36 stocks · 0 setups today · as of Nov 6, 2026
| Stock | Industry | Tier | Watchlist | |||||
|---|---|---|---|---|---|---|---|---|
 SOThe Southern Company | — | -1.07% | $92.34 | 61 | $104.09B | Electric & Multi-Utilities | Major | |
 DUKDuke Energy Corporation | — | -1.77% | $127.78 | 67 | $99.62B | Electric & Multi-Utilities | Major | |
 CEGConstellation Energy Corporation | — | +4.30% | $249.95 | 40 | $89.76B | Independent Power Producers | Core | |
 DDominion Energy, Inc. | — | -1.49% | $68.60 | 72 | $60.34B | Electric & Multi-Utilities | Major | |
 ETREntergy Corporation | — | +0.23% | $110.55 | 63 | $51.59B | Electric & Multi-Utilities | Major | |
 VSTVistra Corp. | — | +10.55% | $124.80 | 33 | $42.08B | Independent Power Producers | Major | |
 PEGPublic Service Enterprise Group Incorporated | — | -0.67% | $72.61 | 50 | $36.18B | Electric & Multi-Utilities | Major | |
 CCJCameco Corporation | — | +4.35% | $71.30 | 21 | $31.05B | Uranium | Core | |
 CWCurtiss-Wright Corporation | — | +6.82% | $463.47 | 25 | $17.12B | Defense Contractors | Major | |
 TLNTalen Energy Corporation | — | +7.09% | $338.64 | 59 | $15.37B | Independent Power Producers | Major | |
 KEPKorea Electric Power Corporation | — | +0.90% | $11.20 | 35 | $14.38B | Electric & Multi-Utilities | Major | |
 BWXTBWX Technologies, Inc. | — | +3.97% | $119.52 | 20 | $10.95B | Nuclear Power Technology | Core | |
 NXENexGen Energy Ltd. | — | +4.04% | $8.25 | 27 | $5.46B | Uranium | Core | |
 MIRMirion Technologies, Inc. | — | +4.90% | $17.97 | 59 | $4.4B | Test & Measurement Instruments | Major | |
 OKLOOklo Inc. | — | +22.66% | $23.55 | 9 | $4.1B | Nuclear Power Technology | Core | |
 UECUranium Energy Corp. | — | +6.79% | $6.92 | 14 | $3.42B | Uranium | Core | |
 LEUCentrus Energy Corp. | — | +17.49% | $104.60 | 15 | $1.98B | Uranium | Core | |
 DNNDenison Mines Corp. | — | +6.31% | $2.19 | 17 | $1.98B | Uranium | Core | |
 UUUUEnergy Fuels Inc. | — | +1.06% | $6.66 | 7 | $1.66B | Uranium | Core | |
 DJTTrump Media & Technology Group Corp. | — | -0.75% | $3.99 | 8 | $1.11B | Crypto & Digital Assets | Major | |
 SMRNuScale Power Corporation | — | +16.78% | $5.08 | 10 | $680M | Nuclear Power Technology | Core | |
 NNENano Nuclear Energy Inc. | — | +15.31% | $11.11 | 13 | $597M | Nuclear Power Technology | Core | |
 ISOUIsoEnergy Ltd. | — | +5.70% | $8.34 | 28 | $544M | Uranium | Core | |
 UROYUranium Royalty Corp. | — | +8.19% | $3.04 | 32 | $445M | Uranium | Core | |
 URGUr-Energy Inc. | — | +7.12% | $0.74 | 11 | $295M | Uranium | Core | |
 ASPIASP Isotopes Inc. Common Stock | — | +20.64% | $2.08 | 8 | $261M | Medical Imaging & Radiation | Major | |
 NKLRTerra Innovatum Global N.V. Ordinary shares | — | +16.26% | $2.36 | 10 | $261M | Nuclear Power Technology | Core | |
 IMSRTerrestrial Energy Inc. | — | +10.72% | $2.84 | 10 | $235M | Nuclear Power Technology | Core | |
 LTBRLightbridge Corporation | — | +5.26% | $4.20 | 9 | $148M | Nuclear Power Technology | Core | |
 EUenCore Energy Corp. | — | -0.24% | $0.63 | 8 | $122M | Uranium | Core | |
 NHICNewHold Investment Corp III | — | -9.89% | $4.28 | 6 | $118M | Nuclear Power Technology | Core | |
 AECAnfield Energy Inc. Common Shares | — | +1.70% | $2.99 | 19 | $54M | Uranium | Core | |
 HVIIHennessy Capital Investment Corp. VII | — | -4.32% | $1.33 | 1 | $35M | Independent Power Producers | — | |
 TVCTennessee Valley Authority | — | -0.08% | $23.84 | 61 | $13M | Electric & Multi-Utilities | Major | |
 TVETennessee Valley Authority PARRS A 2029 | — | -0.09% | $23.21 | 59 | $12M | Electric & Multi-Utilities | Major | |
 FMSTForemost Clean Energy Ltd. | — | +17.93% | $0.81 | 17 | $10M | Uranium | Core |
Nuclear Energy Stocks -28.3%SPY -4.9%
Equal-weight return of the theme's stocks from the range start, against SPY. Daily market data.
