Centrus Energy (LEU) and BWX Technologies (BWXT) soared with the nuclear revival last year but are down 54% and 22%, respectively, in 2026. The Bank of America Institute projects U.S. electricity demand to grow 5 times faster over the next decade than it did over the last, driven by AI data centers, EVs and reshoring. Centrus is shifting from sourcing fuel to producing enriched uranium domestically, with fuel supply deals announced with Oklo, X-energy, Radiant and Antares, though its capital-intensive build-out will weigh on earnings for the next couple of years. BWXT is the only manufacturer of naval nuclear reactors and fuel for the U.S. Navy, secured $1.4 billion in Naval Nuclear Propulsion Program contracts in May 2026, and also fabricates the reactor pressure vessel for GE Vernova's BWRX-300 SMR. The article suggests Centrus suits investors comfortable with volatility for nuclear build-out upside, while BWXT suits those seeking stability.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
nuclear energydata centersdefense
Open a keyword to see other news on the same topic.
Related news
- The U.S. Army Is Spending $2.2 Billion on Micro Nuclear Reactors. This Stock Could Benefit.
On Aug. 26, the U.S. Army announced $2.2 billion in funding for several companies to own, build and operate nuclear microreactors for military installations, under its Janus Program launched in 2025. The goal is to supply safe, reliable power to the military through more than 20 microreactors, which are factory-assembled modular designs that can be built faster and at lower cost than large plants. BWX Technologies (BWXT) was selected as one of the vendors, given its long history of building reactors for the U.S. Navy. BWXT shares rose about 136% over five years but fell about 40% over the past six months, and the company recently raised its 2026 guidance for revenue, adjusted EBITDA, non-GAAP EPS and free cash flow. The article notes BWXT has a proven record of deploying its technology and earning profits, unlike some SMR companies without earnings.
- Amazon to fund 12 small nuclear reactors at former Indiana coal plant
Amazon is funding a proposed 960-megawatt nuclear plant in Indiana and will be its first power buyer, the companies announced Monday. American Electric Power (AEP) will operate the plant, while X-energy will supply 12 Xe-100 small modular reactors on the site of a demolished coal plant south of Terre Haute. This is the second Amazon–X-energy deal and three times larger than the first; unlike many new plants, it will connect to the public grid, though Amazon says the power will also serve its data centers. The timeline still hinges on X-energy delivering its first plant at Seadrift, Texas, which is the subject of a state lawsuit and has not yet broken ground.
- PayPal vs . SoFi Technologies : Which Financial Stock Is a Better Buy in 2026 ?
The article compares PayPal (PYPL), a global payments network with 439 million active accounts across nearly 200 markets, with SoFi Technologies (SOFI), a digital bank serving over 15 million members. One offers stable cash flow, the other faster growth. In fiscal 2025, PayPal reported revenue of nearly $33.2 billion, up roughly 4.3%, and net income of $5.2 billion, a net margin of about 15.8%; SoFi reported revenue of roughly $4.8 billion, up about 28.8%, and net income of nearly $481.3 million. PayPal's free cash flow was nearly $5.6 billion, while SoFi's was negative at nearly $4 billion, reflecting its lending and technology spending. The article outlines risks for both, including cyberattacks and regulation for PayPal, and interest rate sensitivity and trade secret allegations from Citizens Bank for SoFi, and notes PayPal trades at lower forward P/E and P/S ratios than SoFi.
- PayPal vs . SoFi Technologies : Which Financial Stock Is a Better Buy in 2026 ?
The article compares PayPal (PYPL) and SoFi Technologies (SOFI), contrasting PayPal's mature cash flow with SoFi's fast-growing digital banking model. PayPal serves 439 million active accounts across nearly 200 markets; in fiscal 2025 it reported revenue of nearly $33.2 billion, up roughly 4.3%, net income of $5.2 billion and free cash flow of nearly $5.6 billion. SoFi, with over 15 million members, posted fiscal 2025 revenue of roughly $4.8 billion, up approximately 28.8%, but net income of nearly $481.3 million and negative free cash flow of nearly $4 billion. Risks include PayPal's cyberattacks, securities class actions and the termination of acquisition talks with Advent and Stripe in August 2026, and SoFi's interest rate sensitivity and trade secret allegations from Citizens Bank (CFG). Based on forward P/E and P/S ratios, PayPal trades at a lower valuation multiple than SoFi.
- ServiceNow vs. Palantir Technologies: Which Technology Stock Is a Better Buy in 2026?
The article compares ServiceNow, which offers an automated workflow platform for roughly 8,700 enterprise customers, with Palantir, which builds data platforms used in government and commercial settings. ServiceNow's FY 2025 revenue reached nearly $13.3 billion, up roughly 20.9%, while Palantir's reached nearly $4.5 billion, up roughly 56.2%, with a net margin of approximately 36.3% versus 13.2% for ServiceNow. The article says both companies carry premium valuations, with Palantir valued significantly higher. It notes Palantir's Q2 2026 U.S. commercial revenue grew nearly 150% year over year and that its full-year guidance was raised substantially. The author favors Palantir, while calling ServiceNow one of the more dependable compounders in enterprise software.
- Better Nuclear Energy Stock to Buy After the Sell-Off: Oklo vs. X-Energy
This article compares next-generation nuclear developers Oklo (OKLO) and X-Energy (XE) after their recent sell-offs. Oklo develops Aurora microreactors rated at 15 MWe to 75 MWe and expects to start deploying its first commercial reactors in 2027, with revenue projected to rise from less than $3 million in 2026 to $51 million in 2028. X-Energy sells Xe-100 small modular reactors, plans its first deployments in the early 2030s, and is projected to grow revenue from $212 million to $1.2 billion over 2026–2028. The author notes Oklo's $5.1 billion market cap equals 100 times its 2028 sales, versus 2.5 times for X-Energy's $3.0 billion market cap, and suggests X-Energy appears undervalued relative to its growth potential.
