Group 1 - NuScale Power Corp. (NYSE:SMR) experienced a significant stock increase of 15.10%, closing at $16.31, as investors showed renewed interest in nuclear stocks following government policy support [1][2]. - The U.S. government has committed to a major policy initiative aimed at reviving and expanding the nuclear energy sector, which has positively impacted companies like NuScale Power [2][3]. - An executive order signed in May 2023 mandates the rapid deployment of advanced nuclear reactor technologies, including at military sites by September 30, 2028, which is expected to benefit NuScale Power in the long term [3][4]. Group 2 - NuScale Power is seeking approval to increase its authorized capital stock from 332 million shares to 662 million shares, with a par value of $0.0001 per share, a plan already approved by its Board of Directors [5].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI technologies [3][6] Energy Demand and Infrastructure - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The company in focus is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] Financial Position - The company is noted for being completely debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, making it an attractive investment compared to other energy and utility firms burdened with debt [10] Market Trends - The article discusses the broader trends of onshoring and tariffs that are influencing the energy and AI sectors, suggesting that this company is well-positioned to capitalize on these developments [5][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12] Conclusion - The company is portrayed as a critical player in the intersection of AI and energy, with the potential for significant returns as the demand for AI-driven technologies continues to rise [11][13]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, indicating a looming crisis in power supply as AI continues to grow [2][3] Investment Opportunity - A specific company is noted as a potential "backdoor play" in the AI sector, possessing critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][6] - This company is positioned to benefit from the increasing need for electricity, which is becoming the most valuable commodity in the digital age [3][8] Energy Infrastructure - The company owns significant nuclear energy infrastructure assets, making it a key player in America's future power strategy [7] - It is capable of executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including oil, gas, and renewables [7][8] Financial Position - The company is noted for being debt-free and having a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also holds a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9][10] Market Trends - The company is benefiting from the onshoring trend driven by tariffs, which is expected to boost domestic manufacturing and energy infrastructure [5][14] - The U.S. liquefied natural gas (LNG) export sector is anticipated to grow significantly under the current administration's energy policies, positioning the company favorably [7][14] Investor Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, making it an attractive investment option in the current market [10]

Core Insights - NuScale Power is the only U.S. nuclear company with a Nuclear Regulatory Commission (NRC) design certification for small modular reactors (SMRs) [1] - SMRs are considered essential for clean energy as they can provide carbon-free power from small, factory-built units, suitable for locations where traditional grids cannot supply continuous power [2] - Despite its first-mover advantage, NuScale's stock has declined nearly 20% this year due to a lack of operational projects and customers [3] Company Developments - NuScale has not yet sold any SMRs, although it has a potential first customer, RoPower, interested in using six reactors for a power plant in Romania [4] - The company has signed a memorandum of understanding (MOU) with ENTRA1 Energy to deploy up to 6 gigawatts (GW) of SMR power with the Tennessee Valley Authority, but no contracts have been finalized [5] - The absence of operational SMRs and a clear timeline for commercial use raises concerns about the company's profitability [6] Investment Considerations - Investors are advised to monitor the RoPower project closely, as it represents the closest opportunity for a sale; failure of this project could lead to a significant drop in stock value [6] - For risk-averse investors, a nuclear energy exchange-traded fund (ETF) may be a safer option compared to investing directly in NuScale [6] - Analysts have identified ten stocks they believe are better investment opportunities than NuScale Power [9]

Core Insights - NuScale Power experienced a significant decline in stock value after a strong start in 2025, dropping 75% from its peak of approximately $57 to around $14, with a 30% decrease in December [1][3] - The company has not secured its first official customer, which is critical for its growth and valuation, despite being the only U.S. company with a small modular reactor design approved by the Nuclear Regulatory Commission [4][5] - NuScale reported a larger-than-expected loss of $532 million in its most recent quarter, although it has $754 million in cash, with a significant portion derived from share sales [6] Company Performance - NuScale was one of the worst-performing stocks among advanced nuclear companies, alongside Oklo, Centrus Energy, and Nano Nuclear Energy, amid concerns over an AI bubble [3] - The lack of a first sale has negatively impacted NuScale's valuation, despite having a potential customer in RoPower [5] Financial Concerns - Shareholder approval to increase authorized shares from 332 million to 662 million raises concerns about potential share dilution, although it does not guarantee immediate issuance [7] - The company is currently unprofitable and needs to secure customers to improve its financial outlook [4][8]

Figure 2 NANO Nuclear Energy Inc. and Grainger College of Engineering Faculty and Staff at the Signing of the Memorandum of Understanding. New York, N.Y., Dec. 31, 2025 (GLOBE NEWSWIRE) -- NANO Nuclear Energy Inc. (NASDAQ: NNE) (“NANO Nuclear” or “the Company”), a leading advanced nuclear micro modular reactor and technology company focused on developing clean energy solutions, announced today that it has signed a Memorandum of Understanding (MOU) with the Board of Trustees of the University of Illinois ...