| Window | Theme | SPY | vs SPY |
|---|---|---|---|
| Today | +5.7% | +0.3% | +5.4% |
| 5D | -1.0% | -2.2% | +1.2% |
| 1M | -15.8% | -5.4% | -10.5% |
| 3M | -28.3% | -4.9% | -23.4% |
| 6M | -36.6% | +0.5% | -37.1% |
| YTD | -32.0% | +7.8% | -39.8% |
| 1Y | -37.3% | +9.6% | -46.9% |
Nuclear power operators, uranium miners, SMR developers, and fuel services as reactors return to the energy mix.
Nuclear energy stocks screened across power operators, uranium miners, SMR developers, and fuel services with daily updated market data, valuation metrics and performance tracking.
36 US-listed stocks, placed in this theme by our own classification of each company's business. Setups come from the same chart-pattern engine as the breakout page and update after the close.
Data center power demand, AI buildout, and decarbonization targets are creating the first real nuclear revival in 40 years.
Nuclear was effectively written off after Fukushima in 2011 — today hyperscalers are signing PPAs with nuclear operators to guarantee 24/7 carbon-free power for AI data centers. Microsoft, Google, and Amazon are all active buyers, creating a demand signal that uranium miners and merchant operators had not seen in a generation. SMR developers like OKLO and NuScale are building LOI pipelines from utilities and hyperscalers. The theme spans merchant operators, uranium miners, and SMR developers — each with a different risk profile and return driver.
Merchant operators, regulated utilities, uranium miners, and SMR developers each require a different analytical framework.
Merchant operators like CEG and VST trade on power price exposure and nuclear production tax credits; regulated utilities trade on allowed ROE and rate case outcomes. Uranium miners are commodity plays — compare production cost per pound to spot price to judge margin at current levels. SMR developers are deep-tech options: valued on PPA pipeline, deployment timeline, and first-unit cost credibility. Use the table to isolate which segment you are buying.
Regulatory delays, uranium price cycles, and construction cost overruns are the three most common sources of draw-down.
Nuclear regulation is the primary structural risk — permitting new US plants involves the NRC, state commissions, and often years of environmental review. SMR developers face first-of-a-kind build risk: the first commercial unit proves or breaks the cost thesis. Uranium prices are cyclical; the 2007 spike and subsequent collapse showed how quickly miner valuations can compress. Merchant operators face power price volatility — a mild winter or added renewable capacity can compress electricity prices even as nuclear fixed costs stay constant.
Companies whose revenue or earnings are materially driven by nuclear power generation, uranium mining and enrichment, small modular reactor development, or nuclear engineering services. Includes merchant power generators (CEG, VST), regulated utilities with nuclear fleets (ETR, DUK), uranium miners (CCJ, UEC), SMR developers (OKLO, SMR), and nuclear services companies (BWXT, LEU).
Constellation Energy (CEG) is the largest pure-play merchant nuclear operator in the US, with hyperscaler PPAs providing revenue visibility. Cameco (CCJ) is the highest-quality uranium miner with a low cost of production and long-term contract book. OKLO and NuScale (SMR) are higher-risk SMR pure-plays for investors willing to accept pre-revenue option exposure.
AI data centers demand massive quantities of reliable, 24/7 carbon-free electricity — the one thing wind and solar cannot guarantee. Nuclear operates at 90%+ capacity factor year-round, making it the only scalable firm clean power source at the required scale. Microsoft restarted Three Mile Island; Google signed an SMR agreement with Kairos Power; Amazon acquired nuclear-adjacent data center capacity. These PPAs create a durable new revenue stream that operators had not had access to before.
SMRs are nuclear reactors with electrical output below 300 MW, designed for factory manufacturing and modular deployment rather than one-off construction. The promise: lower upfront capital, faster build time, and scalable deployment at data center campuses or industrial sites. The risk: no SMR design has yet been built at commercial scale in the US, so construction cost and timeline remain unproven. OKLO, NNE, and SMR are the primary public investment vehicles.
Uranium miners are directly leveraged: every $10 move in spot uranium per pound can shift miner margins by 20-40%. Reactor operators are partially insulated — they buy uranium years in advance under long-term contracts, so spot spikes take time to flow through to fuel costs. The current market is in structural deficit with Kazakhstan supply constraints — a tailwind for miners that could persist for several years.