Brookfield Asset Management Ltd. is a real estate investment firm specializing in alternative asset management services. Its renewable power and transition business includes the operates in the hydroelectric, wind, solar, distributed generation, and sustainable solution sector. The company's infrastructure business engages in the utilities, transport, midstream, and data infrastructure sectors. In addition, its private equity business offers industrial, infrastructure, and business services sectors; and real estate business, which includes housing, logistics, hospitality, science and innovation, office, and retail sectors. Further, it provides credit business; and insurance solution in the reinsurance, annuities, operating platform, and investment solutions sectors. Brookfield Asset Management Ltd. was incorporated in 2022 and is headquartered in Toronto, Canada.

Brookfield Asset Management Inc демонстрирует сильные финансовые показатели с высоким уровнем чистой прибыли и рентабельности, что подтверждается значительным превышением ключевых метрик над медианой сектора. Например, ROE находится на уровне 27.49%, что в 1.6 раза выше медианы, а чистая прибыль составляет 724 миллионов долларов, что на 4158.8% больше медианного значения. Однако, компания сталкивается с высокой оценкой по мультипликаторам, таким как P/E на уровне 34.11, что значительно выше медианного значения на 152.1%. Это может указывать на переоцененность акции. Долговая нагрузка также выглядит комфортно с отношением долга к капиталу на уровне 0.05, что значительно ниже медианы и говорит о низких рисках. Однако, текущие активы ниже медианы, что может вызывать опасения по ликвидности. Дивидендная доходность в 1.07% также является положительным фактором, но не компенсирует высокие мультипликаторы. В целом, несмотря на сильные операционные результаты, высокие оценки акций и некоторые риски по ликвидности указывают на необходимость коррекции целевой цены.

Brookfield Asset Management Inc

Key Points
Plug Power won't reach profitability until 2028
Bloom Energy is already profitable.
Bloom has emerged as a leader in powering data centers, a market Plug would like to enter.
Plug Power (NASDAQ: PLUG) is a firm believer in a hydrogen-powered future. It created the first viable commercial market for hydrogen fuel cell technology and has deployed more than 72,000 fuel cells and over 275 fueling stations. It's investing heavily to build a leading end-to-end green hydrogen ecosystem.
While Plug Power has great promise, my problem with the company is its inability to turn a profit. It currently doesn't expect to start making money until 2028. That's why I think investors should forget about investing in Plug Power and consider the already profitable Bloom Energy (NYSE: BE).
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Plug is still deep in the red, while Bloom's earnings are growing
Plug Power generated over $700 million in revenue last year. While that was up from $628 million in 2024, it was down from $891 million in 2023. Meanwhile, Plug's operations are losing money and burning through cash. The company posted a loss of more than $1.6 billion last year, up from nearly $1.4 billion in 2023. It used $536 million in cash from operations last year, requiring it to issue stock to bridge the gap, diluting existing investors and weighing on the share price.
Plug Power expects to steadily reach profitability over the next few years. It aims to achieve positive earnings before interest, taxes, depreciation, and amortization (EBITDA) in the fourth quarter of this year, positive operating earnings by the end of 2027, and overall profitability by 2028.
While Plug Power is still years away from reaching profitability, Bloom Energy is already there. It generated $2 billion in revenue last year (up 37%) while reporting $72.8 million in operating income. Bloom also generated $113.9 million in operating cash flow last year, its second straight year of positive free cash flow.
Bloom's focus is paying off
One reason Plug Power continues to lose money is its grand ambitions to build end-to-end green hydrogen businesses across the U.S. and Europe. It's building hydrogen production capacity, electrolyzers to produce hydrogen, and fuel cells. Its broad strategy gives it multiple ways to win as the hydrogen market grows. However, it's an expensive plan to execute.
The company has started streamlining its strategy over the past year. For example, it monetized its electricity rights (which it secured to support green hydrogen production) in New York and another location to strengthen its balance sheet. It also partnered with a data center developer to explore providing auxiliary and back-up power solutions using Plug's advanced fuel cell technology.
While Plug is in the early stages of exploring the potential of using its fuel cells to power data centers, Bloom Energy has emerged as a leader in that space. For example, last fall, Brookfield Asset Management formed a strategic AI partnership with Bloom Energy. As part of the deal, Brookfield will invest up to $5 billion to deploy Bloom's advanced fuel cell technology in data centers. They're also collaborating on the design and delivery of AI factories (specialized AI data centers) worldwide. Additionally, Bloom recently expanded its strategic partnership with Oracle to deploy up to 2.8 GW of its fuel cell systems in data centers. With these and other deals, Bloom now has a sales backlog of about $20 billion, supporting its continued growth and profitability.
Bloom is already where Plug wants to go
Plug Power wants to eventually become a profitable clean energy leader. However, it still has a long way to go before it achieves that goal. Bloom Energy, on the other hand, is already profitable. It has also emerged as a leader in providing clean power solutions to data centers, a market Plug wants to tap into. Those features make Bloom Energy the better energy stock to buy to ride the clean energy transition.
Should you buy stock in Bloom Energy right now?
Before you buy stock in Bloom Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bloom Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $498,522!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,276,807!*
Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 28, 2026.
Matt DiLallo has positions in Brookfield Asset Management. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Oracle. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Forget Plug Power: This Profitable Clean‑Energy Leader Is the Smarter Way to Ride the Energy Transition

