Key Takeaways NuScale Power is gaining momentum from rising energy demand and major tech partnerships for SMR adoption. BWX Technologies landed $2.6B in U.S. naval contracts and key SMR projects in Canada in 2025. SMR shares rose 180.3% YTD vs. BWXT's 28.4%, but SMR trades at a far higher forward Price/Sales multiple.NuScale Power (SMR) and BWX Technologies (BWXT) are major players in the evolving nuclear energy landscape, each contributing to the future of advanced nuclear technology. While NuScale Power ...

Core Insights - NuScale Power (SMR) is emerging as a significant player in sustainable, carbon-free energy due to an expanding partner base that includes major technology companies and financial institutions [1] - Major tech companies like Meta Platforms, Microsoft, Alphabet, and Oracle are committing to nuclear energy, particularly SMR technology, to achieve their sustainability goals, enhancing NuScale Power's market position [2][4] - Microsoft plans an $80 billion investment in fiscal 2025 for AI-enabled data centers, which is expected to drive a six-fold increase in U.S. power demand over the next 20 years, validating the demand for SMR technology [3][11] Company Developments - NuScale Power has made significant progress in the manufacturing and commercialization of its SMR technology, collaborating with key partners such as Doosan Interability and ENTRA1 Energy [5] - SMR faces competition from companies like Oklo and Constellation Energy, which are also advancing their nuclear energy solutions [6][11] Competitive Landscape - Oklo has signed a memorandum of understanding with Korea Hydro & Nuclear Power to develop and deploy its advanced nuclear technology, strengthening its market position [7] - Constellation Energy has secured a 20-year power purchase agreement with Meta to supply 1,121 MW of emissions-free nuclear energy, ensuring the continued operation of the Clinton Clean Energy Center [8] Stock Performance and Valuation - SMR shares have increased by 157.1% year-to-date, outperforming the Zacks Computer & Technology sector's 8.4% and the Zacks Electronics-Power Generation industry's 132.6% [9][11] - SMR is trading at a premium with a forward 12-month Price/Sales ratio of 119.52X compared to the sector's 6.64X, indicating a high valuation [12] - The Zacks Consensus Estimate for SMR's loss in 2025 is 45 cents per share, which has widened by 3 cents over the past month [14]

Core Insights - The increasing global demand for low-carbon energy sources is driving the adoption of nuclear small modular reactors (SMRs), with GE Vernova Inc. (GEV) making significant progress in this area [1][5] Company Developments - GE Vernova, through its joint venture GE Vernova Hitachi Nuclear Energy (GVH), is developing the BWRX-300 SMR, which can generate 300 megawatts (MW) of power and has a lower capital cost per MW compared to typical water-cooled SMRs [2] - The first BWRX-300 SMR is scheduled for commissioning in Canada in 2029 at Ontario Power Generation's Darlington New Nuclear Project site [2] - GE Vernova is actively pursuing strategic agreements to expand the deployment of its BWRX-300 SMRs, aiming to capture a larger market share as global nuclear capacity needs to triple by 2050 to meet net-zero targets [3] Strategic Partnerships - In July 2025, GVH and Fortum entered into an early work agreement for potential deployment of the BWRX-300 SMR in Finland and Sweden [4] - In May 2025, Emirates Nuclear Energy Company and GVH signed a Memorandum of Understanding (MoU) to evaluate the international deployment of BWRX-300 SMR technology [4] - GVH has also signed multiple MoUs with UK firms to enhance the deployment of BWRX-300 SMR in Great Britain [4] Market Performance - GE Vernova's shares have surged 238.4% over the past year, significantly outperforming the industry's 53.3% gain [8][9] - The company is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 57.52X, which is a 175.3% premium compared to the industry average of 20.89X [10] Financial Outlook - The Zacks Consensus Estimate for GE Vernova's sales in 2025 and 2026 suggests year-over-year improvements of 6.4% and 10%, respectively [11]