Core Insights - NANO Nuclear Energy Inc. has signed a Memorandum of Understanding (MOU) with the University of Illinois Urbana-Champaign to collaborate on the development, construction, and operation of its KRONOS MMR™ microreactor on campus, marking a significant step in advancing nuclear energy technology in the U.S. [1][2][10] Company and Project Overview - The MOU extends the existing relationship between NANO Nuclear and the University of Illinois, building on a prior research agreement that supports the design and regulatory licensing of the KRONOS MMR™ prototype [2][3]. - The primary objective of the project is to deploy the KRONOS MMR™ microreactor safely and efficiently, aligning with Illinois' energy strategy and carbon-reduction targets as outlined in the Climate and Equitable Jobs Act (CEJA) [3][4]. Collaboration and Operational Structure - NANO Nuclear and the University of Illinois will establish joint project and operations steering committees to oversee technical coordination, safety compliance, and long-term operational planning [5]. - The University of Illinois will support regulatory engagements with the U.S. Nuclear Regulatory Commission and the State of Illinois, while NANO Nuclear will handle project execution, including engineering, site preparation, and reactor system installation [6][12]. Technological and Educational Impact - Upon completion, the University of Illinois will own and operate the first advanced microreactor on a U.S. university campus, collecting operational data to enhance research and educational programs [9]. - The KRONOS MMR™ is a high-temperature, gas-cooled microreactor designed for safety and reliability, with a modular architecture that allows for flexible deployment and scalable power output [11]. Future Growth and Development - NANO Nuclear plans to expand its workforce in Illinois, adding dozens of engineers to its Oak Brook facility, which serves as the development hub for the KRONOS MMR™ [12]. - The collaboration with the University of Illinois is expected to generate real-world operational data that will refine future deployment strategies and support regulatory processes [13].

Centrus Energy Corp. (NYSE:LEU) is included among the 11 Best Performing Energy Stocks in 2025. Centrus Energy (LEU) - Among the Best Performing Energy Stocks in 2025 Centrus Energy Corp. (NYSE:LEU) is a trusted supplier of nuclear fuel and services to the nuclear energy industry. On December 22, B. Riley analyst Ryan Pfingst significantly raised the firm’s price target on Centrus Energy Corp. (NYSE:LEU) from $221 to $315, while maintaining its ‘Buy’ rating. The revised target indicates an upside potent ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Group 1: AI and Energy Demand - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The increasing demand for AI is straining global power grids, leading to rising electricity prices and a need for utilities to expand capacity [2] - Industry leaders, including Sam Altman and Elon Musk, have highlighted the critical link between AI development and energy availability, warning of potential shortages [2] Group 2: Investment Opportunity - A specific company is positioned as a key player in the AI energy sector, owning critical energy infrastructure assets that will benefit from the anticipated surge in energy demand from AI data centers [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the energy market, profiting from the increasing need for electricity [5][6] - The company is debt-free and has significant cash reserves, equating to nearly one-third of its market capitalization, making it an attractive investment option [8] Group 3: Market Position and Growth Potential - The company plays a vital role in U.S. LNG exportation, which is expected to grow under the current administration's energy policies [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, positioning it well for future growth [7] - The company also holds a substantial equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities [9] Group 4: Valuation and Investor Interest - The stock is currently trading at less than 7 times earnings, which is considered undervalued given its connections to AI and energy sectors [10] - There is growing interest from hedge funds, indicating that this investment opportunity is gaining traction among sophisticated investors [9][10] - The company is characterized as delivering real cash flows and owning critical infrastructure, distinguishing it from speculative stocks [11]

Core Insights - The article discusses the volatility in the stock market during 2025, highlighting Oklo Inc. and NuScale Power Corporation as examples of companies experiencing significant price fluctuations, with Oklo's stock dropping from nearly $193 to the $70-$80 range [1][5] - It emphasizes the seasonal market phenomenon where year-end tax-driven selling impacts stock prices, creating opportunities for opportunistic investors to acquire high-growth assets at discounted prices [2][3][8] Company Analysis: Oklo Inc. - Oklo Inc. has seen a 36% decline in stock price over the past three months, attributed to market anxiety and tax-loss selling rather than fundamental issues [5][8] - The company is advancing in physical construction at its Aurora powerhouse site in Idaho, indicating a transition from concept to execution, which is a positive sign for investors [15] - Oklo maintains a strong financial position with approximately $1.2 billion in cash and marketable securities, allowing it to weather regulatory delays without needing to dilute shares [16][17] Company Analysis: NuScale Power Corporation - NuScale Power has experienced a 62% decline in stock price over the same period, despite making significant commercial strides and solidifying its leadership position through strategic partnerships [5][9] - The company is the only Small Modular Reactor (SMR) manufacturer with a design fully approved by the Nuclear Regulatory Commission, providing a distinct value proposition for risk-averse investors [9] - NuScale's revenue has increased throughout 2025, driven by engineering services for the RoPower project in Romania, indicating a transition to a revenue-generating entity [11] Industry Trends - The demand for reliable, clean baseload energy is driven by the needs of artificial intelligence data centers, which require substantial power availability [7][18] - The article suggests that the nuclear sector is entering an accumulation phase where long-term investors seek companies with real contracts and regulatory progress, contrasting with the previous speculative phase [19][21] - The anticipated energy demand for 2026 is expected to create significant opportunities for nuclear power, as it is the only scalable solution to meet the needs of tech giants and support industrial decarbonization [18][20]