Key Points
Brookfield is more than an asset manager.
It's scaling its various businesses.
Long-term trends are working in its favor.
At first glance, Brookfield Corporation (NYSE: BN) looks like a typical asset manager -- raising money, investing it, and earning fees. But that's just part of the story.
Over the past few years, the company has been building something different. Through its growing insurance business and expanding base of long-term capital, Brookfield Corporation is increasingly operating less like a traditional manager and more like a long-term growth company.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
That shift doesn't show up clearly in a single quarter. But over time, it could make a big difference for investors.
A business model built to grow over time
One of the most interesting things about Brookfield Corporation is its unique business model, which has three main components -- and they reinforce each other.
First, it owns a large stake in Brookfield Asset Management, which manages over $1 trillion in assets. This part of the business generates roughly $3 billion in annual fee-related earnings, and that figure has been growing at over 20% year over year. As more capital flows into alternative investments, this engine is well positioned to grow over time.
Second, Brookfield Corporation owns real assets across infrastructure, renewable energy, real estate, and private equity. These assets generate steady cash flow, often backed by long-term contracts and inflation-linked pricing. This gives the company both stability and a base to reinvest the cash into newer assets.
Third, Brookfield Corporation operates an insurance platform through Brookfield Wealth Solutions. This segment now manages $135 billion in insurance assets, providing access to long-duration capital that Brookfield Corporation can deploy across its own investments.
Put simply, Brookfield Corporation doesn't just raise capital -- it also generates its own. It can raise capital from investors, add internally generated insurance float, invest across real assets and credit, earn fees and cash flow, and then reinvest.
Over time, this creates a system that can continuously grow in multiple ways at once.
Why are investors paying attention now?
Brookfield Corporation has operated this model for years, but several developments are bringing it into focus.
First, the insurance business is scaling quickly. With more than $100 billion in insurance assets, Brookfield Corporation now has a growing pool of long-term float it controls directly. That reduces reliance on external fundraising and increases the flexibility of its investments.
Second, institutional and retail capital continue to shift toward alternative assets. Large investors, such as pension funds and sovereign wealth funds, are allocating more to infrastructure, private credit, and real assets, areas where Brookfield Corporation already has deep experience and a strong track record.
Third, the opportunity set is expanding. The global push toward renewable energy, along with rising demand for data centers and power infrastructure, is driving massive long-term investment. These are capital-intensive areas that align closely with Brookfield's strengths.
Put simply, these are not short-term trends, but structural shifts that could support growth for years.
What does it mean for investors?
Brookfield Corporation is not a household name like Amazon, nor is it the easiest company to analyze, especially given the multiple moving parts in its business model. Understandably, it doesn't normally fall into the sight of do-it-yourself investors. But for those willing to do some extra work, this could be a compelling stock to watch.
Particularly, Brookfield Corporation is building a platform that can:
Manage over $1 trillion in assets.
Generate its own long-term capital through insurance.
Reinvest that capital across global real assets.
If this model continues to scale, the company could grow steadily over time. Of course, that assumes the company can continue to execute to grow its various businesses.
In short, a company that can raise, generate, and recycle capital across its own ecosystem has the potential to compound in many different ways. No wonder investors are paying attention to Brookfield Corporation's stock.
Should you buy stock in Brookfield Corporation right now?
Before you buy stock in Brookfield Corporation, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Brookfield Corporation wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $498,522!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,276,807!*
Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 26, 2026.
Lawrence Nga has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Brookfield Asset Management, and Brookfield Corporation. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Is Everyone Talking About Brookfield Corporation Stock?

