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Nuclear Energy
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Centrus Energy (LEU) shares are down 67% from their peak but are seen as less speculative than other nuclear stocks
The American nuclear fuel enrichment company hopes to disrupt the market dominated by two European firms outside Russia and China.
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Yahoo Finance Analysis: Amidst a nuclear energy renaissance, Cameco, Brookfield Renewable, and NuScale Power are recommended as three nuclear energy-related stocks.
Analysis suggests that the acceleration of global nuclear reactor construction and the growth in electricity demand (especially from AI and electrification) will drive nuclear energy development. The
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The European Investment Bank has invested €40 million in a Finnish small modular reactor startup, breaking a 40-year taboo on nuclear energy.
The European Investment Bank (EIB) is investing €40 million (approximately $46 million) in a Finnish small modular reactor (SMR) startup, breaking a four-decade ban on nuclear energy investments by th
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Trump Administration's NRC Reform Efforts Could Face Congressional Scrutiny If Democrats Retake House
Wall Street News, citing Politico, reported that growing electricity demand is pushing Democrats to support expanding nuclear power capacity. However, the Trump administration's reforms to the NRC's i
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Yahoo Finance Analysis: BWX Technologies (BWXT) is a Smarter Investment Choice Than NuScale (SMR)
A Yahoo Finance analysis article points out that NuScale's stock price has fallen from its all-time high of $53.43 in October 2025 to approximately $10. This is due to the cancellation of its flagship
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Piper Sandler issues ratings for the nuclear energy sector, with Oklo, NuScale Power, and X-Energy shares all falling by approximately 5%.
Piper Sandler analyst Dimple Gosai initiated coverage on advanced nuclear energy stocks, assigning an "Overweight" rating and a $55 price target to Oklo, while giving X-Energy an "Underweight" rating
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Google signs first nuclear energy deal, extending the operation of Finland's Loviisa nuclear reactors until 2050, and commits to investing €13 billion in AI infrastructure in Finland.
Google parent company Alphabet announced on September 9, 2026, an agreement with Finnish company Fortum to extend the operational life of Finland's Loviisa nuclear reactors until 2050, marking Google'
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Yahoo Finance Analysis: 77 nuclear reactors are under construction globally, with Asia being the main hub with 57, while the Americas have only 3.
Yahoo Finance analysis indicates that despite a global nuclear energy renaissance, the United States has not truly participated. Of the 77 nuclear reactors under construction worldwide, Asia is the pr
-
The U.S. Department of Energy plans to add 5 GW of new nuclear capacity by 2029 and has provided over $2.5 billion in loans and grants to support nuclear power plant restarts and fuel supply chains.
The U.S. Department of Energy (DOE) is actively promoting nuclear energy development, aiming to add 2.5 gigawatts (GW) of nuclear capacity by 2027 and 5 GW by 2029 through reactor upgrades, restarts,
-
Nuclear energy company X-Energy joins the "Project Prometheus" led by NVIDIA, Amazon, and others, to accelerate reactor design using AI.
X-Energy, which went public in April this year, became a founding member of Project Prometheus in July, a project led by Idaho National Laboratory, NVIDIA, and Amazon. The project received $60 million
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The U.S. Army plans to invest $2.2 billion to deploy small nuclear reactors to power five military bases.
The move is aimed at accelerating the U.S. government's efforts to boost the nuclear industry to ensure energy security and independence for military bases.
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Nuclear energy stocks rebound, Uranium Energy up 6%, NuScale Power and Oklo up 5%.
The nuclear energy sector saw an oversold rebound on Tuesday morning, with Uranium Energy (UEC) leading the charge, up 6%, and NuScale Power (SMR) and Oklo (OKLO) both rising 5%. Market analysis sugge
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Oklo Not Expected to Generate First Commercial Power Revenue Before 2028, Analyst Predicts
The prediction is based on Oklo's published schedule for its first commercial power plant, Aurora-INL, which began construction in September 2025. While the company initially aimed for late 2027 or ea
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NuScale Power, Oklo shares fall 5%, Centrus Energy down 6% as interest rate concerns drag nuclear energy stocks
Shares of small modular reactor developers NuScale Power (NYSE:SMR) fell 5% to $8.80, Oklo (NYSE:OKLO) dropped 5% to $40.87, and Centrus Energy (NYSE MKT:LEU) declined 6% to $172.68. The sell-off refl
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Inside the Race to Build America’s First Nuclear Reactor in a Generation
At the Idaho National Lab, Oklo and its rivals are competing to revive the long-stagnant nuclear industry, driven by renewed interest in atomic energy and the boom in AI.
-
SK Group Chairman Chey Tae-won and TerraPower Chairman Bill Gates deepen nuclear ties for AI power
SK Group Chairman Chey Tae-won and TerraPower Chairman Bill Gates have met twice over the past year, expanding their companies' relationship beyond investment into a strategic partnership. They recent
-
India PM Modi Vows Up to 8 New Chip Plants in 7-8 Years and 5 Nuclear Reactors, Targeting 100 GW Nuclear Power by 2047
India PM Modi Vows Up to 8 New Chip Plants in 7-8 Years and 5 Nuclear Reactors, Targeting 100 GW Nuclear Power by 2047
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Nuclear energy company Oklo (OKLO.N) saw its stock price fall by 25.8% in July, with its Q2 net loss doubling to $48.5 million.
