Tepco will receive approval from a local Japanese governor on Friday to restart the country’s biggest nuclear power plant, according to documents seen by Bloomberg https://t.co/WccIMeThQA ...

Core Insights - NuScale Power is developing small modular reactors (SMRs) that are smaller, quicker to construct, and suitable for remote locations, making them a unique offering in the U.S. nuclear energy market [1] - The stock of NuScale Power surged 200% in 2025 due to supportive policies from the Trump administration and the U.S. Army's Janus program announcement, indicating strong investor interest [2] - As of November 13, 2025, NuScale Power shares were priced at $23.15, reflecting a 7.33% decline over the past year, underperforming the S&P 500 by 19.9 percentage points [3] Investment Activity - Samsung C&T Corp increased its holdings in NuScale Power by 2,578,702 shares in Q3 2025, raising the total stake to 5,185,804 shares valued at approximately $186.69 million [4] - Institutional investors like Samsung C&T are capitalizing on the nuclear energy boom driven by rising demand for clean energy from sectors such as AI data centers and semiconductor manufacturing [5] Market Potential - NuScale Power's commercialization partner, ENTRA1 Energy, is securing significant contracts, highlighting the growth potential for NuScale Power [6] - Despite the potential, NuScale Power has yet to bring its SMR technology to market and generate revenue, indicating possible stock volatility [6]

Industry Overview - The artificial intelligence (AI) sector, bolstered by the growth of cloud computing and data centers, is experiencing a robust demand scenario, with a significant surge in data center capacity needed to manage and store cloud-based data [1] - AI infrastructure capital expenditure (capex) is projected to exceed $1 trillion by 2028 according to Goldman Sachs and Bank of America, while JP Morgan and Citigroup forecast a cumulative total of $5 trillion by 2030. McKinsey & Co. estimates that global AI-powered data center infrastructure capex will reach around $7 trillion by 2030 [2] Company Recommendations - Investors are advised to buy and hold five non-technology U.S. companies that are expected to benefit from the AI-driven data center boom in 2026. These companies have shown significant stock performance in 2025 [3] - The recommended companies include Comfort Systems USA Inc. (FIX), Vertiv Holdings Co. (VRT), Mirion Technologies Inc. (MIR), BWX Technologies Inc. (BWXT), and EMCOR Group Inc. (EME), all of which currently hold a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [4] Company Insights Comfort Systems USA Inc. (FIX) - FIX operates primarily in the HVAC markets and is experiencing increased demand for specialized HVAC solutions due to the data center boom driven by AI and cloud computing [7][8] - The company is expanding its data center construction work, which is becoming a significant growth driver and attracting M&A activity [10] - Expected revenue and earnings growth rates for FIX are 14.7% and 16.4%, respectively, for the next year, with a 20.1% improvement in the Zacks Consensus Estimate for next year's earnings over the last 30 days [11] Vertiv Holdings Co. (VRT) - VRT is a leading provider of critical digital infrastructure for data centers and is benefiting from strong market demand and an extensive product portfolio [12][13] - The company is strategically expanding its capacity to meet the growing demand for AI-enabled solutions and has made acquisitions to enhance its service capabilities [13][14] - Expected revenue and earnings growth rates for VRT are 20.7% and 26.3%, respectively, for the next year, with a 6.8% improvement in the Zacks Consensus Estimate for next year's earnings over the last 30 days [15] Mirion Technologies Inc. (MIR) - MIR provides radiation detection and monitoring products and is focused on expanding its reach in the nuclear energy sector [16] - The company is integrating digital technologies into its radiation safety solutions and has recently partnered with Westinghouse Electric Company [17] - Expected revenue and earnings growth rates for MIR are 24.7% and 26.5%, respectively, for the next year, with a 1.6% improvement in the Zacks Consensus Estimate for next year's earnings over the last 30 days [18] BWX Technologies Inc. (BWXT) - BWXT manufactures nuclear components and is benefiting from strong bookings and government contracts, particularly in the nuclear sector [19][20] - The company's total backlog reached $7.4 billion, up 119% year over year, driven by robust federal demand and a growing pipeline [21] - Expected revenue and earnings growth rates for BWXT are 14.5% and 9.9%, respectively, for the next year, with a 0.2% improvement in the Zacks Consensus Estimate for next year's earnings over the last seven days [24] EMCOR Group Inc. (EME) - EME is a leading provider of critical infrastructure to AI-powered data centers, focusing on electrical infrastructure and cooling systems [25] - The company is gaining traction in the data center construction market, which is contributing to its expanding performance obligations [26][27] - Expected revenue and earnings growth rates for EME are 5.9% and 8.6%, respectively, for the next year, with a 1.2% improvement in the Zacks Consensus Estimate for next year's earnings over the last 30 days [28]

Core Viewpoint - Terra Innovatum Global N.V. and Uvation Inc. have signed a Letter of Intent to initiate a 1 MWe pilot program for a micro-modular nuclear reactor, with an option to expand to 100 MWe to support Uvation's growing AI and data center infrastructure needs [1][4][5]. Company Overview - Terra Innovatum is focused on making nuclear power accessible through scalable and safe micro-reactor solutions, aiming to address global energy shortages [7][8]. - The SOLO Micro-Modular Reactor (SMR) is designed to provide efficient, environmentally conscious energy, with a market-ready solution expected to be available globally within three years [9][10]. Industry Context - The demand for AI infrastructure is rapidly increasing, particularly in the U.S., with forecasts indicating that some off-takers expect demand to exceed 1 GW [5]. - The integration of the SOLO reactor is seen as a critical step to secure reliable, behind-the-meter energy sources, which is essential for scaling AI and data center operations [5][6]. Technological Advantages - The SOLO reactor offers a CO₂-free, stable energy source that enhances cybersecurity and ensures continuity during maintenance or power shortages, making it suitable for high-performance modular data centers [4][5]. - Its modular design allows for easy scaling to deliver up to 1 GW or more of power, making it a viable alternative to fossil fuel-based thermal plants [10].

