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Can Oklo and NuScale Power Survive a Stock Market Crash? (Hint: Yes, but It's Complicated)

SMR stocks provide plenty of upside potential, but they're not without risk.

Can Oklo and NuScale Power Survive a Stock Market Crash? (Hint: Yes, but It's Complicated)

Published October 1, 2026 · Category: Finance

Overview

Experts increasingly agree that nuclear energy presents a compelling long-term opportunity for investors.

Research from Bank of America projects nuclear to be a $10 trillion global opportunity over the next couple of decades. The benefits won't be evenly spread throughout the nuclear sector, however.

Details

The majority of the nuclear renaissance will be dominated by conventional nuclear power plants. Many big tech companies, for instance, are either restarting old nuclear reactors or constructing new facilities. Starting around 2030, however, Bank of America believes a relatively new kind of nuclear energy will begin scaling: small modular reactors, or SMRs. By 2050, up to 20% of the world's nuclear power would come from SMRs.

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Source

Originally published at www.fool.com.

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