US stock futures leaned higher on Wednesday after another tech-led selloff, in the countdown to closely watched earnings from Nvidia (NVDA) that will set the tone for the next leg of the AI trade. Futures on the S&P 500 (ES=F) and the tech-heavy Nasdaq 100 (NQ=F) moved up about 0.4% and 0.5%, respectively. Meanwhile, Dow Jones Industrial Average futures (YM=F) edged up 0.2% on the heels of another day for sharp losses for stocks. Investors are now bracing for Nvidia’s third-quarter earnings due after We ...

Core Insights - The Trump administration has provided a loan of $1 billion to Constellation Energy Corp to facilitate the restart of its nuclear reactor at a Pennsylvania plant previously known as Three Mile Island [1] Company Summary - Constellation Energy Corp is set to receive a significant financial boost from the federal government, which aims to support the revival of its nuclear operations [1]

Constellation Energy aims to bring mothballed plant back to life to power Microsoft AI agreement. ...

Core Insights - The Trump administration is providing Constellation Energy with a $1 billion loan to restart the Crane Clean Energy Center nuclear plant in Pennsylvania, previously known as Three Mile Island Unit 1, which is expected to generate power again in 2027 [1][2] - The project has an estimated total cost of $1.6 billion, with the loan covering the majority of this amount [3] - The restart of the plant is part of a power purchase agreement with Microsoft to support its data center demand in the region [1] Company Overview - Constellation Energy is the largest operator of nuclear plants in the U.S. and has previously hinted at the possibility of federal financial support for the project [4] - The first advance of the loan is expected in the first quarter of 2026, with a guarantee from Constellation to protect taxpayer money [3] Industry Context - The Crane Clean Energy Center's restart is significant as it aims to lower electricity costs for consumers on the grid operated by PJM Interconnection, which serves over 65 million people across 13 states [5] - The administration emphasizes the importance of supporting affordable, reliable, and secure energy in the U.S., with the loan expected to lower the cost of capital and make power cheaper for PJM ratepayers [6]

Core Insights - Terrestrial Energy Inc. (NASDAQ:IMSR) has recently started trading on NASDAQ, focusing on the development of molten salt nuclear reactors, which are believed to have a shorter delivery timeline compared to traditional nuclear alternatives [2] - Jim Cramer has expressed skepticism about the nuclear power sector, noting that many companies in this field have long delivery timelines, while he has favored GE Vernovaas as a top nuclear stock pick [2][3] - Cramer hopes that Terrestrial Energy Inc. performs better than other nuclear companies, drawing parallels to the year 2000, indicating a cautious outlook on the nuclear industry [3] Company Overview - Terrestrial Energy Inc. is engaged in the development of molten salt nuclear reactors, which are positioned as a more efficient alternative in terms of delivery timelines [2] - The company recently rang the opening bell on NASDAQ, marking its entry into the public market [2] Market Context - The nuclear power industry is currently viewed with skepticism, with Cramer highlighting the challenges faced by many companies in this sector [3] - There is a contrasting view that AI stocks may offer better investment opportunities with higher returns and limited downside risk compared to nuclear stocks [3]

Core Insights - The article emphasizes the importance of evaluating potential equities in the power and energy sectors for long-term investment opportunities [1]. Group 1: Investment Strategy - The focus is on investing in income-producing equities and rental real estate properties to generate cash flow and achieve long-term appreciation [1]. Group 2: Analyst's Position - The analyst holds a beneficial long position in the shares of EPD and NVGS, indicating confidence in these companies' future performance [2]. - The article reflects the analyst's personal opinions and is not influenced by any external compensation, ensuring an unbiased perspective [2]. Group 3: Disclosure and Performance - The article clarifies that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [3]. - It notes that the views expressed may not represent the broader opinions of Seeking Alpha, indicating a diversity of perspectives among analysts [3].

