Group 1: Oracle Corporation - Oracle Corporation continues to expand its cloud services, reporting a 25% year-over-year increase in cloud revenue, reaching $3.2 billion [1] - The company is focusing on artificial intelligence integration within its cloud offerings, which is expected to drive further growth [1] - Oracle's overall revenue for the last quarter was reported at $12.4 billion, reflecting a 10% increase compared to the previous year [1] Group 2: Cameco Corp - Cameco Corp has announced plans to increase uranium production, targeting a 40% increase by 2025 to meet rising global demand [1] - The company reported a net income of $200 million for the last quarter, a significant increase from $50 million in the same period last year [1] - Cameco's stock has seen a 15% increase in value over the past six months, driven by favorable market conditions for uranium [1] Group 3: Oklo Inc - Oklo Inc is advancing its small modular reactor technology, with plans to begin commercial operations by 2026 [1] - The company has secured $100 million in funding to support its development and regulatory processes [1] - Oklo's innovative approach aims to provide a more sustainable and efficient energy solution, appealing to both investors and policymakers [1] Group 4: Nuscale Power Corp - Nuscale Power Corp has received regulatory approval for its small modular reactor design, marking a significant milestone in its development [1] - The company is projected to generate $1 billion in revenue by 2030, driven by increasing interest in nuclear energy as a clean power source [1] - Nuscale's technology is positioned to play a crucial role in the transition to low-carbon energy systems [1]

Core Insights - Aegis Critical Energy Defence Corp. has officially formed a new subsidiary, Homeland Nuclear Energy Inc., focused on Small Modular Reactor (SMR) and Micro Modular Reactor (MMR) technologies [1][2] Strategic Expansion - The establishment of Homeland Nuclear represents a strategic move to enhance Aegis's mission of providing sovereign, mission-critical power by commercializing hybrid energy systems that integrate modular nuclear power with Battery Energy Storage Systems (BESS) [2][3] Strategic Mandate - Homeland Nuclear will focus on three core pillars: Infrastructure Integration, Sovereign Energy Security, and Regulatory & Safety Leadership, aimed at addressing energy independence needs, particularly in the Arctic and critical infrastructure [3][7] Synergies with Aegis Ecosystem - The new subsidiary will utilize Aegis's existing technology stack, including quantum-secured energy management controls and ruggedized battery hardware, to create "plug-and-play" nuclear-hybrid microgrids that can be deployed more rapidly and securely than traditional plants [4][5] Dedicated Focus - By isolating nuclear integration within a specialized subsidiary, Aegis ensures a concentrated effort on the unique licensing, safety, and engineering requirements of the nuclear sector while continuing to expand its core BESS and telecom business lines [5][6]

Core Viewpoint - Aegis Critical Energy Defence Corp. has officially formed a new subsidiary, Homeland Nuclear Energy Inc., to focus on the development and deployment of Small Modular Reactor (SMR) and Micro Modular Reactor (MMR) technologies within its energy solutions ecosystem [1][2]. Strategic Expansion - The establishment of Homeland Nuclear represents a strategic move to enhance Aegis's mission of providing sovereign, mission-critical power by commercializing hybrid energy systems that integrate modular nuclear power with Battery Energy Storage Systems (BESS) [2][3]. Strategic Mandate - Homeland Nuclear will focus on three core pillars: 1. Infrastructure Integration: Designing standardized interfaces for next-generation micro-reactors and microgrids [7]. 2. Sovereign Energy Security: Offering carbon-free, long-tenure power solutions for remote communities and military installations [7]. 3. Regulatory & Safety Leadership: Collaborating with partners to ensure compliance with North American safety and cybersecurity standards [7]. Synergies with Aegis Ecosystem - Homeland Nuclear will utilize Aegis's existing technology, including quantum-secured energy management controls and ruggedized battery hardware, to create "plug-and-play" nuclear-hybrid microgrids that can be deployed more rapidly and securely than traditional plants [4][5]. Focus on Nuclear Sector - By isolating nuclear integration within a specialized subsidiary, Aegis aims to maintain a dedicated focus on the unique licensing, safety, and engineering requirements of the nuclear sector while continuing to grow its core BESS and telecom business lines [5].