Core Insights - Oklo's stock has experienced significant volatility, rising from under $20 in April to nearly $175 by mid-October, before settling around $100 after a sell-off [1] Company Overview - Oklo is currently in the pre-revenue phase and has not yet begun commercial operations, making it a highly speculative investment [2][6] - The company is focused on developing a prototype for its small modular reactor (SMR), specifically the Aurora Powerhouse, which will utilize a sodium-cooled fast reactor [3][6] Technology and Future Plans - Oklo aims to co-locate AI data centers with its Aurora Powerhouses, leveraging the same cooling system to reduce energy costs and environmental impact [4] - The prototype is expected to take at least a year to achieve criticality, with real-world performance assessments likely not available until late 2027 [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] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers consume energy equivalent to that of small cities, leading to a strain on global power grids and rising electricity prices [2][3] - The company in focus is positioned to capitalize on the surge in demand for electricity driven by AI, making it a potentially lucrative investment opportunity [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, benefiting from tariffs and the onshoring trend in the U.S. [5][6] - It possesses significant nuclear energy infrastructure assets, which are crucial for America's future power strategy [7] - The company is noted for its ability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7][8] Financial Position - The company is completely debt-free and has 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 [9][10] Market 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, indicating a strong potential for upside without the inflated valuations seen in other sectors [10][11] Future Outlook - The ongoing AI infrastructure supercycle, combined with the onshoring boom and increased U.S. LNG exports, positions this company favorably for future growth [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure in supporting this growth [12][13]

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] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, but there is a critical question regarding the energy supply needed to support this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment [3][8] Energy Infrastructure - The company owns significant nuclear energy infrastructure, which is crucial for America's future power strategy [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being debt-free and having a substantial cash reserve, which is approximately one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, indicating a potentially undervalued investment opportunity [10] Market Trends - The company is well-positioned to capitalize on the onshoring trend driven by tariffs, as well as the increasing U.S. LNG exports under the current administration [5][14] - There is a growing recognition on Wall Street of the company's strategic importance in the AI and energy sectors [8] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The potential for significant returns is highlighted, with projections suggesting over 100% upside within the next 12 to 24 months [15]

Core Insights - Centrus Energy Corp. (NYSEAMERICAN:LEU) experienced a significant share price decline of 10.69% from November 11 to November 18, 2025, ranking among the energy stocks that lost the most during that week [1] Financial Performance - The company reported lower-than-expected third-quarter results on November 5, with earnings of $0.19 per share missing estimates by $0.17 and revenue of $74.9 million falling short by $5.52 million [3] - Centrus Energy announced an at-the-market equity offering sales agreement to raise $1 billion, intended for general working capital and corporate purposes [3] Analyst Ratings and Price Targets - Following the Q3 report, JPMorgan analyst Bill Peterson reduced the price target for Centrus Energy from $275 to $245 while maintaining a 'Neutral' rating [4] - Evercore ISI also lowered its price target from $452 to $390 but kept an 'Outperform' rating on the shares [4] Market Conditions - The company has faced additional pressure due to a recent decline in uranium prices, attributed to an improved supply outlook that outweighs speculative bets on nuclear power [4] Stock Performance Overview - Despite the recent decline, Centrus Energy's share price has increased by over 232% since the beginning of 2025 [5]

Core Insights - Constellation Energy (CEG) shares surged after the announcement of a federal loan of up to $1 billion to restart a nuclear reactor at Pennsylvania's Three Mile Island [1][5] - The stock price increased over 5% recently, contributing to a year-to-date gain of nearly 60% [2] - The demand for nuclear energy is rising due to the needs of AI data centers, with tech companies like Microsoft securing long-term nuclear energy supplies [3] Company Developments - CEO Joe Dominguez highlighted the government's swift decision on the loan as a significant step towards adding reliable nuclear power to the grid [2] - Constellation has a 20-year agreement with Microsoft to supply electricity for its AI data centers, indicating a strategic partnership [3] - The loan will be utilized to bring back Unit 1 of Three Mile Island, which has been inactive for five years [4] Industry Context - The nuclear energy sector is experiencing a boost from increased demand driven by AI technology and supportive federal policies [3] - Other nuclear energy companies, such as Vistra (VST) and Oklo (OKLO), have also seen significant stock price increases, with Vistra up about 30% and Oklo shares nearly quintupling in value [2]

Government Initiatives - The US government intends to procure up to 10 large nuclear reactors [1] Investment and Funding - Japan is potentially offering a $550 billion investment fund to finance these nuclear reactor projects [1]