SpaceX Just Did Something NuScale Power Investors Should Be Watching

SpaceX plans to launch orbital data centers by 2027 to address AI's massive energy demands, but NuScale Power's small modular reactors (SMRs) may offer a more feasible and proven alternative. With data centers projected to consume 9% of U.S. electricity by 2030, NuScale's SMRs require less land, shorter construction times, and can be co-located directly with data centers, positioning it as a compelling investment opportunity in the growing AI energy sector.

07/13/2026, 4:30 PM • The Motley Fool

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

How Buying NuScale Power Stock Today Could 10X Your Money in 10 Years

NuScale Power, a small modular reactor (SMR) developer, has seen its valuation drop from $20 billion to below $4 billion following project delays. However, the article suggests significant upside potential if the company secures a power purchasing agreement by end of 2026 for its major 6-gigawatt SMR project. Growing AI data center demand and a projected $10 trillion global nuclear market could drive long-term growth, though execution risks remain.

07/05/2026, 9:23 AM • The Motley Fool

Why Oklo Stock Slumped 22% in June Despite a Month of Big Wins

Oklo stock fell 22% in June despite securing major wins including DOE safety approval, partnerships with Standard Nuclear and Centrus Energy for fuel supplies, and acquisitions of Creative Engineers and ARMEC. The decline was driven by a $1 billion equity offering causing dilution concerns, a $33 million Q1 net loss, and investor concerns triggered by the DOE's $17.5 billion loan program for large-scale reactors, which spooked SMR investors despite validating the broader nuclear energy sector.

07/05/2026, 6:30 AM • The Motley Fool

Is Nano Nuclear Energy Stock a Millionaire-Maker?

Nano Nuclear Energy is a pre-commercial nuclear startup developing microreactors and aiming to build a vertically integrated nuclear supply chain. While the company could deliver impressive long-term returns if successful, it faces enormous risks including regulatory approval and the need for widespread microreactor adoption. The stock is characterized as a highly speculative play rather than a guaranteed millionaire-maker, with success dependent on commercialization, cost-competitiveness, and strong market demand.

07/01/2026, 12:05 PM • The Motley Fool

Oklo Is Using AI to Design Nuclear Reactors Faster. Here's Why OKLO Stock Deserves a Second Look.

Oklo Inc., a small modular reactor (SMR) developer, has partnered with the Battelle Energy Alliance to use AI for designing and building next-generation nuclear reactors. The company benefits from dual AI exposure: its customer pipeline consists of AI companies needing energy for data centers, and it now uses AI to accelerate its own product development. Despite shares being down 70% from their summer highs, tailwinds from AI data center energy demands and government support position SMRs as a potential growth opportunity.

06/25/2026, 8:05 PM • The Motley Fool

2 Nuclear Stocks Worth Buying After the SpaceX IPO

SpaceX's IPO prospectus reveals that over 90% of its $28.5 trillion addressable market opportunity is AI-focused, but the company faces a critical energy constraint. AI data centers require massive amounts of reliable power, prompting tech giants like Alphabet to explore nuclear energy. Small modular reactors (SMRs) are positioned as a solution to traditional nuclear plants' long construction times. NuScale Power and Oklo are highlighted as pure-play SMR stocks, though both remain unproven commercially.

06/22/2026, 2:05 AM • The Motley Fool

This is My Favorite Nuclear Energy Stock to Capitalize on the AI Power Boom

A conservative investor explains why they prefer Brookfield Renewable over pure-play nuclear stocks like Oklo and NuScale Power to gain exposure to AI-driven nuclear power demand. Brookfield Renewable offers a diversified portfolio of clean energy assets, 50% ownership of Westinghouse, an attractive 4%+ dividend yield, and power supply deals with major tech companies, making it a lower-risk alternative to untested SMR startups.

06/20/2026, 2:15 PM • The Motley Fool

Could Buying Nano Nuclear Energy Stock Today Set You Up for Life?

Nano Nuclear Energy (NNE) has surged 15% in the past month following a bullish $45 price target from Roth Capital. The company is developing microreactors with ambitions for vertical integration in the nuclear supply chain. While the AI data center power narrative is compelling, the company remains years away from deploying its first reactor, and success is far from guaranteed. Investors should recognize that risks of failure are currently as likely as success.

06/20/2026, 6:05 AM • The Motley Fool

Why Centrus Energy Group Stock Surged 12% Higher Today

Centrus Energy Group's stock surged 12% after announcing a letter of intent with small modular reactor company Oklo to supply high-assay low-enriched uranium (HALEU) for up to five Aurora powerhouses in Ohio starting in 2029. The deal, which supports Meta Platforms' AI data centers, highlights growing demand for domestically sourced nuclear fuel as the U.S. nuclear power sector expands.

06/18/2026, 7:27 PM • The Motley Fool

Centrus Energy Stock Climbs After Signing Nuclear Fuel Agreement With Oklo

Centrus Energy (LEU) shares rose 8.21% after signing a Letter of Intent with Oklo Inc. to supply high-assay low-enriched uranium (HALEU) fuel for up to five Aurora power plants, with deliveries expected to begin in 2029. The agreement strengthens domestic nuclear fuel supply capabilities and supports the advanced nuclear sector's growth.

06/18/2026, 12:43 PM • Benzinga

The Smartest Way to Bet on SpaceX Right Now Is Hiding in Plain Sight

Following SpaceX's IPO with $75 billion in fresh capital, the company plans aggressive spending focused primarily on AI infrastructure rather than space solutions. With $26.5 trillion of its $28.5 trillion addressable market tied to AI, SpaceX will need massive power generation capacity for data centers. Small modular reactor (SMR) companies like NuScale Power and Oklo are positioned to benefit from SpaceX's urgent need for nuclear energy solutions, as traditional power sources cannot meet the growing demand.

06/17/2026, 8:05 PM • The Motley Fool

Down Around 70% From Its High, Is Now the Time to Buy Oklo Stock?

Oklo, a small modular nuclear power company targeting data center energy needs, has fallen 70% from its 52-week high of $193.84. While the global data center power market presents significant long-term opportunities, the article advises caution, noting that Oklo currently generates no revenue, has $129 million in trailing 12-month losses, and faces risks including high construction costs and potential AI efficiency improvements that could reduce demand. The analyst recommends watching the stock rather than buying until clearer financial indicators emerge.

06/15/2026, 10:30 AM • The Motley Fool

Why Oklo Stock Powered Higher Today

Oklo stock surged 6.79% after the U.S. Department of Energy approved the company's Preliminary Documented Safety Analysis for its Aurora nuclear reactor project at Idaho National Laboratory. This regulatory milestone brings the company closer to securing final safety approval, though the stock remains speculative and profitability is not guaranteed.

06/11/2026, 5:34 PM • The Motley Fool

Millionaire-Maker or Market Hype? The Honest Truth About Oklo

Oklo, a small modular nuclear reactor developer, has seen its stock price cool significantly from its 562% peak gain in 2024. While the company's Aurora reactor technology and fuel recycling capabilities are promising, significant hurdles remain: NRC regulatory approval isn't expected until late 2027/early 2028, the U.S. lacks a robust HALEU fuel supply chain, and the business model remains largely unproven. The author cautions that despite recent valuation improvements, Oklo shouldn't yet be considered a millionaire-maker investment.

06/04/2026, 5:05 AM • The Motley Fool