Nuclear energy stocks like Oklo, Constellation Energy, and NuScale Power fell sharply due to concerns over AI-related capital expenditure and a spike in long-term Treasury yields to a 19-year high. AI companies reported lower-than-expected revenue forecasts, raising doubts about future spending, which negatively impacted nuclear developers seen as linked to AI-driven hyperscale data center investments. Despite Constellation's strong earnings and raised guidance, pre-revenue nuclear firms Oklo and NuScale remain risky bets. The sell-off interrupts a recent recovery but year-to-date, these stocks are still significantly down.
NuScale Power's stock fell 6% following a 99.1% plunge in Q2 2026 revenue to $75,000 due to completion of a major engineering contract and no immediate replacement work. The company raised $984.5 million in equity in H1 2026 and plans an additional $...
Three major large-cap growth ETFs—Schwab SCHG, Vanguard VUG, and Invesco QQQ—offer different approaches to capturing growth, especially in AI and tech sectors. QQQ, tracking the Nasdaq-100, outperformed with a 10-year return of about 513%, benefiting...
