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

HawkEye Set For NYSE Debut After Raising $416 Million, IPO Priced At $26

HawkEye 360, a space analytics company, priced its IPO at $26 per share and raised $416 million through the sale of 16 million shares. The Herndon, Virginia-based company is set to debut on the NYSE under ticker 'HAWK' on Thursday. The IPO reflects growing investor demand for space intelligence and signals recovery in the U.S. IPO market.

05/07/2026, 12:16 AM • Benzinga

1 Update Amazon CEO Andy Jassy Just Said That Every Artificial Intelligence (AI) Investor Should Hear

Amazon reported strong Q1 results with 17% sales growth and 30% operating income increase. AWS accelerated growth to 28% YoY, driven by AI demand. CEO Jassy emphasized the company's $200 billion 2026 capex investment in infrastructure (land, power, buildings, chips, servers) is essential for AI expansion, typically monetized 6-24 months after spending. The article highlights investment opportunities in AI supply chain companies providing critical components to hyperscalers.

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

Seaport Therapeutics Set For Nasdaq Debut After Raising $255 Million In IPO

Seaport Therapeutics, a clinical-stage biotech firm focused on neuropsychiatric treatments, priced its IPO at $18 per share, raising approximately $255 million. The Boston-based company will begin trading on Nasdaq under ticker SPTX on Friday. The IPO reflects growing market activity in the biotech sector, with recent successful debuts from X-Energy and Aevex Corp.

05/01/2026, 6:28 AM • Benzinga