Core Viewpoint - Hyundai E&C is enhancing its role in the U.S. nuclear sector by hosting a seminar focused on large-scale nuclear power plant construction, aiming to strengthen local partnerships and understanding of nuclear projects [1] Group 1: Seminar Details - The "Large-Scale Nuclear Technology Seminar" took place on February 10, 2026, in Dallas, Texas, featuring specialized sessions on nuclear power plant construction [1] - Topics covered included nuclear construction standards, mechanical installation disciplines, modular construction concepts, specialized nuclear construction works, and workforce development [1] - Approximately 100 companies attended, including Texas-based construction firms and key stakeholders from the U.S. nuclear power and construction industries [1] Group 2: Partnerships and Industry Response - Hyundai E&C has signed partnership agreements with top-ranked ENR contractors in the U.S. over the past year to enhance local collaboration [1] - Mesut Uzman, CEO of Fermi Nuclear LLC, emphasized the importance of building power infrastructure quickly to support AI and industrial growth, highlighting Hyundai E&C's capabilities [1] - The seminar aimed to address challenges in the domestic nuclear workforce and supply chain, enhancing industry-wide understanding and securing cooperative relationships [1]

Core Viewpoint - Oklo is positioned at the intersection of significant trends in nuclear power and technology, particularly in small modular reactors (SMRs) and their potential to address power challenges posed by artificial intelligence (AI) [1] Group 1: Company Overview - Oklo is developing liquid-metal reactors that utilize sodium as a coolant, which can operate at higher temperatures and lower pressures than traditional water-cooled reactors, although sodium is more corrosive [1] - The company is working on a nuclear fuel plant in Oak Ridge, Tennessee, with an investment of up to $1.68 billion, and has partnered with the Air Force to deploy a small liquid-cooled reactor at Eielson Air Force Base in Alaska [2] Group 2: Financial Performance - Oklo currently generates no revenue and relies entirely on investor funding and credit lines, which raises concerns about its financial sustainability [3] - In Q3 2025, Oklo reported a net loss of $29.7 million and increased its total debt to $1.9 million, despite a significant cash position growth of 346.7% to $410 million [4] - The company's free cash flow for the quarter fell by 188.8% to negative $23 million, indicating ongoing financial challenges [4] Group 3: Competitive Landscape - Other companies in the SMR sector, such as BWX Technologies, Rolls-Royce, and NuScale, are generating revenue through various means, contrasting with Oklo's current lack of income [6]

广西核电施工管理团队于2025年5月15日启动钢制安全壳底封头拼装工作，联合参建单位梳理先决条件清单，优化施工逻辑，克服拼装逻辑复杂、尺寸 大、精度要求高等挑战，顺利完成64块钢板的逐层组对与焊接。2026年2月5日，钢制安全壳底封头完成场内运输，并抵达1号机组重件道路停放点；2月6日8 时37分正式启动吊装作业，整个吊装过程历时3小时，全程可控、平稳有序，模块一次成功就位。 此次钢制安全壳底封头的顺利吊装，充分展现了白龙核电项目参建单位的高效协同能力。下一步，广西核电将继续携手各参建单位，坚持"安全第一、 质量第一"理念，深入践行"新型甲乙方关系"，持续推动白龙核电项目一期工程高质量建设，为广西加快建设国家能源安全保障区注入强劲动能。（陆权香 于勇） 2月6日11时37分，经过起钩、悬停、变幅、旋转、回转、下落、调整等一系列动作，广西白龙核电项目1号机组钢制安全壳底封头吊装一次精准就位。 这是项目一期工程吊装就位的首个核级大型模块，也是项目建设在"十五五"开局之年的首个重大节点，标志着1号核岛反应堆厂房主体结构施工全面开启。 钢制安全壳是核岛反应堆厂房的第三道安全屏障，由底封头、圆柱形筒体（一至三环）和顶封 ...

Group 1 - The U.K. is advancing its nuclear capabilities with the construction of Hinkley Point C and planning for Sizewell C, as part of a global nuclear renaissance [1] - The U.K. has introduced the Advanced Nuclear Framework to expedite the development of advanced reactor technology, learning from past experiences with large reactors [1] - Rolls-Royce has won a competition to be the first to construct a small modular reactor in the U.K., benefiting from the new regulatory framework [1] Group 2 - The U.K. government has made a £300 million investment to establish a High Assay Low Enriched Uranium (HALEU) supply chain, which is essential for advanced reactors requiring higher enrichment levels [1] - Westinghouse, owned by Cameco, is working to reopen the Springfields conversion facility in the U.K. to enhance the nuclear fuel supply chain capacity [1] - The VettaFi Nuclear Renaissance Index includes companies across the nuclear value chain, such as Rolls-Royce, Jacobs Solutions, Amentum, and Cameco, providing investment opportunities in the nuclear sector [1]

