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NuScale Power Stock Explodes: Here’s Why Nuclear Energy Just Went Supernova

NuScale Power Stock Explodes: Here’s Why Nuclear Energy Just Went Supernova

Author:
foolstock
Published:
2025-09-19 05:12:51
10
2

NuScale Power just detonated the market—shares are soaring on breakthrough regulatory approvals that could redefine America's energy future.

The Game-Changer

Regulators greenlit NuScale's revolutionary small modular reactor design, clearing the biggest hurdle for scalable nuclear power. Investors are piling in, betting this tech leapfrogs legacy energy systems.

Wall Street's Nuclear Fever

Traders are chasing the rally like crypto degens chasing a meme coin pump—except this one's backed by uranium, not hopium. The move signals a massive shift in institutional sentiment toward atomic energy solutions.

Energy's New Frontier

NuScale's reactors promise cleaner, cheaper power without the carbon baggage. They bypass traditional construction nightmares with factory-built modules that slash costs and timelines.

Finance's Ironic Twist

Meanwhile, fossil fuel funds are scrambling to rebrand as 'energy transition' plays—nothing says sustainability like desperately pivoting from the thing you've defended for decades.

Hand supporting a hologram of an atom representing nuclear power.

Image source: Getty Images.

$350 billion in investment -- but how much for nuclear?

An official British government website explains 150 billion pounds (US$195 billion) will be invested in the U.K., which it calls a "record-breaking investment." That means the remaining $155 billion will be invested in the American AI, quantum, and nuclear sectors.

NuScale investors will be most interested in the nuclear investments:

  • Britain's Urenco and America's Radiant will supply $5.3 million worth of HALEU fuel to the U.S. -- which doesn't sound like much.
  • America's X-Energy will help Britain's Centrica build "up to 12 advanced modular reactors, worth "at least 40 billion pounds."
  • Last Energy and DP World will build "one of the world's first micro modular nuclear power plants" in London.

And... that's it.

Is NuScale stock a buy?

Notice anything in that list of companies? That's right: NuScale isn't on it. In fact, all six companies named are privately owned, so as things stand, it appears likely no nuclear stocks will benefit directly much from this $350 billion investment.

Assuming this is all correct, and there aren't any direct investments in developing nuclear power plants that are part of the plan but haven't yet been publicized, there's probably no justification for NuScale stock to be skyrocketing on this news.

And NuScale stock will remain a sell for me.

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