The Nuclear Power Comeback Is Real -- and These 3 Stocks Are the Best Way to Play It

4 hours ago 6

James Brumley, The Motley Fool

Mon, June 22, 2026 astatine 11:35 AM CDT 6 min read

Just a fewer years ago, the atomic powerfulness manufacture was seemingly connected its deathbed. The echoes of Fukushima were inactive ringing, and renewables similar star were yet cost-effective capable to determination into the mainstream.

Much has changed -- oregon not changed -- successful the meantime, however. Even though star powerfulness is the United States' fastest-growing root of electricity, the U.S. Energy Information Administration reports that solar powerfulness inactive lone accounts for astir 4% of the nation's full powerfulness production. Wind and powerfulness combined lone marque up 17% of U.S. powerfulness generation, successful fact, portion atomic is holding connected astatine astir 19%. A akin (although hardly identical) premix applies extracurricular of the U.S. arsenic well.

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What gives? Simply put, world is mounting in. Solar and different renewables aren't doing capable accelerated capable to conscionable the ever-growing request for electricity, which, of course, is accelerating owed to the ongoing proliferation of artificial quality (AI) information centers. The next-best contiguous solution is well-proven atomic power, which the International Atomic Energy Agency predicts could much than treble capableness by 2050.

In different words, the atomic powerfulness comeback is real. Here are 3 of the apical ways to plug into this semipermanent undertow.

Nuclear powerfulness works cooling towers are spewing steam.

1. Cameco

Some investors are truthful focused connected their hunt for companies moving connected the adjacent large atomic powerfulness reactor exertion that they're looking close past the accidental staring them successful the face. That's the substance that these reactors perpetually consume: uranium-235. And arsenic it turns out, determination are precise fewer companies that really excavation and hole this worldly for atomic powerfulness reactors. Cameco (NYSE: CCJ) is 1 of them.

Canada-based Cameco, portion not the biggest institution doing this, whitethorn beryllium the champion concern enactment for the elemental crushed that it's an integrated, soup-to-nuts subordinate with mining, refining, and enrichment operations, arsenic good arsenic spent substance storage. It's adjacent the co-owner of Westinghouse, which makes and services atomic reactor equipment, including atomic reactors themselves.

Cameco did $3.5 cardinal successful concern past fiscal twelvemonth and is expected to beryllium astir the aforesaid this year. And per-share profits are projected to summation lone from $1.44 to $1.63 implicit the aforesaid two-year period. That's not a ton of encouraging growth.

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