2 Nuclear Stocks Poised to Benefit From Rising AI Adoption

The Motley Fool highlights NuScale Power (SMR) and Oklo (OKLO) as two small modular reactor (SMR) companies positioned to supply clean, reliable power to AI-driven data centers. Major banks including Goldman Sachs, Bank of America, Morgan Stanley, and Citigroup are all bullish on nuclear energy, citing surging electricity demand, climate goals, and SMRs' ability to be co-located with data center infrastructure.

Why it matters: Both stocks have corrected sharply from their 52-week highs—NuScale down 84% and Oklo trading well below its peak—with market caps under $10B each, while Bank of America values the global nuclear opportunity at $10 trillion over the next couple of decades.