2 Energy Stocks Riding the Data Center Power Crunch

As AI data centers face massive electricity demands, two energy companies are positioned to benefit: Constellation Energy, which operates the largest U.S. nuclear fleet and signed a 20-year power deal with Microsoft, and GE Vernova, which supplies power generation and distribution hardware with a $176 billion backlog.

08/23/2026, 2:35 PM • The Motley Fool

Nvidia Chip-Filled Data Centers Need More Power Than Any Utility Can Promise. Here's Who Actually Wins.

AI data centers powered by Nvidia GPUs require 100-300 kW per rack, creating massive power demands that exceed traditional utility capacity. This bottleneck is driving capital to energy companies that can deliver reliable power through long-term agreements, off-grid solutions, and emerging technologies like small modular reactors and battery storage systems.

08/20/2026, 2:05 AM • The Motley Fool

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

Constellation Signed 920 Megawatts of New Power Deals, Including a Walmart PPA. Here's What It Means for CEG Stock.

Constellation Energy secured 920 megawatts of long-term power purchase agreements in Q2, including a major 176 MW contract with Walmart spanning two 15-year terms. The company also made significant progress on its Microsoft deal with NRC approval for the Crane Clean Energy Center. Constellation projects 20% annualized earnings growth through 2029, with additional upside from future contracts.

08/07/2026, 12:25 PM • The Motley Fool

The Hidden Winners of the AI Power Crunch: 3 Utilities to Watch

AI infrastructure is creating unprecedented electricity demand, with data centers requiring 20-100 kW per rack compared to traditional 5-10 kW. Utility companies with nuclear and renewable assets in key regions are positioned as hidden winners. Three stocks to watch are Constellation Energy (nuclear-focused with Microsoft and Meta deals), Vistra (diverse power portfolio with major hyperscaler partnerships), and NextEra Energy (regulated utility with large renewable pipeline and battery storage capabilities).

08/07/2026, 6:05 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

NuScale Power Is Down 38% This Year: Here's What the Next 5 Years Could Look Like

NuScale Power's stock has declined 38% in 2026 despite having the only NRC-approved small modular reactor design. While the company has secured partnerships and contracts (including 6 gigawatts from Tennessee Valley Authority), its projects won't generate revenue until 2030, missing the current AI data center boom. With negative free cash flow of $750 million and negligible revenue, the stock faces significant headwinds.

07/25/2026, 5:05 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

Why Constellation Energy Stock Blasted Higher on Wednesday

Constellation Energy stock surged nearly 5% on Wednesday following the Trump administration's announcement of a 30-year nuclear cooperation deal with Saudi Arabia and reports of a new $200 million domestic program to support power plant construction for AI data centers. As the largest operator of U.S. nuclear plants, Constellation is positioned to benefit from these government initiatives promoting nuclear energy.

07/22/2026, 6:14 PM • The Motley Fool

Is NuScale Power a Better Nuclear Energy Stock Than Constellation Energy?

Nuclear energy demand is surging due to AI data center power requirements. NuScale Power holds a first-mover advantage with NRC-approved small modular reactors but faces years before commercialization and execution risks. Constellation Energy, with 22 GW of operating nuclear capacity and major hyperscaler contracts (Microsoft, Meta), is better positioned to capitalize on near-term nuclear energy demand growth.

07/22/2026, 3:30 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

3 Utility Stocks Built for the Coming AI Power Crunch

As AI data centers proliferate globally, electricity demand is surging, creating significant opportunities for utility stocks. Three electric utilities are particularly well-positioned to benefit: Constellation Energy (nuclear power focus with direct Meta deals), Entergy (supplying Meta's $50B Louisiana data center), and NextEra Energy (merging with Dominion to gain exposure to Virginia's 'data center alley'). All three stocks offer dividend growth potential alongside earnings expansion driven by AI infrastructure demand.

07/17/2026, 10:07 AM • 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