Starting the last week of trading in February on an inauspicious note, NuScale Power (NYSE: SMR) stock is tumbling lower today. With Barclays expressing a more bearish stance on shares of the advanced nuclear reactor designer, investors seem less inclined to maintain their positions. As of 2:15 p.m. ET, shares of NuScale Power are down 8.1%, paring back an earlier loss of 9.9%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indisp ...

Key Takeaways OKLO inked a deal with Meta to develop a 1.2-GW nuclear campus in Ohio for AI data centers.The phased Aurora build targets first power around 2030, expanding to full capacity by 2034.Prepayment support aids early funding, but revenue likely waits until 2027-2028 approvals.Oklo Inc. (OKLO) has put a big marker down in the fast-growing “AI power” conversation with a landmark agreement tied to Meta Platforms’ (META) expanding data center footprint. The catch is that the story remains long-dated, ...

Core Insights - The nuclear renaissance presents significant investment opportunities in advanced electricity production technologies, particularly through companies like Westinghouse and Oklo [1] Westinghouse - Westinghouse, partially owned by Cameco Corporation (CCJ), is a major reactor developer with three designs: AP1000, AP300, and eVinci [1] - The AP1000 is a large, pressurized light water reactor with over 1,000 megawatts capacity, featuring Gen III+ technology and passive safety systems [1] - Construction of AP1000 reactors has faced challenges, including delays and cost overruns, but two units at the Vogtle site were completed, while two others at VC Summer were abandoned mid-construction [1] - The AP300 is a smaller version of the AP1000, with a capacity of about 300 megawatts, designed for smaller electrical grids [1] - The eVinci microreactor, with a capacity of 5 megawatts, utilizes Gen IV technology and advanced fuel materials, targeting unique applications like remote mining operations [1] - Westinghouse also has a significant presence in the nuclear fuel chain and is a major uranium producer through Cameco's projects in Canada [1] Oklo - Oklo has three distinct reactor designs, including the Aurora sodium reactor, which operates with liquid sodium for improved heat transfer and passive cooling, with a capacity of 75 megawatts [1] - The second design, developed by Atomic Alchemy, is similar to research reactors and focuses on producing isotopes for medical and defense applications rather than electricity generation [1] - The Pluto reactor, which uses plutonium fuel, is designed to complement Oklo's nuclear fuel recycling technology, although specific details on its capacity are limited [1] - Oklo is also developing in-house fuel fabrication capabilities for liquid metal cooling reactors [1] Investment Index - Both Westinghouse and Oklo are constituents of the VettaFi Nuclear Renaissance Index (NUKZX), which tracks companies involved in the nuclear sector [2]

Agreement between QLE’s South African subsidiary and Necsa related to the siting, design, construction, commission and operation of an enrichment facility on the Necsa site in Pelindaba, with QLE’s objective to achieve market readiness for production of nuclear fuel The collaboration leverages QLE’s in-licensed and proprietary enrichment technology and Necsa’s globally-recognized production facilities DALLAS, Feb. 23, 2026 (GLOBE NEWSWIRE) -- ASP Isotopes Inc. (NASDAQ: ASPI) (“ASPI”) today announced that on ...

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drop attributed to potential violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, and Sections 11 and 15 of the Securities Act of 1933 [3]. - Investors have until March 6, 2026, to request to lead the case in the U.S. District Court for the Southern District of New York [3]. Group 2: Company Background - Fermi Inc. is an energy and AI infrastructure company aiming to build large-scale nuclear reactors to support grid-independent data centers for AI companies [4]. - The company's flagship project, Project Matador, is designed to provide dedicated power for AI workloads [4]. Group 3: IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Group 4: Stock Price Impact - Following the announcement of the First Tenant's termination of the construction agreement on December 11, 2025, Fermi's stock dropped by $5.16, or over 33%, from $15.25 to $10.09 per share [7].

