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

STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear

STARTRADER announced the launch of 31 new US Share CFDs and ETF CFDs available from August 3-5, 2026, covering semiconductors, AI infrastructure, optical networking, and nuclear energy sectors. The expansion includes companies like ON Semiconductor, Cerebras Systems, Arista Networks, and NuScale Power, along with seven semiconductor and technology-focused ETFs, reflecting growing client interest in AI infrastructure markets.

07/31/2026, 3:02 AM • GlobeNewswire

Oklo vs. NuScale: Which One Actually Has Paying Customers Lined Up?

Both Oklo and NuScale Power remain in pre-revenue stages despite regulatory progress, with commercialization years away. Oklo projects only $1.1M in revenue this year and $5.7M by 2027, while NuScale's commercial applications remain in negotiation. Both companies face significant cash burn and dilution risks, with valuations that appear to price in future growth as near certainties. Analysts suggest waiting for more favorable entry points before investing in either stock.

07/30/2026, 6:05 PM • The Motley Fool

Why NuScale Power Stock Is Soaring Today

NuScale Power stock surged 12% today, recovering from an 11% decline, driven by investor optimism following the Department of Energy's announcement of a $100 billion data center campus in Kentucky. Although the project will use natural gas power, investors view it as a signal of Trump Administration support for data center development on federal lands, which could benefit NuScale's small modular reactors (SMRs) as a solution for AI computing power demands.

07/30/2026, 2:05 PM • The Motley Fool

3 Nuclear Stocks to Watch as AI Strains the Electric Grid

As AI data centers strain the electric grid, three nuclear companies—Oklo, NuScale Power, and NANO Nuclear Energy—are competing to provide private nuclear power solutions. While the opportunity is substantial, success will depend on factors including fuel access, regulatory approval, financing, and construction capabilities.

07/28/2026, 1:19 PM • The Motley Fool

NuScale Power Is Down 38% This Year: Here's What the Next 5 Years Could Look Like

NuScale Power's stock has declined 38% in 2026 despite having the only NRC-approved small modular reactor design. While the company has secured partnerships and contracts (including 6 gigawatts from Tennessee Valley Authority), its projects won't generate revenue until 2030, missing the current AI data center boom. With negative free cash flow of $750 million and negligible revenue, the stock faces significant headwinds.

07/25/2026, 5:05 PM • The Motley Fool

Nuclear Energy Is Winning Repeated Government Backing and Investors Should Take Notice

The U.S. government is providing substantial support for nuclear energy expansion, with Trump's May 2025 executive order aiming to increase nuclear capacity from 100 gigawatts to 400 gigawatts by 2050. This creates investment opportunities across multiple nuclear-related companies, from uranium producers to reactor manufacturers and emerging small modular reactor technologies.

07/25/2026, 4:15 PM • The Motley Fool

The Trump Administration Launches "Project Prometheus" With These Nuclear Energy Stocks (Hint: NuScale Didn't Make the Cut)

The Trump Administration announced Project Prometheus, an AI-focused nuclear development initiative receiving $60 million in federal funding over three years. Three nuclear companies were selected as partners: X-Energy (Tier 1 partner committing $10 million), Oklo, and Standard Nuclear. NuScale was notably excluded from the project, continuing its lack of DoE support since 2019.

07/24/2026, 6:34 AM • The Motley Fool

Why NuScale Power Stock Fell 29% in the First Half of 2026

NuScale Power's stock crashed 29% in H1 2026 as investors faced reality: the company hasn't built a reactor yet and won't deliver its first module until 2031. Key setbacks included a $507.4 million milestone payment to commercialization partner ENTRA1 Energy, a $690 million operating loss in Q4 2025, plummeting Q1 2026 revenue, and major shareholder Fluor's complete exit. Despite $890 million in cash reserves, mounting losses and lack of firm revenue-generating contracts have made the stock highly speculative.

07/23/2026, 2:22 PM • The Motley Fool

Is NuScale Power a Better Nuclear Energy Stock Than Constellation Energy?

Nuclear energy demand is surging due to AI data center power requirements. NuScale Power holds a first-mover advantage with NRC-approved small modular reactors but faces years before commercialization and execution risks. Constellation Energy, with 22 GW of operating nuclear capacity and major hyperscaler contracts (Microsoft, Meta), is better positioned to capitalize on near-term nuclear energy demand growth.

07/22/2026, 3:30 PM • The Motley Fool

2 Nuclear Stocks Poised to Benefit From Rising AI Adoption

Rising AI adoption is driving massive energy demand from data centers, positioning nuclear energy—particularly small modular reactors (SMRs)—as an ideal solution. NuScale Power and Oklo are two early-stage SMR companies positioned to benefit from this trend, though both face regulatory hurdles and commercialization risks. Major investment banks including Goldman Sachs, Bank of America, and Morgan Stanley are bullish on nuclear's renaissance.

07/17/2026, 8:30 AM • The Motley Fool

NuScale Power Is Down 84% From Its 52-Week High. Is It Finally Time to Buy the Dip in the Nuclear Start-Up?

NuScale Power's stock has plummeted 84% from its $57.42 peak, driven by accelerated regulatory approvals for competitors that have eroded its first-mover advantage. While the company benefits from growing AI data center demand for nuclear power and has secured a Romania project, it lacks firm commitments beyond that deal. The stock presents a high-risk opportunity for investors betting on a TVA deal and SMR market growth.

07/14/2026, 2:21 PM • The Motley Fool