The Nuclear Power Comeback Is Real -- and These 3 Stocks Are the Best Way to Play It

Nuclear power is experiencing a resurgence as renewables fail to meet growing electricity demand, particularly from AI data centers. The article highlights three investment opportunities: Cameco for uranium supply, GE Vernova for small modular reactor development, and Vistra for nuclear power generation capacity expansion.

06/22/2026, 12:15 PM • The Motley Fool

Energy ETFs: MLPX Delivers More Income, Lower Fees

A comparison of two energy sector ETFs reveals distinct investment strategies: MLPX (Global X - MLP & Energy Infrastructure ETF) offers higher dividend yield (4.13%) and lower fees (0.45%), making it ideal for income-focused investors, while NLR (VanEck Uranium and Nuclear ETF) has delivered superior long-term growth (146% total return over 5 years) but with higher volatility and lower dividend yield (2.29%).

06/03/2026, 11:07 AM • The Motley Fool

Orano Increases Ownership in Cigar Lake Mine in Canada

Orano Canada and Cameco Corporation have agreed to jointly acquire TEPCO Resources Inc.'s 5% ownership stake in the Cigar Lake Joint Venture. The transaction will increase Orano's ownership from 40.453% to 42.582%, while Cameco's stake will rise to 57.418%. The deal is expected to close in Q3 2026, subject to regulatory approvals. Both companies reaffirmed their commitment to supporting nuclear energy and reliable operations.

06/01/2026, 11:45 AM • Benzinga

Got $5,000? Cameco Could Be the Nuclear Fuel Champion That Turns Today's Energy Crisis Into Long‑Term Wealth.

Cameco is positioned as a leading pure-play nuclear company benefiting from growing demand for nuclear energy driven by hyperscalers' AI data center investments and government support. The company operates uranium mining, fuel services, and holds a 49% stake in Westinghouse Electric, which designs nuclear reactors and small modular reactors. Uranium prices have nearly doubled from $34.53/lb in 2021 to $66.21/lb in early 2026, with the U.S. government committing $80 billion to construct Westinghouse reactors.

05/16/2026, 6:21 AM • The Motley Fool

The 3 Best Nuclear Energy Industry Stocks to Buy in 2026

With electricity demand expected to increase 50% between 2020 and 2040, nuclear energy is experiencing a renaissance. The article presents six nuclear-related stocks across different risk levels: conservative options like Brookfield Renewable Partners and Southern Company; moderate-risk picks like Cameco and Constellation Energy; and high-risk emerging technology plays like NuScale Power and Oklo.

05/10/2026, 9:15 AM • The Motley Fool

The 1 Energy Stock I'd Buy if I Could Only Pick One Right Now

James Hires recommends Cameco (CCJ) as the top energy stock to buy, citing its position as the world's second-largest uranium miner with operations across the nuclear fuel cycle. With 75 new reactors under construction and 120 planned globally, combined with geopolitical shifts toward nuclear power, Cameco is well-positioned for growth. The company reported 88% year-over-year EPS growth in Q1 2026 and recently secured a $1.9 billion uranium supply agreement with India.

05/10/2026, 3:05 AM • The Motley Fool

The Nuclear Boom Is Real. These 3 Stocks Are the Smartest Long-Term Buys.

Nuclear power is experiencing significant growth as global electricity demand rises and the world seeks clean baseload energy. The article recommends four nuclear-related stocks: Cameco and Brookfield Renewable for conservative investors, and NuScale and Oklo for aggressive investors willing to accept higher risk from emerging small modular reactor technology.

05/08/2026, 10:15 PM • The Motley Fool

2 Stocks With Monster Potential to Hold Through the Next Decade of Chaos

The article recommends Cameco and Alphabet as two stocks well-positioned to thrive amid global chaos and market volatility. Cameco, the world's second-largest uranium miner, benefits from accelerating nuclear energy demand with 75 reactors under construction and 120 planned. The company reported strong Q1 2026 results with 7% revenue growth and 88% EPS surge. Alphabet, positioned on both hardware and software sides of AI, grew Q1 2026 revenue 22% to $109.8B and EPS 82% to $5.11, with expanding profit margins.

