Why NuScale Power Stock Soared 120.6% Higher in the First Half of 2025

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].