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- NuScale Power Sinks 7% to New 52-Week Low as Barclays Cuts to Underweight; Oklo Falls 5%, Centrus Energy Drops 3%
Barclays downgraded NuScale Power (SMR) from Equal Weight to Underweight and cut its price target below the last close. In morning trading, the stock fell 7% to $5.26, a new 52-week low, while Oklo fell 5% and Centrus Energy dropped 3%. UBS had cut the stock to Sell in September over long commercialization timelines, weak customer commitments and heavy expected cash burn. The core issue is that NuScale has yet to land a binding reactor order, despite holding the only U.S. NRC design certification for a small modular reactor, while ENTRA1 Energy is in talks with the Tennessee Valley Authority toward a definitive power purchase agreement. The article flags TVA updates and upcoming earnings as the key catalysts to watch.
- Nuclear Stock X-energy Snaps A Losing Streak. This Is Why.
- X-energy, Amazon, American Electric Power Partner to Bring SMR Project to Indiana
X-energy, American Electric Power (AEP) and Amazon have announced a Joint Development Agreement to advance feasibility work for a proposed 960 MW Xe-100 small modular reactor project in Indiana. The plan involves a 12-unit Xe-100 plant near the former Breed coal plant site in Sullivan County, which AEP owns and would redevelop as a brownfield site. Amazon will provide certain project development funding, marking the second commercial deployment under its collaboration with X-energy to bring more than 5 GW of new nuclear capacity to the U.S. grid by 2039. Indiana has enacted supportive state policies for SMR deployment since 2025, including investment and manufacturing tax credits.
- 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.
- X-Energy Stock Rises on Amazon Nuclear Power Plans After Post-IPO Slump
- Elite Nuclear Stocks To Own In October 2026
The article opens with Amazon's decision to fund 12 small nuclear reactors at a former Indiana coal plant, then reviews three nuclear stocks. NuScale Power has a market cap of US$2.5 billion and about $11 million in revenue from US utility-related activities, and it is involved in the RoPower SMR project in Romania. Constellation Energy has a market cap of US$96.1b and around 920 MW of long-term nuclear contracts averaging 18.5 years with investment-grade buyers. Oklo has a market cap of US$5.2b and is developing 15–75 MW Aurora fission plants; the NRC has approved Aurora's principal design criteria, though the reactors are not yet fully licensed.
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- Why Vicor Shares Are Soaring Today
Vicor shares climbed about 7.4% as of 2:58 p.m. ET after the modular power components maker reported stronger-than-expected third-quarter 2026 results before the market opened. Revenue rose 78.5% year over year to $197.1 million, above analysts' $187 million forecast, and net income reached $63.3 million, or $1.33 per diluted share, versus $0.63 a year earlier and an expected $1.24. Backlog climbed 166% to $406 million as of the end of September 2026, which the article links to the company licensing its power technologies to hyperscalers and its data center exposure. The stock is up about 87% so far this year, and the article notes it trades at 75.8 times operating cash flow, well above its five-year average of 36.6.
- The Banks Locked Agents Out. This Week an Agent Paid an Invoice Through the Front Door.
Between October 13 and 16, JPMorgan Chase, Bank of America, Citi, Schwab and Wells Fargo restricted AI agents from consumer accounts through four hard blocks and one contract rewrite. JPMorgan CEO Jamie Dimon called the move a “liability transfer,” citing unverified agents, shared customer credentials and unassigned liability. In contrast, a live Visa, BILL and Billtrust B2B pilot uses the Visa Trusted Agent Protocol so a BILL Payment Agent, registered in Visa's Agentic Directory, can authenticate to supplier portals without shared credentials. The agent only executes payments already approved by the buyer, using tokenized credentials. The model targets supplier invoices by accepting card payments, which could help suppliers get paid faster and improve Days Sales Outstanding.
- 3 Artificial Intelligence (AI) Stocks That Look Like Great Buys Right Now
The article argues that tech stocks have slid on concerns over the Iran war and possible rate hikes, and highlights three AI-related names as potential buys on the dip. ASML, down 18% from its 52-week high, is expected to generate around 45 billion euros in revenue this year, up about 38%, and trades at a forward P/E of 29. Taiwan Semiconductor Manufacturing, with about a 70% foundry market share, reported 51% revenue growth and 69% earnings growth, is down 12% from its high, and trades at a forward P/E of 21. Broadcom, down 32% from its 52-week high, reported 86% growth in the period ended Aug. 2 and 221% growth in AI semiconductor revenue, with a forward P/E of 19 but more than 40 times trailing earnings.
- We're booking big profits in an AI stock and trimming a credit-exposed bank
Jim Cramer's Charitable Trust sold 40 shares of Broadcom at roughly $335 each, reducing its stake to 120 shares and cutting AVGO's portfolio weighting to 1% from 1.36%, and realized a 312% gain on shares bought in August 2023. It also sold 75 shares of Capital One Financial at roughly $201, leaving 600 shares and lowering COF's weighting to 3.1% from about 3.45%. The trades are framed as trimming AI exposure after a modest rebound and protecting against downside as AI stocks face rising cost of capital. Capital One was also downgraded to a hold-equivalent 2 rating ahead of earnings, reflecting disappointment with front-loaded investments tied to its Discover and Brex acquisitions. The trust has been adding Bank of New York, which the article says lacks Capital One's credit exposure and sensitivity to high oil prices and inflation.
- CrowdStrike vs. Docusign: Which Technology Stock Is a Better Buy in 2026?
This article compares CrowdStrike (CRWD), a endpoint security leader with its Falcon platform, and Docusign (DOCU), the e-signature leader shifting toward its Intelligent Agreement Management platform. CrowdStrike reported fiscal 2026 revenue of nearly $4.8 billion, up 21.7%, but a net loss of about $162.5 million; free cash flow was nearly $1.3 billion, and stock-based compensation equaled roughly 68% of operating cash flow. Docusign posted revenue of about $3.2 billion, up 8.2%, net income of about $309.1 million (a 9.6% net margin) and free cash flow close to $1.1 billion, with stock-based compensation at roughly 53.4% of operating cash flow. Docusign trades at a significant discount to CrowdStrike on both earnings and sales, reflecting its slower growth. Each company faces distinct risks, from competition and dependence on core products or cloud infrastructure to data privacy regulation.
- Trump Dumped Micron, Up 338% in a Year. The Memory Cycle Decides Who’s Right
Trump's accounts, managed by third-party firms, sold Micron stock in August worth a net $251,000–$515,000, sold AMD for $1–5 million, and net bought Meta Platforms for $5.1–25.3 million, according to a filing with the Office of Government Ethics that lists 517 trades. The author argues that selling Micron is a bet the memory shortage is nearing its peak, since Micron's gross margin rose from 2.7% in fiscal 2023 to 80.7% in fiscal 2026. However, consensus estimates put normalized EPS at $176.55 for fiscal 2027, and the stock traded at 5x forward earnings as of Oct. 16. The article concludes the numbers currently favor holding, with Micron's next quarterly report as the key test.
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