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

If a Stock Market Correction Is Coming, History Says This ETF Has Always Protected Long-Term Investors

Vanguard's Utilities ETF (VPU) is recommended as a defensive investment option during potential market corrections. Unlike the S&P 500, utilities stocks typically outperform during bear markets due to their stable, income-generating nature. VPU holds 68 utility companies and delivered a 1% return during the 2022 market downturn when the S&P 500 fell 25%, offering investors a safer alternative with a 2.71% SEC yield.

08/31/2026, 1:40 PM • The Motley Fool

I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.

Rather than betting on which AI chip company will dominate, the author advocates for investing in electricity and utility stocks. Using a 'picks-and-shovels' investment strategy, he argues that regardless of which chipmaker wins the AI race, all AI systems require reliable electricity. He recommends utility stocks like NextEra Energy, Southern Company, Brookfield Renewable Partners, and Black Hills as safer bets that benefit from AI growth while providing dividend income.

08/29/2026, 12:15 PM • The Motley Fool

Stock Market Today, Aug. 28: PG&E Falls 8% on Wildfire-Liability Uncertainty Ahead of Aug. 31 Deadline

PG&E stock plummeted 7.52% to $16.61 after California lawmakers blocked Governor Newsom's plan to protect utilities from insurer recoupment in catastrophic wildfires. With an Aug. 31 legislative deadline approaching, investors face uncertainty over wildfire-liability protections. Trading volume surged 387% above average as concerns rippled through the utility sector.

08/28/2026, 5:27 PM • The Motley Fool

The 22nd Annual Energy Innovations: LDC Gas Forum Rockies & West takes place in San Diego, CA, August 10 – 12, 2026

The 22nd annual Energy Innovations: LDC Gas Forum Rockies & West will convene 250+ natural gas industry professionals in San Diego to address critical issues in U.S. Rockies and West natural gas markets. Key topics include natural gas demand from AI data centers, LNG exports, midstream infrastructure constraints, gas/electric coordination, and policy developments. The event features keynote speakers from Shell Energy North America and Kinder Morgan, along with panel discussions from industry leaders.

07/07/2026, 1:58 PM • GlobeNewswire

The U.S. Government is Supercharging the Nuclear Energy Resurgence With $17.5 Billion in Loans. Here's What it Means for Utility Stocks.

The Department of Energy announced a $17.5 billion loan program to finance five nuclear projects centered on Westinghouse's AP1000 reactor technology. The initiative aims to resolve supply chain bottlenecks and accelerate manufacturing of reactor components. Westinghouse will partner with up to five utilities/energy companies, with each committing $500 million in equity. The program targets completion of 10 new reactors by 2030, benefiting nuclear industry players and utility stocks.

06/24/2026, 6:21 PM • The Motley Fool

NFWF Awards $20 Million in Grants to Restore Longleaf Pine Habitat across the Southeast

The National Fish and Wildlife Foundation announced $20 million in conservation grants to restore longleaf pine forests across nine southern states, leveraging $18.6 million in matching contributions for a total impact of $38.6 million. The 25 projects will impact over 380,000 acres, supporting wildlife habitat restoration and rural communities through prescribed fire management and seedling plantings.

06/17/2026, 10:00 AM • GlobeNewswire

My Top 3 Recession-Proof Utilities Stocks for May 2026

With inflation rising and recession concerns mounting, the article recommends three utility stocks as defensive investments: Southern Company for its stable dividend history and essential services, Brookfield Renewable for its strong dividend growth targets, and Vistra for its growth potential in AI data center power supply.

05/23/2026, 12:30 PM • The Motley Fool

This Vanguard ETF Could Be a Better Safe-Haven Investment Than Bitcoin, Gold, and Silver

The article argues that the Vanguard Utilities ETF (VPU) offers a more stable and reliable safe-haven investment compared to Bitcoin, gold, and silver. Utility stocks provide steady dividend income with lower volatility (beta of 0.59), a low expense ratio of 0.09%, and a 2.5% dividend yield—more than double the S&P 500 average. The fund has gained approximately 5% year-to-date plus dividends.

05/13/2026, 9:30 AM • The Motley Fool

The 3 Best Nuclear Energy Industry Stocks to Buy in 2026

With electricity demand expected to increase 50% between 2020 and 2040, nuclear energy is experiencing a renaissance. The article presents six nuclear-related stocks across different risk levels: conservative options like Brookfield Renewable Partners and Southern Company; moderate-risk picks like Cameco and Constellation Energy; and high-risk emerging technology plays like NuScale Power and Oklo.

05/10/2026, 9:15 AM • The Motley Fool

Want Decades of Passive Income? 2 Stocks to Buy Right Now

Enterprise Products Partners and Southern Company are recommended as reliable dividend stocks for passive income. Enterprise offers a 5.6% yield with 27 consecutive annual distribution increases, while Southern Company provides a 3.2% yield with 78 years of consistent dividend payments and 24 consecutive years of increases.

05/01/2026, 11:15 AM • The Motley Fool

Southern Company Boosted By Strong Utility Demand

Southern Company reported strong first-quarter fiscal 2026 results with adjusted EPS of $1.32 beating consensus of $1.21 and revenue of $8.4 billion exceeding estimates. The company saw kilowatt-hour sales rise 3.5% year-over-year with growth across commercial and industrial segments. Southern reaffirmed FY26 EPS guidance of $4.50-$4.60 and provided FY2028 guidance of $5.25-$5.45. Stock rose 2.44% to $95.79.

04/30/2026, 2:01 PM • Benzinga

Southern Company increases dividend for 25th consecutive year

Southern Company announced a regular quarterly dividend of 76 cents per share, increasing its annualized dividend by 8 cents to $3.04 per share. This marks the 25th consecutive year of dividend increases and the 79th consecutive year of paying equal or greater dividends, demonstrating the company's commitment to shareholder returns.

04/20/2026, 2:17 PM • Benzinga

The Strait of Hormuz is Now Open! Or Is It? Here's How President Trump's Blockade Could Continue to Impact the Energy Markets.

Iran has reopened the Strait of Hormuz to commercial traffic following a ceasefire deal between Israel and Lebanon, causing oil prices to plummet over 10%. However, the U.S. Navy maintains its blockade against Iran, and the ceasefire expires next week, creating uncertainty. Oil market normalization could take 3-5 months even after reopening, with potential fuel shortages in Europe within six weeks.

04/17/2026, 1:30 PM • The Motley Fool

Utility Stock Showdown: Southern Company vs. NextEra Energy -- Which Is the Better Buy?

Southern Company and NextEra Energy represent two different utility investment approaches. Southern Company is a conservative utility with steady 3.1% dividend yield and 78 years of consecutive dividend payments, ideal for risk-averse investors. NextEra Energy combines regulated utility operations with a high-growth renewable energy business, offering 10% annual dividend growth over the past decade but with higher risk from its unregulated clean energy segment. Both are well-managed, but Southern suits conservative investors while NextEra appeals to more aggressive growth-oriented investors.

04/17/2026, 1:15 PM • The Motley Fool