2 Best Nuclear Power Stocks Right Now
The article argues nuclear demand tied to data centers and AI supports two stocks. Constellation Energy (CEG) is described as operating the largest US nuclear fleet, with Q2 revenue of $7.5B (+22.9%) and adjusted EPS of $2.55 (+33.5%). It cites NRC fuel license approval and FERC waiver, plus 920 MW of new PPAs. Cameco (CCJ) is framed as a Western uranium supplier with 433M pounds reserves and 2026 guidance: realized uranium price $91-$96/lb and uranium revenue $2.7B-$2.91B.
How this was made
The 30-second read
Why it matters
It ties Constellation to specific NRC and FERC actions for the Crane restart and ties Cameco to 2026 uranium and fuel-services guidance, implying improved visibility for cash flows.
Market read
For traders, the only potentially actionable elements are the cited regulatory approvals (CEG) and the detailed 2026 guidance ranges (CCJ), but the overall piece is a long-term stock pitch rather than a clearly new market-moving disclosure.
What to watch
Execution risk remains for restarts and new reactor buildouts, and uranium pricing can still swing with contracting, inventories, and policy changes.
Background
The article argues nuclear power is in a structural upcycle driven by data center and AI demand, with governments targeting major capacity growth.
Ticker impact
Constellation received NRC fuel license approval for the Crane Clean Energy Center and FERC approved a waiver to transfer capacity interconnection rights to Crane.
Mildly positive bias for CEG, with upside more likely if markets treat the approvals as enabling near-term restart milestones.
The article cites specific NRC and FERC actions plus Q2 revenue/EPS growth and new long-term PPAs, but it is framed as a buy recommendation rather than a fresh, newly reported event.
Cameco guided 2026 uranium realized price to $91-$96 per pound and uranium revenue to $2.7B-$2.91B, plus fuel services revenue guidance.
Moderately positive bias if guidance is viewed as credible and above prior expectations; otherwise limited reaction.
The text includes detailed forward guidance and segment EBITDA trends, but the piece is still promotional and does not clearly establish the guidance as a brand-new disclosure versus already-known.
Market effects
Supports the nuclear investment thesis via regulatory progress (CEG) and uranium pricing outlook (CCJ), reinforcing demand visibility for nuclear fuel and services.
Primarily US power-market and Western fuel-supply narrative, with potential read-through to US utilities and data-center power procurement.
Highlights Western-aligned uranium supply and reactor-service capacity, relevant to broader nuclear capacity buildout plans.
Counterpoint
Guidance and regulatory approvals may already be partially priced; without evidence of a fresh surprise, the article may not justify incremental positioning.
Key entities
- companyConstellation Energy
US nuclear power operator; article cites NRC fuel license approval and FERC waiver for Crane, plus Q2 revenue/EPS growth and new PPAs.
- companyCameco Corporation
Western uranium supplier and Westinghouse JV owner; article cites 2026 guidance for realized uranium price and revenue.
- regulatorNuclear Regulatory Commission (NRC)
Approved Constellation’s fuel license for the Crane Clean Energy Center per the article.
- regulatorFederal Energy Regulatory Commission (FERC)
Approved a waiver to transfer capacity interconnection rights from Eddystone to Crane per the article.