Group 1: Hong Kong Stock Market Highlights - Yunfeng Financial (00376) surged over 21% as the company plans to strategically invest in digital currency and AI sectors [1] - China Merchants Securities (06099) opened nearly 15% higher and is currently up over 4% after receiving approval for a virtual asset license [1] - GDS Holdings (09698) rose over 7% as its Southern GDS data center REIT concluded public investor fundraising ahead of schedule [1] - Hillstone Technology (01478) increased nearly 6% with positive earnings expectations, and Citigroup anticipates a favorable market reaction [1] - Sunny Optical Technology (02382) briefly rose over 3% and is currently up over 1% as its lithography equipment successfully entered Shanghai, indicating a shift to mass production [1] - Kintor Pharmaceutical (02171) saw an early gain of over 3% after achieving positive results in the European patent opposition process [1] - Bilibili (09626) rose over 5% as HSBC expressed optimism about its gaming and advertising business, with new games planned for 2025 [1] - Solar stocks experienced a decline, with institutions citing electricity prices affecting the stable profitability of new energy projects [1] Group 2: U.S. Stock Market Highlights - The U.S. nuclear sector saw gains, with NuScale Power (SMR.US) up 12.38% and Oklo Inc (OKLO.US) up 11.29%, following comments from the U.S. Energy Secretary about a nuclear revival [3] - Autodesk (ADSK.US) rebounded 5.05% after a period of decline, expressing confidence in its cloud and AI business strategies [3] - Sonnet BioTherapeutics (SONN.US) surged 86.46% due to a merger announcement, forming a cryptocurrency financial company valued at $888 million [3] - Quantum stocks rose, with D-Wave Quantum (QBTS.US) up 6.89% and Quantum Computing (QUBT.US) up 8.66% [3] - Hims & Hers Health (HIMS.US) increased 8.64% as it plans to enter the Canadian market with a generic drug following the expiration of a patent [4] - Rocket Lab (RKLB.US) rose 10.71% after Citigroup raised its target price, noting a significant increase in global space technology investments [4] - Nvidia-related stocks mostly strengthened as Jensen Huang made his third visit to China this year [5] - Cryptocurrency stocks collectively rose, with Bitcoin surpassing $120,000, driven by upcoming legislative reviews in the U.S. [5] - Tesla (TSLA.US) gained 1.08% amid investor speculation regarding a stake in xAI [5] - Netflix (NFLX.US) rose 1.35% ahead of its upcoming earnings report, with analysts projecting significant revenue growth [6]

Core Viewpoint - NuScale Power's stock experienced significant volatility, initially dipping over 7% in early 2025 after a remarkable 445% gain in 2024, but rebounded to a 120.6% increase by June 2025, largely driven by President Trump's support for the nuclear energy sector [1][2][4]. Group 1: Government Support and Regulatory Changes - President Trump's executive orders issued on May 23 aimed to modernize the nuclear energy industry, expediting the licensing process for new reactors and reducing testing times for advanced reactors, which is crucial for NuScale Power's commercial deployment of its SMR NuScale Power Module [4][5]. - The executive orders also directed the Department of Energy to classify AI data centers as "critical defense facilities," allowing for expedited approval and deployment of advanced reactors to power these facilities, presenting significant opportunities for NuScale Power [6]. Group 2: Market Interest and Investor Sentiment - NuScale Power's CEO, John Hopkins, indicated that the company is in discussions with several "tier 1" hyperscalers interested in purchasing power, which has further fueled investor excitement [8]. - Despite the stock's impressive performance, there are expectations of potential pullbacks due to the inherent volatility associated with growth stocks like NuScale Power, especially as the company is not yet profitable [9].

Finding the next big thing is easier said than done when it comes to the most significant and powerful themes in the global economy. Those who were early enough to the semiconductor boom born out of the artificial intelligence race are familiar with the effort and courage it takes to back an idea, or commercialize it, before it pops in the entire stock market. However, one area in the energy sector has all the characteristics of being one of the next booms in the global economy. The rate of fossil fuel depe ...

