ALPS Nautilus SMR, Nuclear & Tech ETF

Prescott Group Invests $945k in GE Vernova, Analysts Raise Price Targets

CITIC Securities Asset Management Reduces CGN Power Stake by 4.23M Shares on May 19, Raising Approx. HKD 14.44M

CGN Power Q1 2026 Revenue and Profit Dip as Fuel Replacement and Major Overhaul Weigh on Earnings

GE Vernova CAO Matthew Potvin Sells 2,333 Shares for $2.47 Million

Oklo Inc. Q1 Earnings: Loss Widens, Shares Drop 15%, Analysts Remain Bullish

JPMorgan Updates Mainland Renewable Energy Stock Model: Prefers Goldwind & Sungrow, Downgrades Longi Green Energy

Cambridge Investment and Others Significantly Increase Stake in GE Vernova; Company Reports Beat Earnings and Dividend

Cameco Reports Strong Q1 2026 Earnings, Forecasts $4.6 Billion Revenue by 2029

Ananym Capital Urges BWXT to Revive mPower Reactor Design to Meet Data Center Power Needs

FactSet Survey: 12 Analysts Raise BWX Tech Price Target to $242.5

US DOE Awards Over $94 Million to 8 Firms to Accelerate SMR Deployment

Oklo Reports Q1 Net Loss of $33.1 Million

Oklo Reports Expanded Q1 Loss Per Share and Partnerships with Nvidia and Others

Cantor Fitzgerald and H.C. Wainwright Maintain Buy Rating on Oklo

Oklo released FY2026 Q1 earnings on May 12 After-Market (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -0.1941 (forecast USD -0.1837)

BWX Technologies CFO sells company stocks

Oklo Releases Progress Update on Aurora Reactor

Oklo and Battelle Partner to Use AI Platform for Advanced Reactor Design

GE Vernova Commences Commercial Operations of First HA-Driven Power Plant in Turkey

Optimi Health

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

Ordinary dividend (cash)

Ex Date: Today 2026.05.21 (EST), Cash dividend 0.0258 USD

BWXT

Analysts support Cameco and BWX Technologies as they capitalize on rising uranium demand and infrastructure growth. With uranium prices increasing and governments focusing on nuclear energy for expanding energy needs, both companies are positioned for long-term growth through contracts and acquisitions, despite some valuation concerns.

Cameco

BWX Tech

Analysts back Cameco, BWX as nuclear demand surges

The energy sector is thriving due to rising oil and gas prices, with the XLE ETF up nearly 38% this year. The U.S. aims to quadruple nuclear capacity by 2050, boosting interest in uranium suppliers like Cameco. Additionally, NextEra's $66.8B acquisition of Dominion will form one of the largest utilities, enhancing infrastructure for the AI era.

Dominion Energy

SPDR Energy Select

NuScale Power

Oklo

Nextera Energy

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

Energy and nuclear sectors surge on policy and AI demand

GEVX

Prescott Group Capital Management L.L.C. invested $945,000 in GE Vernova Inc. by acquiring 1,446 shares during Q4, as reported in their recent SEC filing. Other institutional investors also increased their stakes in GE Vernova. Analysts remain optimistic about the company's growth potential, with several raising their price targets. GE Vernova's stock has shown positive movement, currently trading at $1,024.61, with a market cap of $275.33 billion.

Market Beat

GE Vernova

Tradr 2X Long GEV Daily ETF

VG Utilities

ISHRS S&P Glb Utilities

Select Sect Spdr Util

Evercore

Morgan Stanley

CR HOLDINGS

Oppenheimer

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Prescott Group Capital Management L.L.C. Invests $945,000 in GE Vernova Inc. $GEV

Cameco and BWX Technologies are two nuclear stocks benefiting from rising global energy demand, with Cameco gaining 103% and BWX 82% over the past year. Cameco, the largest uranium miner, is positioned for growth through its uranium supply and a significant partnership with Westinghouse. BWX, a key supplier for the nuclear industry, holds a monopoly on U.S. Navy reactor supplies, ensuring a strong economic position. Both companies are well-placed to capitalize on the increasing reliance on nuclear energy.

nasdaq

NVIDIA

Intel

Brookfield Renewable Partners

Hitachi,Ltd.