Related markets
Latest news
- Bank Profits Surge
The 9-month 2026 results show many banks continued to grow profits, with some posting record quarterly earnings. VPBank's pre-tax profit reached nearly VND 30,000 billion, up nearly 47%, equal to its full-year 2025 result and about 72.4% of its 2026 plan; Q3 pre-tax profit topped VND 11,000 billion. Techcombank posted VND 28,900 billion (up 23.7%), while LPBank reported VND 10,421 billion (up nearly 9%). SSI forecasts pre-tax profit of its monitored banks to rise 19.5% in 2026 before slowing to 15.4% in 2027, pressured by narrowing net interest margins and rising credit risk provisions. It also expects system-wide credit growth of 16-17% in 2027 and 17.9% for the monitored banks.
- World's Largest Gold Fund Dumps Over 10 Tonnes of Gold as Prices Slide
SPDR Gold Trust, the world's largest gold fund, continued net selling of nearly 12 tonnes of gold in the 22/10 session, bringing total sales over 2 sessions to nearly 15 tonnes and cutting its holdings to about 1,046 tonnes. Spot gold fell more than 2.8% to around USD 4,025 per ounce at the close of 22/10, and briefly dipped below USD 4,000 per ounce in the morning session of 23/10. Tensions in the Middle East pushed crude oil prices higher, raising concerns about inflation and further Fed tightening, and gold has still not attracted sustained safe-haven demand even as US Treasury yields fell. US September CPI rose 0.6% month on month and 3.7% year on year, while PPI rose 1.3% and 6.3%. Markets price about an 84% chance the Fed holds rates steady at its 27-28/10 meeting and a 16% chance of a 25 basis-point increase; September PCE data due on 29/10 is the next key factor to watch.
- Gold Prices Continue to Fall
On the morning of 23/10, domestic gold prices kept falling, with SJC bar prices varying by seller and the premium over world gold widening. Công ty TNHH Vàng bạc đá quý Sài Gòn listed SJC bars at VND 139-142 million per tael (buy-sell), down VND 300,000; Phú Quý was at VND 138-141.8 million, down VND 500,000; and Mi Hồng at VND 140-141.5 million, down VND 800,000. Gold rings also fell by varying amounts, with DOJI at VND 138-142 million and Phú Quý at VND 138-141 million per tael. World gold dropped USD 129 to around USD 3,992 per ounce, equal to about VND 125.3 million per tael, leaving SJC bars about VND 16.7 million per tael above the world price. The State Bank's central rate was set at 25,627 VND/USD, down 5 dong, while Vietcombank quoted 25,660-26,040 VND/USD (buy-sell).
- Company Linked to Billionaire Pham Nhat Vuong Announces Major Good News
VEFAC (ticker VEF), a Vingroup subsidiary, posted Q3 net revenue of nearly VND 77 billion, up 67% year on year, but a gross loss of about VND 27 billion as cost of sales from its exhibition business exceeded revenue. Q3 profit rose mainly thanks to a gross gain of about VND 65 billion from transferring some schools in a project to a partner, while financial income reached over VND 388 billion, mostly from loan and investment income. For the first nine months of 2026, after-tax profit was nearly VND 865 billion, down about 94% from VND 15,418 billion in the same period of 2025, as the prior year included large gains from transferring part of the Vinhomes Global Gate project. As of 30/9/2026, total assets stood at over VND 31,905 billion, up 36% from the start of the year, while total liabilities exceeded VND 24,364 billion, with short-term customer advances rising from VND 411 billion to over VND 8,373 billion.
- Lotte and Phat Dat Officially Break Ground on VND 60,000 Billion Mega Project in Thu Thiem 'Golden Land'
A joint venture between Lotte Group (South Korea) and Phát Đạt (HoSE: PDR) officially broke ground on 23/10 on Lotte Eco Smart City Thu Thiem in the Thu Thiem New Urban Area, HCMC, with total investment of about VND 60,000 billion. The project covers nearly 7.5 ha and will combine Grade A offices, retail, services, accommodation and housing, adjoining the central plaza and central lake of Thu Thiem. Phát Đạt holds 35% of Lotte Properties HCMC, the project developer, and will develop the housing blocks along with two towers (2-1 and 2-3) with about 219,722 m2 of floor area, while Lotte handles block 2-5. Lotte Properties HCMC paid VND 17,569 billion in land-use fees on 31/7/2026, and Phát Đạt completed its VND 7,666 billion payment to take its 35% stake. MB is funding all of Phát Đạt's capital contribution, while VietinBank and BIDV also support the project.
- International Business : Global stocks nosedive as Meta dents AI optimism
Global stocks retreated as tech earnings failed to ease concerns about the AI outlook, with MSCI's All-World index set for its largest daily fall in two weeks, down 0.4 per cent. Meta beat third-quarter revenue expectations, but its plan to issue non-voting stock revived worries about its mounting capital commitments, and a New Mexico judge ordered it to pay a $25 billion penalty in a data privacy case. Brent crude rose nearly 3% to $112 a barrel, near a five-month high, after more Houthi attacks in Saudi Arabia raised supply risks. Investors moved into government bonds, pushing the US 10-year yield down to 5.05%, below France's for the first time in 13 years, while French yields have climbed above 5% amid concerns over social unrest and debt. The France-Germany 10-year spread reached 177.7 basis points, its widest since 2011, while gold fell 1.8% to $4,070 an ounce.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.