Key Points
Cameco is the world's second largest uranium miner by production and is present through almost the whole nuclear fuel cycle.
Constellation Energy is America's largest green energy company and its largest nuclear operator.
BWX Technologies is a leading naval nuclear reactor company pushing the limits of nuclear fission technology.
We've had the technology for nuclear power generation since the 1950s but aside from France, every country has continued to favor oil, natural gas, and coal since then. That's changing though.
Around the world, nuclear power is enjoying a renaissance of renewed interest and investment. In the U.S. alone, the Department of Energy has set a goal to triple America's nuclear output by the middle of the century. Big tech companies are working with power companies to resurrect nuclear plants to power data centers.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
As a result of that interest, nuclear stocks have been surging. And these three appear to be some of the best.
From the mine
Up first is Cameco (NYSE: CCJ), one of the world's premier uranium miners. In 2025, it was responsible for 15% of all the uranium produced in the world that year. The only company that produced more was Kazakhstan's state-owned company Kazatomprom.
The company is present through virtually the entirety of the nuclear fuel cycle. It has two high-grade mines in Canada and a third low-grade mine in Kazakhstan. It also has a fuel services division that refines and produces finished uranium fuel rods.
Finally, through a joint venture with Brookfield Asset Management (NYSE: BAM) it has 49% ownership of Westinghouse, an engineering company that produces the AP1000, which is the most advanced nuclear reactor on the market today.
For 2025, Cameco's revenue grew 11% and it maintains both a high net profit margin of 16.9% and a low debt-to-equity ratio of 0.14, which is good to see in an industry as capital intensive as mining.
To the reactor
All the uranium Cameco mines is for reactors around the world, including the 94 in the United States. And the single largest operator of those nuclear reactors is Constellation Energy Corp (NASDAQ: CEG).
Constellation is a pretty straightforward energy company with one key thing that sets it apart. It's both America's largest producer of green energy and its largest producer of nuclear energy. It owns 21 of America's nuclear reactors and it will be adding a new one soon.
The company has partnered with Microsoft (NASDAQ: MSFT) to recomission part of the Three Mile Island nuclear plant as the Crane Clean Energy Center. Once completed (targeted for 2028), Microsoft has a 20-year power purchase agreement with Constellation to buy energy from the plant for its data centers in the area.
As an energy utility, Constellation is fairly stable and slow-growing. For 2025, its revenue was up 8.3% over 2024 and it recorded a net profit margin of 9.1%. It also has a healthy debt-to-equity ratio of 0.61.
It does pay a dividend, which it has increased every year since 2022. But it only yields 0.55% at present. However, with a payout ratio of 20.96%, Constellation has plenty of room to keep growing that dividend into the future.
Speaking of the future, Constellation's nuclear fleet represents the current generation of nuclear technology well, but there are plenty of companies pioneering the frontier of fission technology.
And onto the future
BWX Technologies (NYSE: BWXT) has been a leader in the naval nuclear reactor industry since the 1950s when it designed and produced components for the USS Nautilus, the world's first nuclear submarine. Since then, it has produced over 400 nuclear reactors for the U.S. Navy.
Its history in naval nuclear technology has given BWX a lot of experience making nuclear reactors work on a small scale. And it is bringing that capability to bear with its BWXT Advanced Nuclear Reactor or BANR, which is a small modular reactor (SMR).
SMRs work on the same principles as a conventional nuclear reactor, they're just smaller. BWX's BANR is no different. It's designed to be built in parts in a factory and then shipped out and put together at its final location. Once constructed, it can generate 75 megawatts of power, which makes it a potential solution to the power needs of artificial intelligence (AI) data centers.
And where other SMR companies are start-ups focused solely on developing SMRs, BWX has plenty of revenue from its existing business. For 2025, it brought in revenue of $3.19 billion, up 18% over 2024. Its earnings per share (EPS) grew 20% over the same period. The company also maintains a net profit margin of 10.3%.
If Cameco and Constellation represent the present of nuclear technology, BWX represents the future, the bleeding edge of where nuclear engineering is headed. All three of them are worth a look and I expect the nuclear bull run will continue through the remainder of this year and into the future.
Should you buy stock in Cameco right now?
Before you buy stock in Cameco, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Cameco wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $498,522!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,276,807!*
Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 25, 2026.
James Hires has positions in BWX Technologies and Cameco. The Motley Fool has positions in and recommends BWX Technologies, Brookfield Asset Management, Cameco, Constellation Energy, and Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Nuclear Energy Stocks That Are Quietly Becoming the Trades of the Year

