Top nuclear energy stocks to watch in 2026 🚀☢️
Uranium Miners:
- Cameco (CCJ): World #2 producer, tier-1 Canadian assets, Westinghouse stake, strong contracts production ramp
- Uranium Energy Corp (UEC): US-focused ISR, restarting ops, big domestic supply tailwind
- Others: Denison (DNN), Energy Fuels (UUUU)
Utilities:
- Constellation (CEG): Largest US nuclear fleet, AI data center deals (e.g., Microsoft restarting Three Mile Island)
Tech/Services:
- BWXT: Nuclear components & services
- GE Vernova (GEV): GE spin-off w/ Hitachi partnership
- SMR plays: NuScale (SMR) or Oklo (OKLO) – high-upside but pre-revenue risk
Nuclear renaissance loading…
#Uranium #NuclearEnergy #CleanEnergy