Hot Topics · Cross-industry

Nuclear / SMR

Small modular reactors and nuclear PPAs with data center operators.

104 mentions 25 companies +5000% vs prior quarter Energy & Power · Data Centers

AI-generated · informational only · not investment advice · verify before relying.

01 · The lede

Intelligence brief

SeventhBiz Intelligence

Refreshed 3h ago

Nuclear has shifted from a speculative hedge on decarbonization into an operational capacity obligation driven by hyperscaler power agreements and federal financing. The shift is visible not in new technology announcements but in manufacturing contracts, license renewals, and capital deployment: NuScale signed its first physical fabrication agreement with Doosan Enerbility; NextEra closed a $1.9 billion DOE loan for Duane Arnold restart and executed a 20-year Point Beach PPA; Vistra has 433 MW of contracted uprates under Meta PPAs; GE Vernova received NRC construction permit approval at Clinch River; and AEP entered its first formal SMR development agreement with X-energy and Amazon.…

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03 · Companies

Companies engaging with this topic

Tracked companies with an on-record signal on Nuclear / SMR this cycle.

SMR SMR NuScale Power Last filed: earnings_call · Nov 5, 2026 “NuScale crosses from SMR design to first-article physical manufacturing” NEE NEE NextEra Energy Last filed: 8-K · Nov 5, 2026 “NEE discloses $62.1B Dominion merger consideration with $35.7B preliminary goodwill” FLR FLR FLUOR Last filed: earnings_call · Nov 6, 2026 “First 2027 EBITDA Growth Target Disclosed: Low Double Digits” BWXT BWXT BWX Technologies Last filed: 8-K · Nov 3, 2026 “Pricing grid now ties to credit ratings, creating dual-path cost optimization” GEV GEV GE Vernova Last filed: earnings_call · Oct 28, 2026 “Gas Power margins cross 21% in seasonally weakest quarter — new floor established” VST VST Vistra Corp. Last filed: earnings_call · Nov 6, 2026 “2030 adjusted FCF/share outlook of ~$24 introduced for first time” WEC WEC WEC Energy Last filed: 8-K · Nov 6, 2026 “Capital Plan Crosses $47.5B — $10B Step-Change vs. Prior Five-Year Plan” CEG CEG Constellation Energy Last filed: 8-K · Aug 6, 2026 “Constellation submits 5,000 MW of new PJM capacity — largest disclosed submission” +6 more

06 · Evidence

Recent mentions

Preview

ASTS·Telecom & ConnectivityNov 6, 2026

WEC·Energy & PowerNov 6, 2026

“WEC entered into an agreement with NextEra to extend the Point Beach PPA for ~1GW of carbon-free capacity. Unit 1 extended from Oct 2030 to Oct 2050.”

Slide 24 — Point Beach Power Purchase Agreement

VST·Energy & PowerNov 6, 2026

“We still have not contracted Beaver Valley. We still have not contracted the second part of Comanche Peak. There's an upgrade potential at Comanche Peak as well.”

Q&A, Stacey Dore response to Michael Sullivan (Wolfe)

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