05/08/2026, 4:05 PM • The Motley Fool

My Top Energy Stock for May 2026 and Beyond

Cameco is positioned as a top energy stock pick due to global nuclear power expansion driven by Strait of Hormuz energy security concerns. As the world's second-largest uranium miner and largest Western-aligned producer, Cameco benefits from increasing nuclear reactor construction worldwide, strong financial metrics (11% revenue growth, 246% EPS growth), low production costs, and its 49% ownership stake in Westinghouse. The company has secured major supply agreements, including a $1.9 billion deal with India.

05/03/2026, 9:05 PM • The Motley Fool

My Top 2 Industrial Stocks for the Iran War Era

Following the Iran war and Strait of Hormuz closure, the author recommends MP Materials and Cameco as top industrial stocks. MP Materials, the only U.S.-scale rare-earth mineral producer, benefits from $400 million in government investment and a 10-year price floor agreement. Cameco, the world's second-largest uranium miner, is positioned to capitalize on global nuclear expansion with high-grade Canadian mines and involvement across the entire nuclear fuel cycle.

05/03/2026, 2:05 AM • The Motley Fool

Nuclear Is Back in a Big Way. Here Are 2 Stocks to Consider.

With growing global demand for nuclear energy, the nuclear industry is expanding with projections reaching $52.6 billion by 2034. The article highlights two investment opportunities: BWX Technologies, a nuclear reactor and component manufacturer, and Cameco, a major uranium fuel provider. Both companies show strong revenue growth but trade at high valuations with limited dividend yields.

04/26/2026, 6:01 PM • The Motley Fool

Oil, Geopolitics, and Cameco: Here's Where the Stock Could Be in 12 Months

Cameco, a nuclear fuel supplier, benefits from growing electricity demand and geopolitical concerns driving interest in nuclear power. However, the stock has surged over 200% in the past year and now trades at historically high valuations (22x price-to-sales vs. 9x five-year average), suggesting much of the good news is already priced in. While the nuclear power outlook remains positive, investors should be cautious as the lofty valuation leaves little room for disappointment.

04/25/2026, 11:15 PM • The Motley Fool

3 Nuclear Energy Stocks That Are Quietly Becoming the Trades of the Year

Nuclear energy is experiencing a renaissance with renewed global interest and investment. The article highlights three stocks positioned to benefit: Cameco, a major uranium miner with strong financials; Constellation Energy, America's largest nuclear operator partnering with Microsoft; and BWX Technologies, a leader in advanced small modular reactor technology.

04/25/2026, 6:05 PM • The Motley Fool

As Trump Pushes for "Energy Dominance," 3 Core Energy Holdings Stand Out for Patient Investors

The Trump administration's energy dominance policy combined with geopolitical factors and rising AI data center demand create opportunities in U.S. LNG and nuclear sectors. Three investments stand out: the Global X U.S. Natural Gas ETF for broad LNG exposure, Baker Hughes for gas technology equipment, and Cameco for nuclear fuel and services as Russia's uranium exports are restricted.

04/20/2026, 9:15 AM • The Motley Fool

2 Nuclear Stocks Worth Owning for the Entire Year as Power Demand Keeps Climbing

Nuclear stocks Cameco and Oklo are positioned to benefit from surging global demand for nuclear power driven by AI, cloud computing, and data centers. Cameco, the world's second-largest uranium miner, is expanding beyond mining through partnerships with Brookfield and Silex. Oklo is developing innovative microreactors expected to deploy commercially in 2027. The International Atomic Energy Agency projects nuclear capacity to expand 2.6x by 2050.

04/13/2026, 2:14 PM • The Motley Fool