{
  "id": 1415882,
  "title": "Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Overlooked Stock Is Building One Too.",
  "url": "https://urgent.news/2026/08/15/everyones-watching-oklo-and-nuscale-for-nuclear-exposure-this-1415882",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-15T17:05:00.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/energy/articles/everyones-watching-oklo-nuscale-nuclear-170500813.html"
  },
  "original_language": "en",
  "account": "The AI-driven nuclear power resurgence has captivated investors' attention, propelling names like Oklo (NYSE: OKLO) and NuScale (NYSE: SMR) into the spotlight. However, as the hype surrounding these companies continues, another entity specializing in small modular reactors (SMR) remains under the radar: GE Vernova (NYSE: GEV).\n\nWhile GE Vernova is primarily known for its leading gas turbine and wind energy business, the corporation is quietly becoming a noteworthy player in the nuclear energy sector. In the second quarter, power service orders surged by 12%, driven by nuclear and gas power, with services revenue also increasing. Furthermore, GE Vernova is actively investing in nuclear power for long-term growth.\n\nCEO Scott Strazik emphasized during the second-quarter call that the company is advancing SMR technology at scale, as evidenced by progress on the Ontario project. This project is the first grid-scale SMR in the Western world and is expected to be completed by the end of the decade. Additionally, GE Vernova has secured two more early work agreements for its SMR in the U.S., potentially positioning itself for further growth in the nuclear power sector.\n\nGE Vernova recently signed an agreement with Hitachi Nuclear Energy (GVH) and Blue Energy to collaborate on a 2.5-gigawatt (GW) gas-plus-nuclear power plant in Texas. The project would incorporate GE Vernova's 7HA.02 gas turbines and GVH BWRX-300 SMRs, contingent upon a final investment decision anticipated in 2027. Initially, it would power a 1 GW data center using two GE Vernova gas turbines, followed by the addition of another 1.5 GW of nuclear capacity from up to five GVH SMRs, commencing in 2032.\n\nAlthough GE Vernova is overshadowed by the prominence of Oklo and NuScale, its financial stability makes it a compelling long-term investment. The corporation reported a 22% revenue growth to $11.1 billion in the second quarter, generating $5.5 billion in cash from operating activities, leading to a cash balance of $13.1 billion and returning $3.9 billion to shareholders through dividends and repurchases. In contrast, Oklo generated $1.2 million in revenue during the second quarter, incurring a $48.4 million net loss, while NuScale reported only $75,000 in revenue and a $47.5 million net loss.\n\nInvestors should consider GE Vernova's strong financial position and its potential to deliver significant returns in the nuclear power space, making it an overlooked but promising investment opportunity.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 3,
    "also_reported_by": [
      {
        "outlet": "Motley Fool",
        "title": "Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Overlooked Stock Is Building One Too.",
        "url": "https://urgent.news/2026/08/15/everyones-watching-oklo-and-nuscale-for-nuclear-exposure-this",
        "published": "2026-08-15T16:45:00.000Z"
      },
      {
        "outlet": "Nasdaq Markets",
        "title": "Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Overlooked Stock Is Building One Too.",
        "url": "https://urgent.news/2026/08/15/everyones-watching-oklo-and-nuscale-for-nuclear-exposure-this-1085444",
        "published": "2026-08-15T17:05:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}