The needs of big tech and the growth of artificial intelligence (AI) are driving a resurgence of nuclear power, as countries scramble to keep up with rising energy demand. Nano Nuclear Energy (NASDAQ: NNE) and Constellation Energy (NASDAQ: CEG) fall within the nuclear-investment spectrum, but they are at far ends of that scale. Nuclear power is already responsible for nearly 20% of the electricity generated in the U.S. and the Trump administration is pushing for more nuclear power. Where to invest $1,000 ...

NANO Nuclear Energy Inc. Figure 1 - NANO Nuclear Energy Inc. Appoints Experienced NRC Professional Michael Montecalvo as its Licensing Director. Michael Montecalvo joins NANO Nuclear following Senior Licensing Manager role at other advanced reactor developers and previous experience with the U.S. Nuclear Regulatory Commission (NRC) New York, N.Y., Jan. 28, 2026 (GLOBE NEWSWIRE) -- NANO Nuclear Energy Inc. (NASDAQ: NNE) (“NANO Nuclear” or “the Company”), a leading advanced nuclear micro modular reactor ( ...

Core Viewpoint - Nano Nuclear Energy is experiencing significant stock volatility, with a strong performance in 2025 followed by a decline, but has rebounded in 2026, raising questions about its ability to sustain momentum and outperform the market [2][4]. Company Overview - Nano Nuclear Energy is focused on developing small, portable nuclear reactors designed for various applications, including data centers and remote communities [1][5]. - The company aims to establish a uranium fuel chain, potentially positioning itself as a comprehensive provider of nuclear energy solutions [5]. Stock Performance - In 2025, Nano Nuclear's stock rose over 115% by early October but ended the year down approximately 3.5%, underperforming both the S&P 500 and the VanEck Uranium and Nuclear ETF [2]. - As of 2026, the stock has surged roughly 27% year-to-date, raising speculation about its potential to outperform the market [4]. Volatility Factors - The company's stock volatility is attributed to its early development stage, generating zero revenue, and the need for regulatory approval before commercial deployment of its reactors [6][8]. - The stock's performance is heavily influenced by market narratives, particularly the increasing electricity demands from AI data centers, which can lead to rapid shifts in investor sentiment [8][9]. Recent Developments - Nano Nuclear has announced minor deals, including a Memorandum of Understanding with South Korea's DS Dansuk Co, but much of its stock momentum is linked to positive news from other nuclear startups [9]. - The current market capitalization of Nano Nuclear is $1.8 billion, with a trading range between $33.84 and $36.30 [10]. Future Outlook - For Nano Nuclear to beat the market in 2026, the underlying narrative of growing power demands, especially from AI, must continue to resonate with investors [11]. - Long-term investors may find potential in a small position today, while conservative investors might prefer broader exposure through nuclear energy ETFs [11].

Group 1 - President Trump emphasized the importance of nuclear energy at the World Economic Forum, announcing an executive order to approve new nuclear reactors and aiming to expand U.S. nuclear capacity to 400 gigawatts by 2050 [2][3] - Shares of Oklo, NuScale Power, and Nano Nuclear Energy experienced gains following Trump's announcement, although they remain approximately 50% down from their 52-week highs due to broader market corrections [3][6] - The Department of Energy allocated $2.7 billion for uranium enrichment, aiming to reduce foreign dependence and support the rising energy demand from AI data centers, which could benefit advanced nuclear developers [4] Group 2 - Oklo is focusing on microreactors, specifically its Aurora design, and is working towards operational readiness for its first plant by 2027-2028, with a significant deal in place with Meta Platforms for a 1.2-GW nuclear campus in Ohio [5][6] - Despite being pre-revenue, Oklo has received a buy rating from Bank of America with a target price of $127, indicating positive market sentiment towards the company [6] - NuScale forecasts a loss of $0.92 per share for 2026, highlighting the financial challenges faced by these companies as they navigate the nuclear energy landscape [6]

Core Viewpoint - President Donald Trump highlighted the advancements in nuclear energy regarding safety and cost-effectiveness during his address at the World Economic Forum in Davos [1] Group 1 - Nuclear energy has seen significant safety improvements, making it a more viable option for energy production [1] - The affordability of nuclear energy is emphasized, suggesting it could be a competitive alternative to other energy sources [1]

Core Viewpoint - Nano Nuclear Energy (NASDAQ: NNE) stock has seen a 4.4% increase, attributed to positive developments in the nuclear energy sector [1]. Group 1: Industry Developments - Bank of America upgraded Oklo (NYSE: OKLO) to a buy rating, citing a new contract with Meta (NASDAQ: META) that provides Oklo with upfront payments for future power production, facilitating the construction of small modular reactors (SMRs) [3]. - The reopening of the Kashiwazaki-Kariwa nuclear power plant in Japan by Tokyo Electric Power Company Holdings (TEPCO) marks a significant return to nuclear energy operations since the 2011 Fukushima disaster, with Japan having reopened 14 reactors in recent years [4][5]. - The demand for nuclear power is increasing, particularly for data centers, which may benefit Nano Nuclear's advanced nuclear reactor designs that are smaller and safer [5]. Group 2: Company-Specific Insights - The upgrade of Oklo indicates a growing popularity of advanced nuclear technologies, which could positively impact Nano Nuclear as well [5][6]. - Analysts predict that Nano Nuclear may not achieve profitability until at least 2033, raising concerns for potential investors [7]. - The Motley Fool Stock Advisor has identified ten stocks with better investment potential than Nano Nuclear, suggesting caution for investors considering Nano Nuclear Energy [8].

