3 Nuclear Stocks to Watch as AI Strains the Electric Grid
Oklo (NYSE: OKLO), NuScale Power (NYSE: SMR), and NANO Nuclear Energy (NASDAQ: NNE) are racing to supply private nuclear power to AI data centers. Their opportunity could be enormous, but access to fuel, regulation, financing, and construction may determine which company turns the grid-bypass revolution into a viable business.
*Stock prices used were the market prices of July 25, 2026. The video was published on July 25, 2026.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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