Oklo's stock price fell by 25.8% in July, wiping out approximately 80% of its market capitalization since its peak in October 2025. The company's net loss doubled in the second quarter to $48.5 millio
-
U.S. Congresswoman April McClain Delaney disclosed up to $1.4 million in new stock trades, focusing on AI and nuclear companies
U.S. Congresswoman April McClain Delaney disclosed up to $1.4 million in new stock trades, focusing on AI and nuclear companies. Delaney, a member of the House Science, Space, and Technology Committee
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Analysis indicates that NuScale Power's stock price could triple by 2030, primarily driven by its potential power purchase agreement with the Tennessee Valley Authority.
Analysis suggests that NuScale Power (NYSE: SMR) stock price could triple by 2030. This forecast is primarily based on the company's potential to sign a 6-gigawatt power purchase agreement (PPA) with
-
Analysis suggests NextEra Energy (NEE) is a safer way to profit from rising electricity demand, with its subsidiary Florida Power & Light (FPL) forecasting 8 GW large-load demand by 2032
The analysis highlights that AI is driving a surge in electricity demand, leading to renewed interest in nuclear power. It argues that investing in a broad utility company like NextEra Energy (NEE) of
-
Analysis points out that as AI computing's demand for electricity surges, nuclear energy is experiencing a revival, and the VanEck Uranium and Nuclear Energy ETF (NLR) is considered a conservative and high-quality investment option in this sector.
An article from Yahoo Finance analyzes that the nuclear energy industry is regaining attention due to the surge in electricity demand for data centers driven by artificial intelligence (AI) computing.
-
Bank of America (BofA) raised its 2027 uranium price forecast to $130/lb, implying ~52% upside from current spot prices, citing tight supply and growing nuclear investment.
BofA's bullish outlook is driven by tight supply, lower utility contract coverage (48% vs. 56% last year), and increasing global nuclear investment. Notably, U.S. plans include 400GW nuclear capacity
-
Analysis points to a recovery in the nuclear energy market, with a projected global market compound annual growth rate of 4.9% from 2026-2033, recommending BWX Technologies as an investment target.
An analysis article published by Yahoo Finance points out that the nuclear energy market is recovering, driven by decarbonization initiatives, safer nuclear technology, and the rapid growth of the clo
-
Centrus Energy (LEU) shares are down 67% from their peak but are seen as less speculative than other nuclear stocks
The American nuclear fuel enrichment company hopes to disrupt the market dominated by two European firms outside Russia and China.
-
Yahoo Finance Analysis: Amidst a nuclear energy renaissance, Cameco, Brookfield Renewable, and NuScale Power are recommended as three nuclear energy-related stocks.
Analysis suggests that the acceleration of global nuclear reactor construction and the growth in electricity demand (especially from AI and electrification) will drive nuclear energy development. The
-
The European Investment Bank has invested €40 million in a Finnish small modular reactor startup, breaking a 40-year taboo on nuclear energy.
The European Investment Bank (EIB) is investing €40 million (approximately $46 million) in a Finnish small modular reactor (SMR) startup, breaking a four-decade ban on nuclear energy investments by th
-
Trump Administration's NRC Reform Efforts Could Face Congressional Scrutiny If Democrats Retake House
Wall Street News, citing Politico, reported that growing electricity demand is pushing Democrats to support expanding nuclear power capacity. However, the Trump administration's reforms to the NRC's i
-
Yahoo Finance Analysis: BWX Technologies (BWXT) is a Smarter Investment Choice Than NuScale (SMR)
A Yahoo Finance analysis article points out that NuScale's stock price has fallen from its all-time high of $53.43 in October 2025 to approximately $10. This is due to the cancellation of its flagship
-
Piper Sandler issues ratings for the nuclear energy sector, with Oklo, NuScale Power, and X-Energy shares all falling by approximately 5%.
Piper Sandler analyst Dimple Gosai initiated coverage on advanced nuclear energy stocks, assigning an "Overweight" rating and a $55 price target to Oklo, while giving X-Energy an "Underweight" rating
-
Google signs first nuclear energy deal, extending the operation of Finland's Loviisa nuclear reactors until 2050, and commits to investing €13 billion in AI infrastructure in Finland.
Google parent company Alphabet announced on September 9, 2026, an agreement with Finnish company Fortum to extend the operational life of Finland's Loviisa nuclear reactors until 2050, marking Google'
-
Yahoo Finance Analysis: 77 nuclear reactors are under construction globally, with Asia being the main hub with 57, while the Americas have only 3.
Yahoo Finance analysis indicates that despite a global nuclear energy renaissance, the United States has not truly participated. Of the 77 nuclear reactors under construction worldwide, Asia is the pr
-
The U.S. Department of Energy plans to add 5 GW of new nuclear capacity by 2029 and has provided over $2.5 billion in loans and grants to support nuclear power plant restarts and fuel supply chains.
