
GE Vernova is quietly building embedded value with its long-term SMR investments.
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GE Vernova is quietly building embedded value with its long-term SMR investments.
Forecasts are rising for how much money Big Tech will throw at the AI data center build-out this year. But money may not get the job done if chips, skilled labor, and power bottlenecks stand in the way.

Oklo's Groves reactor milestone adds real-world nuclear operating experience, but larger Aurora projects still face regulatory and execution hurdles.

Nuclear demand is surging again. The last time that happened, proposed reactors outnumbered finished ones 13 to 1.

Download the Complete Report Here Terrestrial Energy Inc. (IMSR) Updated Unit Economics Strengthen Value Capture as Texas A&M, Fuel and NRC Progress Advance Commercialization Key Takeaways: 2Q26 advanced IMSR across all three execution pillars, with Texas A&M-RELLIS moving into site-level development, NRC licensing progress continuing, and DOE-backed reactor and fuel programs advancing. Updated unit economics […] The post Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE

CEO Hopkins discusses shift toward commercial readiness and $1.9 billion liquidity boost.

SMR's proposed TVA program could unlock licensing, engineering and equipment work tied to up to 6 GW of new nuclear capacity.

SMR's regulatory head start and $1.9B liquidity support commercialization, but its rich valuation raises the stakes for contract conversion.

OKLO's nuclear ambitions gained traction with first revenues and key project milestones, but rising costs and widening losses remain major hurdles.
As per a regulatory filing, NuScale Power entered into an at-the-market offering agreement that permits it to sell up to $750 million of Class A common stock.

NuScale Power could become a much larger company if rising power demand translates into a repeatable commercial business.

NuScale Power has had a very weak year in the market, with the share price down 74.1% over the past 12 months, yet some valuation checks still suggest the stock is not clearly cheap. The current puzzle for investors is how to weigh that sharp share price decline against a low overall value score. NuScale Power has declined 74.1% over the past year, which points to heavily reset market expectations and a lot of prior optimism being priced out. The recent agreement with Curio and Framatome...

The nuclear start-up stock could rebound sharply if this happens.

NuScale holds a regulatory edge no other SMR company can claim, yet its stock has shed nearly a third of its value in 2026 alone. Find out what specific catalysts would need to align before a return to $15 becomes a real conversation.

The company also revealed that its nuclear facility in Texas reached criticality.
The average of price targets set by Wall Street analysts indicates a potential upside of 56.2% in NuScale Power (SMR). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
NuScale is still too speculative for me.
NuScale Power is on the brink of a $10 trillion market opportunity.
NuScale's groundbreaking small modular reactors could revolutionize the way nuclear energy is deployed. But when will its technology become a reality?
NuScale Power now has a market cap under $4 billion.
OKLO's Q2 performance reflects rising project execution costs, emerging acquisition-driven revenues and increased spending as nuclear development accelerates.
SMR's regulatory progress, supplier network and $1.9B liquidity support its outlook despite weak revenues and execution risks.
NuScale Power (NYSE:SMR) said it is preparing for commercial deployment of its small modular reactor technology, citing regulatory approvals, supplier agreements, fuel readiness and a strengthened liquidity position as demand rises for carbon-free power from data centers, industrial users and utilit
Fluor (NYSE:FLR) reported second-quarter revenue of $4.3 billion, up 9% from a year earlier, as strong project execution helped lift adjusted EBITDA to $149 million from $96 million in the prior-year period. Adjusted earnings per share rose to $0.91 from $0.43. The engineering and construction comp
Fluor Corp (FLR) reports robust Q2 with $6 billion in new awards and raised cash flow guidance, while navigating legacy project losses and a revised EBITDA outlook.
NuScale Power (NYSE: SMR) announced a new collaboration with Curio and Framatome to develop integrated nuclear fuel solutions for advanced reactors. The partnership focuses on technical assessment, fuel development, and supply chain integration for next-generation nuclear technologies. The companies aim to support commercialization of advanced nuclear fuels with potential applications in both U.S. and international markets. This development underscores that NuScale Power is only one of...
Oklo just posted its first real quarterly revenue and the stock surged, yet shares still sit 33% in the red for the year. A return to triple digits is mathematically possible, but it hinges on a very specific stack of catalysts falling into place.
NuScale Power is in the right place at the right time.
NuScale's Q2 revenues plunged 98.8% as RoPower work wound down, while supplier progress and liquidity supported commercialization plans.
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