Core Viewpoint - The U.S. power demands related to AI are expected to grow tenfold by 2030, while the aging power grid poses challenges for meeting these demands [1] Group 1: Company Overview - Nano Nuclear Energy (NNE) aims to deploy small, portable nuclear reactors to provide continuous power to AI data centers, differentiating itself by focusing on portability [2] - The company currently lacks regulatory approval from the Nuclear Regulatory Commission (NRC) to deploy its reactor design commercially, resulting in no revenue generation [3] Group 2: Market Potential - For Nano Nuclear to achieve a 100-fold gain from a current market cap of approximately $1.8 billion to a valuation of $180 billion, it must secure NRC approval and dominate the energy sector [4] - Achieving even a tenfold gain would require significant progress in the NRC approval process, agreements for technology deployment, and revenue generation, which is likely several years away [5]

Industry Overview - Nuclear energy is experiencing a resurgence as a cleaner and more scalable energy source, driven by the increasing demand for energy from AI data centers [1] - The interest in nuclear power is particularly focused on smaller-scale nuclear reactors, known as small modular reactors (SMRs) [1] Company Comparison - NuScale Power and Nano Nuclear Energy are both involved in the SMR business, with NuScale focusing on permanently installed SMRs and Nano specializing in microreactors [3] - Investors are currently valuing both companies based on their future potential rather than current results, with Nano being perceived as the "smaller" company [4] Market Capitalization and Potential - NuScale has a market cap of approximately $6 billion, while Nano's market cap is around $1.75 billion, suggesting that Nano may have greater long-term upside potential, though this could also indicate greater uncertainty about its future success [5] - NuScale has already received regulatory approval for its reactors and is in the commercialization stage, with last year's revenue reported at $40 million and expectations for sales to triple this year [7]

Company Overview - Cambridge Atomworks is a startup specializing in nuclear engineering and reactor design services, aiming to develop compact, efficient, and reliable nuclear energy solutions for emerging energy markets in the UK [6] - The company previously served as the design authority for the ODIN microreactor in collaboration with NANO Nuclear Energy Inc until September 2025 [6] Key Appointment - Tony Roulstone, former Managing Director of Rolls-Royce Nuclear Group, will join Cambridge Atomworks' Advisory Board to provide technical, safety, and business strategy advice [1][4] - Roulstone has over 40 years of experience in the nuclear industry, including significant roles at UKAEA and Rolls-Royce [3] Expertise and Contributions - Roulstone's expertise includes nuclear project delivery, economics, and safety of nuclear power, with a focus on Small Modular Reactors (SMRs) [4][5] - He has been involved in projects related to energy systems for net-zero by 2050 and contributed to the Royal Society's 2023 study on Long Duration Energy Storage [5] Strategic Goals - Cambridge Atomworks aims to leverage its ties with the University of Cambridge to deliver advanced nuclear technologies that will facilitate the energy transition [6]

Core Insights - NANO Nuclear Energy Inc. has issued a Request for Information (RFI) to identify potential partners for the development and commercialization of its LOKI microreactor technology for lunar surface power systems [1][6][12] Group 1: Company Overview - NANO Nuclear Energy Inc. is focused on advanced nuclear micro modular reactor (MMR) technology and aims to develop clean energy solutions [1][14] - The company is publicly listed in the U.S. and is pursuing a diversified and vertically integrated business model across multiple nuclear energy sectors [14][15] Group 2: RFI Objectives and Context - The RFI aims to gather input on capabilities related to technology development, system integration, and operational support for the LOKI MMR, which is intended for extraterrestrial applications [1][12] - This initiative aligns with U.S. government objectives for sustained lunar presence and the establishment of a permanent lunar outpost by 2030, emphasizing the need for reliable power systems in extreme environments [6][7] Group 3: Technical Specifications of LOKI MMR - The LOKI MMR is designed to provide between 300 kW to 1 MW of electrical power, with a thermal output of up to 3 MWth and an electrical conversion efficiency of approximately 40% [10] - The reactor operates with coolant temperatures ranging from 500 to 950°C and is designed to have a mass of less than 15 metric tons, featuring a sealed core with a design life of up to 10 years [10][12] Group 4: Strategic Importance - The RFI is a strategic step for NANO Nuclear to align its technology with NASA's and the Department of Energy's objectives for space nuclear power, particularly for lunar surface applications [8][10] - The company aims to leverage the responses from the RFI to inform its long-term planning and partnership strategies in the context of advancing surface fission power systems [12][18]