Core Insights - Troluce Capital Advisors LLC has sold its entire stake of 1,015,000 shares in NuScale Power Corporation, valued at $40,153,400 based on Q3 average price, and now holds no shares in its reportable portfolio [1][2] Company Overview - NuScale Power Corporation is a leading developer of modular nuclear reactor technology, focusing on scalable and flexible deployment of clean energy solutions [4] - The company utilizes its proprietary NuScale Power Module and VOYGR plant designs to meet the increasing demand for reliable, carbon-free power generation globally [4] - NuScale targets electric utilities, industrial operators, and infrastructure developers seeking scalable, carbon-free energy solutions [8] Financial Metrics - As of November 14, 2025, NuScale's stock price was $22.45, with a market capitalization of $6.7 billion and a revenue of $63.90 million for the trailing twelve months (TTM) [2] Market Dynamics - NuScale Power has experienced significant stock volatility, trading between $12.60 and $53 per share throughout the year, as investors speculate on its potential to address the power needs of AI data centers [5][9] - The company raised approximately $475 million through an at-the-market (ATM) stock offering in Q3 to support its capital needs [6] Strategic Positioning - NuScale's strategic focus on modularity and safety positions it competitively within the advanced nuclear sector, catering to utilities and industrial clients [4]

Group 1 - Oklo Inc. is recognized for its potential in the nuclear power sector, focusing on developing smaller form reactors to enhance nuclear energy production [1][2] - The company is currently a pre-revenue entity facing significant losses, which raises concerns about its financial viability despite the bullish outlook from recent conference calls [1] - The timeline for realizing nuclear projects is lengthy, potentially taking a decade, and is often accompanied by substantial cost overruns, which could impact investment returns [1] Group 2 - Oklo Inc. is involved in designing advanced fission power plants aimed at delivering scalable clean energy and is also developing nuclear fuel recycling technology [2] - There is a comparative analysis suggesting that certain AI stocks may present greater upside potential and lower downside risk than Oklo, indicating a competitive investment landscape [3]

Core Viewpoint - Oklo is developing small, modular nuclear reactors aimed at providing reliable power, particularly for artificial intelligence applications, but it is still in the early stages of development and lacks regulatory approval for commercial operation [3][4][12]. Company Overview - Oklo is a nuclear start-up focused on creating a small, fast-spectrum reactor with fuel recycling capabilities, intending to revolutionize nuclear power by offering clean energy under long-term contracts [3][4]. - The company's current market capitalization is approximately $16 billion, despite having no revenue and no operational reactors, which is considered extraordinary for a start-up in the research and development phase [12]. Market Opportunity - The primary market opportunity for Oklo lies in powering AI data centers, as its reactors can provide continuous, reliable energy, making them suitable for high-demand applications [4]. - Other potential customers include mining companies, military camps, research bases, and disaster-relief zones, where traditional grid access is limited or costly [6]. Regulatory Progress - Oklo is progressing towards regulatory approval, having cleared phase 1 of the pre-application readiness review with the Nuclear Regulatory Commission (NRC) in July 2025 [7]. - The company is among those whose reactor designs have been fast-tracked for deployment due to recent legislative changes aimed at accelerating the approval process for advanced nuclear reactors [9][10]. Future Projections - If all goes well, Oklo could potentially activate its first commercial reactor by 2027, following the groundbreaking of its first Aurora powerhouse at Idaho National Laboratory [11]. - Revenue projections for Oklo are modest, with estimates suggesting only $15 million in total revenue by 2027, indicating a long wait for significant top-line growth [13]. Investment Considerations - Oklo's stock is currently trading about 40% lower than its mid-October highs, presenting a potential buying opportunity, but it remains a speculative investment due to its lack of operational revenue and high market valuation [12]. - Investors should be aware of the capital costs associated with securing fuel, building production facilities, and compliance with NRC regulations, which may pressure the company's financials before it becomes profitable [15].

Nuclear Energy Sector Development - UK approves Wylfa in North Wales as the site for the country's first small modular reactors [1] - This approval represents the next step in reviving the UK's struggling nuclear power sector [1]