NuScale Power

SMR

Market cap $4.39B

Nuclear power can benefit from the AI revolution. Two innovative nuclear stocks are positioned to benefit.

From nuclear energy to robotaxis to digital banking, big opportunities lay ahead. The three stocks below are each positioned to benefit from these major trends.

NuScale targets hyperscale AI data centers with NRC-approved behind-the-meter SMRs, LEU fuel, and partners to meet surging 24/7 power demand.

SMR's dual NRC Part 52 approvals give it a licensing head start that could speed deployments for AI sites and industry.

SMR is building an edge by locking in fuel and long-lead parts early, with Framatome and Doosan partnerships boosting deployment readiness.

NuScale says TVA-ENTRA1 could bring up to 6 GW of SMR builds; a pending PPA may speed licensing, pre-FEED and module contracts.

When a sitting administration's top science advisor invokes Eisenhower's 1953 Atoms for Peace speech to frame a present-day policy move, investors should pay attention.

The investment narrative surrounding nuclear energy has shifted dramatically, from a traditional defensive utility play to a high-growth thematic opportunity. While global decarbonization goals and energy security initially catalyzed this shift, the massive power requirements of AI data centers have rapidly accelerated the build-out.

The nuclear and uranium trade is unraveling for a second straight week. Oklo (NYSE:OKLO | OKLO Price Prediction) is down 5% in Tuesday trading, Uranium Energy (NYSE:UEC) is off 9%, and Energy Fuels (NYSE:UUUU) is sliding 6%.

NuScale Power and other SMR stocks have been hit hard recently. Growth potential remains high, but investors should take caution.