Simply Wall St's October 2026 nuclear energy stock screen highlights companies positioned to supply round-the-clock power to AI data centers. The three names are Standard Nuclear, a US maker of TRISO fuel for small modular reactors; Cameco, the Canadian uranium and fuel services company; and TKMS, a German defense firm whose Atlas Electronics unit makes sensors for naval and coastal infrastructure. The core theme is that surging data center electricity demand is pushing long-term contracts for carbon-free power to the center of investor attention. Standard Nuclear is the most direct play on advanced fuel supply. It currently generates about $7.5 million from TRISO production and expects to lift capacity to 2.5 metric tons per year if planned facility authorizations land in 2026. Cameco is the larger, more established business, with uranium revenue around CA$2.9 billion plus fuel services and Westinghouse. TKMS is the outlier, since most of its revenue comes from submarines and surface vessels rather than clean energy. Readers should treat this as a stock screen rather than a broad clean energy analysis. The article points to 13 additional nuclear infrastructure companies in its screener but does not name them, and it does not dig into interconnection timelines, construction risk, or the actual terms of data center power contracts.
