Two decades ago, nuclear energy seemed, according to conventional wisdom, to be the product of the bygone Atomic Age.
Today, nuclear energy has reemerged as potentially one of the most important power sources of the artificial intelligence (AI) era
It can be hard, however, to separate fact from fiction, especially when many of the stocks trading today seem driven by speculation and narrative rather than fundamentals. Some of the nuclear stocks I’m about to name — including Oklo (NYSE: OKLO) and Nano Nuclear Energy (NASDAQ: NNE) — have tailwinds strong enough to make a bull case seem obvious and self-evident. The following three nuclear energy stocks will appeal to different investors — some to those with more risk tolerance, and some to others who are more aggressive. 1.
Cameco Cameco (NYSE: CCJ) is one of the largest uranium providers in the world, and the largest publicly traded uranium miner. Together with Kazakhstan’s Kazatomprom (the world’s largest uranium producer), the two companies produced roughly 50 million pounds of uranium in 2025 — roughly 86% of the total output among the world’s top seven uranium miners. Why does Cameco’s size matter?