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

I'm Calling It: Oklo Will Be a Very Different Stock After July for 1 Reason

Oklo stock has declined 14% since 2026 began and 61% from October highs due to lack of major announcements and real-world project traction. However, the company expects a momentum boost in July when its Groves Isotopes Test Reactor is expected to reach criticality by July 4, 2026, marking a significant milestone for the advanced nuclear reactor developer.

06/02/2026, 9:15 AM • The Motley Fool

1 Nuclear Energy Stock to Buy and Hold for the Next 20 Years

Oklo, a small modular nuclear reactor developer, is positioned to capitalize on growing data center power demands. The company has partnered with Meta to develop up to 1.2 gigawatts of nuclear capacity, with first reactors potentially online by 2030. While regulatory approval and demonstration of its Aurora reactor technology remain pending, the nuclear power market could represent a multitrillion-dollar opportunity as data centers require massive amounts of clean, reliable energy.

06/02/2026, 5:30 AM • The Motley Fool

Oklo vs. BWX Technologies: The Big Nuclear Revenue Face-Off and One Clear Winner

BWX Technologies emerges as the clear winner in a comparison with Oklo, driven by its established revenue generation and strong backlog. While Oklo remains in pre-revenue stage developing advanced fission reactors, BWX Technologies generates consistent quarterly revenues exceeding $680 million and has secured $8.7 billion in backlog, including $1.4 billion in recent U.S. Naval Nuclear Propulsion Program contracts. The analyst recommends BWX stock for investors seeking exposure to the nuclear energy sector.

06/01/2026, 12:31 PM • The Motley Fool

Why Oklo Is an Asymmetric AI Bet With a 'Nuclear Option'

Oklo Inc., a pre-revenue nuclear power company valued at $12 billion, is developing small modular reactors to power AI data centers. The company has secured non-binding agreements with Meta and Switch but faces significant regulatory hurdles, execution risks, and won't generate revenue until at least 2028. Success depends on NRC licensing approval and avoiding construction delays common in nuclear projects.

06/01/2026, 9:05 AM • The Motley Fool

Is Oklo Stock Your Ticket to Becoming a Millionaire?

Oklo, a nuclear microreactor startup, has experienced significant volatility after rising over 700% year-to-date before declining from its October peak. While the company has secured partnerships with Meta, Switch, and Equinix and boasts a 14-gigawatt customer pipeline, it lacks regulatory approval and revenue. With commercial operations potentially two years away and uncertain economics, investors face substantial risk despite the company's innovative business model of deploying small reactors for on-site power generation.

06/01/2026, 5:16 AM • The Motley Fool

SpaceX and This Nuclear Stock Could Turn $10,000 Into a Fortune

As AI and data centers face energy bottlenecks limiting growth, SpaceX and nuclear energy company Oklo present unique solutions. SpaceX is developing orbital data centers to reduce cooling costs through space deployment, while Oklo uses small modular reactors to provide faster, cheaper nuclear power for data center infrastructure. Both companies are positioned to capitalize on the projected $7 trillion global data center spending by 2030.

05/29/2026, 8:15 AM • The Motley Fool