The nuclear energy sector is experiencing a resurgence, fueled by the increasing energy demands of artificial intelligence infrastructure and data centers. Three standout stocks for long-term investors are Cameco (CCJ), Constellation Energy (CEG), and Oklo (OKLO), each poised to benefit from the growing reliance on nuclear power. Cameco, the world’s second-largest uranium producer, reported an 11% revenue growth to $3.48 billion in 2025 and boasts a robust backlog of uranium commitments, making it a formidable player in the industry.

Constellation Energy, which operates the largest nuclear fleet in the U.S., is targeting over 20% EPS growth through 2029 and plans to invest nearly $4 billion in capital expenditures, alongside a 10% dividend increase. Oklo, while a pre-revenue company, is gaining traction with partnerships that enhance its credibility and future prospects, especially as it awaits regulatory approval for its small nuclear reactors.

For market professionals, these stocks represent significant opportunities within the nuclear sector, catering to varying risk appetites and investment horizons.

Source: fool.com