Energy, Power and Materials
Nuclear power and SMRs
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 29
- Share
- 2.9%
- Shows
- 27
- Net sentiment
- +0.85
Up from 1.0% of episodes in the weeks before; net sentiment was +0.58.
Bullish 23Mixed 2Neutral 3Bearish 1
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 23
- Management sees the strongest uranium cycle ever and a looming supply deficit favoring large-scale projects.ATHA Energy (TSXV:SASK) - Funded Uranium Discovery Work Continues Through 2027 · Company Interviews · Oct 9
- Small modular and advanced reactors are moving from paper to operating demonstrations, with strong data center demand.The Era of Nuclear-Powered Data Centers Is Approaching · Cool Vector · Oct 8
- Life extensions and hyperscaler demand de-risk existing fleets, supporting long-term nuclear and uranium demand growth.Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher · Wealthion · Oct 7
- Speakers see strong momentum, contracts and government support for SMRs as a route to scaled new nuclear.Nuclear industry stepping up on energy security · Powering Sustainable Ideas · Oct 5
- Guest expects a supply deficit and uranium prices rising to $150-200 per pound over the cycle.Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher · Wealthion - Be Financially Resilient · Oct 7
- New large reactor builds, SMR licensing and fuel deals show accelerating nuclear deployment.#27: September Roundtable | Week of the Uprates w/ Andrew Meehan · Nuclear Investing Podcast · Oct 10
Show 17 moreShow fewer
- Long-term power purchase agreements and federal loan support signal growing commitment to existing and expanded nuclear capacity.Weekly Recap: Nuclear Deals, Grid Costs, and Who Pays — October 10, 2026 · Concrete Compute · Oct 10
- Long-term nuclear purchase deals and uprates add contracted supply, though the first uprate is not due until 2028.Who Pays for 890 Megawatts of New Nuclear? — October 7, 2026 · Concrete Compute · Oct 7
- Nuclear is moving to the centre of energy policy, with tripling targets and rising investor interest.Highlights from the 2026 World Nuclear Symposium · World Nuclear News · Oct 9
- Rising electricity demand from mandates is cited as the driver behind uranium prices and the company's formation.Radiant Uranium advances Cross Lake exploration as Uranium demand continues to grow · Proactive - Interviews for investors · Oct 9
- Nuclear provides reliable around-the-clock electricity valued by AI facilities.The Big 3: CEG, NTAP, CIEN · Schwab Network · Oct 8
- Google's deal revives existing nuclear output, though new capacity remains small versus demand.Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model · Blockspace: AI News · Oct 6
- Google and Amazon signing long-term nuclear power deals gives nuclear operators locked-in demand for upgrades.Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power · The Rundown · Oct 6
- Hyperscaler nuclear uprate deals create long-term revenue visibility for nuclear power operators.Starbucks Rumors, Google Bets On Nuclear Energy, & Ray Dalio · Rich Habits Podcast · Oct 9
- Retrofitting existing reactors offers faster power supply than building new plants, favoring nuclear operators.#43 - Burgers, Acne Cream and Nuclear Power: AI Walks Out of the Lab · AI Neanderthal by Malcolm Werchota · Oct 8
- Speakers expect nuclear and uranium demand from data centers to outstrip supply and lift prices.the call: Wednesday 7 October · The Call from ausbiz · Oct 7
- THE POWER BOTTLENECK - Nuclear AI, Autumn Frontlines & The Jobs Calm · The ELEVEN: US Markets · Oct 5
- Google's nuclear uprate and supply deals signal growing hyperscaler demand for nuclear electricity.The Price of Speed: Who Pays for the AI Boom? · The AI Supercycle · Oct 8
- Google's Constellation deal adds 890 megawatts of new nuclear uprate capacity, with Oracle also eyeing nuclear supply.Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City — October 08, 2026 · The Data Center Daily · Oct 8
- A 20-year hyperscaler power contract could signal a bottom for nuclear and uranium stocks.Did Google just revive the nuclear trade? · Wall Street Unplugged - What's Really Moving These Markets · Oct 7
- Constellation's new 20-year nuclear supply deals with Google signal strong demand for baseload power.10AM Hour: UBS CEO on U.S. Growth, Russia Plague Risks, Nuclear Power Deal 10/6/26 · Squawk on the Street · Oct 6
- Google's 20-year nuclear deal lifted nuclear names, though the group had run ahead of itself.S&p 500 Hits Record High… And 10/6/26 · CNBC's "Fast Money" · Oct 6
- Host is very bullish on nuclear as the only solution to meet data center energy needs.Strategy Sunday: XRP, AI & the Machine Economy: Who Powers the Next Wealth Boom? · Strategy Sunday w/Armando Pantoja · Oct 5
Mixed 2
- Restarting and upgrading existing nuclear plants is fast, but new construction takes years.Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells · Motley Fool Hidden Gems Investing · Oct 7
- Uranium equities are in a slump now, but the CEO expects values to improve later.Eastport Critical Metals advances uranium, rare earths and copper-nickel projects in Botswana · Proactive - Interviews for investors · Oct 9
Neutral 3
- Examines Russia's cooling cooperation on nuclear nonproliferation and its nuclear coercion limits.Russian Roulette LIVE: Putin's Global Campaign to Defeat the West with Hanna Notte · Russian Roulette · Oct 7
- Finland's existing nuclear reactors are contrasted with slow U.S. nuclear and small modular reactor timelines.Google Just Made a $13 Billion Bet (Here's the Next AI Hot Spot) · MarketBeat | Stock Market News & Analysis · Oct 8
- Historical discussion of nuclear energy's commercialization after weapons and accidents.The Warning Label Is The Pitch · Geopolitical Cousins · Oct 5
Around it
Shows that covered it most
- Concrete Compute2
- Proactive - Interviews for investors2
- Geopolitical Cousins1
- Powering Sustainable Ideas1
- Strategy Sunday w/Armando Pantoja1
- The ELEVEN: US Markets1
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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