A Bulgarian energy company, along with a European project developer, has signed a letter of intent for a joint venture (JV) that could build a fleet of as many as six small modular reactors (SMRs) in the country. Blue Bird Energy AD and SGE S.A. on December 22 announced the JV would deploy BWRX-300 SMRs from GE Vernova Hitachi (GVH). Monday's announcement said the 300-MW units are currently being built in Ontario, Canada. The companies said the SMRs would provide power for the industrial sector in Bulgaria ...

Key Points Virtu Financial bought 579,353 shares of NuScale Power valued at nearly $21 million. The new stake represents 1.16% of 13F reportable assets under management. This is Virtu Financial's first SMR purchase, signaling its bullishness on the stock. These 10 stocks could mint the next wave of millionaires › What happened According to a filing with the Securities and Exchange Commission dated Nov. 14, 2025, Virtu Financial LLC established a new position in NuScale Power (NYSE:SMR). The fun ...

For Immediate ReleasesChicago, IL – December 18, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Cameco Corp. (CCJ) , Uranium Energy (UEC) and Centrus Energy (LEU) .Here are highlights from Thursday’s Analyst Blog:Nuclear Comeback in 2026? 3 Uranium Stocks to Power Your PortfolioAfter years of stagnation following ...

Key Takeaways AI-driven power demand, policy support and energy security goals fuel a global nuclear revivalCCJ stands to benefit as a major uranium supplier and efforts to expand mine life and production.UEC and LEU are ramping up U.S. uranium production and next-generation nuclear fuel efforts.After years of stagnation following its peak in early 2000s, nuclear energy is staging a meaningful comeback. Surging electricity demand from data centers, AI workloads and large-scale electrification, combined with ...

Core Insights - NuScale Power's stock has experienced a significant decline, dropping 55.4% in November 2025, following a peak increase of 200% earlier in the year, resulting in a year-to-date gain of only 19% [1][4] Company Overview - NuScale Power is focused on developing small modular reactors (SMRs) known as VOYGR, utilizing its core technology, the NuScale Power Module (NPM), which can generate 77 Mwe each and is scalable up to 12 NPMs per plant [3] - The company is still in the start-up phase and has not yet commercialized its technology, with current revenue primarily from engineering services provided to RoPower in Romania [5] Financial Performance - In the third quarter, NuScale reported a net loss of $273 million against $8 million in revenue, which led to a decline in stock price after missing Wall Street estimates [6] - The company raised $475 million by issuing shares during the same quarter, indicating ongoing fundraising needs [6] Market Reactions - Following the disappointing financial results, several analysts reduced their price targets for NuScale Power, with UBS notably lowering its target from $38 to $20 per share due to project delays and potential stock dilution concerns [7] Strategic Partnerships - NuScale Power has an exclusive partnership with ENTRA1 Energy to commercialize its SMR technology globally, which is critical for sharing financial and execution responsibilities [8] - ENTRA1 Energy has secured a contract to deploy up to 6 gigawatts of nuclear power capacity across seven states in the U.S., utilizing NuScale's SMRs, and could receive up to $25 billion in funding under the U.S.-Japan Framework Agreement [8] Shareholder Dynamics - Fluor, NuScale Power's largest shareholder, plans to sell its stake in the company by 2026, which may impact investor sentiment and stock performance [9]

Core Viewpoint - The U.S. Department of Energy's announcement of a $400 million award to the Tennessee Valley Authority has positively impacted BWX Technologies' stock, which specializes in components for nuclear power plants [1][2]. Group 1: Project Details - The Clinch River site will host the installation of America's first "Gen III+ SMR," specifically the BWRX-300 model, developed by GE Vernova Hitachi [2]. - The project involves collaboration with several organizations, including Duke Energy, Oak Ridge Associated Universities, and BWX Technologies, among others [3]. - Clinch River is positioned as a national model for the safe, efficient, and affordable deployment of small modular reactors (SMRs), indicating its role as a pilot project with potential for future contracts [3]. Group 2: Financial Metrics - BWX Technologies' stock price increased by 3.5% to $5.90 following the announcement [4]. - The company's market capitalization stands at $16 billion, with a current price of $180.61 and a price-to-earnings ratio exceeding 52 times earnings [5][6]. - Analysts project that BWX's earnings growth will not exceed 12% annually over the next five years, raising concerns about the stock's valuation [6].

