In 2025, data centers were obsessed with securing new sources of power. But Lisa Coca , partner at Toyota Ventures , thinks they’ll adjust their focus for 2026. “The 2026 data center energy conversation is likely to shift from demand to resilience and the need to accelerate plans to decouple from the grid,” she said. Decoupling could solve some challenges that data centers face, namely in resistance from grid operators and the public, who are increasingly worried that the new loads are driving up their elec ...

Group 1 - The Ningde Nuclear Power Phase II project has initiated the construction of the "Emergency Diesel Generator House Large Module" at Nantong Liebherr Heavy Industry Co., marking a new model of "factory-built plant" in China's nuclear power construction [1][3] - This project employs integrated large module technology for the first time in nuclear power construction, allowing for parallel completion of main construction and internal installation work, thereby reducing on-site workload and enhancing construction efficiency [3] - The large module adopts a "structure + system" integrated design concept, achieving a transition from single structural modules to deeply integrated modules, which is significant for improving safety levels and cost efficiency in nuclear power construction [3] Group 2 - The successful launch of this project is a key measure to ensure the high-level safety advancement of the Ningde Phase II project, contributing to the essential safety level and resource assurance for the new round of nuclear power construction [3] - Liebherr Group is recognized as a national high-tech enterprise and a "specialized, refined, distinctive, and innovative" small giant enterprise, with comprehensive capabilities in engineering design, EPC contracting, and modular research and manufacturing [3] - The total investment for the Nantong project is 5.5 billion yuan, focusing on the design, manufacturing, construction, and maintenance of large energy modules, aiming to establish a leading domestic and internationally competitive industrial module manufacturing base [3]

Core Insights - Financial giants are showing a bearish sentiment towards Centrus Energy Corp. Class A Common Stock, with 57% of traders exhibiting bearish tendencies and only 21% bullish [1] - The average target price from analysts for Centrus Energy Corp. Class A Common Stock is $343.0, with a recent downgrade from Needham to a Buy rating and a price target of $357 [10][11] Trading Activity - Recent options history indicates 14 unusual trades, with 5 puts valued at $407,010 and 9 calls valued at $658,596 [1] - The average open interest for options stands at 221.33, with total volume reaching 457.00, focusing on a price band between $50.0 and $600.0 over the last three months [2][3] Company Overview - Centrus Energy Corp. is involved in supplying nuclear fuel and services, primarily through its Low-Enriched Uranium (LEU) and Technical Solutions segments, with most revenue generated from the LEU segment [8] - The company has a significant business presence in the U.S. and other countries, with prime revenue derived from the U.S. market [8] Current Market Status - The current trading volume for Centrus Energy Corp. Class A Common Stock is 222,532, with a price of $259.95, reflecting a slight decrease of -0.09% [13] - The stock's RSI readings indicate a neutral position between overbought and oversold [13]

Table of Contents As filed with the U.S. Securities and Exchange Commission on December 22, 2025 Registration No. 333-291796 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO.1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 TERRESTRIAL ENERGY INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) 2730 W. Tyvola Road, Suite 100 Ch ...

Table of Contents As filed with the U.S. Securities and Exchange Commission on December 22, 2025 Registration No. 333-291796 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO.1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 TERRESTRIAL ENERGY INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) 2730 W. Tyvola Road, Suite 100 Ch ...

Company Overview - NuScale Power is a start-up focused on developing small-scale modular nuclear reactors, which could revolutionize the nuclear power industry by making production cheaper, quicker, and safer compared to traditional reactors [5][6]. - The company is currently in the early stages of its business model and has not yet finalized its first sale or constructed a reactor [6]. Market Sentiment - The stock of NuScale Power has experienced a significant decline of approximately 55%, raising questions about whether this drop represents a buying opportunity or a warning sign [1]. - The volatility of NuScale Power's stock reflects the broader tendency of Wall Street to oscillate between extreme optimism and pessimism regarding investment opportunities [1][3]. Business Development - NuScale Power is generating revenue by consulting for RoPower, a Romanian utility that is considering a project involving six of NuScale's reactors [6][7]. - The potential partnership with RoPower indicates that there may be significant opportunities for growth if NuScale can successfully implement its technology [6].