Key Points
Dividend stocks are underperforming (again) -- however, this subpar performance creates opportunity.
Verizon, Illinois Tool Works, Oneok, and Brookfield Asset Management all merit a closer look right now.
It's been tough being an income investor of late. All the excitement seems to be on growth's side of the fence. Indeed, after an alarming pullback in February and March, the S&P 500 Growth index is up nearly 13% just since the end of last month.
That seems to have come at the expense of value stocks, and at the expense of dividend stocks in particular. If income is your investing priority, though, this recent movement doesn't change anything -- other than perhaps reopening the door to an entry opportunity you might have missed.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
With that as the backdrop, here's a rundown of four of the market's top dividend-paying prospects right now. Even if you're already holding one or more of them, don't rule out the idea of adding to an existing position.
1. Illinois Tool Works
Illinois Tool Works (NYSE: ITW) might be one of the stock market's best-kept secrets.
Although its forward-looking dividend yield of 2.4% is far from thrilling, this company has been able to raises its per-share payout every year for the past 62 years -- and by more than a little. Over the course of just the past 10 years, the stock's quarterly per-share payment has improved from $0.55 to $1.61. That's an annualized growth rate of more than 11%. A healthy cadence of stock buybacks has also boosted per-share profitability and payouts during this stretch.
Credit the nature of its businesses, mostly: None of them are exactly high-growth. All are consistently profitable, though, and increasingly so. These lines of business include always-marketable goods like industrial fluids, food-service equipment, welding supplies, car parts, and testing equipment.
2. Oneok
It's been a wild ride for most oil stocks since the conflict in the Middle East materialized in early March. The disruption of supply chains creates scarcity, and scarcity raises prices. Most investors have spent the last couple of months guessing as to when matters might return to normal.
The one thing that scarcity and subsequently higher oil prices don't do, however, is reduce the consumption of gasoline or diesel fuel -- or for that matter, oil itself. The U.S. Energy Information Administration reports we're still using just as much as we ever have, regardless of its cost.
While this might create cost and profit havoc for the companies drilling and refining oil, it doesn't impact those simply transporting it from point A to point B. These are pipeline companies like Oneok (NYSE: OKE), which simply charges a fee for the amount of product it pushes through its pipes, regardless of the cost of the commodity traveling within their gas and oil delivery networks. This business is ideally suited for supporting recurring dividends.
Oneok is one of the best for income investors to consider right now. It's currently offering a solid forward dividend yield of 5%, based on a payout that's been not only reliable but also steadily growing for over a decade.
3. Verizon Communications
If you need your dividend stocks to also produce impressive capital gains and jaw-dropping dividend growth, you'll probably end up disappointed in Verizon Communications (NYSE: VZ). On the other hand, with newcomers stepping into a forward-looking dividend yield of 6.1%, the lack of upside potential in these other metrics may still be well worth it.
The core argument for owning Verizon as an income investment is clear. When money is tight, consumers might postpone the purchase of a new automobile, or do a little less shopping. But they're unlikely to let go of their connection to the rest of the world; people will continue paying their mobile phone bills regardless of the cost.
The telecom giant has upped its payout for 19 consecutive years now. There are certainly other dividend payers out there with longer-lived growth pedigrees. Given that the company in its current form is only 26 years old, though, that's actually a pretty solid streak. Verizon is also only a few years away from becoming dividend royalty, and as such is highly incentivized to ensure it keeps paying and growing its dividend.
4. Brookfield Asset Management
Finally, add Brookfield Asset Management (NYSE: BAM) to your list of dividend stocks to buy, or to buy more of even if you happen to already own some.
Just as the name suggests, Brookfield is an investment manager -- a business with lots of competition. This one is unusual in that it doesn't bother with the usual index-based or sector-themed mutual funds or exchange-traded funds (ETFs). Rather, it only manages a small handful of publicly traded funds, under its own name, that limit their focus to infrastructure (like data centers, pipelines, and railroads), or renewable energy businesses (like hydroelectric power, wind, and solar).
While some might see this narrow focus as self-limiting, it's actually brilliant; it doesn't waste time, resources, or capital on businesses that aren't positioned to offer as much return on investment. Instead, it devotes resources to the best growth opportunities for the near term and the foreseeable future.
And the company isn't shy about touting its potential. It publicly says it's looking for growth of between 15% and 20% per year, and adds that right around 90% of whatever profits it produces will be passed along to shareholders in the form of dividends. You'd be stepping into a solid dividend yield of around 4%.
Should you buy stock in Oneok right now?
Before you buy stock in Oneok, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Oneok wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $502,837!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,241,433!*
Now, it’s worth noting Stock Advisor’s total average return is 977% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 23, 2026.
James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Brookfield Asset Management. The Motley Fool recommends Illinois Tool Works, Oneok, and Verizon Communications. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

