Nuclear Stocks Rocket Higher: White House Launches Bold Plan for Reactors on the Moon and in Orbit by 2030
US plan to deploy nuclear reactors in space boosts stocks; NASA targets the Moon by 2030, helping private space energy firms grow rapidly.
/ 8 items
#SMR↓
NuScale Power Downgraded to Hold Ahead of Key Vote
TD Cowen downgrades NuScale Power (SMR) to Hold from Buy ahead of Feb 12 shareholder vote on Romania's Doicesti SMR project. New terms may shift added risk to NuScale.
Enphase Energy Jumps as Investors Return to Clean Energy Stocks
Enphase Energy shares surged as investors moved back into clean energy stocks after tariff fears eased. Analyst upgrades and improving fundamentals supported the rally.
AI Energy Stocks Jump as Call Buying Explodes
AI-linked energy stocks surged Thursday as traders piled into call options on Oklo, NuScale, and Bloom Energy. Nuclear hype and renewed speculative interest are driving the move.
Starboard Takes 5% Fluor Stake, Targets NuScale Value
Activist investor Starboard Value acquires 5% stake in Fluor Corp, pushing for strategic changes to unlock value from its NuScale Power holdings amid AI-driven energy demand surge.
Citi Downgrade: NuScale Power Faces Major Headwinds and Valuation Concerns
Citi downgrades NuScale Power to Sell with $37.50 target, citing Fluor sale risks, overvaluation, and significant ENTRA1 payment obligations that could reshape SMR's financial outlook.