
Short sellers pocketed millions betting against NuScale stock amid a cooling SMR hype cycle. Here is what the numbers mean for nuclear energy stocks.
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Short sellers pocketed millions betting against NuScale stock amid a cooling SMR hype cycle. Here is what the numbers mean for nuclear energy stocks.

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.

XE's Xe-100 targets AI's growing power needs, backed by major customers and an 11.5-GW reactor pipeline.

NuScale Power stock could get a massive lift in 2026.

NuScale Power (SMR) has filed for a follow on equity offering of up to US$750 million in Class A common stock through an at the market program. This financing move is an important data point for existing and prospective shareholders. See our latest analysis for NuScale Power. NuScale Power’s at the market filing comes after a mixed period for investors, with the share price up 8.29% over the past month but down 42.37% year to date and a 73.17% decline in 1 year total shareholder return, while...

Bearish bets are piling up against OKLO stock. Yet if nuclear momentum returns, it could pressure short sellers and spark a powerful move higher.
Texas Capital lowered the price target on Oklo, NuScale Power, and Nano Nuclear Energy following their quarterly results, and named Oklo as its top pick.

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 sector volatile for months.

XE strengthens its fuel and supply-chain capabilities with HALEU and graphite agreements as it advances the Xe-100 toward commercialization.

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 rewriting how the market prices the entire sector.

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 weighing a stock already down sharply this year.

Three billionaires looked at the same unglamorous engineering stock in Q2 2026 and reached three completely different conclusions. What each one did with their position reveals a sharp divide over one of the quietest nuclear plays on the market.

The SMR developer is diluting its investors with big share offerings.

NuScale Power aims to decarbonize industrial heat with modular reactors supplying high-temperature steam for chemicals, fuels and other industries.

The opportunity could redefine nuclear power.

Shares of the reactor developer peaked above $57 last October. The business delivered $75,000 of revenue last quarter.

In August 2026, Curio announced it had signed a Memorandum of Understanding with NuScale Power and Framatome to evaluate integrated nuclear fuel cycle solutions using Curio’s NuCycle recycling technology, aiming to support both U.S. and international next-generation nuclear deployments. This collaboration highlights NuScale’s potential role in a more sustainable and secure nuclear fuel supply chain by exploring ways to turn recovered materials from used fuel into advanced fuels and products...

D-Wave Quantum Inc. (NYSE:QBTS)’s shares are up by 24% over the past year and are down by just as much year-to-date. Cramer hasn’t held back discussing the firm and in most appearances, he has stressed the need to evaluate the firm’s business. As D-Wave Quantum Inc. (NYSE:QBTS) reported its second quarter earnings on August 6th, […]

GE Vernova is quietly building embedded value with its long-term SMR investments.
Forecasts are rising for how much money Big Tech will throw at the AI data center build-out this year. But money may not get the job done if chips, skilled labor, and power bottlenecks stand in the way.

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

Nuclear demand is surging again. The last time that happened, proposed reactors outnumbered finished ones 13 to 1.

Download the Complete Report Here Terrestrial Energy Inc. (IMSR) Updated Unit Economics Strengthen Value Capture as Texas A&M, Fuel and NRC Progress Advance Commercialization Key Takeaways: 2Q26 advanced IMSR across all three execution pillars, with Texas A&M-RELLIS moving into site-level development, NRC licensing progress continuing, and DOE-backed reactor and fuel programs advancing. Updated unit economics […] The post Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE

CEO Hopkins discusses shift toward commercial readiness and $1.9 billion liquidity boost.

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

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

OKLO's nuclear ambitions gained traction with first revenues and key project milestones, but rising costs and widening losses remain major hurdles.
As per a regulatory filing, NuScale Power entered into an at-the-market offering agreement that permits it to sell up to $750 million of Class A common stock.

NuScale Power could become a much larger company if rising power demand translates into a repeatable commercial business.
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