Core Insights - High-rolling investors are showing bullish sentiment towards Centrus Energy Corp. Class A Common Stock (NYSE:LEU), indicating potential privileged information influencing their trading decisions [1] - The options trading activity reveals a split sentiment among major traders, with 53% bullish and 23% bearish, suggesting a mixed outlook on the stock [2] Options Activity - A total of 13 options trades were identified for Centrus Energy Corp. Class A Common Stock, with one put option valued at $36,895 and 12 call options totaling $795,450 [2] - The mean open interest for options trades today is 235.1, with a total volume of 513.00, indicating significant liquidity and interest in the stock [4] Price Projections - Major market movers are focusing on a price range between $230.0 and $640.0 for Centrus Energy Corp. Class A Common Stock over the last three months, reflecting expectations for future price movements [3] Company Overview - Centrus Energy Corp. is involved in supplying nuclear fuel and services for the nuclear power industry, primarily through its Low-Enriched Uranium (LEU) and Technical Solutions segments, with most revenue derived from the LEU segment [9] - The company has a business presence in the U.S. and other countries, with the majority of its revenue generated in the U.S. [9] Analyst Ratings - Recent analyst ratings suggest an average target price of $319.67 for Centrus Energy Corp. Class A Common Stock, with varying opinions from different analysts [10] - An analyst from UBS maintains a Neutral rating with a price target of $245, while another from Needham downgraded to Buy with a new price target of $357 [11] Current Market Performance - The current trading volume for Centrus Energy Corp. Class A Common Stock is 700,320, with the stock price up by 3.5% to $270.94 [13] - Current RSI values indicate that the stock may be approaching overbought conditions [13]

Core Viewpoint - NuScale Power's stock has experienced a significant decline, dropping over 58% in the past six months, closing at approximately $17 on December 16, 2025, despite an earlier peak of $57 in October 2025, indicating high volatility and investor skepticism [2][3]. Company Overview - NuScale Power specializes in nuclear small modular reactors and currently has a market capitalization of $4.5 billion. The stock's current price is $16.07, with a day's range between $15.94 and $16.61, and a 52-week range from $11.08 to $57.42. The company has a gross margin of 64.95% [3]. Market Dynamics - The stock has faced downward pressure due to factors such as investors reducing their stakes and ongoing analyst skepticism regarding the company's commercial viability. The uncertainty surrounding demand for its products has contributed to a more than 20% decline in the stock price over the last month [2][3]. Customer Acquisition - NuScale is actively pursuing new customers, including a potential partnership with ENTRA, but the customer deal is not yet finalized. The realization of these relationships may not be evident until 2027 or later, which adds to the uncertainty surrounding the company's revenue prospects [5]. Industry Trends - The nuclear energy sector is experiencing a resurgence, particularly driven by the energy demands of artificial intelligence (AI) data centers. This trend presents a significant growth opportunity for NuScale, especially if the company can secure customers in the near term while the stock remains below $20 [6].

Core Insights - Oklo Inc. is transforming surplus plutonium from a Cold War liability into a potential energy asset, with federal support favoring its repurposing into advanced reactor fuel to address domestic fuel shortages [1][10] - Fast-spectrum reactors are crucial as they can utilize plutonium as fuel, reducing storage needs and accelerating the deployment of next-generation nuclear power [1][2] Group 1: Company Developments - Oklo has received federal approval for early safety work on its fuel fabrication facility, allowing construction to commence and aligning fuel production with reactor development [2][10] - The company has conducted fast-spectrum plutonium criticality tests with Los Alamos National Laboratory, producing updated safety data that confirms the safe use of surplus plutonium in commercial reactors [3][10] - Oklo's shares have surged over 250% this year, significantly outperforming the industry [8] Group 2: Industry Trends - Entergy Corporation is advancing next-generation nuclear technology, having obtained a permit for a potential reactor site in Mississippi and exploring partnerships for deploying small modular reactors (SMRs) [4] - Dominion Energy is also progressing with SMR technology, signing an MOU with Amazon to study the installation of SMRs at its North Anna facility in Virginia to meet rising electricity demand from AI data centers [5]

Core Viewpoint - Oklo is developing nuclear reactors to produce clean energy, with significant investor gains as the market anticipates nuclear power's role in meeting the energy demands of artificial intelligence [1] Group 1: Company Development - Oklo is currently developing nuclear reactors at three sites: Oklo Aurora at the Idaho National Laboratory and two sites in southern Ohio [2] - The company has recently begun construction on the Aurora site, which will feature a 75-megawatt electrical (MWe), liquid metal-cooled fast reactor [2] - The operational timeline for the Aurora site has been fast-tracked by the U.S. Department of Energy, potentially accelerating its completion from the initial expectation of late 2027 or early 2028 [4] Group 2: Financial Performance - Oklo has no revenue and is trading at a market cap of approximately $13 billion [4] - The company announced a $1.5 billion capital raise, which will dilute existing shareholders [4] - An investment of $10,000 in Oklo's IPO has increased to nearly $99,000, reflecting a rise of over 730% since it began trading publicly on May 10 [5][7] Group 3: Market Comparison - In comparison, a $10,000 investment in the S&P 500 index would only be worth slightly over $13,000 over the same period, highlighting Oklo's significant outperformance [7]