The Nuclear IPO Boom Is Back: How Westinghouse and Its Rivals Stack Up for Long-Term Investors

A new wave of nuclear IPOs is emerging, ranging from established operators like Westinghouse to highly speculative start-ups. Investors should carefully evaluate sponsor quality, cash runway, and revenue visibility when considering nuclear IPO investments, as the sector presents both solid opportunities and significant risks.

09/04/2026, 6:14 PM • The Motley Fool

This Newly Public Nuclear IPO Is Already Using AI to Speed Up Reactor Design. Is It a Buy?

X-Energy, a newly public nuclear company, is leveraging AI through Project Prometheus to accelerate reactor design, licensing, and manufacturing. With major customers like Amazon, Dow Inc., and Centrica, plus an 11.5-gigawatt pipeline, the company has strong tailwinds but faces significant execution risks in licensing, construction, and financing.

08/30/2026, 4:05 PM • The Motley Fool

Palantir Billionaire Peter Thiel Just Put 33% of His Portfolio Into These 3 Energy Stocks

Peter Thiel's hedge fund Thiel Macro rebuilt a $419 million portfolio in Q2 2026, allocating roughly 33% across three energy stocks: Vista Energy, Vistra, and X-Energy. Thiel views electricity as the critical bottleneck for AI development rather than chips, positioning in nuclear and energy infrastructure to enable AI hyperscaler operations.

08/28/2026, 11:30 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 Cameco's Ugly Earnings Miss Might Be Good News in Disguise

Cameco reported disappointing Q2 earnings with revenue down 7% and EPS missing estimates significantly, but the miss was largely due to lower equity earnings from its Westinghouse investment. As Westinghouse prepares for an IPO, the investment could unlock substantial value for Cameco shareholders, with Westinghouse's valuation estimated to have grown from CA$8.2 billion to CA$10.8 billion since Cameco's 2023 acquisition of a 49% stake.

08/08/2026, 12:30 PM • The Motley Fool

Stack Capital Group Inc. Reports Q2-2026 Financial Results

Stack Capital Group Inc. reported strong Q2 2026 results with Book Value per Share increasing 22% to $20.25 from $16.57 in Q1 2026, driven by significant gains across its portfolio including SpaceX's IPO at $1.77 trillion valuation, Project Prometheus investment at $41 billion valuation, and X-Energy's successful IPO. The company also invested $12 million in Fluidstack, which saw a 90% increase in carrying value following Anthropic's infrastructure partnership.

08/05/2026, 7:45 AM • GlobeNewswire

The Energy IPO Boom Is Just Getting Started. Here Are the Companies to Watch.

AI data centers are driving unprecedented electricity demand, with projections showing 26% surge in data center consumption by 2026. This has sparked an energy IPO boom, with Solv Energy, X-energy, and Fervo Energy going public this year. These companies, along with private firms like TerraPower and Commonwealth Fusion Systems, are developing next-generation power solutions including advanced nuclear reactors, geothermal systems, and fusion technology to meet the critical power supply bottleneck facing major tech companies.

07/31/2026, 6:10 AM • 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 Constellation Energy Stock Blasted Higher on Wednesday

Constellation Energy stock surged nearly 5% on Wednesday following the Trump administration's announcement of a 30-year nuclear cooperation deal with Saudi Arabia and reports of a new $200 million domestic program to support power plant construction for AI data centers. As the largest operator of U.S. nuclear plants, Constellation is positioned to benefit from these government initiatives promoting nuclear energy.

07/22/2026, 6:14 PM • The Motley Fool

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in CoreWeave, SpaceX, and X-Energy on Tuesday as all three stocks declined. CoreWeave is down 48% from its peak despite strong AI-driven revenue growth of 112%. SpaceX, newly added to the Nasdaq-100, fell 7% but remains above its IPO price. X-Energy, a small modular reactor developer, has plummeted 55% from its April peak but offers long-term potential in nuclear-powered AI infrastructure.

07/08/2026, 9:15 AM • The Motley Fool

Why X-Energy Stock Collapsed 19.2% This Week

X-Energy stock fell 19% this week due to a delayed construction timeline for its first project with Amazon (now pushed to 2027) and a Jeffries analyst downgrade from $30 to $22. The nuclear energy startup lacks regulatory approval for its reactor designs and generates minimal revenue, trading at a $7.5B market cap despite having no established business.

06/26/2026, 7:12 PM • The Motley Fool

X-energy Reports First Quarter 2026 Results

X-Energy announced Q1 2026 financial results with revenues of $43 million (109% increase YoY) following its April 2026 IPO that raised $1.1 billion in net proceeds. The company achieved significant regulatory milestones including NRC environmental clearance for Dow's Seadrift advanced nuclear project and a Part 70 fuel fabrication license for TRISO-X fuel. X-Energy also submitted its Xe-100 reactor for UK Generic Design Assessment and signed strategic partnerships with SGL Carbon and IHI Corporation for supply chain support.

06/04/2026, 6:00 AM • GlobeNewswire

Earnings Volatility Watch: 10 Stocks Set For Big Moves This Week, From Nuclear Power To Whiskey Maker

Options markets are pricing significant implied moves between 15.92% and 21.71% across 10 stocks reporting this week, spanning AI infrastructure suppliers, nuclear power, cybersecurity, and consumer staples. The largest moves are expected for Netskope (21.71%), Brown-Forman (20.51%), and Planet Labs (18.95%), with major mega-cap companies like Broadcom, CrowdStrike, and Palo Alto Networks also reporting amid continued AI infrastructure demand.

06/01/2026, 3:15 PM • Benzinga

Global Nuclear Small Modular Reactors (SMRs) Research Report 2026-2046, 60+ Detailed Company Profiles Covering Technology, Funding, Pipeline, Partnerships and Contacts

The global SMR market is entering a 'Golden Age of Nuclear' with 2025-2026 marking a pivotal inflection point. With a market potential of $0.5-1.5 trillion and a 700 GW transformation scenario by 2050, governments and hyperscalers are converging on SMRs as scalable zero-carbon power sources. Recent funding includes UK's £599 million to Rolls-Royce SMR, US DOE's $800 million to TVA/Holtec, and landmark offtake deals from Amazon, Google, and Equinix. Cost targets aim to decline from ~$125/MWh to $40-70/MWh through manufacturing innovation.

05/20/2026, 5:55 AM • GlobeNewswire

Should You Invest in This Artificial Intelligence (AI) IPO Stock That Has a Partnership with Amazon?

X-Energy, a small modular nuclear reactor developer backed by Amazon, went public in April 2026 at $23 per share and is now trading at $31.80. While the company has secured major partnerships including a 5 GW deal with Amazon by 2039, it remains unprofitable with a $390 million comprehensive loss in 2025 and won't produce commercial products until around 2030. The analyst recommends investors consider Amazon or established clean-energy companies instead due to X-Energy's high uncertainty and competition from rivals like Oklo and NuScale.

05/07/2026, 2:05 AM • The Motley Fool