4 Dividend Stocks Worth More of Your Money Right Now

Key Points
Brookfield Asset Management owns a controlling stake in Westinghouse.
That stake could boost its profits and dividends over the next decade.
After the Fukushima disaster in 2011, many nuclear energy companies struggled for more than a decade as cautious countries paused their nuclear projects. But over the past few years, the nuclear market has warmed again as power-hungry cloud infrastructure, artificial intelligence (AI), and data center markets have driven more countries to restart those projects. The development of smaller, safer, and more power-efficient reactors is also fueling that boom.
From 2024 to 2050, the International Atomic Energy Agency (IAEA) expects the world's nuclear capacity to expand by up to 2.6 times. To capitalize on that expansion, many growth-oriented investors are flocking toward nuclear "pure plays" -- such as the uranium miner Cameco (NYSE: CCJ) or small modular reactor (SMR) maker NuScale.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
However, those stocks are volatile and don't pay any dividends. If you're looking for a more conservative income play with plenty of exposure to the expanding nuclear market, you should take a closer look at Brookfield Asset Management (NYSE: BAM).
What does Brookfield Asset Management do?
Brookfield Asset Management is one of the world's largest alternative asset management firms. Instead of investing in traditional assets like stocks, bonds, and Treasuries, it provides exposure to "alternative" investments like real estate, infrastructure, private equity, and credit markets. Most of its profits come from its management fees for those portfolios.
In 2023, Brookfield Asset Management teamed up with Cameco to purchase Westinghouse, one of the world's top nuclear energy and technology companies. Brookfield now owns 51% of Westinghouse, while Cameco controls the remaining 49%.
Brookfield Asset Management measures its growth with three key performance metrics: its fee-bearing capital (FBC), its total managed capital from all its clients; its fee-related earnings (FRE), or its total earnings from management and advisory fees; and its distributable earnings (DE), or its available cash flow for covering its dividends and interest payments. All three figures have steadily risen over the past four years, even as inflation, higher interest rates, geopolitical conflicts, and other macro headwinds rattled the global economy.
Metric
2022
2023
2024
2025
FBC
$418 billion
$457 billion
$539 billion
$603 billion
Growth (YOY)
15%
9%
18%
12%
FRE
$2.11 billion
$2.24 billion
$2.46 billion
$2.99 billion
Growth (YOY)
15%
6%
10%
22%
DE
$2.10 billion
$2.24 billion
$2.36 billion
$2.69 billion
Growth (YOY)
11%
7%
5%
14%
Brookfield continued to grow as many institutional investors shifted their assets from conventional to alternative investments to hedge their portfolios against those challenges. Many of its funds also lock in their investors for more than a decade.
Why is Brookfield a nuclear income stock?
Those strengths already make Brookfield Asset Management a stable long-term investment. It also pays a forward yield of 3.7% and has raised its payout each year after it was spun off from Brookfield Corporation in 2022.
But from 2025 to 2030, Brookfield plans to double the size of its business with $1.2 trillion in FBC, $5.8 billion in FRE, and $5.9 billion in DE by the final year. A major catalyst will be its controlling stake in Westinghouse, which entered a strategic partnership with the U.S. government last October to construct at least $80 billion in new reactors to "reinvigorate the nuclear power industrial base" and support the expansion of the AI market.
Therefore, the nuclear market's expansion should directly boost Brookfield's DE over the next few decades, giving it ample room for future dividend hikes. So if you're looking for a simple way to profit from the resurgent nuclear market that generates stable income, Brookfield Asset Management checks all the right boxes.
Should you buy stock in Brookfield Asset Management right now?
Before you buy stock in Brookfield Asset Management, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Brookfield Asset Management wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $524,786!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,236,406!*
Now, it’s worth noting Stock Advisor’s total average return is 994% — a market-crushing outperformance compared to 199% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 20, 2026.
Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Brookfield Asset Management, Brookfield Corporation, and Cameco. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

1 Nuclear Stock That Could Power Your Retirement Income for Decades

Key Points
Brookfield is capitalizing on several long-term growth trends, including investments in AI infrastructure.
The company expects to deliver 25% annualized earnings growth over the next five years.
Its stock price currently sits well below its estimated value.
Brookfield Corporation (NYSE: BN) doesn't get the credit it deserves. The global investment firm has delivered a 19% compound annualized total return over the last 30 years, far exceeding the S&P 500's 11% annualized total return. At that rate, it would have grown a $5,000 investment into nearly $925,000.
The leading alternative investment manager believes its best days could lie ahead. That makes it one of the best financial stocks to buy and hold long-term.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Capitalizing on multiple long-term growth catalysts
Brookfield is in the middle of a transformative growth phase, driven by multiple long-term trends. The company invests capital on behalf of shareholders and clients (through its alternative asset management business, Brookfield Asset Management) in companies and real assets that benefit from secular growth trends.
The firm sees a once-in-a-generation opportunity to build the digital backbone to support AI. Brookfield estimates that total worldwide spending on AI infrastructure will exceed $7 trillion over the next decade. It's seizing on this opportunity by launching a fund to invest up to $100 billion in AI infrastructure assets.
AI infrastructure is only one growth driver. Brookfield also sees an enormous opportunity to offer aging populations wealth products that provide retirement income (e.g., annuities and private funds). The company is also a leading global real estate investor, positioning it to capitalize on the global real estate recovery.
An extremely compelling investment opportunity
Brookfield expects its core businesses to deliver 20% annualized growth in distributable earnings per share over the next five years. Additionally, the company expects to generate $53 billion of cumulative free cash flow over the next five years. It plans to allocate the bulk of that cash to grow shareholder value, which it expects will boost its annualized earnings growth rate to 25% during that period. Given the company's focus on durable long-term growth drivers, it should continue growing its earnings at a strong rate well past 2030.
Companies growing as rapidly as Brookfield typically trade at premium valuations. However, that's not the case with this leading alternative asset manager. Brookfield currently trades at around $45 per share, well below the company's plan value of $68 per share. It expects to increase the firm's value to $140 per share by 2030 through earnings and operational growth. It's rare to see such a high-quality company trading at such a discounted valuation.
A must-own financial stock
Brookfield is a wealth-creating machine. The global investment firm expects to deliver 25% annualized earnings per share growth over the next five years, driven by multiple long-term catalysts. That puts it in a strong position to deliver robust total returns, especially from today's discounted valuation. That high return potential makes Brookfield one of the best financial stocks to buy and hold long-term right now.
Should you buy stock in Brookfield Corporation right now?
Before you buy stock in Brookfield Corporation, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Brookfield Corporation wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $524,786!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,236,406!*
Now, it’s worth noting Stock Advisor’s total average return is 994% — a market-crushing outperformance compared to 199% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 18, 2026.
Matt DiLallo has positions in Brookfield Asset Management and Brookfield Corporation and has the following options: short July 2026 $40 puts on Brookfield Corporation. The Motley Fool has positions in and recommends Brookfield, Brookfield Asset Management, and Brookfield Corporation. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This Alternative Asset Manager Is One of the Best Long-Term Holds in Finance

