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

Oklo Vs. X-Energy: Is the New Nuclear IPO the Better Buy?

Oklo and X-Energy are competing small modular reactor (SMR) companies with different technological approaches. Both are pre-commercial, highly speculative investments with no guaranteed regulatory approval. Oklo appears slightly ahead in development timeline, making it the marginally better choice between two risky bets.

08/19/2026, 7:10 AM • The Motley Fool

Why I'm Not Chasing NuScale -- Here's What I'm Buying Instead

The author argues against investing in NuScale Power despite its promising small modular reactor technology, citing its speculative nature and lack of near-term revenue generation. Instead, he recommends Brookfield Renewable, which offers established operations, meaningful current profits, visible growth through 2031, and indirect nuclear exposure via its 51% stake in Westinghouse Electric.

08/11/2026, 7:30 AM • The Motley Fool

AI Data Centers Need Power Now. Can NuScale Deliver in Time?

NuScale Power, the only company with Nuclear Regulatory Commission approval for small modular reactors (SMRs), is positioned to help meet surging AI data center power demands. However, the company's technology won't be deployable until the early 2030s at the earliest, making it a long-term prospect rather than a near-term solution. NuScale has one committed project in Romania expected operational by 2033 and is pursuing additional deals, including potential partnerships with the Tennessee Valley Authority.

08/10/2026, 1:05 PM • The Motley Fool

NuScale Power Stock Barely Budged After Earnings. Time to Buy?

NuScale Power reported disappointing Q2 2026 earnings with revenue of just $80,000 (missing estimates by 93%) and a $0.13 loss per share, yet the stock remained flat. While current results are minimal, investors are watching for a potential power purchase agreement (PPA) by end of 2026 that could trigger construction and significantly boost the stock. The company operates in a growing nuclear energy market driven by AI data center demand, but has yet to break ground on any projects pending customer payment commitments.

08/10/2026, 10:30 AM • The Motley Fool

Got $1,000? Here Are My Favorite Nuclear Stocks to Invest in Right Now.

Nuclear energy is positioned for a renaissance with analysts predicting a multi-trillion-dollar opportunity. The article compares two pure-play small modular reactor (SMR) stocks: Oklo, which focuses on powering data centers, and NuScale, which supplies electricity to the grid through utility partnerships. While both companies have promising technologies, neither has built a commercial SMR system yet, making them speculative investments. The author recommends considering both stocks to diversify exposure to SMR technology.

08/08/2026, 12:05 PM • The Motley Fool

Elon Musk Says AI Needs More Power Than the Grid Can Handle. Is He Right?

Elon Musk warns that AI's power demands exceed current grid capacity, prompting him to build off-grid power solutions including natural gas plants and solar. States like New York and Texas have slowed AI data center construction due to electrical demands. This creates investment opportunities in companies providing alternative power solutions for data centers.

08/07/2026, 12:15 PM • The Motley Fool

NuScale Power Stock Could Triple by 2030. Here's Why.

NuScale Power, a nuclear energy company with a sub-$4 billion market cap, is positioned to benefit from surging demand for nuclear energy driven by AI and data centers. Bank of America predicts nuclear capacity will triple by 2050 with $3 trillion in investment. NuScale's key catalyst is a potential power purchase agreement (PPA) with Tennessee Valley Authority expected by end of 2026, which could unlock over $1 billion in revenue by 2030. However, the stock remains volatile and risky given NuScale has never successfully completed a project and faced a major cancellation in 2024 due to cost overruns.

08/07/2026, 9:30 AM • The Motley Fool

NuScale's Revenue Plunged 99% Last Quarter, But the Stock Has Gained 1% So Far. Here's What Investors Need to Know.

NuScale Power reported a 99% revenue decline to $75,000 in Q2, but the stock rose ~1% as investors focused on the company's NRC-approved design, established supply chain with 60+ suppliers, and readiness to deploy rather than current earnings. The company lacks a binding commercial contract, with the potential TVA project through ENTRA1 still pending. Management emphasizes deliberate progress and engineering maturity over speed to market.

08/06/2026, 11:30 AM • The Motley Fool

Is the Nuclear Power Comeback Real? Here's the Best Way to Invest in It.

Nuclear energy is experiencing a resurgence driven by AI data centers' power demands. The VanEck Uranium and Nuclear ETF (NLR) is recommended as a diversified way to gain exposure to the nuclear industry, holding both established uranium mining companies and emerging small modular reactor developers. While growth potential is strong, many nuclear companies remain pre-revenue and speculative.

08/06/2026, 8:05 AM • The Motley Fool

2 Magnificent Industrial Stocks Down 40% to Buy and Hold Forever

UPS and Fluor, both trading 40% below their all-time highs, present buying opportunities for long-term value investors. UPS is stabilizing its business after pandemic-related challenges and union negotiations, with expected revenue and EPS growth returning in 2026. Fluor is shifting to less risky reimbursable contracts and benefiting from cloud, AI, and nuclear market expansion, with profitability expected to return in 2026.

08/05/2026, 12:10 PM • The Motley Fool

Here's How a Small Bet on This Nuclear Stock Could Pay Off Big

Nuclear energy is experiencing a revival driven by climate goals and AI's rising energy demands, with analysts projecting a $10 trillion global opportunity. NuScale Power, the only U.S. company with regulatory approval to build small modular reactors (SMRs), is positioned to benefit significantly. However, the company faces execution challenges, has posted substantial operating losses, and has yet to break ground on commercial reactors, though a major 6-gigawatt project update is expected by year-end.

08/03/2026, 2:05 PM • The Motley Fool

Better Small Modular Reactor Stock: NuScale Power vs. GE Vernova

The article compares two companies in the small modular reactor (SMR) market: NuScale Power, a pure-play speculative bet on SMRs with NRC design certification but no near-term revenue, and GE Vernova, a diversified energy company with stronger financials and multiple revenue streams. GE Vernova is recommended as the better investment due to its profitability, lower valuation multiples, and diverse business segments beyond SMRs, while NuScale faces cash burn and lacks near-term catalysts despite its technological edge.

08/03/2026, 1:05 PM • The Motley Fool

This Historic 6-Gigawatt SMR Program Could Be a Game Changer for NuScale Stock

NuScale Power announced a landmark non-binding agreement with TVA and ENTRA1 Energy to deploy up to 6 gigawatts of small modular reactor (SMR) technology across six plants with 72 total modules. While potentially significant, the deal remains non-binding with no guaranteed revenue, and NuScale has already paid $495 million in milestone contributions with potential obligations up to $1.15 billion if the agreement becomes binding. Investors should await a binding contract before considering the deal a compelling investment thesis.

07/31/2026, 2:30 PM • The Motley Fool

Prediction: Buying NuScale Right Now Could Make You Richer by 2036

NuScale Power is positioned to benefit from surging electricity demand driven by AI, data centers, and EV adoption. The company has NRC-approved small modular reactor (SMR) technology and two potential first deployments in Romania and the U.S. The author predicts that by 2036, successful deployment will establish confidence in the technology, potentially transforming NuScale into a long-term wealth builder for patient investors willing to hold for a decade.

07/31/2026, 12:30 PM • The Motley Fool