This article from Simply Wall St looks at three nuclear power related stocks for September 2026: Constellation Energy, Oklo, and GE Vernova. It frames them around growing demand for reliable, carbon free baseload power from data centers and large corporate buyers, especially as interest rates and policy shifts raise the cost of capital intensive energy projects. The standout figures include Constellation Energy's roughly 920 MW of long duration nuclear contracts with investment grade buyers on an average 18.5 year term, Oklo's agreement with Switch for 12 GW through 2044, and GE Vernova's $2.4 billion in data center related electrification orders in Q1 2026. The piece also points to a broader nuclear energy screener with 303 additional companies, plus related lists for power grid technology stocks. It is a stock screening article rather than a deep dive, and Simply Wall St notes it is general in nature and not financial advice. Still useful for tracking how nuclear and grid infrastructure companies are positioning around AI driven electricity demand.
