The SMR developer's stock is falling; here's why.Shares of NuScale (SMR 0.66%) fell this week, finishing down 18.8%. The drop comes as the S&P 500 and the Nasdaq-100 lost 0.3% and 0.5%, respectively.The nuclear energy company and developer of small modular reactors (SMRs) is seeing its shares pressured by major selling from one of its largest shareholders.Fluor is selling SMR stockEngineering and construction company Fluor was an early investor in NuScale and is one of its largest shareholders. The two comp ...

公司股价表现 - 股价在2025年大幅上涨至约120美元 年内涨幅超过5倍[2] - 市场对公司能否进一步上涨50%至200美元/股存在讨论[2] 收入潜力与估值 - 公司目前处于无收入状态 但拥有约14吉瓦的客户意向订单[4] - 若执行顺利 预计2028年可实现超过50亿美元年收入[4] - 当前股价对应2028年预期收入倍数低于4倍[4] - 若应用6倍收入倍数 股价可能达到200美元/股 较当前有60%上涨空间[4] 增长驱动因素 - 数据中心电力需求：AI工作负载增长推动对稳定无碳基载电力的需求[5] - 订单管道：14吉瓦客户意向对应数十亿美元潜在合同收入[5] - 垂直整合：通过Atomic Alchemy等收购确保核燃料供应[10] - 监管进展：在国家核监管委员会许可方面取得量化进展[10] 运营与财务前景 - 盈利路径：小型模块化反应堆模式具有显著运营杠杆效应[10] - 初期电厂投运后 电力购买协议可快速实现正向边际利润[10] - 资本需求：反应堆建设需要数十亿美元投资[10] - 当前亏损显著 但运营模式具备快速扭亏潜力[10] 风险因素 - 监管时间表存在不确定性 可能推迟商业化数年[10] - 执行风险：成本超支、供应链挑战或技术问题可能影响财务可行性[10] - 估值疑虑：缺乏明确收入可见性情况下市场可能不愿给予高倍数[10] - 近期内部人士减持报告导致股价走弱[10]

Key Points Oklo is developing advanced nuclear energy solutions known as small modular reactors (SMRs). Shares of Oklo have soared in 2025, but the company is still waiting to receive the necessary regulatory approvals to start operations. Investors with lower tolerances for risk may want to consider investing in a nuclear energy ETF. 10 stocks we like better than Oklo › When the market's fervor sends growth stocks soaring, sometimes it feels that the rides will last forever. Of course, they wo ...

The global economy is undergoing a fundamental rewiring. A powerful combination of two megatrends, the mass electrification of everything and the artificial intelligence (AI) revolution, is creating a historic surge in electricity consumption. From electrifying the transportation and industrial manufacturing sectors to the growing power needs of data centers, the world's insatiable appetite for electricity is not a cyclical trend, but a permanent step-change in global energy demand. This demand shock is col ...

Luke Lango’s take on cutting rates at all-time highs… is it 1992 or 1998?… quantum is soaring – how to play it… this Jonathan Rose winner we put on your radar still has room to run…VIEW IN BROWSERLast week, the Federal Reserve cut interest rates with stocks sitting at elevated valuations – by some measures, at or near the highest valuations on record (the Buffett Indicator and the CAPE ratio to name two).Is this a recipe for trouble?After all, expensive valuations suggest that the market is already pricing ...

Nuclear stocks are soaring as power demand multiplies, driven by data centers, AI and large-scale electrification projects. Nuclear energy is projected to be a $10 trillion market opportunity and could serve as “the solution to global power shortages,” according to a recent Bank of America report.OKLO stock is up 90% this month. See the price action here. Growing Momentum For NuclearBank of America said nuclear power has been “rediscovered” as skyrocketing electricity needs merge with improving public perce ...

This speculative nuclear power stock might have a lot more upside potential.NuScale Power's (SMR -7.67%) stock closed at a record high of $51.67 on July 25. That marked a near five-bagger gain from its opening price of $10.70 after it went public by merging with a special purpose acquisition company (SPAC) on May 3, 2022.The speculative nuclear power stock has pulled back nearly 30% since then, but is it still worth buying? Let's review its business model, growth rates, and valuations to decide. How does Nu ...

These two nuclear stocks are up over 200% on the year -- should you buy them with $100?Nuclear energy is having a moment.After decades on the sidelines, nuclear is suddenly back in the conversation. A couple of reasons can explain its sudden resurgence: One, it's a zero-emission energy source, and, two, it can support energy-hungry artificial intelligence (AI) data centers with reliable 24/7 power. As a result, governments are pumping billions to increase nuclear energy capacity, with the White House recent ...

Time now for our cash tag segment. For that, we want to bring in our next guest, and that is Andy Swan, co-founder of Likefolio. All right, Andy, you've got fresh data on Oaklow.I saw you've got several charts that you're bringing with us and the overall power picture as well. So, look, Oakllo has done very, very well. I mean, that's like an understatement uh in its terms of its performance.What does your latest data tell you. Yeah, the whole world is shifting towards uh what Oaklow does. Um nuclear is clea ...

Nuclear energy represents a $10 trillion potential market opportunity that could hold "the answer to the world's power shortages," according to a new report from Bank of America. To meet the growing demand for global electrification stoked by energy-intensive projects like the data centers underpinning the AI arms race, global nuclear capacity will have to triple by 2050, the firm estimated. Investment is expected to reach more than $3 trillion in the next 25 years. "This potential [for nuclear energy] h ...