Nuclear installations

Everyone Wants Nuclear Power, Nobody Wants Nuclear Stocks: Inside The Great Uprate Rush

ZeroHedge26 October 2026, 10:55 UTCUnited States of America

Everyone Wants Nuclear Power, Nobody Wants Nuclear Stocks: Inside The Great Uprate Rush On Monday, X-energy (XE) signed its second Amazon-backed reactor project in the US, a 960MW, 12-unit plant on the site of a retired AEP coal plant in Indiana. The same day, its stock sat at $10.36, the bottom of its 52-week range and 71% below its high. That, in one sentence, is the state of the nuclear renaissance in October 2026: the customers have never been bigger, and the shareholders have never been more nervous. Regular readers know we have been tracking the AI-nuclear trade since befo

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