Chicago, IL – June 16, 2025– Today, Zacks Investment Ideas feature highlights Oklo Inc. OKLO, Constellation Energy CEG, Microsoft MSFT, Meta META and Cameco CCJ.
Nuclear energy stocks and ETFs are a direct investment in the artificial intelligence age and the expansion of the U.S. economy and broader energy ecosystem.
Speculative nuclear energy stocks like Oklo Inc. have soared over 100% in the last month as Wall Street dives into home-run stocks again.
Investors should consider NuScale and Oklo as part of a diversified portfolio. But they are far from guaranteed nuclear energy winners because they are still developing their next-generation technologies.
Meanwhile, Constellation and Cameco are established industry giants that are some of the safer long-term nuclear energy stocks on the market. Their bull cases, and the broader nuclear industry growth outlook, are driven by the U.S. government’s push to at least triple nuclear energy capacity by 2050.
President Trump signed an executive order in late May to accelerate the expansion and innovation of nuclear power. Meta, Amazon, Microsoft, and other AI hyperscalers have signed huge long-term nuclear power deals to help support their AI growth efforts.
Large data centers can consume nearly as much electricity as a midsize city, and generative AI platforms like ChatGPT use at least 10 times the energy of a typical Google search.
This AI-driven energy boom is arriving just as the U.S. and major tech companies aim to reduce their reliance on fossil fuels. This backdrop is part of the reason why global investment in clean energy technologies and infrastructure is expected to hit $2.5 trillion in 2025.
Today’s Full Court Finance at Zacks explores two established nuclear energy stocks—Constellation Energy and Cameco—to buy and hold for long-term growth as big tech and artificial intelligence go all-in on nuclear power.
Constellation Energy is the largest U.S. nuclear power plant operator. The nuclear standout is establishing itself as the energy titan of the AI age with its planned $27 billion deal to buy natural gas and geothermal powerhouse Calpine, which it announced in early 2025.
CEG’s deal creates the largest clean energy firm and expands its footprint into power-hungry, tech-heavy Texas and California (far beyond its current footprint in the Midwest, Mid-Atlantic, and Northeast).