Hitachi

NVIDIA Corporation

Brookfield Renewable

2 Nuclear Stocks That Are Quietly Becoming the Trade of the Year (and Beyond)

003816

603333

01816

Sunway (603333) won the bid for a procurement project from CGN Power Huizhou Nuclear Power Co., Ltd., amounting to 14.98 million yuan. The operating revenue for 2024 is expected to be 1.735 billion yuan, with a growth rate of -21.39%; the net profit is projected to be 16 million yuan, with a growth rate of -20.06%. In the first half of 2025, the operating revenue is expected to be 549 million yuan, with a growth rate of -24.79%; the net profit is projected to be -32 million yuan, with a growth rate of -1131.88%

同壁财经

CGN Power

Sunway

CGN POWER

Sunway (603333): Won the bid for the procurement project of CGN Power Huizhou Nuclear Power Co., Ltd., with a bid amount of 14.98 million yuan

GE Vernova Declares Third Quarter 2026 Dividend | GEV Stock News

StockTitan

GE Vernova Declares Third Quarter 2026 Dividend | GEV Stock News

ENFR

Nextpower and BWX Technologies are growing faster than many other energy companies.

Nextpower

Alerian Energy Infrastructure ETF

2 top energy growth stocks to buy before it's too late

002202

JPM updated its model post-1Q results for mainland renewable energy stocks, favoring GOLDWIND and ORIENT WIRES & CABLES in wind power, while SUNGROW POWER leads in energy storage. The bank maintains Overweight ratings on GCL TECH and CGN POWER, citing strong demand and tariff improvements. It assigns Underweight ratings to LONGI GREEN ENERGY and others due to industry downcycles. Differences in tariff policies are expected to persist, with YANGTZE POWER as a top defensive yield pick.

AASTOCKS News

Goldwind

GOLDWIND

GCL TECH

Sungrow Power Supply

Deye

Daqo New Energy

CYPC

MYSE

LONGi

Tongwei Co.,Ltd

Maxwell

CHINA LONGYUAN

DATANG RENEW

Daqo Energy

JPM: Preferred Renewable Energy H Shrs GOLDWIND , GCL TECH  and CGN POWER

Cambridge Investment Research Advisors Inc. increased its stake in GE Vernova Inc. (NYSE:GEV) by 8.3% in Q4, owning 60,808 shares valued at $39.74 million. Other investors also adjusted their positions, with notable increases from Burford Brothers and WealthPlan Investment Management. GE Vernova reported strong earnings, exceeding estimates, and announced a quarterly dividend of $0.50 per share.

Cambridge Investment Research Advisors Inc. Increases Position in GE Vernova Inc. $GEV

EMLP

Infrastructure giants like GE Vernova and Bloom Energy are becoming key players in the AI energy market as demand for electricity from data centers surges. Big Tech's projected $700 billion capital expenditure by 2026 is driving up wholesale electricity costs, impacting consumers and industries. While hyperscalers can negotiate favorable rates, energy-intensive manufacturers face rising costs. Utilities positioned near data-center growth, such as Dominion Energy and Entergy, are expected to see strong earnings growth, making them attractive investment opportunities.

Dow Jones

Bloom Energy

Entergy

First Trust North American Energy Infra Fd

Alphabet - C

Alphabet

Amazon

Microsoft

Meta Platforms

Meet the Nvidias of power - 5 stocks winning Big Tech's $700 billion AI energy grab

ALPS Nautilus SMR, Nuclear & Tech ETF(SMRF.US)

Analysts back Cameco, BWX as nuclear demand surges

Energy and nuclear sectors surge on policy and AI demand

Prescott Group Capital Management L.L.C. Invests $945,000 in GE Vernova Inc. $GEV

2 Nuclear Stocks That Are Quietly Becoming the Trade of the Year (and Beyond)

Sunway (603333): Won the bid for the procurement project of CGN Power Huizhou Nuclear Power Co., Ltd., with a bid amount of 14.98 million yuan