Nuclear power is quietly becoming a central pillar in the global shift toward low-carbon energy, as high-profile companies like Amazon.com, Meta Platforms, and Alphabet embrace it.

That’s benefiting nuclear stocks broadly, as seen in the sector’s most diversified exchange-traded fund, VanEck Uranium & Nuclear (NLR). The ETF has already surged 48% year to date, and technical signals point to the fund and many of its holdings springing higher.

The VanEck ETF recently broke above a bull flag pivot at $110, with price action suggesting a move toward $155 in the coming months. It closed at $120.85 on Friday.

Constellation Energy leads the fund with a 7.5% weighting, in contrast to Cameco’s nearly 25% slice of the more concentrated Global X Uranium ETF. Such diversification makes VanEck’s offering a compelling candidate to buy on any pullbacks, for longer-term exposure.

Oklo, which designs and operates advanced nuclear reactors, is another promising holding in the VanEck ETF. The stockhas surged more than 250% in 2025—a strong reminder that technical traders focus on where a stock could be going, not where it’s been.

The chart shows a breakout above a six-week cup base at the round $70 level, following a prior double bottom breakout that began forming in early February. Oklo closed trading at $75.50 Friday.

With momentum building, a move toward the psychologically significant $90 mark looks likely, and history suggests stocks that reach that level often test $100 and beyond.

BWX Technologies, a leading American nuclear technology and defense firm, is gaining momentum, hitting a record high Friday and climbing 32% in 2025 so far.

The stock just broke out of a bull flag—a continuation pattern that consolidates gains after a strong run—while shrugging off four potentially bearish doji candles over the past month. BWX

With this breakout, BWX, which closed at $147.96 Friday, appears poised to target the $185 level into year-end. We looked at this name two weeks ago, and it should continue to grind higher.

Public Service Enterprise Group, a utility that operates three nuclear plants in New Jersey, offers a more defensive angle within the VanEck Uranium & Nuclear ETF.

On the weekly chart, the stock is forming the right side of a cup base that began last December, with an initial target at the $95 level and the potential to push toward $115 by mid-2024.

Notably, the base’s depth at $75 aligns with a successful retest of a bull flag breakout from a year ago, adding technical conviction to the setup. Conservative investors might also be drawn to the dividend yield of almost 3%.

Public Service Enterprise Group closed at $87.58 Friday.