Artificial Intelligence propels significant gains in top stocks, currently overlooked by most investors on their screens
In a significant shift, the US military has announced plans to use modular reactors for strategic purposes, potentially leading to additional government funding in this market. This move comes as the nuclear and uranium industry is experiencing a surge in demand, driven primarily by the increasing need for energy to power Artificial Intelligence (AI) projects.
Several companies in this sector are reaping the benefits of this demand boom. BWX Technologies, for instance, is currently benefiting significantly from the AI-driven nuclear and uranium industry. Similarly, Uranium Energy Corp, Cameco Corporation, and Denison Mines Corp are also seeing significant growth.
However, these stocks are not widely recognised by investors. Among the top AI-driven and nuclear/uranium stocks flying under the radar for investors in 2025 are several exploration and advanced technology companies with strong year-to-date gains and promising developments.
Purepoint Uranium, a Canadian explorer with an extensive uranium portfolio in the Athabasca Basin, has gained 109% YTD on strong drill results confirming significant uranium-bearing zones and a new joint venture with IsoEnergy. Oklo Inc., an advanced fission power plant developer, has seen shares up 234.7% YTD and a 857% gain over 52 weeks due to partnerships for integrated nuclear-natural gas power solutions targeting data center applications.
Centrus Energy, a nuclear fuel supplier, and Energy Fuels Inc, an integrated uranium miner and advanced fuel supplier, have also seen significant growth. NANO Nuclear Energy, focused on advanced nuclear reactors, has reflected investor interest in nuclear innovation with a 35.9% gain in 2025.
Other uranium-focused stocks with strong performance but less immediate headline attention include Uranium Energy Corp, Cameco Corp, NuScale Power Corp, BWX Technologies, and Hitachi Ltd, Mitsubishi Heavy Industries Ltd, IHI Corporation, and NexGen Energy Ltd.
Among these, Purepoint Uranium stands out as an under-the-radar explorer with recent strong drilling results and joint-venture expansion, while Oklo leads in nuclear innovation with AI and integrated energy solutions gaining market traction.
The overall sector is benefiting from rising uranium prices, investment inflows (e.g., Sprott Physical Uranium Trust raising $200 million), and the accelerating energy transition needing more stable, carbon-free nuclear power to support AI and data center energy demands. These stocks span the nuclear fuel supply chain and advanced reactor development, a rare combination for investors seeking exposure to both uranium resource growth and AI-enabled nuclear tech innovation.
For those who want to diversify their investments in the nuclear and uranium industry, the VanEck Uranium and Nuclear Technologies UCITS ETF (WKN: A3D47K) has the most volume in Germany. Stocks of SMR developers, such as Oklo, BWXT Technologies, Cameco, Constellation Energy, and NuScale, have recently marked new all-time highs.
In conclusion, the nuclear and uranium industry presents a promising opportunity for investors seeking growth in the expanding AI-driven nuclear energy sector. The companies mentioned above represent a mix of under-the-radar uranium explorers and AI/nuclear-tech innovators poised for growth in 2025.
Summary Table:
| Company | Ticker | Focus | 2025 YTD Gain | Notes | |----------------------------|-------------|--------------------------------|-----------------|------------------------------------| | Purepoint Uranium | TSXV: PTU | Uranium exploration | +109% | New drill results, joint ventures | | Oklo Inc. | NYSE: OKLO | Advanced fission reactors | +234.7% | Data center nuclear power deals | | Centrus Energy | NYSE: LEU | Nuclear fuel supply | +175.4% | Strong fundamentals | | Energy Fuels Inc. | NYSE: UUUU | Uranium mining & fuel | ~+98% | Integrated uranium player | | NANO Nuclear Energy | NASDAQ: NNE | Advanced nuclear tech | +35.9% | Next-gen nuclear reactors | | Uranium Energy Corp. | NYSE: UEC | Uranium mining | +60% | Established uranium producer | | Cameco Corp. | NYSE: CCJ | Uranium mining & nuclear fuel | +47.1% | Largest North American uranium co.| | NuScale Power Corp. | NYSE: SMR | Small modular reactors (SMRs) | +97.8% | SMR technology developer | | BWX Technologies | NYSE: BWXT | Nuclear components & services | +53.7% | Reactor support & manufacturing |
Investors looking for growth in the expanding AI-driven nuclear energy sector might find opportunities in under-the-radar companies like Purepoint Uranium, which has gained 109% YTD on strong drill results and joint venture expansion. In addition, Oklo Inc., focused on advanced fission power plant development, has seen shares up 234.7% YTD and a 857% gain over 52 weeks, due to partnerships for integrated nuclear-natural gas power solutions targeting data center applications.
