Core Insights - NuScale Power is a global leader in Small Modular Reactor (SMR) technology, benefiting from increasing demand for clean and scalable energy solutions, and is the only SMR technology approved by the U.S. Nuclear Regulatory Commission (NRC) [1][3] - The company received its second NRC approval for a 77-megawatt design in Q2 2025, enhancing its competitive position and customer interest [2][10] - NuScale Power's partnership with ENTRA1 is crucial for reducing project risks and making SMR technology more accessible to various stakeholders [3][10] - The company is expanding internationally, with a project in Romania to replace a coal-fired plant with SMR technology, showcasing the versatility of its reactors [4] - Despite its advancements, NuScale Power faces competition from GE Vernova and BWX Technologies in the nuclear energy sector [5] Competitive Landscape - GE Vernova is developing 300-megawatt small modular reactors and has partnered with Samsung C&T to promote its BWRX-300 SMR in global markets [6] - BWX Technologies is enhancing its presence in the SMR market and has partnered with Kairos Power to improve commercial production of TRISO nuclear fuel [7] Financial Performance - SMR shares have increased by 198% year-to-date, significantly outperforming the Zacks Computer & Technology sector, which has appreciated by 21.6% [8][10] - The stock is trading at a trailing 12-month Price/Book ratio of 30.51X, compared to the sector's 11.15X, indicating a premium valuation [11] - The Zacks Consensus Estimate for loss in 2025 is 46 cents per share, unchanged over the past 30 days, while the company reported earnings of 42 cents per share in the same quarter last year [13]

Core Insights - NuScale Power Corporation (NYSE:SMR) reached an all-time high on Wednesday, driven by investor interest following the US Army's launch of the Janus Program for small modular reactors [1][3]. Stock Performance - During the trading session, NuScale Power's stock peaked at $56.16 before closing at $53.43, reflecting a 16.68% increase [2]. Government Initiatives - The US Army's Janus Program supports the development of nuclear reactors, aligning with President Trump's executive order from May, which may lead to opportunities for NuScale Power [3][4]. - The Department of Defense has a deadline to have a reactor operational by September 30, 2028 [4]. Investment Context - Investors are also showing interest in NuScale Power and other nuclear technology stocks, linked to JPMorgan's $1.5 trillion security and resiliency investment program [4]. - JPMorgan emphasizes the importance of diversified energy production and grid modernization for national interests and advancing artificial intelligence [5].

Core Insights - NANO Nuclear Energy Inc. is actively participating in several upcoming investor events to enhance its visibility and engagement with potential investors [1][6] Upcoming Investor Events - Spartan Capital Investor Conference is scheduled for November 3, 2025, in New York City [2] - Bank of America Clean Tech Symposium will take place on November 18-19, 2025, in New York City and virtually [3] - Benchmark's 14th Annual Discovery One-on-One Conference is set for December 4, 2025, in New York City [4] - B. Riley Securities' Convergence Conference focusing on AI, Blockchain, and Energy will also occur on December 4, 2025, in New York City [4] - Northland Capital Markets Growth Conference is planned for December 16, 2025, virtually [5] Company Overview - NANO Nuclear Energy Inc. is a technology-driven nuclear energy company aiming to be a diversified and vertically integrated entity across five business lines: portable microreactor technologies, nuclear fuel fabrication, nuclear fuel transportation, nuclear applications for space, and nuclear industry consulting services [7] - The company claims to be the first publicly listed portable nuclear microreactor company in the U.S. [7] Product Development - NANO Nuclear is developing several advanced reactor products, including the KRONOS MMR Energy System, a high-temperature gas-cooled reactor, and the portable LOKI MMR, which are designed to be modular and on-demand capable [8] - Advanced Fuel Transportation Inc., a subsidiary, aims to build a North American transportation company for HALEU fuel, targeting small modular reactors and other clients [9] - HALEU Energy Fuel Inc. is focused on developing a domestic source for HALEU fuel fabrication for NANO Nuclear's microreactors and the broader advanced nuclear industry [10] - NANO Nuclear Space Inc. is exploring commercial applications of micro nuclear reactor technology in space, particularly for cis-lunar applications [11]

Core Insights - NuScale shares increased by 15% following the U.S. Army's launch of the "Janus Program," aimed at accelerating micro nuclear reactor development [1] - The stock has risen over 375% from its year-to-date low in April [2] - The Janus Program indicates policy momentum that presents a lucrative opportunity for NuScale, which is the only company with an approved small modular reactor (SMR) design by the U.S. Nuclear Regulatory Commission [3] Company Positioning - NuScale is well-positioned to secure significant government contracts, which could enhance revenue and validate its technology for broader commercial markets [4] - The announcement from the U.S. Army is expected to boost investor confidence in SMR stocks, attracting both retail and institutional capital [4] Valuation Considerations - Despite a high price-sales (P/S) multiple of 346x, there are compelling reasons to consider NuScale for long-term investment, including its unique regulatory approval status [5] - Renewed trade tensions between the U.S. and China are increasing interest in domestic energy solutions, which may further benefit SMR shares [5] Industry Outlook - Nuclear power is seen as more reliable than renewable sources like solar and wind, strengthening the investment case for NuScale [6] - Wall Street maintains a positive outlook on NuScale, with a consensus rating of "Moderate Buy" and price targets suggesting a potential upside of 12% [7][8]

