
Nuclear demand is rising fast, and two very different stocks offer two very different ways for investors to cash in.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Nuclear demand is rising fast, and two very different stocks offer two very different ways for investors to cash in.

The microreactor maker has a promising future, but it's also richly valued.

A single House vote sent nuclear stocks surging Thursday, but Friday's trading tells a very different story about how durable that enthusiasm really was.
Warren Buffett first bought into Berkshire Hathaway 64 years ago and took control of the company in 1965.

OKLO, SMR and NNE surged after a House bill shifted data-center power costs toward operators, spotlighting advanced nuclear as dedicated supply.

Spending from the AI giant could flow through nicely to electric power providers.

Nuclear stocks jumped after the House passed the Ratepayers Protection Act, which aims to shift responsibility for paying for power upgrades from consumers to tech and data center companies, on Wednesday.

Holtec's CEO warns that "a perfect storm" has arrived.

A House vote targeting data center power costs sent Oklo and NuScale Power surging past the broader nuclear complex, but the way uranium miners sat out the rally tells a more complicated story about what the market actually believes.

The New Jersey-based company said the move was because of “market conditions.” The market is shaky because the nuclear euphoria of the pas two years has worn off.

Oklo's future relies on the viability of SMRs in general.

SMR stocks have struggled in 2026.

The European Investment Bank is ramping up investment in small modular nuclear reactors, or SMRs.

One company is already supplying power to the AI infrastructure build-out with rapidly growing revenue and improving profits. The other is building toward a nuclear future that has not arrived yet.

NuScale Power's regulatory head start, deployment readiness and commercial ambitions offer investors plenty to weigh as the nuclear developer approaches a pivotal phase.

The stock is trading near its 52-week low, but it may have significant upside in the long run.

Oklo investors should prepare for ongoing shareholder dilution.

Vistra is a more balanced play on the growing nuclear energy and AI markets.

One person's trash can be another person's treasure, but should you buy slumping Oklo?
Last week, Oklo announced a $1 billion at-the-market equity offering program, which stoked dilution concerns.
Investors weighed housing weakness, potential equity dilution, and softer U.S. consumer demand.

NuScale Power stock spiked in value despite minimal news.
The prior program raised $1 billion on 17.97 million shares

Oklo shares sink on plans of raising $1 billion in fresh capital. Here’s why the announcement is largely bearish for OKLO stock.

Despite the sale, the CEO retains extensive direct and indirect holdings.

Oklo Inc (NYSE:OKLO) shares fell more than 7% on Friday after the company launched a new $1 billion at-the-market stock offering program. The move follows the full utilization of Oklo's previous $1 billion ATM program, which was launched in May and exhausted within four months. Under that...

Oklo Inc. (NYSE:OKLO) shares fell 3.

UBS just slapped a Sell rating on NuScale Power and slashed its price target, citing a bear case built around a timeline the market had not fully priced in. Whether the company's unique regulatory standing and cash cushion are enough to hold the thesis together is the question investors are now scrambling to answer.
OKLO established the at-the-market program a day after terminating its previous facility, under which it sold nearly 17.97 million shares for about $1 billion in gross proceeds.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.