Core Viewpoint - Oklo is at a pivotal moment as it seeks to establish itself as a key energy provider for AI and data centers, significantly influenced by a substantial nuclear agreement with Meta [1] Group 1: Company Positioning - Oklo is leveraging a major nuclear deal with Meta to enhance its role in supplying power to AI and data centers [1] - The stock has shown a notable increase of 14.50% as of February 2, 2026, indicating market optimism regarding its future prospects [1] Group 2: Potential Upsides - The partnership with Meta could provide Oklo with a competitive edge in the energy sector, particularly in meeting the growing demands of AI technologies [1] - Successful commercialization of its nuclear technology could lead to significant growth opportunities for Oklo [1] Group 3: Risks and Challenges - The company faces inherent risks associated with the nuclear energy sector, which could impact its stock performance as commercialization approaches [1] - The volatility of the stock price suggests that Oklo's future is uncertain, with potential for both substantial gains and losses [1]

Rolls-Royce SMR and Yokogawa Electric Corp. have announced a strategic agreement for the Japanese industrial automation specialist to deliver data processing and control systems (DPCS) for Rolls-Royce’s small modular reactor (SMR) program—a deal covering the first units in what both companies envision as a global SMR fleet. Under the agreement, Yokogawa will design, engineer, validate, build, test, install, and commission the main control system for Rolls-Royce SMR power plants. Ruth Todd, Operations and S ...

Japanese utility Tepco is planning to restart a reactor at the nation’s largest nuclear power plant on Monday, after a setback halted the process last month https://t.co/Erg3YQOStz ...

Core Thesis - Constellation Energy Corporation (CEG) is positioned as a leading player in the US nuclear and clean-power sector, with a strong nuclear fleet and strategic growth initiatives in AI-driven data center demand [3][4]. Financial Performance - As of February 4th, CEG's share price was $250.46, with trailing and forward P/E ratios of 30.75 and 23.87 respectively [1]. - The company reported a cash balance of $4.1 billion and aims for EPS targets of $11 in 2026, $13 in 2027, and $16–17 in 2028, supported by operational efficiencies and planned share repurchases [5]. - CEG maintains a robust investment-grade balance sheet (BBB+/Baa1) and strong free cash flow projections of $4.5–6 billion through 2028 [5]. Growth Initiatives - CEG is expanding its capacity through various initiatives, including restarts and uprates of existing nuclear plants, targeting an additional 1 GW across multiple sites [4]. - Recent contracts, such as a 10-year/$840 million GSA power supply agreement and a 20-year PPA with Meta, highlight CEG's ability to secure long-term, high-quality contracts [3][4]. Market Position and Valuation - CEG trades at 26x NTM PE and 16x EV/EBITDA, reflecting premium growth expectations, with potential share price scenarios ranging from $250–300 (no new PPAs) to $500 (full nuclear rerating) [7]. - Key catalysts for growth include additional nuclear/gas PPAs, FY26 guidance, ZEC extensions, and PJM capacity developments, positioning CEG as a generational winner in clean energy infrastructure [7]. Historical Context - CEG's stock has appreciated approximately 14.60% since a previous bullish thesis in March 2025, which emphasized rising electricity prices and strong ROE compared to traditional utilities [8].

Industry Overview - The resurgence of nuclear power is driven by the needs of big tech and the growth of artificial intelligence (AI), as countries aim to meet rising energy demand [1] - Nuclear power accounts for nearly 20% of electricity generated in the U.S., with the Trump administration advocating for increased nuclear energy [1] Company Profiles Nano Nuclear Energy - Nano Nuclear Energy is a small-cap start-up founded in 2020, which went public in 2024, focusing on micro reactors and portable nuclear batteries for remote industrial sites, military bases, and space applications [3] - The company's micro-modular reactors (MMRs) are designed to be easier and less expensive to deploy than traditional reactors, with its flagship product being the Kronos MMR, acquired from Ultra Safe Nuclear Corporation [4] - As of the end of 2025, Nano reported a cash position of $203.3 million but had a net loss of $40.1 million, indicating it has several years before facing cash flow issues [5] Constellation Energy - Constellation Energy is a large-cap stock with the largest fleet of nuclear reactors in the U.S. and generates 10% of the clean energy in the U.S. through a diverse energy portfolio including nuclear, natural gas, geothermal, hydro, wind, and solar power [6] - The company reported revenue of $19.1 billion for the first nine months of 2025, reflecting a nearly 7% year-over-year increase, although its earnings per share (EPS) declined by 34% compared to the previous year [7] Stock Performance - Over the past year, Nano's shares have decreased by more than 27%, but they have increased by over 595% in the past three years [8] - Constellation's shares have fallen by more than 10% over the past year, while they have risen by more than 34% over the past three years [8]

Core Viewpoint - Oklo's stock price dropped 13% after Goldman Sachs reduced its price target by 14% to $91 per share, maintaining a neutral rating on the stock [1] Group 1: Goldman Sachs' Analysis - Goldman Sachs' price target reduction implies a potential 34% profit from the current trading price of $68, which raises questions about their neutral stance [2] - The investment bank's cautious approach may stem from rising uranium prices, which could impact the economics of nuclear power and demand for Oklo's small modular reactors [3] Group 2: Company Outlook - Oklo is not expected to generate revenue until next year, with profits anticipated no earlier than 2030, indicating a long wait for financial returns [4] - Rising uranium prices could dampen enthusiasm for Oklo's products, potentially delaying profit realization beyond 2030 [4] Group 3: Investment Considerations - Oklo was not included in a list of the top 10 stocks recommended by the Motley Fool Stock Advisor, suggesting that analysts may see better investment opportunities elsewhere [5]