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Should You Buy NuScale at $6 After the Google Rally? Here's the Next Catalyst That Could ...

Published

17 October 2026

Topic

operational-macro

◆ Sectors

Clean Energy

◆ Geography

United States

◆ Source

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Fusion42 · 17 October 2026 · Fusion42 review

NuScale Power, a developer of small modular nuclear reactors, faces a critical catalyst with a potential 6 GW deal with Tennessee Valley Authority for a large-scale deployment, which could transform its outlook after a 90% stock decline. The growing demand for reliable carbon-free power to support data center expansion ties nuclear energy stocks closely to hyperscale tech operators like Google.

This Wire brief sits within Fusion42's coverage of Clean Energy.

◆ ◆ The Wire takeaway

The large SMR deal with Tennessee Valley Authority will open the U.S. nuclear market to SMR builders working with industrial scale clients. You can expect a sharp increase in project inquiries and should position your offering around grid-scale carbon-free power for tech and industry.

◆ Coverage

1 source · 17 Oct 2026

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Clean Energynuclear-energysmall-modular-reactorsdata-centerspower-purchase-agreementinvestment-catalyst