The U.S. Department of Energy (DOE) is actively promoting nuclear energy development, aiming to add 2.5 gigawatts (GW) of nuclear capacity by 2027 and 5 GW by 2029 through reactor upgrades, restarts,
-
Nuclear energy company X-Energy joins the "Project Prometheus" led by NVIDIA, Amazon, and others, to accelerate reactor design using AI.
X-Energy, which went public in April this year, became a founding member of Project Prometheus in July, a project led by Idaho National Laboratory, NVIDIA, and Amazon. The project received $60 million
-
The U.S. Army plans to invest $2.2 billion to deploy small nuclear reactors to power five military bases.
The move is aimed at accelerating the U.S. government's efforts to boost the nuclear industry to ensure energy security and independence for military bases.
-
Nuclear energy stocks rebound, Uranium Energy up 6%, NuScale Power and Oklo up 5%.
The nuclear energy sector saw an oversold rebound on Tuesday morning, with Uranium Energy (UEC) leading the charge, up 6%, and NuScale Power (SMR) and Oklo (OKLO) both rising 5%. Market analysis sugge
-
Oklo Not Expected to Generate First Commercial Power Revenue Before 2028, Analyst Predicts
The prediction is based on Oklo's published schedule for its first commercial power plant, Aurora-INL, which began construction in September 2025. While the company initially aimed for late 2027 or ea
-
NuScale Power, Oklo shares fall 5%, Centrus Energy down 6% as interest rate concerns drag nuclear energy stocks
Shares of small modular reactor developers NuScale Power (NYSE:SMR) fell 5% to $8.80, Oklo (NYSE:OKLO) dropped 5% to $40.87, and Centrus Energy (NYSE MKT:LEU) declined 6% to $172.68. The sell-off refl
-
Inside the Race to Build America’s First Nuclear Reactor in a Generation
At the Idaho National Lab, Oklo and its rivals are competing to revive the long-stagnant nuclear industry, driven by renewed interest in atomic energy and the boom in AI.
-
SK Group Chairman Chey Tae-won and TerraPower Chairman Bill Gates deepen nuclear ties for AI power
SK Group Chairman Chey Tae-won and TerraPower Chairman Bill Gates have met twice over the past year, expanding their companies' relationship beyond investment into a strategic partnership. They recent
-
India PM Modi Vows Up to 8 New Chip Plants in 7-8 Years and 5 Nuclear Reactors, Targeting 100 GW Nuclear Power by 2047
India PM Modi Vows Up to 8 New Chip Plants in 7-8 Years and 5 Nuclear Reactors, Targeting 100 GW Nuclear Power by 2047
-
Nuclear energy company Oklo (OKLO.N) saw its stock price fall by 25.8% in July, with its Q2 net loss doubling to $48.5 million.
Oklo's stock price fell by 25.8% in July, wiping out approximately 80% of its market capitalization since its peak in October 2025. The company's net loss doubled in the second quarter to $48.5 millio
-
U.S. Congresswoman April McClain Delaney disclosed up to $1.4 million in new stock trades, focusing on AI and nuclear companies
U.S. Congresswoman April McClain Delaney disclosed up to $1.4 million in new stock trades, focusing on AI and nuclear companies. Delaney, a member of the House Science, Space, and Technology Committee
-
Analysis indicates that NuScale Power's stock price could triple by 2030, primarily driven by its potential power purchase agreement with the Tennessee Valley Authority.
Analysis suggests that NuScale Power (NYSE: SMR) stock price could triple by 2030. This forecast is primarily based on the company's potential to sign a 6-gigawatt power purchase agreement (PPA) with
-
Analysis suggests NextEra Energy (NEE) is a safer way to profit from rising electricity demand, with its subsidiary Florida Power & Light (FPL) forecasting 8 GW large-load demand by 2032
The analysis highlights that AI is driving a surge in electricity demand, leading to renewed interest in nuclear power. It argues that investing in a broad utility company like NextEra Energy (NEE) of
-
Analysis points out that as AI computing's demand for electricity surges, nuclear energy is experiencing a revival, and the VanEck Uranium and Nuclear Energy ETF (NLR) is considered a conservative and high-quality investment option in this sector.
An article from Yahoo Finance analyzes that the nuclear energy industry is regaining attention due to the surge in electricity demand for data centers driven by artificial intelligence (AI) computing.
-
Bank of America (BofA) raised its 2027 uranium price forecast to $130/lb, implying ~52% upside from current spot prices, citing tight supply and growing nuclear investment.
BofA's bullish outlook is driven by tight supply, lower utility contract coverage (48% vs. 56% last year), and increasing global nuclear investment. Notably, U.S. plans include 400GW nuclear capacity
-
Analysis points to a recovery in the nuclear energy market, with a projected global market compound annual growth rate of 4.9% from 2026-2033, recommending BWX Technologies as an investment target.
An analysis article published by Yahoo Finance points out that the nuclear energy market is recovering, driven by decarbonization initiatives, safer nuclear technology, and the rapid growth of the clo
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