Uranium Is Near $90 a Pound. Here's My Prediction for What's Ahead for the Fuel.

Nuclear energy is experiencing a global revival driven by decarbonization goals and AI-driven electricity demand. With uranium supplies tightening and inventories dwindling, spot prices near $90/pound are expected to remain elevated around $100/pound over the next few years, with Bank of America projecting prices could reach $130/pound. This supply-demand imbalance benefits uranium miners and nuclear energy producers.

10/22/2026, 3:30 PM • The Motley Fool

Bloom Energy vs. Vistra: Which Energy Stock Is a Better Buy in 2026?

The article compares Bloom Energy, a fast-growing clean-energy company specializing in fuel cell systems for AI data centers, against Vistra, a diversified utility giant with 44,000 megawatts of generation capacity. Bloom Energy is recommended as the better buy for 2026 due to its explosive Q2 growth (166% revenue increase, $1B quarterly revenue milestone) and strong momentum in the AI infrastructure market, despite higher valuation multiples and execution risks. Vistra is acknowledged as a solid, well-executing company with steady performance and diversified assets, but lacks the dynamic growth trajectory of Bloom.

10/21/2026, 6:32 AM • The Motley Fool

Should You Buy Vistra After an 11% 1-Day Jump on a $4.2 Billion DOE Loan? The Catch Most Investors Are Missing.

Vistra stock surged 11% following a $4.2 billion conditional DOE loan commitment to modernize three nuclear power plants, adding 433 megawatts of capacity. While the company shows strong fundamentals with 30% EBITDA growth and analyst Strong Buy ratings, investors should note the loan requires meeting technical and financial requirements, and execution risks remain around project delays and cost overruns.

10/17/2026, 2:30 PM • The Motley Fool

AI Needs More Power Than the Grid Can Give, and These 7 Stocks Sell the Fix

AI data centers face a significant electricity shortage, with the U.S. alone projected to have a 32-gigawatt shortfall by 2028. The article identifies seven stocks positioned to benefit from this power crisis: utility companies with nuclear capabilities (Constellation Energy, NextEra Energy, Vistra), equipment manufacturers for power generation and management (GE Vernova, Bloom Energy, Eaton, Vertiv). These companies are capitalizing on growing demand for alternative power solutions and energy-efficient infrastructure.

10/15/2026, 8:30 AM • The Motley Fool

Vistra Stock Surged Following Its $4.2 Billion Federal Loan. With the Stock Down 23% Over the Past Year, Is It Time to Buy?

The U.S. Department of Energy announced a $4.2 billion conditional loan commitment to Vistra to expand power capacity at three nuclear plants in the PJM Interconnection region. The funding will add 433 megawatts of clean baseload capacity to meet surging electricity demand from AI data centers. Despite the positive development, Vistra stock remains down 23% over the past year but now trades at a more attractive valuation of 18.5x forward earnings with projected 18% annual earnings growth.

10/15/2026, 5:24 AM • The Motley Fool

Got $5,000? 2 Stocks Supplying the AI Data Center Power Crunch.

With data center electricity demand projected to grow 24% annually through 2030, Vistra and GE Vernova are positioned to capitalize on the power supply gap. Vistra's adjusted operating profit grew over 30% year-over-year despite a 19% stock decline, while GE Vernova boasts a $176 billion backlog with data center orders more than doubling. Both stocks trade at high valuations but analysts project robust earnings growth of 34-36% annually.

10/14/2026, 5:05 PM • The Motley Fool

Here's Where These 4 Nuclear Reactor Stocks Could Be in 5 Years

The article analyzes four nuclear reactor stocks and their potential valuations by 2031. Oklo, NuScale Power, and Nano Nuclear Energy face significant execution risks with current stock prices appearing to price in substantial post-2031 growth. BWX Technologies, a more established supplier with existing revenue, carries less commercialization risk but trades at a premium valuation with limited upside room.

10/11/2026, 8:30 AM • The Motley Fool

Department of Energy Announces a New Multi-Billion-Dollar Nuclear Energy Deal

The Department of Energy announced a $4.2 billion loan commitment to Vistra to extend and upgrade three nuclear plants in Pennsylvania and Ohio, preserving 4 GW of power and adding 433 MW of new capacity. This deal is part of Trump's broader initiative to quadruple U.S. nuclear capacity to 400 GW by 2050. Meta has already signed a 20-year power purchase agreement with Vistra for 2,609 MW from these plants, highlighting how existing reactor owners are positioned to benefit most from the nuclear renaissance driven by AI energy demands.