Core Insights - Oklo and NuScale Power are two innovative companies in the nuclear technology sector, each with unique offerings and market positions [1] Company Overview - Oklo is developing a micro reactor capable of providing clean energy for over a decade without refueling, utilizing both recycled and advanced nuclear fuel for cost efficiency [1] - NuScale Power offers small modular reactors (SMRs) that can be factory-assembled and deployed as needed, having received NRC design certification for one of its reactor designs [4][6] Market Position - Oklo has a market capitalization of $10 billion, while NuScale's market cap is approximately $3.8 billion, indicating a significant valuation difference [2][8] - Oklo's reactors produce about 15 megawatts of electricity, with larger units available, while NuScale's modules generate 50MW or 77MW each, suggesting Oklo's design may appeal to customers needing smaller, continuous power solutions [9] Financial Performance - NuScale has begun generating revenue but is experiencing cash burn and heavy losses, while Oklo currently lacks sales but is diversifying its business through acquisitions [4][6][10] - Oklo's acquisition of Atomic Alchemy allows it to expand into radioisotopes, providing potential near-term revenue [10] Regulatory and Operational Status - NuScale has secured regulatory approval, giving it a first-mover advantage, whereas Oklo is still progressing through the NRC's licensing process, targeting 2027 for commercial operations [4][10]

BWX Technologies, Inc. (NYSE:BWXT) is among the 11 best military technology stocks to buy right now. Earlier this month, the company provided an update on its role in delivering on the goals of the executive orders issued by the Trump administration in May last year to strengthen the nuclear energy industry. BWX Technologies, Inc. (BWXT) Making Progress on Goals of Executive Order to Strengthen Nuclear Energy Industry The company said it was forging ahead on the production of TRISO nuclear fuel compacts ...

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drops linked to potential violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of New York, titled Lupia v. Fermi Inc., et al., No. 1:26-cv-00050 [3]. - Investors have until March 6, 2026, to request to lead the case, asserting securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, and Sections 11 and 15 of the Securities Act of 1933 [3]. Group 2: Company Background - Fermi Inc. is an energy and AI infrastructure company aiming to build large-scale nuclear reactors to support grid-independent data centers for AI companies [4]. - The company's flagship project, Project Matador, is designed to provide dedicated power for AI workloads [4]. Group 3: IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Group 4: Stock Price Impact - On December 12, 2025, Fermi's stock dropped by $5.16 per share, over 33%, following the termination of the Advance in Aid of Construction Agreement by the First Tenant [7].

Core Viewpoint - A class action lawsuit has been filed against NuScale Power Corporation and certain senior executives for securities fraud following a significant stock drop due to potential violations of federal securities laws [1][3]. Company Overview - NuScale Power Corporation is a nuclear technology company known for its NuScale Power Module (NPM), a small modular nuclear reactor designed for energy generation within larger power plants [4]. Allegations and Background - The lawsuit claims that NuScale misrepresented its partnership with ENTRA1 Energy LLC, asserting that ENTRA1 had extensive capabilities and experience in developing power plants, which was allegedly false [5][6]. - ENTRA1 is described as having no significant experience in building nuclear power projects and primarily supporting the activities of its principal, Wadie Habboush [6]. Financial Impact - On November 6, 2025, NuScale reported a dramatic increase in general and administrative expenses from $17 million in the previous year to $519 million in Q3 2025, largely due to a $495 million payment to ENTRA1 [7]. - Following the disclosure of ENTRA1's lack of experience, NuScale's stock price fell by $4.03 per share, a decline of over 12.4%, from $32.46 to $28.43 between November 6 and November 10, 2025 [7].

Group 1: Global Financial Landscape - The U.S. Dollar's share of global reserves has fallen to 56.9%, the lowest level since 1994, indicating a shift towards gold and non-traditional currencies by central banks [2][10] - Corporate giants, including Costco, Revlon, and Bumble Bee Foods, are leading a coalition of over 1,000 companies suing the federal government for approximately $175 billion in tariff refunds following a Supreme Court ruling against unauthorized trade duties [3][10] Group 2: Domestic Developments - The Department of Homeland Security has suspended TSA PreCheck and Global Entry programs due to a funding lapse, redirecting personnel to primary security roles amid a legislative standoff [4][10] Group 3: Technology Sector - The job market is experiencing a "Tinderization" effect, where AI-generated resumes are overwhelming HR departments, leading to qualified candidates being overlooked due to automated screening processes [5][10] Group 4: Geopolitical and Energy Developments - Japan has restarted the Kashiwazaki-Kariwa nuclear facility, marking the end of its post-Fukushima hiatus and aiming for 100% energy self-sufficiency and a tripling of nuclear capacity by 2040 [8][10] - Safran is advancing a significant offer to provide India with 100% technology transfer for fighter jet engines, positioning itself as a key partner in India's fifth-generation AMCA project [9]