Purecore Metals Inc. has signed a non-binding letter of intent with Skyharbour Resources Ltd. to acquire an option for up to 100% interest in the Yurchison uranium property in Saskatchewan's Athabasca Basin. The 35,029-hectare property, located 75 km south of Cameco's Rabbit Lake operation, shows strong discovery potential for basement-hosted uranium and other mineralization based on historical exploration data and recent 2022-2023 surveys.

07/16/2026, 8:00 AM • GlobeNewswire

Skyharbour Signs Letter of Intent with Purecore to Option its Yurchison Uranium Property in the Athabasca Basin

Skyharbour Resources has signed a non-binding letter of intent with Purecore Metals to option up to 100% interest in the Yurchison uranium property in Northern Saskatchewan. The 35,029-hectare property, located 75 km south of Cameco's Rabbit Lake operation, shows strong discovery potential for basement-hosted uranium and other mineralization based on historical exploration data and recent airborne surveys.

07/16/2026, 8:00 AM • GlobeNewswire

These Nuclear Energy Stocks Slumped in the First Half of 2026. Buy This 1 On the Dip.

Nuclear energy stocks experienced significant volatility in the first half of 2026 after surging in 2025. While Oklo and NuScale Power have declined sharply due to lengthy development timelines, Cameco stands out as a mature company positioned to benefit from growing uranium demand and its stake in Westinghouse. The article recommends Cameco as the best nuclear stock to buy on the dip, citing its established operations and near-term revenue potential compared to early-stage competitors.

07/08/2026, 9:15 AM • The Motley Fool