NuScale's nuclear tech is powering up Wall Street's imagination. Is the stock a game changer or a ticking time bomb?NuScale Power (SMR 1.08%) stock has doubled, but the company still hasn't delivered a working reactor. Is this artificial intelligence (AI)-powered energy bet the next big thing -- or just another Wall Street fad? Discover what's fueling the small modular reactor (SMR) craze and whether NuScale is a brilliant breakthrough or a speculative trap.*Stock prices used were the market prices of July ...

It is not all sunshine and rainbows for these high-flying stocks.Investors can't seem to get enough of nuclear energy stocks. NuScale Power Corporation (SMR 2.65%) is up 162% in the last year, driven by a growing political and economic narrative about increasing nuclear power generation in the United States, as well as in other countries. Its small modular reactor design has not been implemented fully yet, but the company still has a market cap of over $10 billion.Here's my prediction for what comes next fo ...

Core Viewpoint - NuScale Power's stock has shown significant growth, rising 23.7% in June following a 93% increase in May, driven by political support for nuclear energy and potential deals with data center developers [2][4]. Group 1: Political Support and Regulatory Approvals - President Trump's executive orders aimed at revitalizing the nuclear energy sector have contributed to investor enthusiasm, focusing on advanced nuclear technologies for national security and AI infrastructure [4]. - The Nuclear Regulatory Commission's approval of a second design for NuScale Power's small modular reactors (SMRs) has been a key catalyst, with the company now having two approved designs: a 50 megawatt and a 77 megawatt power module [4]. Group 2: Business Development and Market Interest - NuScale Power is reportedly in discussions with several "Tier 1" hyperscaler companies interested in purchasing power, indicating strong market interest and potential for future contracts [5]. - The trend of hyperscaler companies investing heavily in data centers tailored for AI is evident, with partnerships forming between these companies and SMR developers, such as Alphabet's deal with Kairos [6].

Core Insights - NuScale Power's shares have increased by 96.4% year-to-date, significantly outperforming the Zacks Computer & Technology sector's return of 5.7% and the Zacks Electronics-Power Generation industry's rise of 96.1% [1] - The company's success is driven by advancements in Small Modular Reactor (SMR) technology and a growing partner base that includes major tech companies and financial institutions [1][19] Demand for Clean Energy - There is a high demand for electricity and clean energy, particularly from AI-powered data centers, which is a major growth driver for NuScale Power [2] - Data centers are projected to triple their energy use over the next three years, potentially accounting for 12% of U.S. electricity consumption by 2028, presenting a significant opportunity for NuScale Power's SMR technology [7] Technological Advancements - NuScale Power is pioneering solutions to global energy and water challenges through its advanced SMR technology [4] - A single NuScale Power Module can produce 150 million gallons of clean water daily, and 12 modules can power 400,000 homes while supplying desalinated water to 2.3 million people [5] Partnerships and Market Positioning - Major technology companies like Microsoft, Meta Platforms, Alphabet, and Oracle are committing to using nuclear energy, including SMR technology, to meet sustainability goals, enhancing NuScale Power's market positioning [9][11] - Microsoft's planned $80 billion investment in AI-enabled data centers further validates the demand for SMR technology [10] Competitive Landscape - Despite advancements, NuScale Power faces stiff competition from companies like Oklo and BWX Technologies in the SMR sector [12] - Oklo has signed a memorandum of understanding with Korea Hydro & Nuclear Power to collaborate on advanced nuclear technology development [13] Financial Metrics - The Zacks Consensus Estimate for NuScale Power's loss in 2025 is pegged at 42 cents per share, unchanged over the past 30 days [14] - NuScale Power shares are currently considered overvalued, trading at a forward price/sales ratio of 95.22X, significantly higher than its median of 33.33X and the sector's 6.51X [15]