Key Takeaways NuScale Power and ENTRA1 plan up to 6GW, or 72 modules, with the first 12-module plant eyed for 2030.SMR sees demand from data centers and AI, while teaming with Oak Ridge on AI-driven fuel optimization.The 6GW plan lacks binding PPAs, and licensing or supply chain delays could derail timelines.NuScale Power (SMR) is planning a large nuclear deployment with its partner ENTRA1 Energy. This plan could reach up to 6 gigawatts (GW) of power capacity, equal to about 72 NuScale Power Modules, spread ...

Performance in 2025 was driven by the ability to scale operations amid robust demand across all nuclear end markets, resulting in 18% revenue growth and a 50% increase in total backlog to $7.3 billion. The Government Operations segment secured critical new pricing agreements for naval propulsion and initiated major defense uranium enrichment and high-purity depleted uranium (HPDU) programs. Commercial growth was accelerated by the strategic acquisitions of AOT and Kinectrics, which enabled the company ...

S&P 500 Nuclear Leader Constellation Energy Tops Earnings; Will Shares Continue To Rally From Lows?| Investor's Business DailyBREAKING: [Nuclear Stock Flashes Buy Signal On Strong Earnings, Outlook]--- S&P 500 nuclear component Constellation Energy ([CEG]) on Tuesday reported better-than-expected fourth- quarter profit and revenue but did not announce guidance for 2026. CEG shares angled higher before the stock market open on Tuesday and have been rallying since hitting recent lows.Constellation Energy repo ...

The MIT Technology Review reports that data centers already consume 4.4% of all the electricity generated in the U.S. and that artificial intelligence (AI) will require as much electricity as 22% of all American households combined by 2028. To solve that power crunch on the horizon, the United States has been focusing on nuclear power. The Department of Energy has set a goal to triple American nuclear energy production by the middle of the century. And all those nuclear reactors both operating and plann ...

New York, New York--(Newsfile Corp. - February 24, 2026) - NANO Nuclear Energy Inc. (NASDAQ: NNE) ("NANO Nuclear" or "the Company"), a leading advanced nuclear micro modular reactor (MMR) and technology company focused on developing clean energy solutions, today announced that it has signed a Memorandum of Understanding (MOU) with EHC Investment L.L.C (EHC), a diversified United Arab Emirates (UAE) investment holding company based in Abu Dhabi, to explore a joint venture aimed at deploying micro modular re ...

New York, New York--(Newsfile Corp. - February 24, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI), certain of the Company's senior executives and directors, and underwriters of Fermi's Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://w ...

Core Insights - The increasing power needs of artificial intelligence (AI) present an opportunity for companies developing small modular reactor (SMR) technology, as the International Energy Agency (IEA) predicts AI's electricity consumption will double in the coming years [1]. Company Overview - SMRs operate similarly to full-sized nuclear power plants but on a smaller scale, making them suitable for powering AI data centers due to their reduced space and resource requirements [2]. Company Analysis: Oklo - Oklo's Aurora SMR utilizes liquid sodium metal as a coolant, allowing it to produce 90% less nuclear waste compared to traditional water-cooled reactors [5][6]. - Despite its innovative technology and a government contract for an Aurora reactor at Eielson Air Force Base, Oklo currently generates no revenue and is not expected to do so until 2027 or 2028 [7]. - Oklo's market capitalization is $10 billion, with a current stock price of $63.24, but it is considered highly speculative due to its lack of revenue generation [9]. Company Analysis: NuScale - NuScale's SMR is a miniaturized conventional water-cooled reactor that can be factory-assembled and deployed, and it has been selected to support the Tennessee Valley Authority in deploying 6 gigawatts of SMR capacity [10]. - In Q3 2025, NuScale reported $8.2 million in revenue, primarily from its collaboration with Fluor on Romania's RoPower Doicești plant, which contributed $7.8 million [11]. - NuScale has a market capitalization of $3.8 billion, a current stock price of $12.61, and holds $753.8 million in cash and equivalents, indicating a stronger financial position compared to Oklo [13][14].

BWX Technologies (NYSE:BWXT) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Company ParticipantsChase Jacobson - Vice President of Investor RelationsJed Dorsheimer - Managing Director and the Group Head of Energy and Power TechnologiesMichael Ciarmoli - Managing DirectorMike Fitzgerald - CFORex Geveden - CEOScott Deuschle - Equity Research DirectorConference Call ParticipantsJeff Grampp - Managing Director and Senior Research AnalystJeffrey Campbell - Senior Equity Research AnalystMatt Akers - Senior E ...

© 2026 BWX Technologies. Inc. All Rights Reserved. The products and services described herein are provided by subsidiaries of BWX Technologies, Inc. Our Purpose: We employ nuclear technology to solve some of the world's most important problems Our Mission: We provide safe and effective nuclear solutions for global security, clean energy, environmental remediation, nuclear medicine, and space exploration Commitment to innovation, operational excellence, a strong safety record, and a focus on ensuring the hig ...

France Nuclear Pivot Serves as Catalyst for NUKZFrance has fundamentally shifted its energy strategy, providing a significant tailwind for the nuclear sector.In a reversal of previous policy that aimed to shut down 14 reactors, the French government — via state-owned and dominant power producer EDF — [announced] it will instead extend the lives of its existing fleet and construct at least six new EPR2 reactors.This nuclear renaissance is backed by substantial capital. [Recent reports] indicate that EDF has ...