MarketPulse

small modular reactors (SMR)

7 articles
The Motley FoolThe Motley Fool··Steven Porrello

Nuclear Stocks Diverge as AI Power Demand Reshapes Industry in 2026

Advanced nuclear firms Oklo and NuScale Power both decline in 2026, but NuScale's regulatory approval positions it as safer bet amid AI energy boom.
SMROKLOnuclear energystock valuation
The Motley FoolThe Motley Fool··Jeff Siegel

NuScale's SMR Ambitions Clash With Cheaper Solar-Storage Economics

NuScale advances nuclear SMR technology but faces fierce competition from solar-plus-storage solutions while burning through cash before potential 2030s profitability.
SMRMSFTAMZNGOOGGOOGLnuclear energylong-term investment
The Motley FoolThe Motley Fool··John Bromels

Oklo's Major Nuclear Win Falls Flat as Stock Tumbles 20% on Approval News

Nuclear startup Oklo received key DOE regulatory approvals for its Aurora Powerhouse design but stock plummeted 20%, remaining down 70% from 2025 highs amid investor skepticism.
OKLOnuclear energyregulatory approval
The Motley FoolThe Motley Fool··Ryan Vanzo

Nuclear's AI Boom: How $NULR and $OKLO Could Reshape Energy Markets

AI data centers spark nuclear interest as NuScale and Oklo pursue small modular reactors. $2.2 trillion market opportunity faces significant technology and regulatory risks.
SMROKLOnuclear energyNuScale Power
The Motley FoolThe Motley Fool··Ryan Vanzo

Hydrogen vs. Nuclear: Which Energy Stock Wins the AI Data Center Race?

Oklo's small modular reactors appear poised to outcompete Plug Power's hydrogen fuel cells for powering AI data centers, driven by lower costs and major tech partnerships.
OKLOPLUGrenewable energyhydrogen fuel cells
The Motley FoolThe Motley Fool··Catie Hogan

NuScale's 75% Plunge Presents High-Risk Bet on $16B SMR Market

NuScale stock crashed 75% from October 2025 peak amid losses and lawsuits, but maintains NRC-approved SMR technology and $1.3B cash.
SMROKLONNEnuclear energycash burn
The Motley FoolThe Motley Fool··Steven Porrello

NuScale Power Stock Slides 77% as Market Reassesses Small Reactor Prospects

NuScale Power stock plummeted 77% amid market concerns about small reactor viability, despite securing regulatory approval for a Romania project expected online in 2033.
SMROKLONNEFLRstock declineearnings miss