Washington, DC, Feb. 21, 2026 (GLOBE NEWSWIRE) -- ThinkCareBelieve announces a New Report on 57th week of the Trump Administration's Second Term.  The article can be accessed in full at:  https://thinkcarebelieve.blog/2026/02/21/week-57-of-the-trump-2-0-administration/ President Trump making bold moves in the 57th week of his second term.  Setting a global 10% sweeping tariff following the SCOTUS ruling against his use of IEEPA tariffs, he has set a course to correct and overcome any setback before they ha ...

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock drop linked to potential violations of federal securities laws [1][3]. Company Overview - 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 is Project Matador, designed to provide dedicated power for AI workloads [4]. 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]. Stock Performance - Following the announcement of the First Tenant's termination of the Advance in Aid of 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].

Industry Overview - Nuclear power is experiencing a resurgence globally, driven by increasing power demands from artificial intelligence and a shift towards green energy, prompting significant investments in nuclear capacity [1] - The demand for uranium has surged, with its spot price increasing by 32% over the past year, contrasting with declines in other energy resources [2] Company Profile - Cameco is the second largest uranium producer globally, responsible for 15% of the world's uranium production in 2025, and operates high-grade uranium mines such as Cigar Lake and MacArthur River/Key Lake [4] - The company also has a 49% stake in Westinghouse, which produces advanced nuclear reactors and is developing a small modular reactor [5] Strategic Positioning - Cameco is well-positioned to support the U.S. Department of Energy's goal to triple nuclear energy generation by 2050, benefiting from favorable tax rates on Canadian uranium [6] - The U.S. has entered an $80 billion deal with Cameco and Brookfield Asset Management for the purchase of new AP 1000 reactors [6] Global Expansion - Several countries, including China, Poland, Bulgaria, Ukraine, and India, are investing in AP 1000 reactors, indicating a strong international demand for nuclear technology [7] Financial Performance - In the most recent quarter, Cameco exceeded earnings expectations by 13.6%, recovering from a previous miss [8] - Revenues for 2025 increased by 11% to $3.48 billion, with diluted earnings per share rising by 246% to $1.35, and cash reserves growing to $1.2 billion against total debt of $1 billion [9] - The company raised its dividend by 50% compared to 2024, although the yield remains low at 0.15% [9]

Company Overview - NuScale Power is a nuclear technology company focused on small modular reactors (SMRs) and is the only U.S. company with SMR design approval from the Nuclear Regulatory Commission (NRC) [2] - The company is currently facing challenges, with shares priced around $14 and no firm sales despite agreements to deploy technology for the Tennessee Valley Authority (TVA) and a Romanian power plant project [4] Financial Performance - NuScale has a market capitalization of $4.1 billion and is currently operating at a loss, with a gross margin of 64.95% [5][6] - The company has trailing-12-month revenue of approximately $64 million, resulting in a high price-to-sales ratio of about 68 times [10] Market Opportunity - There is a significant opportunity for NuScale as demand for power from data centers could increase by up to 175% by 2030, according to Goldman Sachs [8] - The aging U.S. power grid, built mainly after World War II, requires new energy solutions to meet the increasing energy demand, which NuScale's factory-assembled reactors could help address [9] Investment Considerations - Despite the potential for long-term rewards, investors should be cautious of the near-term volatility, as profitability may not be achieved for several years [6][10]