Key Points
Microsoft sees an expanding addressable market as demand for AI takes off.
Brookfield Asset Management is looking to invest in land and energy to support the long-term AI infrastructure build-out.
The recent sell-off in tech stocks has taken even the strongest companies down with it. Big tech continues to see robust demand for artificial intelligence (AI). This is driving growth not just for software, semiconductors, and cloud computing -- it's also driving tremendous investment in land, power, and construction to build data centers.
I believe the market is missing the long-term value in the following stocks, making them attractive buys on the dip.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Microsoft
The market dip has sent Microsoft (NASDAQ: MSFT) shares down 30% from their previous high. Yet while the stock is trading at its biggest discount in years, management is growing more bullish. "Our [total addressable market] will grow substantially across every layer of the tech stack," CEO Satya Nadella said on the last earnings call. Nadella believes Microsoft is still in the early innings of its AI opportunity, and the company's numbers suggest he's right.
Microsoft Azure is the second-largest cloud services provider behind Amazon, and it is gaining share. Azure grew revenue 39% year over year last quarter, outpacing Amazon Web Services' 24% increase.
The demand for enterprise cloud services reflects the massive investments Microsoft has made in data centers, models, and its custom Maia and Cobalt chips. Microsoft secured long-term commitments from OpenAI and Anthropic last quarter, driving commercial bookings up 230% year over year.
Consumers have a lot of choice about which word processors or spreadsheets they use today. Here, too, Microsoft is showing it still has a formidable edge. Microsoft 365 consumer cloud revenue grew 29% year over year last quarter, with consumer subscriptions up 6%. This shows Microsoft is retaining and gaining new users as it integrates AI features across its products.
Microsoft has the data centers and chips to stay relevant and deliver returns to shareholders. Investors can currently buy the shares at a reasonable forward price-to-earnings multiple of 23, the lowest the stock has traded at in years.
Brookfield Asset Management
Brookfield Asset Management (NYSE: BAM) is one of the leading investment firms, with over $1.1 trillion in assets under management as of 2025. It manages money for institutional investors, but instead of putting their money in stocks and bonds, Brookfield buys hard assets with predictable cash flows: private equity, transportation, pipelines, utilities, and now data centers.
The stock has fallen 30% from its recent high, but that could undervalue the company's recent focus on investing big in AI infrastructure. AI will require tremendous investment in new data centers, and there's only so much land, power, and water available to build these facilities and cool the high-performance chips that run inside them.
Brookfield launched a $100 billion new program to invest in the supply chain for AI infrastructure, including land and energy. In December, it announced a $20 billion joint venture with Qai to invest in AI infrastructure in Qatar and other international markets.
Brookfield Asset Management is a stable business that benefits from fees it collects for managing clients' money, but it also carries risks. Higher interest rates could lower the value of the company's assets and make it more challenging to raise money for investment.
But that's why buying at the current discount is attractive. Brookfield Asset Management's parent company, Brookfield, delivered annualized returns of 19% over the last 30-plus years. These market-beating returns reflect management's track record of allocating capital to high-quality assets at attractive valuations.
Analysts expect Brookfield Asset Management to deliver roughly 14% annualized earnings growth over the coming years, consistent with management's target to double the business's size by 2030. The stock offers a forward dividend yield of 4.4% based on the quarterly payment of $0.5025 per share. This attractive yield for a world-class asset manager indicates solid value in the stock right now.
Should you buy stock in Microsoft right now?
Before you buy stock in Microsoft, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Microsoft wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $581,304!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,215,992!*
Now, it’s worth noting Stock Advisor’s total average return is 1,016% — a market-crushing outperformance compared to 197% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
John Ballard has positions in Amazon and Brookfield Asset Management. The Motley Fool has positions in and recommends Amazon, Brookfield, Brookfield Asset Management, Brookfield Corporation, and Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Artificial Intelligence (AI) Sell-Off Has Gone Too Far. These Are the Stocks I'd Buy Before the Market Figures It Out.

