3 Nuclear Energy Stocks for the AI Power Era

3 Nuclear Energy Stocks for the AI Power Era Joel South Mon, August 24, 2026 at 7:00 AM EDT 6 min read CEG NVDA TLN UEC Quick Read CEG raised its 2026 EPS guidance to a range of $11.50 to $12.50, while TLN cleared 10 GW in the PJM capacity auction worth up to $2.2 billion. UEC carries zero debt and $794 million in liquid assets while operating the largest new greenfield ISR uranium project in over a decade. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Constellation Energy didn't make the cut. Grab the names FREE today . AI compute is a power problem before it is a chip problem. Hyperscaler capex keeps climbing, PJM capacity prices keep clearing higher, and utilities keep telling the same story: firm, clean, always-on megawatts are the scarce resource. Three US-listed names sit at the pointy end of that thesis, one for each layer of the nuclear stack. Constellation runs the largest US reactor fleet. Talen owns the merchant baseload assets closest to the data center demand curve in PJM. Uranium Energy supplies the fuel from domestic soil. 24/7 Wall St. All three have moved on real catalysts this year, and all three are pricing in different pieces of the same trade. Constellation Energy: Largest US Nuclear Operator, Raised Guidance Constellation Energy ( NASDAQ:CEG ) is trading at $272.88 with a market cap near $96.7 billion and a forward P/E of 23. The Street average target sits at $347.40, with 6 Strong Buy and 14 Buy ratings against 3 H…