Meta Platforms, Inc.

Vistra Corp.

Oklo Inc.

Facebook's parent company has agreed with three suppliers to purchase electricity

Meta is set to become the largest consumer of nuclear power in the U.S. Shares of suppliers soared

NANO Nuclear Energy Inc.

Silex Systems Limited

Lightbridge Corporation

Many countries are rethinking past limits on nuclear power, given its role in meeting climate targets and bolstering energy security. In the U.S., a series of <a href="https://www.whitehouse.gov/presidential-actions/2025/05/ordering-the-reform-of-the-nuclear-regulatory-commission/#:~:text=(c)%25C2%25A0%2520Facilitate%2520the%2520expansion%2520of%2520American%2520nuclear%2520energy%2520capacity%2520from%2520approximately%2520100%2520GW%2520in%25202024%2520to%2520400%2520GW%2520by%25202050%253B">executive actions</a> in May 2025 set an explicit goal to quadruple nuclear capacity to 400 gigawatts by 2050. They direct federal agencies to strip out unnecessary red tape, accelerate licensing, and spur construction of new reactors and uranium-enrichment facilities. Washington’s aim is to revive the domestic fuel cycle and curb import reliance – note the U.S. still <a href="https://www.eia.gov/uranium/marketing/pdf/2024%20UMAR.pdf">buys</a>&nbsp;roughly 20% of its enriched uranium from Russia.

Which small caps are benefitting from surging demand for nuclear power?

Public Service Enterprise Group Incorporated

Talen Energy Corporation

With the development of energy-hungry AI, the bank expects nuclear power investment to reach $2.2 trillion by 2050

Morgan Stanley names three beneficiary stocks of the "nuclear renaissance"

National Atomic Company Kazatomprom JSC

The global uranium industry in 2025 is showing signs of recovery after a protracted crisis of nearly a year and a half. The spot price of uranium <a href="https://tradingeconomics.com/commodity/uranium">has risen</a> 20% from its March lows, and is now around $75 per pound.&nbsp;

Making money on uranium: what investors need to consider when buying Kazatomprom shares

Constellation Energy Corporation

In June, Constellation signed a major contract with Meta, one of the major players in the artificial intelligence market

An analyst advised to buy Constellation Energy shares. What makes the company stand out?

Denison Mines Corp.

NexGen Energy Ltd.

Fuji Electric Co., Ltd.

Constellation's own stock didn't make the list - it has already exhausted its upside potential, based on analysts' consensus forecasts


10 nuclear energy stocks that will benefit from the Meta and Constellation deal

Nuclear power is emerging as one of the main beneficiaries of the AI boom


Meta will purchase energy from nuclear power plants. This may become a growth driver for the nuclear industry


Shares of three nuclear energy companies soared on Wednesday, October 16, following Amazon’s announcement of investments to build new nuclear reactors. The retail and tech giant thus joined Microsoft and Alphabet in turning to nuclear to meet its growing power needs, driven by cloud services and AI.

Nuclear energy