Hyperscalers are desperate for firm, carbon-free power and three nuclear stocks sit directly in their crosshairs, but only one of them has actual cash flow today, and the gap between the three…
Small modular reactor stocks are surging against a red broad market, but with NuScale and Oklo still deep in the red for the year, the real question is whether this is a…
PJM yanked a Meta-backed nuclear campus from its grid queue, hitting Oklo with a company-specific blow on top of a sector already reeling from surging Treasury yields. How those two pressures compound…
David Moadel Risk appetite is back, and the reactor developers are moving hard while the fuel complex barely flinches. That split tells you something important about what is actually driving NuScale Power and Oklo…
Nuclear stocks are reversing hard today even as NuScale announced a real operational win, and the gap between improving fundamentals and falling share prices points to something more unsettling happening beneath the…
Nuclear stocks are surging while the broad market barely stirs, but the announcements driving the move tell a very different story than the price action suggests.
Nuclear stocks are getting hit hard Thursday even as the long-term case for atomic power looks stronger than ever, and the reasons behind the selloff reveal a tension that could keep the…
Nuclear stocks cratered Tuesday even as broader utilities caught a bid, and the reason has nothing to do with reactors. A collision of rising long rates and shaken AI spending confidence is…
NuScale just posted quarterly revenue that would embarrass a lemonade stand, yet the company holds something no other SMR developer in America can claim. Here is what that paradox means for investors…
NuScale holds a regulatory edge no other SMR company can claim, yet its stock has shed nearly a third of its value in 2026 alone. Find out what specific catalysts would need…
Oklo just hit a nuclear milestone that took under a year to achieve, while AST SpaceMobile absorbed a nine-figure launch loss and kept building anyway. One bet runs on atoms, the other…
Oklo just posted its first real quarterly revenue and the stock surged, yet shares still sit 33% in the red for the year. A return to triple digits is mathematically possible, but…
Oklo has shed more than 70% from its peak while simultaneously landing federal AI-nuclear contracts and a massive hyperscaler pipeline that rivals see as the future of data center power. Whether that…
Nuclear stocks looked unstoppable just weeks ago, but a brutal month-long selloff has split the sector into two very different stories, and knowing which side you are on could determine whether you…
A $375 million convertible note offering sent Fermi America into a sharp Friday selloff, but the real question hanging over the pre-revenue power developer is whether it can land a binding tenant…