10/06/2026, 2:41 PM • The Motley Fool

Stock Market Midday, Oct. 6: S&P 500 Sets New High, Nuclear Stocks Surge

The S&P 500 reached new all-time highs on October 6, 2026, climbing 0.85% to 7,840 as falling oil prices eased inflation concerns. Nuclear stocks surged following a Constellation Energy deal with Google, while semiconductor stocks like Marvell Technology jumped over 7% on strong investor day guidance. Memory stocks declined amid reports of Toshiba's market expansion plans.

10/06/2026, 12:18 PM • The Motley Fool

Why Centrus Stock Popped on Tuesday

Centrus Energy stock surged 11.3% following the Department of Energy's announcement of a $4.2 billion loan to Vistra Corp for nuclear plant upgrades. However, the article questions whether this news actually benefits Centrus, noting there's no evidence that Vistra is a customer of Centrus and questioning the logical connection between Vistra's expansion and Centrus's fuel sales.

10/06/2026, 12:15 PM • The Motley Fool

Peter Thiel Was an Early Outside Investor in Facebook and Co-Founded Both PayPal and Palantir Before Building a Hedge Fund Now Concentrated in Power and Energy Stocks. Here's What That Track Record Says About Following His Contrarian Bets.

Peter Thiel, known for successful tech investments including Facebook and PayPal, is now shifting his hedge fund portfolio toward power and energy stocks, betting on a projected 60% increase in electricity demand between 2025-2045 driven by AI and electric vehicles. However, the article cautions that investors should conduct their own research rather than blindly following famous investors, as even successful ones make mistakes.

10/04/2026, 10:15 PM • The Motley Fool

New Era Energy & Digital Is Up by More Than 60% This Month. Here's What's Fueling the Rally.

New Era Energy & Digital (NUAI) has surged over 60% this month, driven by a 20-year power purchase agreement with Vistra subsidiary Luminant ET Services Company covering at least 200 megawatts. The deal provides secured power and strengthens the company's position to negotiate with hyperscalers. However, significant execution risks remain, including a substantial funding gap to complete its Texas data center facility, which could cost $3-4 billion for the initial 200-megawatt phase.

09/23/2026, 4:21 AM • The Motley Fool

New Era Energy & Digital, Inc. (NUAI) Moves 30.6% Higher: Will This Strength Last?

New Era Energy & Digital (NUAI) surged 30.6% following announcement of a 20-year power purchase agreement with Vistra for 200-207 MW of power for its Texas Critical Data Center project. However, the company faces headwinds with expected quarterly losses of $0.11 per share (up 45% year-over-year) and declining revenues. With unchanged earnings estimates over the past 30 days and a Zacks Rank #3 (Hold), analysts question whether the recent rally can sustain.

09/22/2026, 2:38 AM • Zacks

Constellation Energy vs. Vistra: 2 Very Different Bets on the Same AI Power Boom. Here's Which One I'd Buy.

Constellation Energy and Vistra are both capitalizing on AI-driven electricity demand, with stocks up 137% and 330% respectively over three years. Constellation focuses on nuclear power (22 GW capacity), while Vistra is more diversified with natural gas (62% of capacity) and smaller nuclear operations (15%). The analyst recommends Vistra as the better buy due to its lower valuation (9x 2026 EBITDA vs. Constellation's 21x P/E), greater diversification, and stronger exposure to natural gas, which powers most U.S. data centers.

09/16/2026, 12:25 PM • The Motley Fool

Vistra Is Down 30% From Its High. Here's What I'd Do Now.

Vistra's stock has declined nearly 30% from its September 2025 record high of $217.02 to $154, shedding its 'AI premium' due to battery storage facility shutdowns and regulatory challenges from PJM Interconnection. Despite near-term headwinds, analysts expect strong 2026 growth (29% revenue, quadrupling EPS) driven by data center electricity demand. Trading at 15x 2027 earnings with a 0.6% dividend yield, the stock represents a buying opportunity for long-term investors confident in continued AI infrastructure expansion.

09/08/2026, 2:30 PM • The Motley Fool