We came across a bullish thesis on NuScale Power Corporation on Danny’s Substack by Danny Green. In this article, we will ...

NuScale's losses grew in 2025, but the company still has a first-mover advantage heading into the second half of the decade.

NuScale holds a first-mover advantage, having received standard design approval from the NRC. The company has partnered with ...

The U.S. government has launched a civil nuclear energy partnership with Kazakhstan, which includes providing a Small Modular Reactor (SMR) simulator for training and funding a feasibility study for ...

NuScale Power SMR and Oklo OKLO are both important companies in the nuclear energy industry. NuScale Power focuses on building small modular reactors for clean energy projects. Oklo focuses on ...

BWX Technologies' surging backlog and earnings growth outshine NuScale Power, whose long timelines and premium valuation raise near-term risks.

AI is advancing at extraordinary speed due to development of large language models relying on complex, GPU-powered compute clusters. The rapid advance of AI is creating unprecedented electricity ...

India is exploring a major shift in how nuclear energy is produced and distributed. Instead of relying only on massive nuclear power plants located far from cities, the government is now considering ...

Oklo is also working on nuclear fuel recycling. About 95% of a "spent" uranium fuel rod can actually be reused. Oklo is investing $1.68 billion into a fuel recycling facility in Oak Ridge, Tennessee, ...

"(It) is especially relevant to this region given the strong nuclear presence and planned future expansion." ...

The U.S. Nuclear Regulatory Commission has approved construction of a next-generation Natrium reactor backed by Bill Gates' ...