Nuclear Energy Stocks For AI Data Center Power Demand

Simply Wall St.06-28

Nuclear energy stocks sit at the crossroads of two powerful forces right now: steady demand for reliable baseload power and growing interest in lower carbon energy sources. With global data pointing ...

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With global data pointing ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-smr/nuscale-power/news/nuclear-energy-stocks-for-ai-data-center-power-demand\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nuclear Energy Stocks For AI Data Center Power Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNuclear Energy Stocks For AI Data Center Power Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-28 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-smr/nuscale-power/news/nuclear-energy-stocks-for-ai-data-center-power-demand><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nuclear energy stocks sit at the crossroads of two powerful forces right now: steady demand for reliable baseload power and growing interest in lower carbon energy sources. With global data pointing ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-smr/nuscale-power/news/nuclear-energy-stocks-for-ai-data-center-power-demand\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1303367103.USD","symbol_name":"摩根大通多经理另类基金 A (acc)","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-smr/nuscale-power/news/nuclear-energy-stocks-for-ai-data-center-power-demand","article_id":"2646311979","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3052000-choice2-main-header/1585186800829"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-smr/nuscale-power/news/nuclear-energy-stocks-for-ai-data-center-power-demand","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2646311979","pubTimestamp":1782616809,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Nuclear energy stocks sit at the crossroads of two powerful forces right now: steady demand for reliable baseload power and growing interest in lower carbon energy sources. 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This Nuclear Energy Stocks screener filters companies across uranium production, enrichment, and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SMR":"NuScale Power","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0124384867.USD":"贝莱德新能源基金A2","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","CEGX":"2倍做多CEG ETF-Tradr","BK4585":"ETF&股票定投概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","SMU":"2倍做多SMR ETF-Tradr","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","SMUP":"2倍做多SMR ETF-T-Rex","GEV":"GE Vernova Inc.","LU1621767737.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (EUR) ACC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","CEG":"Constellation Energy Corp","LU1621767810.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A\" (EUR) INC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","LU1621768115.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"B\" (EUR) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4081":"电力公用事业","BK4606":"AI电力股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4588":"碎股","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","SMZ":"Tradr 2X Short SMR Daily ETF","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","GEVG":"2倍做多GEV ETF-Leverage Shares","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4182":"重型电气设备","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","GEVX":"2倍做多GEV ETF-Tradr","LU2384288077.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC"},"translate_title":"人工智能数据中心电力需求的核能股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMUP":0.6,"GEVG":0.6,"CEG":1.94,"GEVX":0.6,"GEV":1.94,"SMZ":0.6,"SMU":0.6,"CEGX":0.6,"SMR":1.95},"content_text":"Nuclear energy stocks sit at the crossroads of two powerful forces right now: steady demand for reliable baseload power and growing interest in lower carbon energy sources. With global data pointing to resilient consumption, ongoing fiscal support in major economies, and persistent focus on energy security, many investors are looking for ways to add exposure to this theme in a more targeted way. This Nuclear Energy Stocks screener filters companies across uranium production, enrichment, and reactor operations, helping you move beyond guesswork. In this article, you will see 3 of the best stocks from the screener worth a closer look. AdvertisementNuScale Power (SMR) Overview: NuScale Power develops small modular reactor technology, offering compact 77 MWe light water reactors and a suite of services that cover design, licensing, construction, operation, and ongoing maintenance of nuclear power plants. It also supports customers with regulatory approvals, training, fuel management, and outage planning to help bring nuclear projects from concept to commercial operation. Operations: NuScale Power currently generates all of its US$18.7 million in revenue from electric utility related services in the United States. Market Cap: US$3.7b NuScale Power stands out in nuclear energy because it already has U.S. Nuclear Regulatory Commission approved SMR technology and is tied into real projects such as the RoPower plant in Romania and the ENTRA1 and TVA deployment plans. These could be key test cases for its business model. At the same time, the