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3 Nuclear Stocks to Watch as AI Strains the Electric Grid

AI's power crisis could create an enormous nuclear opportunity, but technology alone will not decide the winners. Discover which business models may have the clearest path forward.

3 Nuclear Stocks to Watch as AI Strains the Electric Grid

Published July 28, 2026 · Category: Finance

Overview

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.

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Originally published at www.fool.com.

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