Key Points
Cameco will profit from rising uranium prices.
Oklo’s microreactors could make it easier and cheaper to build smaller nuclear reactors.
In the decade after the 2011 Fukushima disaster, many countries throttled or paused their nuclear projects. As a result, many nuclear stocks fizzled out as investors focused on other types of clean energy -- such as solar, wind, and hydro power.
But over the past three years, some of those nuclear stocks recovered and hit new highs. One of the major catalysts was the rapid growth of the power-hungry cloud, data center, and artificial intelligence (AI) markets, which drove more companies to restart their nuclear projects. Another major tailwind has been the development of smaller, safer, and more power-efficient reactors.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
From 2024 to 2050, the International Atomic Energy Agency expects the world’s nuclear capacity to expand by up to 2.6 times. To capitalize on that growth, investors should consider buying these two nuclear stocks today: Cameco (NYSE: CCJ) and Oklo (NYSE: OKLO).
The uranium play: Cameco
Cameco, based in Canada, mined 15% of the world’s uranium in 2025, making it the second-largest uranium miner after Kazakhstan’s Kazatomprom. It operates mines and mills in Canada, the U.S., and Kazakhstan.
When uranium’s spot price plummeted from $62.25 per pound in 2011 to $35.00 in 2020, Cameco shut down its largest mines to stabilize its business. But the soaring demand for nuclear energy propelled uranium’s spot price to $84.25 at the end of this March, and Citi analysts believe its price could reach $100-$125 per pound this year.
In 2021, Cameco doubled its stake in Global Laser Enrichment (GLE), its uranium enrichment joint venture with Silex, from 24% to 49%. In 2023, it partnered with Brookfield Asset Management to acquire Westinghouse Electric, one of the world’s largest nuclear technology companies. Those investments could diversify Cameco’s business away from its mines and make it a more diversified nuclear energy company.
From 2025 to 2028, analysts expect Cameco’s revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 8% and 12%, respectively. It isn’t cheap at 20 times this year’s sales, but it could deserve that premium valuation if uranium prices continue to rise and it expands its non-mining nuclear businesses.
The next-gen reactor play: Oklo
Conventional nuclear reactors are large, expensive, and difficult to deploy in remote areas. They also need to be refueled in stages every two years.
Oklo addresses those issues with its Aurora microreactor, which generates only 1.5 MW on its own but can be connected to additional reactors to produce up to 75 MW per deployment. That modular design makes them ideal for remote and off-grid nuclear power plants. The Aurora also uses metallic uranium fuel pellets, which are denser, have better thermal resistance, and are cheaper to fabricate than the uranium dioxide fuel pellets used in conventional reactors. It also recycles its fuel in a closed loop, allowing it to last roughly a decade without refueling.
Oklo hasn’t deployed any of its reactors or generated any meaningful revenue yet. However, it expects to deploy its first 75 MW Aurora Powerhouse reactor in Idaho in 2027. It also secured a U.S. Department of Defense contract to build a small reactor for Eielson Air Force Base in Alaska. From 2026 to 2028, analysts expect its revenue to rise from less than $1 million to $36 milion as it deploys those reactors and secures more contracts.
Oklo might seem absurdly overvalued at 233 times its 2028 revenue. But if more countries adopt its microreactors to build smaller nuclear power plants, its sales could surge over the next few decades. Therefore, Oklo’s stock might still have significant upside for patient investors.
Should you buy stock in Cameco right now?
Before you buy stock in Cameco, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Cameco wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $555,526!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,156,403!*
Now, it’s worth noting Stock Advisor’s total average return is 968% — a market-crushing outperformance compared to 191% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 13, 2026.
Citigroup is an advertising partner of Motley Fool Money. Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Brookfield Asset Management and Cameco. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