company is still loss making, with recent quarterly revenue of just US$0.6 million against a US$44.0 million loss, ongoing shareholder dilution, and heavy reliance on future project funding. For investors who can tolerate volatility and a longer timeline, the combination of its regulatory position, growing SMR interest from power hungry data centers, and analyst expectations of rapid revenue growth may make NuScale a company to watch closely as these projects and forecasts are tested. NuScale Power sits at the intersection of ambitious SMR rollout plans and heavy current losses, and the real tension is whether future contracts justify that risk, so reviewing the analyst forecasts for NuScale Power could surface the twist investors are missing NYSE:SMR Earnings & Revenue Growth as at Jun 2026 Constellation Energy (CEG) Overview: Constellation Energy is a US based power producer and retailer that runs a large fleet of nuclear, wind, solar, gas, and hydro plants with around 31,676 megawatts of capacity, supplying electricity, natural gas, and clean energy solutions to utilities, businesses, public sector entities, and households. Operations: Constellation Energy generates around US$29.9b in revenue from its Generation segment, supported by geographically diversified sales across the Midwest, Mid Atlantic, New York, ERCOT, and other US power regions. Market Cap: US$94.3b Constellation Energy provides direct exposure to one of the largest nuclear fleets in the US, with long term contracts tied to AI driven data center demand and corporate decarbonization that can support relatively high margin, long duration cash flows. At the same time, the stock carries meaningful debt, relies heavily on regulated and centralized nuclear assets, and has earnings that include large one off gains, so headline growth can appear stronger than underlying trends. There is also a fair value gap indicated by cash flow estimates and new nuclear PPAs such as the Walmart deal. The key question for investors is whether the current price fully reflects the long dated risks and potential rewards embedded in Constellation Energy's profile. Constellation Energy’s nuclear fleet sits at the heart of rising AI and decarbonization demand, but those long duration contracts, debt, and one off gains tell a more complex story. Reviewing the 4 key rewards and 2 important warning signs might reveal what the current share price is quietly building in, and what it is leaving out. CEG Discounted Cash Flow as at Jun 2026 GE Vernova (GEV) Overview: GE Vernova is an energy equipment and services company that supplies the hardware and software needed to generate, move, convert, and store electricity across its Power, Wind, and Electrification segments, serving utilities, governments, and industrial customers worldwide. Operations: GE Vernova generates around US$20.3b from Power, US$8.7b from Wind, and US$10.8b from Electrification, with small eliminations and other items reducing the total. Market Cap: US$280.9b GE Vernova is attracting attention because it sits at the center of rising electricity demand from AI data centers and grid upgrades, while combining an entrenched installed base of roughly 7,000 gas turbines with a large US$31b service backlog that supports recurring revenue. Earnings have rebounded sharply with a 23.8% net margin and ROE of 62.2%, and its P/E of 30x is below many electrical peers. However, the share price is still above some intrinsic value estimates, so expectations are already high. The drag from its Wind segment, heavy use of external funding, insider selling, and a relatively new board add real risk factors that investors need to weigh carefully against the appeal of its Power and Electrification businesses. GE Vernova’s accelerating earnings and large service backlog could be masking where the real risk reward sits, so reviewing the 4 key rewards and 2 important warning signs (1 is major!) GEV Discounted Cash Flow as at Jun 2026 The three nuclear energy stocks in this article are just a starting point, since the full Nuclear Energy Stocks screener highlights 33 more companies with equally compelling narratives around uranium supply, enrichment capacity, and reactor build out. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter most to you, so you can focus on your highest conviction nuclear energy ideas. Take Control of Your Investment Journey  If GE Vernova or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Alternatives Before The Crowd Moves? Fresh opportunities do not stay quiet for long. The stocks gaining real breakout momentum can move before most investors react, so scan these ideas while it matters and act now.  Spot under the radar growth stories before they start flying by checking the curated 19 high quality undiscovered gems that focus on quality businesses with solid fundamentals. Lock onto durable income streams while yields still look attractive by reviewing a targeted mix of 8 dividend fortresses built around businesses with the potential for more dependable payouts. Position ahead of the next infrastructure wave by assessing companies in the 35 power grid technology and infrastructure stocks that are exposed to grid upgrades and electrification demand.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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