Nuclear Energy Stocks
11 stocks · Updated Mar 25, 2026
Nuclear energy stocks have surged in investor interest as the clean energy transition requires reliable, zero-carbon baseload power that intermittent solar and wind cannot provide alone. Tech companies including Microsoft, Google, and Amazon have signed agreements to purchase nuclear power for data centers, providing long-term demand signals. Advanced nuclear technologies including small modular reactors (SMRs) and Generation IV designs offer the potential for cheaper, safer, and faster-to-build nuclear plants.
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Frequently Asked Questions
Why is nuclear energy gaining renewed interest from investors?
AI data center power demand, grid reliability concerns from renewable intermittency, and climate commitments from governments and corporations have converged to make nuclear's 24/7 carbon-free power uniquely valuable.
What are small modular reactors (SMRs)?
SMRs are nuclear reactors under 300 MW designed for factory fabrication and truck delivery to sites, contrasting with massive custom-built plants. Lower upfront capital costs and faster construction timelines could revive nuclear economics.
How do nuclear power purchase agreements work?
Microsoft's deal to restart Three Mile Island exemplifies the corporate PPA model — tech companies agree to purchase power at a set price for 20 years, providing the revenue certainty needed to justify plant restarts and new construction.
What are the main nuclear risk factors for investors?
Construction cost overruns (Vogtle in Georgia cost 2x the original budget), regulatory timelines, public perception following Fukushima and Chernobyl, waste storage unresolved, and competition from rapidly falling renewable costs.