2 Nuclear Stocks Worth Owning for the Entire Year as Power Demand Keeps Climbing

Key Points
Cameco has consistently grown revenue and return on invested capital.
The uranium mining company also owns a 49% stake in Westinghouse.
The company has paid down its debt, helping to strengthen its outlook.
The world is entering a new supercycle of electrification, with peak electricity demand expected to increase by 40% by 2035, according to a 2025 report by the International Energy Agency. That's largely due to climate change, which has increased demand for cooling, but data centers and artificial intelligence (AI) play a role, particularly in the U.S.
The key question for many is, who benefits from this rising demand? Nearly all renewable energy companies, but one group that stands out is uranium producers, as nuclear fuel is increasingly used for steady power needs.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
As the largest pure-play, publicly traded uranium producer in the world, Cameco (NYSE: CCJ) is uniquely positioned to capture the value created by a widening supply demand deficit. Its shares have risen by more than 27% so far this year.
Where will this stock be in three years? Let's take a look.
Cameco's track record
As most investors know, past performance doesn't guarantee future returns. That's true, but you can often see where a company might be headed by looking at its financial trajectory.
Over the past five years, Cameco has increased its revenue by 76%, dividend by 93%, return on invested capital (ROIC) by 628%, and free cash flow by 134%. The last two are particularly interesting because they separate the energy companies that are just growing from those that are growing profitably.
In 2025, the Canadian mining company reported revenue of $3.48 billion, up 11%, and earnings per share (EPS) of $1.35, an increase of 246%. The company shored up its balance sheet, extinguishing the remaining $200 million on its U.S. term loan, and now has $1.2 billion in cash and cash equivalents compared to $1 billion in total debt.
Demand for the company's uranium remains high, and it has 230 million pounds committed under long-term contracts.
The Westinghouse investment is paying off
Beyond uranium mining, Cameco has transformed into an integrated nuclear fuel leader through its 2023 acquisition of a 49% stake in Westinghouse, with Brookfield Asset Management buying the remaining stake. The deal allows Cameco to benefit from uranium ore extraction, as well as from high-margin services, fuel fabrication, and maintenance of the global reactor fleet. This vertical integration buffers the company against the inherent cyclicality of raw commodity prices while providing exposure to the recurring revenue of the nuclear services market.
In 2025, Westinghouse delivered adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to Cameco of $219 million, up 51%. Westinghouse is building two nuclear power plants at the Dukovany site in the Czech Republic, which should fuel greater earnings for Cameco. In October, a partnership among Cameco, Brookfield, and Westinghouse was announced that will provide at least $80 billion in investment from the U.S. government to accelerate the building of Westinghouse reactors.
It has a moat that will drive growth
Cameco is not just a mining company; it is an infrastructure play on the electrification of the global economy. For an investor looking to capitalize on the energy supercycle, the company offers a rare combination of commodity upside, defensive utility-like characteristics, and a dominant competitive position in an industry needed to meet global climate and technical goals.
It is expensive to mine and refine uranium, requiring significant start-up costs. Cameco already has the majority interest in two Tier 1 operating mines in northern Saskatchewan, plus minority interests in several other mines, giving it an edge over any newcomers for the near future.
Should you buy stock in Cameco right now?
Before you buy stock in Cameco, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Cameco wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $555,526!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,156,403!*
Now, it’s worth noting Stock Advisor’s total average return is 968% — a market-crushing outperformance compared to 191% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 13, 2026.
James Halley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Brookfield Asset Management and Cameco. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Cameco in 3 Years: What the Energy Supercycle Could Mean for This Stock

Key Points
Cameco outperformed the market over the past three years.
It has a bright future, but its rising valuations could cap its near-term gains.
Cameco (NYSE: CCJ), the world's second-largest uranium miner, isn't usually considered a high-growth stock. But this year, its stock has risen 26% while the S&P 500 has stayed nearly flat. It's also rallied nearly 360% over the past three years, outpacing the S&P 500's 66% gain. Let's see why Cameco crushed the market, and where its stock might be in 3 years.
Why did Cameco's stock soar?
Cameco, which is based in Canada, operates uranium mines in Canada, the U.S., and Kazakhstan. It mined roughly 15% of the world's uranium in 2025, making it the second largest uranium miner after Kazatomprom, Kazakhstan's national atomic company.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Cameco, like most of its nuclear industry peers, faced unprecedented headwinds after the Fukushima disaster drove many countries to halt their nuclear programs. Uranium's year-end spot price fell from $62.25 per pound in 2011 to $35.00 in 2020, forcing Cameco to temporarily shut down its largest mines and mills to stay solvent.
However, uranium's price skyrocketed over the past few years as new decarbonization initiatives and the rapid expansion of the power-hungry cloud, AI, and data center markets drove more countries to restart their nuclear projects. Its spot price reached $84.25 at the end of this March, and Citi analysts expect it to rise to $100-$125 per pound this year.
Where will Cameco's stock be in three years?
Cameco's stock is still tightly tethered to uranium's spot price, but it's diversifying its business. Five years ago, it doubled its stake in Global Laser Enrichment (GLE) -- its uranium enrichment joint venture with Silex (OTC: SILXY) -- from 24% to 49%. By integrating GLE's laser-based uranium enrichment capabilities into its core mining and conversion businesses, Cameco could eventually become a "one-stop shop" for mining, converting, and selling enriched uranium.
Three years ago, Cameco partnered with Brookfield Asset Management (NYSE: BAM) to acquire Westinghouse Electric, one of the world's leading nuclear technology companies. That investment reduced Cameco's direct exposure to uranium prices and marked another major step toward becoming a more diversified nuclear energy company.
From 2025 to 2028, analysts expect Cameco's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 8% and 12%, respectively. But with an enterprise value of $69.3 billion, it isn't cheap at 37 times this year's adjusted EBITDA -- and a market crash could quickly reduce its forward EV/EBITDA ratio.
If Cameco matches analysts' estimates through 2028, grows its adjusted EBITDA by 10% in 2029, and trades at a more reasonable 25 times its current-year EBITDA by the final year, its stock would only rise about 4% over the next three years. Even with a higher valuation, it won't come anywhere close to replicating its multibagger gains from the past three years. So even though Cameco is a reliable play on the nuclear market, its upside could be limited.
Should you buy stock in Cameco right now?
Before you buy stock in Cameco, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Cameco wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $536,003!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,116,248!*
Now, it’s worth noting Stock Advisor’s total average return is 946% — a market-crushing outperformance compared to 190% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 9, 2026.
Citigroup is an advertising partner of Motley Fool Money. Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Brookfield Asset Management and Cameco. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.