Tag
nuclear energy
8 articles
BWXT Stock Is Oversold at $123; Wall Street Missing $5.5B 2030 Target
BWX Technologies reports Q3 results November 2 with a $8.4 billion backlog and 2030 revenue guidance of $5.5 billion to $6 billion, but the 40 percent stock decline has disconnected from strong operational momentum.
Nuclear Stocks Rally on Tech Demand, But Oklo's Execution Risks Remain
Meta and Switch are locking in nuclear power, lifting the sector—but Oklo faces licensing and fuel hurdles that could derail its valuation.
Cameco Stock Down 42% Despite Uranium at 17-Year High: Buy Before Oct. 30 Earnings
CCJ shares have crashed to $78.60 while long-term uranium prices hit $96.50 per pound—the highest since 2007—setting up a major catalyst ahead of Q3 results
Google's Nuclear Bet Reveals AI Power Crisis — Early-Stage Capital Won't Close 5-Year Gap
Google funds Elementl Power's 1.8-gigawatt advanced reactor pipeline while pursuing separate deals with Constellation Energy, but development timelines expose the structural mismatch between AI compute demand and nuclear deployment speed.
U.S. Nuclear Push Stalls as SMRs Hit Reality Check
Small modular reactors face a harder test moving from prototype to profit than from lab to regulatory approval, and China is racing ahead.
Fermi Names New CEO to Drive AI Nuclear Campus Build as Stock Jumps 23 Percent
Lee McIntire, a veteran of CH2M Hill and TerraPower, takes over as chief executive to execute the company's 17-gigawatt Project Matador data center and power strategy.
Senate Moves to Block Saudi Nuclear Deal—$80 Billion in Contracts at Risk
A bipartisan push to kill the proposed U.S.-Saudi civilian nuclear pact threatens massive contracts for Westinghouse and Bechtel while reigniting non-proliferation fears.
X-energy's $800M IPO Tests Nuclear Tech Valuation Amid Energy Transition Push
The advanced reactor developer, backed by Amazon, seeks significant capital to commercialize its small modular reactor and fuel technology, signaling a critical juncture for deep tech investment.