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Nuclear stocks cratered Tuesday even as broader utilities caught a bid, and the reason has nothing to do with reactors. A collision of rising long rates and shaken AI spending confidence is rewriting how the market prices the entire sector.
NuScale just posted quarterly revenue that would embarrass a lemonade stand, yet the company holds something no other SMR developer in America can claim. Here is what that paradox means for investors weighing a stock already down sharply this year.
Three billionaires looked at the same unglamorous engineering stock in Q2 2026 and reached three completely different conclusions. What each one did with their position reveals a sharp divide over one of the quietest nuclear plays on the market.
The SMR developer is diluting its investors with big share offerings.
NuScale Power aims to decarbonize industrial heat with modular reactors supplying high-temperature steam for chemicals, fuels and other industries.
The opportunity could redefine nuclear power.
Shares of the reactor developer peaked above $57 last October. The business delivered $75,000 of revenue last quarter.
In August 2026, Curio announced it had signed a Memorandum of Understanding with NuScale Power and Framatome to evaluate integrated nuclear fuel cycle solutions using Curio’s NuCycle recycling technology, aiming to support both U.S. and international next-generation nuclear deployments. This collaboration highlights NuScale’s potential role in a more sustainable and secure nuclear fuel supply chain by exploring ways to turn recovered materials from used fuel into advanced fuels and products...
D-Wave Quantum Inc. (NYSE:QBTS)’s shares are up by 24% over the past year and are down by just as much year-to-date. Cramer hasn’t held back discussing the firm and in most appearances, he has stressed the need to evaluate the firm’s business. As D-Wave Quantum Inc. (NYSE:QBTS) reported its second quarter earnings on August 6th, […]
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.
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