Constellation Energy vs. GE Vernova: Which Utilities Stock Is a Better Buy in 2026?

The article compares two energy infrastructure leaders positioned to benefit from AI and data center power demand. Constellation Energy operates the largest U.S. carbon-free nuclear fleet with contracted long-term revenue, while GE Vernova manufactures grid infrastructure and turbines serving 25% of global electricity generation. The author recommends Constellation Energy for its durable nuclear assets and reliable power delivery, though acknowledges GE Vernova's strong backlog and equipment demand.

10/23/2026, 10:18 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

Bloom Energy vs. Constellation Energy: Which AI Power Stock Is the Better Buy?

As AI data centers demand massive amounts of reliable power, both Bloom Energy and Constellation Energy are positioned to benefit. Bloom Energy manufactures solid-oxide fuel cells that can be deployed in months, while Constellation Energy operates the largest U.S. nuclear fleet and has secured major PPAs with tech giants. Bloom offers aggressive growth potential but trades at a premium valuation (45x forward EPS), while Constellation provides stability and a dividend at a more reasonable valuation (19x forward EPS).

10/22/2026, 9:45 AM • The Motley Fool

Should You Buy NuScale at $6 After the Google Rally? Here's the Next Catalyst That Could Send It Higher.

NuScale Power stock has plunged over 90% from its $57 peak despite growing demand for nuclear energy in data centers. The company's outlook could be transformed by a potential binding deal with the Tennessee Valley Authority for up to 6 GW of power deployment, which would require up to 72 NuScale Power Modules. Until such a firm commitment materializes, NuScale remains a risky, story-driven stock with significant downside risk.

10/17/2026, 6:05 PM • The Motley Fool

Bloom Energy vs. Constellation Energy: Which Energy Stock Is an AI-Driven Buy in 2026?

The article compares two energy stocks positioned to benefit from AI data center demand: Bloom Energy, which manufactures solid oxide fuel cell systems for on-site power generation with 85% projected revenue growth but high valuation multiples and profitability challenges; and Constellation Energy, the largest U.S. nuclear power operator with more modest but stable growth, strong cash flow, and lower valuation metrics. The author recommends Constellation Energy for long-term investors due to its reasonable valuation and reliable earnings, while cautioning that Bloom's history as a volatile stock warrants caution despite its growth potential.

10/16/2026, 4:47 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

AI Needs More Power Than the Grid Can Give, and These 7 Stocks Sell the Fix

AI data centers face a significant electricity shortage, with the U.S. alone projected to have a 32-gigawatt shortfall by 2028. The article identifies seven stocks positioned to benefit from this power crisis: utility companies with nuclear capabilities (Constellation Energy, NextEra Energy, Vistra), equipment manufacturers for power generation and management (GE Vernova, Bloom Energy, Eaton, Vertiv). These companies are capitalizing on growing demand for alternative power solutions and energy-efficient infrastructure.

10/15/2026, 8:30 AM • 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

Is Oklo Stock Your Ticket to Becoming a Millionaire?

Oklo is developing small nuclear reactors to power AI data centers and reduce fossil fuel dependence. While the company has secured support from Meta and other tech companies, it remains highly speculative with no commercial reactors deployed yet. For investors to become millionaires, the stock would need to gain 100-fold, making it an unrealistic expectation given the company's current stage and regulatory hurdles.

10/13/2026, 11:30 AM • The Motley Fool

3 Dividend Stocks Riding the Same Nuclear Build-Out From Different Angles

The nuclear power sector is experiencing a renaissance driven by AI and electric vehicle demand. While high-risk upstarts like Oklo and NuScale offer cutting-edge technology, they are unprofitable with minimal revenue. Safer alternatives include dividend stocks: Constellation Energy (high growth, low yield), NextEra Energy (balanced growth and income), and Brookfield Renewable (high yield with diversified clean energy assets).

10/12/2026, 10:15 AM • The Motley Fool

Here's Where These 4 Nuclear Reactor Stocks Could Be in 5 Years

The article analyzes four nuclear reactor stocks and their potential valuations by 2031. Oklo, NuScale Power, and Nano Nuclear Energy face significant execution risks with current stock prices appearing to price in substantial post-2031 growth. BWX Technologies, a more established supplier with existing revenue, carries less commercialization risk but trades at a premium valuation with limited upside room.

10/11/2026, 8:30 AM • 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

Big Tech Keeps Signing Nuclear Deals With the Same Company. Here's Who It Is and Why That Matters More Than Any Single Deal.

Constellation Energy, the largest nuclear power operator in the U.S., is becoming the go-to provider for major tech companies seeking reliable power for AI infrastructure. The company's latest deal with Google adds 890 megawatts to the grid, highlighting its strategic position as an independent power producer operating outside regulated utility frameworks. With long-term contracts (up to 20 years) and a diversified energy portfolio, Constellation is well-positioned for sustained growth as electricity demand is projected to surge 60% by 2045.

10/07/2026, 9:15 PM • The Motley Fool

Why Constellation Energy Rallied Today

Constellation Energy stock surged 12.31% after signing a comprehensive power deal with Alphabet. The agreement includes a 20-year, 890-MW power purchase agreement and a 15-year, 2,700-MW PPA to supply nuclear power to Alphabet's AI data centers in the PJM grid region. Constellation will invest $4.3 billion to expand nuclear capacity, while Alphabet will use Google Cloud's Gemini Enterprise to help optimize power production efficiency.

10/06/2026, 3:29 PM • 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