The Motley Fool
30 May 2026, 08:00 UTC · 5d ago
3 Nuclear Energy Stocks That Are Quietly Becoming the Trades of the Year
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The Motley Fool
30 May 2026, 08:00 UTC · 5d ago
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Story key points
4 claims · impact-rated
Data center power demand is creating a growth opportunity for nuclear energy and Small Modular Reactors (SMRs) due to their 24/7 baseload capability. — This identifies a structural demand driver (AI/Data Centers) for a specific energy sub-sector, which typically triggers thematic investment flows.
+0.60Fluor (FLR) has secured a services agreement with X-Energy for SMR development and a master planning agreement with TeraWulf for a data-center campus. — Direct evidence of revenue-generating contracts tying the company to the high-growth AI-power nexus.
+0.40Uranium Energy (UEC) employs an unhedged strategy for its fuel sales, leaving it exposed to uranium spot price volatility. — This increases the stock's beta relative to the underlying commodity, raising both potential upside and downside risk.
+0.30Continue reading
6 related stories
Fluor reported a massive orders backlog of $25.7 billion despite a recent 8% decline in total revenue. — A large backlog provides revenue visibility and stability, partially offsetting short-term quarterly declines.
+0.20Ticker attribution
Model heads
The company has growth opportunities in nuclear SMRs and a huge orders backlog, despite some mixed first-quarter revenue results.
Mentioned as one of the companies quietly winning due to the growth potential of the nuclear energy sector.
Positioned as a 'quiet winner' benefiting from nuclear energy demand and fuel exploration.
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