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nuclear-energy: Archive
Can OKLO's Groves Milestone Validate Its Nuclear Strategy?
by Nilanjan Choudhury
Oklo's Groves reactor milestone adds real-world nuclear operating experience, but larger Aurora projects still face regulatory and execution hurdles.
OKLOPositive Net Change SMRPositive Net Change NNEPositive Net Change
alt-energy energy nuclear-energy oil-energy
Is OKLO Stock Worth Buying Amid Rising Execution Risks?
by Nilanjan Choudhury
Oklo's nuclear opportunity is expanding, but rising spending and execution risks cloud its path to recurring power revenues.
OKLOPositive Net Change LEUPositive Net Change METAPositive Net Change
alt-energy energy nuclear-energy oil-energy
Can NuScale's TVA Opportunity Unlock Its Next Growth Phase?
by Nilanjan Choudhury
SMR's proposed TVA program could unlock licensing, engineering and equipment work tied to up to 6 GW of new nuclear capacity.
SMRPositive Net Change GEVNegative Net Change OKLOPositive Net Change
alt-energy energy nuclear-energy oil-energy
Can NuScale's Commercial Potential Justify Its Valuation?
by Nilanjan Choudhury
SMR's regulatory head start and $1.9B liquidity support commercialization, but its rich valuation raises the stakes for contract conversion.
SMRPositive Net Change GEVNegative Net Change OKLOPositive Net Change
alt-energy energy nuclear-energy oil-energy
NRG Energy Q2 Earnings Call Focuses on Customer-Backed Power
by Zacks Equity Research
NRG builds its growth strategy around a 1.2-GW Texas data-center power project, targeting protected returns and customer-backed cash flows.
NRGNegative Net Change
earnings nuclear-energy
Nuclear Energy Stocks Rise on Surging Demand for Reliable Clean Power
by Jewel Saha
Investors seeking to capitalize on the long-term growth of nuclear energy should consider companies like AEE, UUUU and VST, which are well-positioned to benefit from rising demand.
AEENegative Net Change UUUUPositive Net Change VSTNegative Net Change BHPPositive Net Change UECPositive Net Change
nuclear-energy
Can NuScale Turn Its Regulatory Lead Into Commercial Success?
by Nilanjan Choudhury
SMR's regulatory lead and $1 billion liquidity set the stage, but contracts, financing and dilution will decide its commercial success.
SMRPositive Net Change BWXTPositive Net Change OKLOPositive Net Change
alt-energy artificial-intelligence energy nuclear-energy oil-energy
NuScale Power Targets Nuclear Growth and Rising Power Demand
by Nilanjan Choudhury
SMR is pursuing major U.S. and Romania projects, but funding, weak revenues and dilution remain key hurdles.
SMRPositive Net Change CEGNegative Net Change CCJPositive Net Change
alt-energy energy nuclear-energy oil-energy
Is SMR Stock Worth Buying After Its 2026 Valuation Reset?
by Nilanjan Choudhury
NuScale's valuation has reset, but its buy case still hinges on turning approved technology and project pipelines into contracts, financing and revenues.
SMRPositive Net Change BWXTPositive Net Change OKLOPositive Net Change
alt-energy energy nuclear-energy oil-energy
Best Stocks to Buy in July and Hold Forever: GEV, NEE
by Benjamin Rains
Investors must own the stocks that will be long-term winners in the AI age, no matter how the technologies evolve and which big tech firms and hyperscalers grab the most market share.
NEENegative Net Change GOOGLPositive Net Change METAPositive Net Change GEVNegative Net Change
alt-energy artificial-intelligence energy nuclear-energy