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Nuclear Is the Energy Story of 2026. Here Are 3 Stocks to Own All Year.

Cameco, BWX, and Oklo will all benefit from the expansion of the nuclear energy market.

Nuclear Is the Energy Story of 2026. Here Are 3 Stocks to Own All Year.

Nuclear Is the Energy Story of 2026. Here Are 3 Stocks to Own All Year.

Published June 16, 2026 · Category: Finance

Overview

After the Fukushima disaster in 2011, the nuclear energy market stalled for about a decade as many governments paused their nuclear expansion plans. But over the past few years, the market has warmed up again, as governments implemented new decarbonization initiatives and the power-hungry cloud, AI, data center, and industrial automation markets expanded.

Those catalysts could boost the world's nuclear capacity by over 50% from 2025 to 2050, according to the International Energy Agency (IEA). Cameco (NYSE: CCJ), BWX Technologies (NYSE: BWXT), and Oklo (NYSE: OKLO) could all profit from that boom.

Image source: Getty Images.

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Originally published at www.fool.com.

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