Overview
- NuScale climbed 15.14% to $18.78 on Monday, extending a two-day rally that also lifted peers such as Oklo and Centrus.
- Politico reported that the House Energy Subcommittee will hold a hearing on advancing nuclear deployment, including how to implement President Trump’s executive orders setting targets for experimental reactors, SMRs, and a military-base unit.
- Reporters noted heavy options activity and sector momentum rather than new company-specific developments, with no fresh NuScale disclosures since November 6.
- NuScale’s upgraded 77‑megawatt SMR design holds NRC approval from May 2024, yet most analysts surveyed by S&P Global Market Intelligence do not expect profitability before 2030.
- Traders pointed to the January jobs and CPI reports and the late-January Federal Reserve meeting as near-term tests for whether the early-year rally can hold.