Got $1,000? 2 No-Brainer Nuclear Stocks to Buy Right Now.

With rising global electricity demand expected to grow 3.6% annually through 2030, two nuclear stocks offer different investment approaches: Oklo, a pre-revenue advanced reactor developer with high growth potential but significant risks, and Cameco, an established uranium producer with steady revenue and a 49% stake in Westinghouse. Analysts rate Oklo a 'moderate buy' with up to 230% upside potential, while Cameco earns a 'strong buy' rating with more modest 55% upside, making the choice dependent on investor risk tolerance.

09/19/2026, 1:30 AM • The Motley Fool

SMR Developer Holtec Just Cancelled Its IPO. Should NuScale Power and Oklo Investors Panic?

Holtec International cancelled its planned $900 million IPO due to weakened market sentiment around AI data centers and nuclear energy. However, the company plans to reattempt the IPO within 3-6 months. Despite this setback, SMR stocks received offsetting positive news including EU funding for SMR developers and U.S. legislation favoring independent power sources like SMRs, which boosted both NuScale and Oklo shares by roughly 10%.

09/17/2026, 3:17 PM • The Motley Fool

Europe Bets Big on Small Modular Reactors. Here's How NuScale Power and Oklo Will Benefit.

The European Investment Bank announced a €40 million loan to Finnish SMR developer Steady Energy, marking the first in a planned pipeline of SMR investments. This government support is expected to benefit SMR companies like NuScale Power and Oklo by increasing commercialization proof points and helping convert their customer pipelines into revenue-generating projects, though meaningful results could take years.

09/15/2026, 3:18 PM • The Motley Fool

A Word of Caution on NuScale Power Before You Buy the Dip

A University of Colorado Boulder study estimates NuScale's small modular reactor operating costs at over $93 per MWh, significantly higher than historical electricity market prices of $42-45 per MWh. The research suggests that even if reactors were built for free, they might not pay for themselves over their 60-year lifespan. With no commercial reactors deployed yet and a previous project cost ballooning from $4.2 billion to $9.3 billion before cancellation, investors should exercise caution until NuScale demonstrates it can build and operate reactors cost-effectively.

09/15/2026, 12:30 PM • The Motley Fool

Before You Buy Oklo Stock, Consider These 3 Tests

Oklo stock has declined from its highs but its operating story is catching up. The company's path to recovery may depend on execution of key projects including Groves, Aurora, and Ohio strategy backed by Meta and Centrus. Investors should evaluate critical milestones before investing, as the company enters a crucial execution phase with its valuation reset.

09/15/2026, 11:01 AM • The Motley Fool

Oklo Has Massive Potential Due to Artificial Intelligence, but the Stock Is Sinking. Here's What I'd Do

Oklo, a small energy company positioned to power AI data centers, has lost roughly half its value in 2026 after soaring 238% last year. While the company has significant long-term potential in the AI boom, it faces substantial risks including years before profitability, intensifying losses (now $153M annually), and execution uncertainty. The analyst recommends putting Oklo on a watch list rather than buying now, suggesting investors wait for more encouraging financial results before investing.

09/14/2026, 5:12 PM • The Motley Fool

Oklo Stock Drops After Announcing $1 Billion Share Sale. Should Investors Panic?

Oklo's stock dropped nearly 20% over the past month following CEO share sales and announcement of a $1 billion stock sale program that will dilute shareholders by up to 14.6%. The company has increased shares outstanding by over 175% since 2023 and posted a record $48.5 million quarterly loss with $94 million in capital expenditures. While Oklo remains a promising SMR developer benefiting from AI data center demand, investors should expect ongoing capital raises as the company finances, builds, and operates its nuclear plants.

09/14/2026, 4:29 PM • The Motley Fool

Oklo vs. NuScale vs. TMC: 3 Speculative Bets, Ranked By Which One Pays Off First.

The article compares three speculative early-stage companies: NuScale Power (approved SMR design with potential Romanian customer), Oklo (developing small modular reactors but facing interconnection delays), and TMC The Metals Company (pursuing undersea mining with early-stage permits). NuScale appears closest to its first commercial deal, but all three remain unprofitable startups suitable only for aggressive growth investors.

