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Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Overlooked Stock Is Building One Too.

GE Vernova is quietly building embedded value with its long-term SMR investments.

Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Overlooked Stock Is Building One Too.

Published August 15, 2026 · Category: Finance

Overview

The AI-driven nuclear power resurgence has been one of the hottest storylines over the past year. It has driven significant interest in nuclear energy stocks. Nuclear names like Oklo (NYSE: OKLO) and NuScale (NYSE: SMR) have been hot commodities as investors buy into the hype that these promising companies can cash in on the nuclear power megatrend.

However, while all eyes have been on Oklo and NuScale, investors might be overlooking another company that's also building a small modular reactor (SMR): GE Vernova (NYSE: GEV). While more known for its leading gas turbine and wind energy business, the massive power equipment maker is becoming an underappreciated nuclear energy name to watch.

Image source: The Motley Fool.

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Originally published at www.fool.com.

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