Nuclear Power Is Back, But Only a Few Stocks Have Customers Signed

Nuclear power is experiencing renewed interest from major tech companies seeking clean energy. While established players like Vistra, Constellation Energy, Cameco, Centrus Energy, and BWX Technologies have signed contracts or operate licensed facilities, early-stage developers like Oklo, NuScale Power, and Nano Nuclear Energy still lack regulatory approvals and face execution risks despite securing customer commitments.

10/29/2026, 2:00 AM • 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

Uranium Is Near $90 a Pound. Here's My Prediction for What's Ahead for the Fuel.

Nuclear energy is experiencing a global revival driven by decarbonization goals and AI-driven electricity demand. With uranium supplies tightening and inventories dwindling, spot prices near $90/pound are expected to remain elevated around $100/pound over the next few years, with Bank of America projecting prices could reach $130/pound. This supply-demand imbalance benefits uranium miners and nuclear energy producers.

10/22/2026, 3:30 PM • The Motley Fool

Should You Forget ExxonMobil and Buy Cameco Stock Instead?

ExxonMobil stock has surged 47% this year driven by elevated oil prices, trading at a reasonable 13.3x forward P/E. However, Cameco, a uranium miner down 11% in 2026, may offer better long-term value as nuclear energy demand rises while uranium supply remains constrained. With significant uncommitted production for 2029-2030 and potential uranium price increases to $130/pound, Cameco could deliver faster earnings growth than currently forecasted.

10/22/2026, 6:45 AM • The Motley Fool

This Nuclear Stock Could Be Your Ticket to Millionaire Status -- and It Didn't Even Need to Build a Reactor First

Centrus Energy is positioned as an attractive nuclear investment opportunity due to its dominant position as the only HALEU enricher in the Western World. With a $4.5 billion backlog of LEU and HALEU sales commitments and a $2.4 billion market cap, the company could potentially grow tenfold as advanced reactor makers scale operations, offering significant wealth-building potential without needing to build reactors itself.

10/20/2026, 6:05 PM • The Motley Fool

Energy ETF Investing in Focus: AMLP's 7.7% Dividend or NLR's Nuclear Power Promise?

Alerian MLP ETF (AMLP) offers a significantly higher 7.7% dividend yield focused on energy infrastructure and master limited partnerships, but carries a higher 1.01% expense ratio. VanEck Uranium and Nuclear ETF (NLR) provides broader diversification across energy, utilities, and industrials with lower fees (0.52%) but has declined 28% over the past year. AMLP suits income investors seeking stable returns, while NLR appeals to growth-oriented investors betting on nuclear power demand from AI data centers.

10/16/2026, 4:02 PM • The Motley Fool

Better Clean Energy ETF: VanEck's Nuclear-Focused NLR vs. the iShares ICLN Targeting Renewables

VanEck's NLR nuclear-focused ETF offers higher dividend yield (3.1%) but underperformed significantly with a 21.8% loss over the past year, while iShares' ICLN renewable energy ETF gained 11.0% with lower costs (0.38% expense ratio). The choice between them depends on investor priorities: NLR provides concentrated nuclear exposure but faces regulatory and interest rate risks, while ICLN offers broader diversification across 105 holdings in solar, wind, and clean energy equipment.

10/14/2026, 9:23 PM • The Motley Fool

Amazon Just Signed a 20-Year Nuclear Power Deal. Here's the 1 Industrial Stock That Benefits Most.

Amazon and Alphabet have signed 20-year nuclear power purchase agreements with Constellation Energy, signaling the tech industry's commitment to nuclear energy for AI data centers. While Constellation is well-positioned as a major nuclear generator, Cameco—which supplies uranium and owns 49% of Westinghouse—is highlighted as a better investment opportunity, trading 35% below analyst targets as nuclear capacity is expected to triple by 2050.

10/09/2026, 7:33 AM • The Motley Fool

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

Cameco Stock Down to Below $90 -- Is Now the Time to Buy?

Cameco's stock has fallen below $90 from a 52-week high of $135.24, presenting a potentially cheaper entry point for investors. While recent operational challenges and lower Q2 earnings have pressured the stock, the company's long-term uranium supply contracts, 49% stake in Westinghouse, and exposure to growing nuclear demand remain strategically sound. The pullback improves valuation for those bullish on nuclear expansion, though the stock still commands a premium.

10/05/2026, 8:08 AM • The Motley Fool

Cameco Trades Near $85. Here's Why the Uranium Giant Might Be the Safest Way to Play the Nuclear Comeback

Cameco's stock has fallen from $134 to $85 after initial investor enthusiasm for nuclear power waned. However, the article argues this presents an opportunity, as nuclear power is experiencing a genuine renaissance driven by surging electricity demand from AI and electric vehicles. With uranium supply expected to fall short of demand in the early 2030s and Cameco owning half of Westinghouse, the company is well-positioned to benefit from the nuclear comeback.

10/04/2026, 1:15 AM • The Motley Fool

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

U.S. – Korea Framework Advances Deployment of Westinghouse Nuclear Technology in the United States

The U.S. Government and Republic of Korea announced a strategic framework agreement committing up to $120 billion to finance the construction of eight nuclear reactors in the U.S., including six Westinghouse AP1000 reactors and two Korean APR1400 reactors on federal sites. Korea will also make a cornerstone equity investment of 5-10% in Westinghouse, with Westinghouse receiving upfront payments and guaranteed scope of work.

09/30/2026, 7:40 PM • GlobeNewswire

2 Green Flags and 2 Red Flags for Nuclear Stocks After This Year's Sell-Off

Nuclear power stocks present significant opportunities driven by expected 60% growth in U.S. electricity demand through 2045, particularly from AI and electric vehicles. However, investors should be cautious about high valuations, funding challenges for expensive reactor construction, and unproven small modular reactor technology. While established utilities like NextEra offer relative value, newer entrants remain unprofitable and speculative.

09/25/2026, 8:15 PM • The Motley Fool