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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.
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.
Three ways to play the nuclear power renaissance that's taking shape the world over to meet rising electricity demand.
NuScale's recent breakthrough moved its small modular reactor one step closer to commercial deployment.
Recent research estimating the operating costs of small modular reactors could complicate NuScale Power's bull case.
NuScale Power is a money-losing start-up, but it is ready to hit the ground running when it finally gets a customer to sign on the dotted line.
NuScale Power stock spiked in value despite minimal news.
NuScale's $4 Billion Valuation Is Still Hard to Justify.
The nuclear energy stock reported a 99% plunge in Q2 revenue, but why is the stock still going up?
Small modular reactor stocks are surging against a red broad market, but with NuScale and Oklo still deep in the red for the year, the real question is whether this is a genuine bottom or just another bounce trap in a brutal downtrend.
The stock that crashed 83% designs the reactors -- the companies selling the fuel and the power are still getting paid.
NuScale said that the partnership with MillenniTEK would advance the fabrication of boron-oxide pellets for NuScale’s passive emergency core cooling system.
Nuclear energy faces several new growth challenges.
Bloom Energy is already profitable at scale with $2 billion in revenue, while NuScale has yet to deliver a single power module.
NuScale Power and its rival take sharply different paths to the nuclear opportunity, with key contrasts in readiness, strategy and market positioning.
Risk appetite is back, and the reactor developers are moving hard while the fuel complex barely flinches. That split tells you something important about what is actually driving NuScale Power and Oklo today.
Nuclear stocks are surging while the broad market barely stirs, but the announcements driving the move tell a very different story than the price action suggests.
NuScale is still too speculative for me.
NuScale Power now has a market cap under $4 billion.
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...
NuScale Power could deliver a critical update during its next earnings call.
Patient NuScale shareholders could be richly rewarded as it moves SMR technology toward deployment.
One generates $3.7 billion in free cash flow with a 12% net margin; the other burned $460 million last year and trades at a 78x P/S ratio.
Just because the company hasn't reported any news doesn't mean a catalyst to drive its stock higher doesn't exist.
NuScale Power is working to secure a critical growth catalyst.
NuScale stock has plummeted, but the stock's long-term potential for gains is improving.
NuScale's valuation has reset, but its buy case still hinges on turning approved technology and project pipelines into contracts, financing and revenues.
The market's skepticism regarding the development of data centers is presenting contrarians with a great buying opportunity.
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