Core Insights - NuScale Power has experienced a significant decline in stock performance, transitioning from outperforming the market to underperforming, particularly against the S&P 500 over one-year and three-year periods [3][8] - Despite the recent downturn, there remains potential for a price breakout due to increasing demand for clean energy and the company's asset-light business model [8] - The stock price has dropped over two-thirds since mid-October, influenced by reduced enthusiasm for AI data centers, disappointing quarterly earnings, and large shareholder Fluor's plans to sell its stake [9][10] Performance Comparison - Over the past year, NuScale shares have decreased by 32.8%, while the S&P 500 has increased by 11%, resulting in a difference of -43.8% [6] - Over the past three years, NuScale's return is 69%, compared to the S&P 500's 85.61%, leading to a difference of -16.6% [6] - Since the SPAC merger in May 2022, NuScale has seen an 87% return, slightly outperforming the S&P 500's 80% return by 7% [6] Market Sentiment - The initial enthusiasm for NuScale's potential in the small modular nuclear reactor market has waned, contributing to the stock's decline [7] - The company's involvement in a deal with the Tennessee Valley is not expected to generate significant revenue in the near term, further dampening investor sentiment [9] - The recent quarterly earnings release was poorly received, exacerbating the stock's downward trajectory [10]

We've CEO Michael and Trader joins us now. It's good to have you here at Postine. Welcome.So, so we were in these talks sort of on the sidelines of the UN General Assembly about how governments can work with core. You were also just fresh off of this trip with President Trump to the UK announcing all of these these deals. What's your takeaway on the on the best way to do this, private sector, public sector.So, uh, thank you for having me. And I I do think that, uh, both of these meetings, uh, really highlig ...

Market Overview - The main U.S. equity indexes experienced modest gains, with the Dow Jones Industrial Average increasing by 1.1% to 45,010, the S&P 500 rising by 0.8% to 6,358, and the Nasdaq Composite up by 0.6% to 21,020 [7][8] - The upcoming Federal Reserve meeting is set for July 29-30, during which the latest policy statement will be released [6] Housing Market - The National Association of Realtors reported a decline in housing sales as home prices reached record highs in June, indicating affordability challenges [5] - President Trump criticized Fed Chair Jerome Powell for the slow housing market, attributing it to the refusal to lower interest rates [2] Treasury Yields - The yield on the 10-year U.S. Treasury note increased to 4.388% from 4.336%, while the 2-year note rose to 3.886% from 3.831% [6][7] - The 30-year yield approached the significant 5% level, rising to 4.944% from 4.903% [7] Company Highlights - GE Vernova (GEV) stock surged by 14.6% after reporting second-quarter earnings that exceeded expectations and raising its full-year guidance [10] - Analyst Julien Dumoulin-Smith raised the 12-month target price for GEV from $427 to $565, despite previous concerns about valuation [10] - Among analysts tracked by S&P Global Market Intelligence, 24 rate GEV a Buy, 8 a Hold, and 1 a Sell, with an average 12-month target price of $511.75 [11] Automotive Sector - Japanese automakers Honda Motor (HMC) and Toyota Motor (TM) saw significant gains of 13.1% and 13.7%, respectively, following a tariff deal announced by President Trump [12] - Domestic automakers also benefited, with GM stating it would not raise prices to offset tariff impacts [13] Nuclear Energy Investment - Oklo (OKLO) stock rose by 9.3% after announcing a partnership with Vertiv Holdings (VRT) to develop power and cooling systems for AI data centers [14] - Oklo is focused on developing advanced fission power plants to provide clean energy at scale [15]