Core Insights - NuScale Power aims to establish itself as a manufacturer of small modular nuclear reactors (SMRs) amidst a nuclear power renaissance, presenting significant opportunities for growth, although it has yet to make its first sale [1][2]. Company Overview - NuScale Power is categorized within the nuclear energy sector, focusing on the production of SMRs, which differ from traditional large nuclear plants as they are manufactured in factories, allowing for efficiencies through scale production [2]. - The company is currently in discussions to sell six reactors to RoPower, a Romanian power company, but has not finalized any sales agreements yet [5]. Financial Outlook - The market capitalization of NuScale Power is approximately $4.9 billion, with a current stock price of $16.48, reflecting a day’s change of -5.72% [7]. - The company has a gross margin of 64.95%, indicating potential profitability once sales commence [7]. Future Prospects - If NuScale Power successfully builds a substantial business, it may eventually pay dividends, although such payments could be years away [4]. - The company faces challenges in building its manufacturing capacity, which will require significant capital investments to scale operations [7]. Investment Considerations - Given the current uncertainties surrounding NuScale Power's ability to secure customers and finalize contracts, it is suggested that most investors should wait until the company has successfully built a few SMRs before considering investment [8].

NuScale Power (NYSE: SMR) stock has been on a tear over the last few years, capturing the imagination of investors seeking next-generation nuclear technology. Bulls see a future where the company's small modular reactors (SMRs) fill critical gaps in the grid, like powering energy-hungry artificial intelligence (AI) data centers. SMRs have several major advantages over traditional reactors, namely, they're scalable, much cheaper to construct, and safer. If NuScale perfects the technology, it could mean ser ...

Company Overview - NuScale Power Corporation is a provider of small modular reactor nuclear technology [2] Investigation Details - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving NuScale Power Corporation [1] - The investigation focuses on whether NuScale and certain top executives made materially false and/or misleading statements or omitted material information regarding the company's business and operations [2]

Core Insights - NuScale Power aims to disrupt the nuclear energy industry with its small modular reactors (SMRs), which can be deployed in groups for a total output of up to 924 megawatts [1] - The company’s SMRs are designed for factory assembly and easier deployment, potentially reducing time and costs compared to traditional nuclear power plants [2] - NuScale holds a first-mover advantage as the only company with an SMR design certified by the Nuclear Regulatory Commission [3] Market Position - Despite its first-mover advantage, NuScale has yet to operate a reactor commercially, with ongoing projects in Romania and Tennessee but no commercial revenue [4] - The current market capitalization of NuScale is $4.9 billion, which is significant given its minimal revenue [5][7] - The company’s stock price has seen a decline of 7.61%, currently priced at $17.48, with a 52-week range of $11.08 to $57.42 [5][6] Industry Context - There is strong policy support from the U.S. government aiming to quadruple nuclear capacity, which could benefit NuScale [6] - The demand for electricity is expected to surge, particularly from data centers, creating a need for innovative energy solutions like NuScale's SMRs [6][7] - Execution risks remain, but the urgency for power generation may provide NuScale with multiple opportunities to validate its technology [7]

Company Overview - NuScale Power Corporation is a provider of small modular reactor nuclear technology [2] Investigation Details - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving NuScale Power Corporation [1] - The investigation focuses on whether NuScale and certain top executives made materially false and/or misleading statements or omitted material information regarding the company's business and operations [2]

Group 1 - NuScale Power Corporation's share price decreased by 2.08% from January 16 to January 23, 2026, ranking it among the energy stocks that lost the most during that week [1] - RBC Capital has reduced its price target for NuScale Power from $32 to $21 while maintaining a 'Sector Perform' rating, indicating an upside of over 6% from current levels [3] - The company specializes in small modular reactor technology, with its NuScale Power Module capable of producing up to 924 MWe of carbon-free energy [2] Group 2 - The nuclear technology sector is experiencing a resurgence, driven by the demand for clean energy from hyperscalers signing long-term Power Purchase Agreements (PPAs) [4] - Despite the potential of small modular reactors (SMR), there are speculative risks associated with NuScale's technology as it has not yet been commercially deployed at scale [4] - The investment potential of SMR is acknowledged, but certain AI stocks are considered to offer greater upside potential with less downside risk [5]

Group 1 - NuScale Power shares have increased by 40% year-to-date in 2026, reflecting strong investor interest in the nuclear energy sector [1] - The stock's recent performance contrasts with the historical performance of NuScale Power shares over the past few years, indicating mixed results for long-term investors [2] - The nuclear energy industry received a boost in September 2024 when Constellation Energy signed a power purchase agreement with Microsoft, enhancing interest in advanced nuclear companies like NuScale Power [4] Group 2 - In May 2025, President Donald Trump signed executive orders aimed at revitalizing the nuclear energy sector, which positively impacted NuScale Power's stock performance [5] - Market interest in NuScale Power remains strong as the company approaches commercial operations, with a $1,000 investment three years ago growing to $2,000 by January 23 [6] - NuScale Power is recognized as a leader in next-generation nuclear reactors, offering significant growth potential for investors willing to accept higher risks [8]