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8 handpicked stocks

Nuclear Energy Boom

AI data centers need power, and lots of it. This carefully selected group of nuclear energy stocks represents companies that are positioned to meet the surging electricity demands of the AI revolution. Our professional analysts have identified these opportunities at the intersection of clean energy and technological advancement.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at May 26

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

CEG

Constellation Energy Corp

CEG

Current price

$322.23

SMR

NuScale Power Corp

SMR

Current price

$35.47

BWXT

BWX Technologies, Inc.

BWXT

Current price

$173.50

About This Group of Stocks

1

Our Expert Thinking

The AI revolution is creating unprecedented demand for electricity, with data centers projected to consume more power than entire nations. Next-generation nuclear power, particularly small modular reactors (SMRs), offers reliable, clean energy that can meet this demand when traditional and renewable sources may fall short.

2

What You Need to Know

Nuclear energy provides consistent baseload power without the intermittency issues of wind and solar, making it ideal for AI infrastructure. These companies are benefiting from both government support and corporate interest, with the US Department of Energy actively funding nuclear innovation and tech giants exploring direct investments.

3

Why These Stocks

This collection features established nuclear operators like Constellation Energy alongside innovative SMR developers such as NuScale Power and BWX Technologies. These companies are strategically positioned to capitalize on the multi-decade shift in energy consumption driven by AI advancement and data center proliferation.

Group Performance Snapshot

8 of 8

Stocks Rated Buy by Analysts

8 of 8 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

Powering the AI Revolution

AI companies are scrambling for reliable energy sources as data centers consume more electricity than some countries. These nuclear energy providers are positioned to meet this critical need that isn't going away.

🔬

Innovation You Might Be Missing

Small Modular Reactors (SMRs) are changing the nuclear game with enhanced safety, lower costs, and faster deployment. Companies developing this technology could see substantial growth as demand accelerates.

🏛️

Government Backing Creates Opportunity

The U.S. Department of Energy is actively funding nuclear innovation while tech giants like Microsoft and OpenAI are exploring direct investments. This combination of public and private support provides a strong foundation for growth.

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