09/13/2026, 9:15 AM • The Motley Fool

Small Modular Reactors (SMRs) Market Demand Insights Innovation

The SMR market has fundamentally shifted from proving technological feasibility to securing manufacturing capacity, fuel supply, and regulatory approval. Non-utility buyers like hyperscalers and industrial operators are now driving demand, with fabrication slots and HALEU fuel supply emerging as critical bottlenecks. The market is projected to reach $11.7 billion by 2033 at 9.2% CAGR, but only a narrow set of approved designs will capture disproportionate market share as latecomers face structurally disadvantaged economics.

09/07/2026, 5:59 AM • GlobeNewswire

BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock?

BWX Technologies trades at lower valuations than nuclear peers despite being the sole supplier of reactors and fuel for the U.S. Navy's submarine and aircraft carrier fleets. The company reported 18% revenue growth to $901.6M in Q2, signed $1.4B in new Navy contracts, and raised full-year guidance to $3.8B revenue and $4.70-$4.80 EPS. With an $8.6B backlog and diversification into commercial nuclear and medical isotopes, BWX presents a value opportunity in the nuclear sector.

09/06/2026, 9:05 AM • The Motley Fool

The Nuclear Energy Boom: Where the Industry Really Stands Heading Into 4Q 2026

While global electricity demand is projected to surge 60% by 2045, creating a nuclear renaissance opportunity, the U.S. market hasn't yet capitalized on this trend. Of 77 reactors under construction worldwide, only 3 are in the Americas, with 57 in Asia. Investors seeking U.S. nuclear exposure should consider global suppliers like Cameco and Brookfield Renewable, while emerging SMR technologies from Oklo and NuScale remain high-risk ventures still awaiting confirmed commercial deals.

09/05/2026, 12:15 PM • The Motley Fool

Better Small Modular Reactor Stock to Buy After the Sell-Off: Oklo vs. NuScale Power

Both Oklo and NuScale Power have experienced significant stock declines in 2026 (down 45% and 37% respectively) despite growing demand for nuclear power from AI data centers. The article recommends Oklo as the better investment due to its vertically integrated business model, Meta partnership, and stronger cash position ($3B vs $1.9B), with analysts setting a median one-year price target of $80 per share representing potential 97% upside.

09/03/2026, 3:15 PM • The Motley Fool

A New Nuclear Rival Recently Filed to Go Public. Should Oklo Investors Be Worried?

Holtec Nuclear filed for an IPO on Nasdaq, presenting a lower-risk alternative to Oklo in the nuclear sector. Unlike Oklo, Holtec is an established company with $165 million in quarterly revenue and $17.8 million in net income, while Oklo remains pre-commercial with only $1.2 million in quarterly revenue and significant losses. Holtec's existing nuclear fuel management business funds its SMR development, whereas Oklo faces continued cash burn until reaching commercial operations around 2028.

09/02/2026, 11:08 AM • The Motley Fool

This Unstoppable Trend Could Mint the Industrial Sector's Next Big Winners

AI and data centers are driving massive increases in electricity demand, with projections showing data center power consumption could rise from 5% to 20% of U.S. electricity by 2035. This is spurring global nuclear energy expansion, creating investment opportunities in uranium mining, small modular reactor (SMR) developers, and nuclear fuel manufacturers.

09/01/2026, 10:30 PM • The Motley Fool

What Is a Small Modular Reactor, and Why Is Big Tech Signing Multi-Decade Deals for Them?

Small modular reactors (SMRs) are compact nuclear reactors producing up to 300 MWe per unit, much smaller than conventional plants. Major tech companies including Google, Amazon, and Oracle are signing multi-decade deals for SMR capacity, driven by rising power demands from cloud infrastructure and AI markets. Key SMR producers NuScale, Oklo, and GE Vernova are positioned to benefit from this growing demand.

09/01/2026, 1:30 PM • The Motley Fool