Core Insights - Oklo, a nuclear energy start-up, has experienced significant stock volatility, with shares rising 50% in September, peaking at $174.14 in October, and then dropping over 30% by November [1][2]. Company Overview - Oklo is in the "pre-revenue" phase, currently developing a prototype of its Aurora Powerhouse small modular reactor (SMR) in Idaho, which is not expected to be completed until mid-next year [4]. - The company has no commercial operations at this time, and its future performance remains uncertain [6]. Market Performance - Oklo's current market capitalization is approximately $18 billion, down from a peak valuation of about $25 billion in October [7]. - The stock price has fluctuated between $97.09 and $112.42 on the day of reporting, with a 52-week range of $17.14 to $193.84 [6]. Investment Considerations - Investors should be aware of the risks associated with Oklo's technology, including potential cost-effectiveness and performance issues once operational [8]. - If the stock price falls to around $100 or lower without significant news, the market cap could drop below $15 billion, which may be viewed as a more reasonable valuation [9].

Core Viewpoint - Oklo's stock has experienced a significant pullback after reaching all-time highs, presenting a potential buying opportunity for investors interested in the small modular reactor (SMR) sector, which is gaining attention due to the increasing demand for clean energy and the growth of artificial intelligence [1][3][6] Company Overview - Oklo went public in 2024 through a merger with a special purpose acquisition company co-founded by Sam Altman, highlighting the interest in SMR technology as a solution for the growing energy needs of the AI industry [2] - The current stock price of Oklo is approximately $112.05, down from a peak of around $171, with a market capitalization of $17 billion [3] Market Dynamics - The hype surrounding AI and SMRs has led to a surge in stock prices for Oklo and other SMR companies like NuScale Power and Cameco, driven by the global demand for clean energy [4] - Despite the excitement, most SMR companies, including Oklo, still have relatively low market caps, indicating potential for significant valuation increases if SMR technologies achieve mass adoption [5] Future Outlook - Oklo has nonbinding order agreements with data center operators, suggesting a growing interest in its technology, but the company may not have a completed facility operational until 2030 [4][5] - Investors are encouraged to maintain a long-term perspective when considering Oklo shares, as the potential for short-term gains exists but may be accompanied by delays in technology deployment [6]

Core Viewpoint - Oklo's stock has experienced significant volatility, soaring nearly 500% this year, but has recently faced a decline of over 25% from its peak [1][2]. Company Overview - Oklo is a nuclear start-up focused on developing small modular reactors (SMRs), specifically a sodium-cooled "fast reactor" [5][6]. - The company has a market capitalization of $18 billion, with shares currently priced at $121.23 [3]. Technology and Development - Oklo's Aurora Powerhouse SMR technology is based on established nuclear science, but the specific deployment method remains largely untested [4]. - The company is building its first prototype, which is a novel combination of fast reactor and SMR technology, marking a first in the U.S. [6][7]. Market Performance - The stock has shown extreme fluctuations, including a 161% increase in early 2023, followed by a significant drop, indicating speculative trading behavior rather than solid financial performance [9]. - Investors are currently faced with a binary outcome regarding the technology's success, akin to investing in biotech firms with unproven drugs [8][10]. Investment Considerations - The current stock price presents a potential buying opportunity for those who believe in the technology's success, but the investment carries high risk due to anticipated volatility and uncertainty about the technology's scalability [10].

Core Viewpoint - NewHydrogen, Inc. has developed ThermoLoop™, a technology that utilizes heat instead of electricity to produce clean hydrogen, which is expected to significantly reduce production costs [1][10]. Group 1: Technology and Process - ThermoLoop is a novel thermochemical process that leverages inexpensive heat to lower the cost of clean hydrogen production [2]. - The technology can be retrofitted into existing and future power plants, utilizing the constant high-temperature heat and steam they produce [3]. - By directly using heat from power plants, ThermoLoop can eliminate most electricity usage, making it potentially more cost-effective than traditional electrolyzers [4]. Group 2: Market Potential and Future Developments - The demand for new power plants is driven by population growth and the increasing need for AI, which will provide a greater source of heat for hydrogen production [5]. - Currently, there are 2,500 coal, 4,500 gas, and 440 nuclear power plants globally, with projections indicating a rise in nuclear power's role in electricity generation [6]. - The U.S. plans to add 300 gigawatts of new nuclear capacity by 2050, primarily through Small Modular Reactors (SMRs), which can support distributed power generation [7]. Group 3: Production Capacity and Economic Impact - A 50-megawatt SMR integrated with ThermoLoop could produce approximately 54 metric tons of hydrogen daily, sufficient for 10,000 hydrogen vehicle fill-ups [8]. - The integration of ThermoLoop with power plants could enable continuous production of clean hydrogen, which is more valuable than electricity [8]. - The clean hydrogen economy is projected to have a future market value of $12 trillion, highlighting the significant economic potential of this technology [10].