Nuclear Energy Stocks: Why Data Centers May Spark a Uranium & SMR Supercycle

As artificial intelligence drives up demand for electricity, the U.S. is quietly turning back to nuclear—and investors are taking notice. In this episode, Matt Weinschenk unpacks why the next clean-energy boom may be fueled by uranium and small modular reactors (SMRs).

Inside the Episode:

• Oklo's breakthrough — How a truck-sized SMR won a Pentagon contract and what it signals for the next wave of nuclear developers

• The AI-energy link — Why data center expansion is creating a power crunch and reviving interest in zero-carbon baseload options

• Investment pathways — Three strategies to tap the nuclear resurgence:

  • Large utilities like Constellation Energy (CEG)

  • Pure-play SMR innovators including Oklo (OKLO)

  • Uranium miners & ETFs with leveraged upside

• Macro tailwinds — Trump's pro-nuclear policies, global uranium supply constraints, and the "Sell America, Buy Nuclear" thesis

Whether you're tracking the AI infrastructure boom, the future of clean energy, or looking for durable long-term trades, this episode makes the bullish nuclear case clear.

📈 Bonus Resources:
For daily market research, free nuclear stock reports, and updates on SMR development, visit stansberrydigest.com