Nuclear Energy Stocks – NuScale Power ($SMR) saw its stock surge 4% on July 26, 2025, following the announcement of a groundbreaking partnership with Amazon to deploy small modular reactors (SMRs) for powering AI data centers, a move that underscores nuclear energy’s growing role in meeting the tech industry’s soaring energy demands.
As artificial intelligence applications expand, data centers require reliable, carbon-neutral power sources, and NuScale’s SMR technology is positioned as a game-changer in the Nuclear Stocks category.
The deal with Amazon, a leader in AI and cloud computing, highlights NuScale’s potential to capitalize on the intersection of nuclear energy and AI infrastructure.
Last year, $SMR stock soared over 500%, driven by investor enthusiasm for its compact, scalable reactors, which offer lower costs and faster deployment than traditional nuclear plants.
The Amazon partnership, reported by Barchart, is expected to generate significant contracts, with NuScale targeting operational SMRs by 2028. This aligns with global trends, as governments and tech giants increasingly back nuclear power to meet net-zero goals.
For instance, uranium prices, a key indicator for nuclear stocks, have risen to $85 per pound, boosting related companies like Cameco ($CCJ). However, investors face risks, including regulatory hurdles and potential delays in SMR deployment, which could impact NuScale’s timeline.
Tariff concerns, particularly on imported reactor components, also loom, as noted in recent market analyses. Despite these challenges, NuScale’s partnerships with tech giants like Amazon position it as a leader in the nuclear renaissance, appealing to investors seeking exposure to clean energy and AI-driven growth.
The company’s focus on modular designs reduces construction costs, estimated at $5 billion for a 720 MW plant, compared to $20 billion for traditional reactors. Analyst sentiment remains bullish, with 12 of 15 analysts rating $SMR a “buy,” citing its first-mover advantage in SMRs.
This highlights NuScale’s role in Nuclear Stocks and its synergy with AI Stocks, as tech giants like Amazon ($AMZN) and Microsoft ($MSFT) drive demand for sustainable power.
Investors should monitor NuScale’s progress on regulatory approvals and additional tech partnerships, which could further boost $SMR’s stock. While Apple ($AAPL) isn’t directly tied to nuclear, its AI data center expansion could indirectly benefit nuclear stocks by increasing energy demand.
NuScale’s stock performance and Amazon deal make it a compelling pick for your Earnings Report category, especially as Q3 earnings approach, with analysts expecting revenue growth from new contracts.
This development positions NuScale as a key player in the clean energy transition, offering investors a high-growth opportunity in a volatile market.