Core Insights - Oklo Inc. (OKLO) presents long-term potential in advanced nuclear technology, but faces significant near-term challenges, reflected in a Zacks Rank 4 (Sell) indicating weak momentum for the next one to three months [1][2] Near-Term Challenges - The near-term visibility for OKLO is weak, with the first meaningful commercial revenue dependent on future project execution and approvals [2] - The Aurora-INL facility cannot sell power to the grid under its current Department of Energy authorization, limiting near-term revenue opportunities until late 2027 or 2028 [4] - Isotope revenue from Atomic Alchemy is expected in early 2026 but is projected to be modest and insufficient to materially impact results [4] Financial Metrics - OKLO is trading at approximately 8.73X trailing 12-month price-to-book, significantly higher than the Zacks sub-industry average of 4.12X, sector average of 2.04X, and S&P 500 average of 7.5X [6] - The price target of $57 over the next 6 to 12 months suggests a lower valuation multiple of about 7.35X trailing book value, indicating a potential decline from current trading levels [7] Balance Sheet Strength - As of the end of the third quarter of fiscal 2025, OKLO holds around $1.2 billion in cash and marketable securities, which supports its ability to prepay vendors and secure commitments for long-lead equipment [9] - This cash position provides flexibility to manage inflation and supply chain risks while construction activity ramps up, with full site preparation expected by early 2026 [11] Risks and Dependencies - Near-term outcomes are contingent on milestones from the Department of Energy, U.S. Nuclear Regulatory Commission, and construction execution, with any delays potentially pushing initial operations beyond the late-2027 to early-2028 target [12] - Fuel supply remains a pressure point, with uncertainties around HALEU pricing and availability impacting project economics and financing [13] Investor Considerations - Progress on regulatory actions, site work milestones, and clarity on fuel availability and pricing would improve the near-term investment thesis [14] - Synchronization of approvals, procurement, and construction is crucial for maintaining confidence in the projected timeline for initial operations [15]

Group 1 - Centrus Energy Corp. (NYSE:LEU) experienced a share price decline of 1.66% from February 11 to February 18, 2026, ranking among the energy stocks that lost the most during that week [1] - Citi lowered its price target for Centrus Energy from $292 to $225 on February 18, while maintaining a 'Neutral' rating, indicating an upside potential of nearly 8% from current levels [2] - Northland also reduced its target for Centrus Energy from $325 to $285 on February 12, but kept an 'Outperform' rating, suggesting that the recent share price pullback presents a buying opportunity despite Q4 results and 2026 guidance falling below estimates [3] Group 2 - Centrus Energy reported Q4 2025 results on February 10, with an EPS of $0.79, missing expectations by $0.84, and revenue of $146.2 million, which was $0.88 million below consensus [4] - The company is targeting revenue between $425 million and $475 million for FY 2026, with a planned capital expenditure of $350 million to $500 million [4]

Core Viewpoint - NuScale Power Corporation's share price experienced an 8.80% decline from February 11 to February 18, 2026, marking it as one of the energy stocks that lost the most during that week [1]. Company Overview - NuScale Power Corporation specializes in small modular reactor technology solutions, with its flagship product being the NuScale Power Module, a 12-module plant capable of generating up to 924 MWe of carbon-free energy [2]. Recent Developments - On February 11, 2026, TD Cowen analyst Marc Bianchi downgraded NuScale's stock from 'Buy' to 'Hold' due to concerns regarding potential delays in the company's first small modular reactor project in Romania, which may now be postponed to 2034 [3]. - On February 13, 2026, Romanian nuclear operator Nuclearelectrica approved the Final Investment Decision (FID) for the small modular reactor project in collaboration with NuScale. However, commercial operations are not expected to commence until July 2033, with plant completion projected for December 2034. This project has been in planning since 2021 and was initially aimed for a 2030 start. TD Cowen highlighted concerns over the extended timelines and noted that new agreement conditions have shifted some project risks to NuScale [4].

Key Takeaways Oklo plans to own and run Aurora plants, monetizing power via long-term agreements.OKLO targets first commercial sales in late 2027 to early 2028 pending NRC approval.Isotope revenue may start in 2026, but cash burn of $65M-$80M guides near-term profile.Oklo Inc. (OKLO) is not trying to win by selling reactor blueprints. The company is building a utility-like model around small nuclear plants it expects to own and operate, with revenue tied to delivering energy to customers over time.That dist ...

Key Takeaways OKLO is pursuing a combined NRC license to cover both construction and operations.OKLO's Part 52 pathway allows reuse of safety and design documents for future sites.OKLO's Aurora-INL application is under review, building regulatory momentum.Regulatory execution is becoming one of the biggest deciding factors in bringing advanced nuclear technologies to market. In this industry, licensing timelines often determine whether projects move forward or face delays. For Oklo Inc. (OKLO) , steady prog ...

Nano Nuclear Energy Inc. is an early-stage microreactor technology company focused on advancing next-generation nuclear power solutions. With a lean team and a portfolio of proprietary reactor designs, the company seeks to address emerging demand for portable and decentralized nuclear energy. Its integrated approach, spanning reactor development and nuclear fuel fabrication, positions it to serve a broad range of institutional and industrial customers in the evolving nuclear sector.What market conditions ex ...