Nanobiotix Releases Voting Rights and Shares Capital Update.

NuScale Power, a nuclear energy specialist, has seen a 320% gain in the last year due to artificial intelligence emerging as a massive performance driver. The company's share price has been impacted by the rise of AI data centers and other energy-intensive use cases. While NuScale's revenue increased 710% YoY to $8.1 million, its valuation already bakes in strong revenue expansion. The company's stock has pulled back 30% from its peak, and while it could rebound, expecting a fivefold return over the next five years may be overly optimistic.

NuScale Power, a nuclear energy specialist, has experienced a significant 320% increase in its share price over the past year, driven by the emerging role of artificial intelligence (AI) as a performance catalyst [1]. The company's stock has benefited from the rising demand for power from AI data centers and other energy-intensive applications. NuScale's revenue surged 710% year-over-year (YoY) to $8.1 million in its second quarter, but its valuation already reflects strong revenue growth expectations [1].

The company's share price has pulled back by approximately 30% from its peak, which could indicate that some of the strong growth is already priced into the stock. While NuScale has the potential to deliver substantial returns, expecting a fivefold return over the next five years may be overly optimistic [1]. The stock's performance should be carefully evaluated in the context of the broader AI infrastructure market and the cyclical nature of smaller energy companies.

Oklo Inc., another small modular reactor (SMR) developer, has also seen significant gains. Oklo stock surged 6% after Bank of America initiated coverage with a Buy rating and a $92 price target, underscoring growing Wall Street confidence in the nuclear startup [2]. Oklo's "build-own-operate" model is seen as advantageous for delivering bankable power purchase agreements (PPAs) while retaining full independent power producer economics. The company projects high margins and long-term returns, with first 75 MW projects potentially achieving about 13% unlevered IRR [2].

NuScale and Oklo are positioned to benefit from the ongoing buildout of AI infrastructure, which is expected to drive demand for clean, reliable power sources. However, both companies face risks, including licensing delays, power purchase agreement timing, and HALEU fuel supply challenges [2]. Investors should carefully consider these risks when evaluating the potential for significant returns.

References:
[1] https://www.nasdaq.com/articles/can-10000-nuscale-power-stock-turn-50000-2030
[2] https://cryptorank.io/news/feed/44790-oklo-stock-surges-6-after-bank-of-america-initiates-coverage-with-92-target