Core Viewpoint - Oklo Inc. has experienced a remarkable share price increase of nearly 700% year-to-date, significantly outperforming the S&P 500's 12% gain, driven by its involvement in Project Janus, which aims to deploy micro nuclear reactors for U.S. Army bases [1][2] Group 1: Company Overview - Oklo Inc. is focused on developing compact, transportable, and self-sustaining micro nuclear reactors, which are being considered for deployment by the U.S. Army under Project Janus [2] - The company is part of a select group of next-generation nuclear firms collaborating with military and energy agencies to advance energy independence for military installations [3] Group 2: Industry Context - Other companies in the microreactor supply chain include BWX Technologies Inc., X-Energy, Kairos Power, and Urenco USA, all contributing to reshaping U.S. defense energy strategy [4] - Recent policy changes and defense directives have favored the deployment of advanced reactors, creating a favorable environment for companies like Oklo [5] Group 3: Investment Considerations - Despite the stock surge, Oklo has not yet deployed a commercial reactor, and it faces significant licensing challenges with the Nuclear Regulatory Commission [6] - The company's current lack of revenue means its investment case relies heavily on future contracts, partnerships, and government support, making it vulnerable to regulatory delays [6] - The rapid rise in Oklo's stock price raises questions about whether it represents a genuine opportunity in military energy innovation or speculative trading [7]

Forget "hot tech"—this year's explosive winner isn't a chipmaker or an AI play. Oklo Inc. (NYSE:OKLO) has seen its shares surge nearly 700% year-to-date, outperforming the S&P 500's 12% gain. But behind the rally lies a far bolder story: a bid to build the micro nuclear reactors that could power U.S. Army bases under the Pentagon's ambitious Project Janus.Track OKLO stock here.The Mission: Power IndependenceAt its heart lies the Army's mission for energy independence. Project Janus aims to deploy commercial ...

Group 1 - The Department of Energy (DOE) is actively working to revitalize the U.S. nuclear sector through the newly formed Defense Production Act Consortium, which aims to rebuild the entire nuclear fuel cycle from uranium mining to advanced reactor deployment [1][3][4] - The consortium's first meeting gathered nuclear companies, government agencies, and supply-chain partners to identify gaps and opportunities in America's nuclear fuel infrastructure [2] - The initiative is a direct response to President Trump's executive order to reinvigorate the nuclear industrial base, allowing the DOE to establish voluntary agreements across the nuclear ecosystem [3] Group 2 - The primary goals of the consortium include reducing reliance on foreign uranium, enhancing national energy security, and accelerating the development of new nuclear reactor projects [4] - The policies under President Trump's administration are expected to significantly reshape the landscape of American energy generation and are already influencing stock movements in the nuclear sector [5] Group 3 - Companies like Oklo, NuScale Power, and Nano Nuclear Energy are experiencing stock price increases due to strategic partnerships and favorable government policies stemming from the DOE's support [6] - The VanEck Uranium and Nuclear ETF has seen a year-to-date increase of over 90%, reflecting strong demand expectations for domestic uranium as the consortium initiative progresses [6]

Core Viewpoint - NuScale Power's stock experienced a significant surge of 22.6% in early trading, continuing to hold a gain of about 10% later in the day, driven by a major announcement from the U.S. Department of Army regarding a new nuclear power program [1][3]. Group 1: U.S. Army's Nuclear Program - The U.S. Army has launched the Janus Program, aimed at deploying small nuclear microreactors at military bases worldwide to provide reliable power [3]. - Army Secretary Dan Driscoll and Energy Secretary Chris Wright announced the program at the Association of the U.S. Army conference, emphasizing the importance of nuclear energy for defense operations [3][4]. - The program will involve partnerships with the Defense Innovation Unit and the Department of Energy to develop and test these small nuclear reactors [5]. Group 2: Implications for NuScale Power - NuScale Power is positioned to benefit from the Janus Program as it specializes in small modular reactors (SMRs) that are scalable and suitable for compact and remote installations [6]. - The company's SMR technology is the first to receive design approvals from the U.S. Nuclear Regulatory Commission, aligning with the Army's requirements for reliable power generation [6]. - There is speculation about a potential partnership between the U.S. government and NuScale Power, although no definitive agreements have been made at this time [7].

NuScale Power Corp (NASDAQ: SMR) rallied more than 20% today after the US Army launched a new initiative aimed at deploying micro nuclear reactors. Dubbed the "Janus Program†– this new initiative is ... ...

Group 1 - Constellation Energy's stock is experiencing a rise due to positive news about a new project and a bullish analyst opinion, with shares up 2.9% as of 12:09 a.m. ET [1] - Analyst Sophie Karp from KeyBanc has raised the price target for Constellation stock from $357 to $417, predicting growth driven by the increasing value of data and the company's support for data center infrastructure [3] - The current closing price of Constellation stock is $389.56, which implies a potential upside of 7% based on Karp's new price target [4] Group 2 - Constellation Energy operates the largest nuclear fleet in the U.S. and is gaining attention from investors in the nuclear energy sector, particularly after announcing plans to restart the Three Mile Island nuclear power plant to support Microsoft's data center operations [4] - The company is viewed as a lower-risk investment in the nuclear energy space compared to newer entrants, consistently generating profits and appealing to conservative investors [5][7] - Despite the positive outlook from analysts, Constellation Energy is not included in a list of the top 10 stocks recommended by The Motley Fool Stock Advisor, which suggests that there may be other investment opportunities with potentially higher returns [8]