Key Takeaways OKLO is advancing microreactors, including a 75 MW Aurora project at Idaho National Laboratory.Dominion Energy benefits from 48 GW of data-center demand and a $65B capital investment plan.OKLO faces rising cash burn and losses, while D delivers steady EPS growth and regulated returns.Nuclear energy is once again moving to the center of the global energy conversation, driven by rising electricity demand, data-center expansion and the urgency of decarbonization. In this context, Oklo Inc. (OKLO) ...

Part of a 16-uranium-royalty portfolio across the Athabasca Basin, Newfoundland, Colombia, and Argentina Dublin, March 27, 2026 (GLOBE NEWSWIRE) -- Fusion Fuel Green PLC (Nasdaq: HTOO) (“Fusion Fuel” or the “Company”), a leading provider of full-service energy engineering, advisory, and utility solutions, today highlighted information about its anticipated 2.0% Net Smelter Return (the “NSR”) royalty on two mineral claims – MC00040006 and MC0004007 – within a larger set of mineral claims held by the Shea Cre ...

New Nuclear ETF Swaps TSM for Broadcom in Rebalance The ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF)replaced Taiwan Semiconductor Manufacturing Co. (TSM)with Broadcom Inc. (AVGO)during its March rebalancing, signaling a shift in how the month-old nuclear ETF approaches its technology sleeve. The change reflects the fund's focus on what ALPS calls a "compute + firm power†strategy, where AI infrastructure companies are paired with nuclear energy providers in a single allocation, according to t ...

Key Takeaways MSFT and NVDA bring AI to nuclear, easing approvals and boosting efficiency.AI could cut nuclear project delays and unlock faster deployment. Nuclear and AI ETFs may gain from the AI-driven nuclear push.Microsoft (MSFT) on Tuesday teamed up with NVIDIA (NVDA) to advance AI in nuclear energy, delivering end-to-end tools designed to ease regulatory approvals, fast-track design and enhance operational efficiency across the sector.According to a news release by MSFT, the surge in digital infrastru ...

Key Takeaways Centrus Energy benefits from HALEU leadership, $3.8B backlog and long-term nuclear fuel contracts.Centrus Energy is expanding enrichment capacity and targeting 12 metric tons of HALEU output post-2030.NexGen Energy's Rook I project could supply 30M pounds yearly, but remains pre-revenue and loss-making.Centrus Energy (LEU) and NexGen Energy (NXE) are uranium-focused companies expected to play a significant role in contributing to the global nuclear energy supply chain.Bethesda, MD-based Centru ...

BWXT Stock Taps Nuclear Energy, AI Data Centers To Fuel Growth TRENDING: SpaceX Isn't The Only Giant Eyeing An IPO In the latest monthly list of new buys by the best mutual funds, top money managers scooped up more than $153 million worth of shares in nuclear energy leader BWX Technologies (BWXT). That marks a second straight month on the screen for BWXT stock. The IBD 50member has popped back above its 10-week moving average as it triggers a new breakout. Showing unmistakable leadership in this turb ...

Cameco Corporation (NYSE:CCJ) ranks among the most profitable Canadian Stocks to buy now. On March 2, Cameco Corporation (NYSE:CCJ) presented its outlook at the 47th Annual Raymond James Institutional Investor Conference, with the company pointing out the nuclear energy market’s solid long-term fundamentals. Cameco Corporation (NYSE:CCJ) stressed a tightening supply-demand balance, adding that 3.1 billion pounds of uranium demand will stay uncontracted through 2045, with substantial supply gaps. A lack o ...

Key Takeaways Cameco holds 15% of global uranium output and benefits from long-term contracts and fuel services growth.Uranium Energy is expanding production capacity but reported lower sales, higher costs and wider losses.CCJ shows stronger stock performance and valuation, with rising earnings estimates boosting outlook.Cameco Corp. (CCJ) and Uranium Energy Corp. (UEC) are key players in the uranium sector and are expected to play a significant role in contributing to the global nuclear energy supply chain ...

Key Takeaways Edison International is investing heavily to upgrade grid reliability amid rising electricity demand.SCE spent $6.52B in 2025 and plans $38-$41B through 2030 while expanding renewables and storage.EIX faces $9.9B wildfire-related losses and high exposure to California regulatory and economic risks.Edison International (EIX) is strengthening and expanding its infrastructure through significant capital investments aimed at improving grid reliability and meeting rising electricity demand. The com ...

Core Viewpoint - NuScale Power Corporation (NYSE:SMR) has experienced significant volatility in its stock price, with a notable decline of 34% over the past year and 42% since being highlighted by Jim Cramer on Mad Money. The company is facing challenges in delivering meaningful advancements in nuclear technology, which has led to bearish sentiments among analysts [1][2]. Stock Performance - NuScale Power's shares surged by 147% from January to late July but have since dropped by 76%. The stock closed 21% higher on May 13th following a positive first-quarter earnings report, but fell 14% on November 6th after a disappointing third-quarter report, which showed a loss of $1.85 per share compared to the expected $0.14 loss [1]. Analyst Sentiment - Analysts have expressed concerns regarding the long delivery timelines for NuScale's technology, with some issuing bearish notes that contributed to the stock's decline. Jim Cramer highlighted the potential risks associated with investing in smaller nuclear companies, suggesting that they are years away from developing significant advancements [2][4]. Investment Comparison - While acknowledging the potential of small modular reactors (SMR) as an investment, some analysts believe that certain AI stocks present greater upside potential and carry less downside risk, indicating a shift in investor focus towards other sectors [2].