Core Insights - GE Vernova Inc. (GEV) is positioning itself as a leader in the small modular reactors (SMRs) market, responding to the increasing demand for clean power solutions, particularly from data centers and AI operators [1] - The modular design of SMRs allows for factory prefabrication and quicker on-site assembly, reducing construction delays and upfront costs, making projects more attractive for financing [2] - GEV's BWRX-300 reactor has gained global interest, with various utilities and governments assessing its potential for use, highlighting its lower licensing risk and faster deployment timelines compared to new reactor concepts [4] Regulatory and Market Developments - In May 2025, GE Vernova Hitachi Nuclear Energy (GVH) received approval to deploy the first SMR in the Western world at the Darlington nuclear site in Ontario, Canada, marking a significant advancement in nuclear innovation [3] - The company is enhancing supplier relationships and collaborating with international regulators to standardize its SMR design and streamline approval processes [5] Financial Performance and Estimates - The Zacks Consensus Estimate indicates a year-over-year EPS growth of 33.87% for 2025 and 70.94% for 2026, reflecting strong financial performance expectations [8] - GEV's stock is trading at a premium with a forward 12-month price-to-earnings ratio of 46.33X compared to the industry average of 23.94X, indicating strong market confidence [11] - Over the past six months, GEV's shares have increased by 28.5%, outperforming the industry's growth of 24.4% [13]

The UK approved Wylfa in North Wales as the site for the country’s first small modular reactors, the next step in reviving its struggling nuclear power sector https://t.co/mLxMDDu8mT ...

Isaiah, good to have you on the program. Congratulations on the race. When we talk about small modular reactors, you're not alone.Nano nuclear Oslo, Nuscale Just a handful of the companies working on this technology. What makes values different. Yeah.Tim, it's a huge pleasure to be on with you today and it's a really exciting day for valor. It's a great question. There are a lot of people tackling this very, very difficult problem of how do we make all of the energy needs that America has in the future.You ...

Group 1 - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]

Government Investment - Canadian and Ontario governments are investing C$3 billion (US$2.1 billion) in small modular reactors [1] Industry Development - The project aims to build the first small modular reactors in a G7 country [1]

RT James Graham (@jamesd_graham)This is shocking.The bidding process for developing Small Modular Reactors took two years.Bidders had to prove how they would add 'social value.' Including provision of jobs for illegal migrants and plans to have a 50/50 gender balance.No wonder nothing works in Britain. https://t.co/LIVlYP4mCQ ...

Core Insights - Nuclear energy is experiencing a global revival, with a goal to triple capacity by 2050, driven by the need for clean baseload power for electrification and artificial intelligence [1] - Oklo Inc. represents a high-risk, high-reward investment focused on small modular reactors, while Southern Company offers stability and proven returns through its established nuclear operations [2] Group 1: Company Profiles - Oklo is an innovative company with a focus on Aurora microreactors aimed at providing compact nuclear power solutions for various sectors, projecting a pipeline of 14 GW that could yield $5 billion in annual revenues by 2028 [3] - Southern Company is a regulated utility with a long history of dividend stability, having delivered 78 years of dividends and 24 consecutive years of increases, appealing to income-focused investors [6] Group 2: Financial Performance - Oklo is currently pre-revenue, with its first unit expected to generate power by 2027 or 2028, facing significant regulatory and construction challenges [4] - Southern Company generates nearly $27 billion annually and reported an EPS of $4.05 in 2024, showcasing its operational scale and stability [10] Group 3: Market Performance - Oklo's stock has surged over 400% year-to-date, driven by investor enthusiasm for small modular reactors, while Southern Company has seen a modest 15% gain [11] - Valuation metrics indicate Oklo trades at a high price-to-book ratio of 22.15X, reflecting speculative growth expectations, whereas Southern Company trades at a more stable 2.79X P/B [12] Group 4: Earnings Outlook - Southern Company's EPS is projected to grow by 5.4% in 2025 and 7.4% in 2026, indicating steady growth [14] - Oklo, while pre-revenue, is expected to show a volatile earnings trajectory with a projected growth of 32.4% in 2025 followed by a decline of 10.6% in 2026 [17] Group 5: Conclusion - Both companies are linked to nuclear power but cater to different investment profiles; Oklo offers high-risk potential with future commercialization, while Southern Company provides dependable income and steady growth from its established nuclear fleet [18]

Some governments, companies and billionaires say a nimbler approach to nuclear power can help meet the electricity demands of AI data centers. Here's what to know about small modular reactors. https://t.co/njgpgFljRn ...

Industry Outlook - Many new ideas for small reactors will fail [1] - For one firm, burial would be just the start, implying potential for long-term success despite initial failures [1]

What is the opportunity here for you as a business. Huge opportunities, you see. And I say more the size of that market.We think the addressable market is about 400 equivalents of the same ours huge opportunity coming forward. As you think about how you we're going to support energy resilience going forward, it has to figure we have a leading position in that market. As you said, we won the contract with the U.K. government for the first three small modular reactors. We've actually won a contract with the C ...