Back to top

nuclear-energy: Archive

Derek Lewis

Q3 Earnings Season Winners: 3 Companies Raising Guidance

Raised guidance is always a welcome development for investors, reflecting improving business trends and management confidence in the outlook.

UNHPositive Net Change JNJPositive Net Change BWXTPositive Net Change

Jewel Saha

Nuclear Energy Stocks Rally as Demand for Reliable Clean Power Grows

Investors looking to benefit from nuclear energy's long-term growth may consider NNE, RYCEY and BWXT, which are expanding their nuclear capabilities amid rising demand for reliable, carbon-free power.

RYCEYPositive Net Change BWXTPositive Net Change NNENegative Net Change UECNegative Net Change LEUNegative Net Change

Nilanjan Choudhury

Can OKLO's Groves Milestone Validate Its Nuclear Strategy?

Oklo's Groves reactor milestone adds real-world nuclear operating experience, but larger Aurora projects still face regulatory and execution hurdles.

OKLONegative Net Change SMRNegative Net Change NNENegative Net Change

Nilanjan Choudhury

Is OKLO Stock Worth Buying Amid Rising Execution Risks?

Oklo's nuclear opportunity is expanding, but rising spending and execution risks cloud its path to recurring power revenues.

OKLONegative Net Change LEUNegative Net Change METANegative Net Change

Nilanjan Choudhury

Can NuScale's TVA Opportunity Unlock Its Next Growth Phase?

SMR's proposed TVA program could unlock licensing, engineering and equipment work tied to up to 6 GW of new nuclear capacity.

SMRNegative Net Change GEVPositive Net Change OKLONegative Net Change

Nilanjan Choudhury

Can NuScale's Commercial Potential Justify Its Valuation?

SMR's regulatory head start and $1.9B liquidity support commercialization, but its rich valuation raises the stakes for contract conversion.

SMRNegative Net Change GEVPositive Net Change OKLONegative Net Change

Zacks Equity Research

NRG Energy Q2 Earnings Call Focuses on Customer-Backed Power

NRG builds its growth strategy around a 1.2-GW Texas data-center power project, targeting protected returns and customer-backed cash flows.

NRGPositive Net Change

Jewel Saha

Nuclear Energy Stocks Rise on Surging Demand for Reliable Clean Power

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.

AEEPositive Net Change UUUUPositive Net Change VSTPositive Net Change BHPNegative Net Change UECNegative Net Change

Nilanjan Choudhury

Can NuScale Turn Its Regulatory Lead Into Commercial Success?

SMR's regulatory lead and $1 billion liquidity set the stage, but contracts, financing and dilution will decide its commercial success.

SMRNegative Net Change BWXTPositive Net Change OKLONegative Net Change

Nilanjan Choudhury

NuScale Power Targets Nuclear Growth and Rising Power Demand

SMR is pursuing major U.S. and Romania projects, but funding, weak revenues and dilution remain key hurdles.

SMRNegative Net Change CEGPositive Net Change CCJNegative Net Change