$SMR NuScale Tape Reports
Per Ticker.id: $SMR NuScale Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-21 16:06 UTC.
What's incredible is, is that we never cared about earnings before for this and for, for NuScale. And suddenly we care. I don't get it. You know, why do we get that? I just think, again, once again, there's a real kind of a realism sinking in.
Jim Cramer — Squawk on the Street · 9am Hour: Dimon's Market Warning, Sandisk and Western Digital Tumble, SpaceX Lockup Expiration 8/6/26 · 2026-08-06So they're partnered with Hitachi, and this is a an old partnership where they've created their own small modular reactors. There's a lot of attention around small modular reactors. There are companies like Oklo, NuScale that went public via SPAC and other ways that are focused on developing SMRs.
Ben Kallo — The Real Eisman Playbook · AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69 · 2026-07-21Going well, going well. My daughter's there, take care of her. She's right there next in the same state, same state. What's going on? Look, love it, great state. Well, Jim, I got a stock for you today. We got power-hungry AI data centers, we got the Tennessee Valley Authority, they're going global, a billion dollars in liquidity, and they're not getting any love. Tell me about NuScale. Power. It's too speculative for me. I like GEV. And I didn't tell the truth, my daughter lives in Montana, but she's right on the border. She's right on the border. GEV is safer. GEV safer. Let's go to Justin in Maine. Justin.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/1/26 · 2026-07-01Because they want to get it right. They'd rather be launching something later that makes sense, that has been vetted, than rush to put something out that their user base becomes disenchanted with. It's really all about their brand and the iOS and iPhone ecosystem. So historically, we like Apple. It's good business. Right now though, and you saw that yesterday, it was Tim Cook announced that they're raising prices on MacBooks, iPads, all different types of products. Which will, will hurt demand. And that's because of the higher input costs of memory and chips and everything that is now moving— that capacity tends to move towards being put into AI data centers. I think long-term, a lot of AI compute will happen on the edge, meaning on device, and less where it has to go out to the data center for this compute. And Apple's well suited with their M-series chips to, I think, be a big player there. So I, I— we're looking for a place to gain entry into Apple. We like Apple, and I'll continue to buy it on market pullbacks. Thanks for the call. So yesterday we had a great show. We looked into the story about minimum wage and inflation and what higher labor costs really mean for your portfolio. We also answer questions, listen to a question on StoneX, S-N-E-X, that was submitted via the YouTube channel. And if you happen to miss it, go check it out. Best way to get every show is to follow Invest Talk wherever you get your podcasts. Now we have a lot of ground to cover over the next 45 minutes or so, and time permitting, we'll get to all of it. Our main focus point is about hedging currency risk in a time where there's a lot of geopolitical volatility, a lot of economic volatility, volatility in the commodity markets that can help some countries, can hurt other countries, all of that. The, the currency risk is higher than it normally is. So we're going to talk about what's going on overseas, especially in In Japan, the yen is near the 40-year low. Is that a good thing or a bad thing for global markets? So we'll talk about those currency moves. We also want to discuss— I do want to discuss kind of in relation to that Apple question, which is how much inflation is the data center boom sparking in the broader economy, not just in chips, but things like electricity, worker wages that work in those industries to build out AI data centers, and much, much more. So we'll talk about that. And then if we have time, how good are these AI traders? There's some recent studies there. It's called the Crystal Ball Challenge, and we'll dig into the data coming out of that study as well. We also have voice bank questions. One is on selling covered calls, and the other is on NuScale Power Corporation, SMR. We also have some questions that came in via the comment section on the Invest Talk YouTube channel as well. But we're gonna head into a quick break. Please remember, you can call us anytime and leave your question on the Invest Talk Voice Bank. But if you're listening via our live stream or possibly on AM 1220 in the Bay Area, you can call right now at 888-99-CHART. Up next, I'll comment on today's market activity.
Justin Klein — InvestTalk · Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order · 2026-06-27Hey Luke and Justin, Bill from Philadelphia here. Call about NuScale Power, ticker symbol SMR. It's, uh, nuclear energy. Extremely interested in the space, especially because of all the data centers popping up. Um, and I know a lot of the Mag 7 have signed, uh, 20-year-plus contracts with some nuclear facilities already. And I think it will be what these data centers will be using in the future. I like the SMR ticker at where it's at right now and think it would be a good 5-year or so hold until hopefully, uh, it, it takes off. Wanted to kind of get your thoughts and see if you guys had similar, uh, opinions on it. Or if you guys are against it. Thank you so much and love what you guys do.
Speaker D — InvestTalk · Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order · 2026-06-27Everyone, here's your quick reminder. If you want to get a question in, we'd love answering them on air. Go ahead and send that, your questions to podcasts@fool.com. That's podcasts with an S at fool.com. 3 rules as always: keep it foolish, keep it short enough to read on air, and don't ask us for any personalized advice so we don't get in trouble with the SEC. This is actually an older question, but because we were talking about nuclear, I wanted to bring it back up and I thought it was an appropriate time to answer it. And this is from Adam Ror, and I modified the question a little bit, but the, the question was, is how thoughts on how young investors and probably focus on the young part should capitalize on the energy boom. And there was a little bit of a bonus here because we were talking about nuclear and he asked specifically about a couple of these small modular reactor companies that are out there. One of them's Oklo, ticker OKLO. And NuScale Power, ticker SMR.
Tyler Crowe — Motley Fool Hidden Gems Investing · Nuclear Energy Gets a Big Government Boost (Again) · 2026-06-25Yeah, I don't want to talk about companies in particular to answer Adam's question, but I want to kind of lean on my experience of getting started a little wet behind the ears. I really dove into the energy industry in particular when I got started. And I learned a lot of lessons the hard way. And one of the hard lessons I learned here is there aren't many incentives to be innovative in the energy industry. And even though there is like this natural tendency as a young investor to gravitate towards like new and novel technologies because it's, you know, going to be the future. Just for example, like utilities, both regulated and unregulated, you know, they care almost exclusively about power being cheap and reliable. They're not really in the risk-taking business. There's little incentive to— incentive, if any at all, to experiment on new tech and why it's so hard for these new techs to break through in the industry. It becomes like a chicken and egg situation where it's like nobody wants to try it. And if nobody tries it, you can't bring the costs down and it just kind of spirals into a who's going to blink and actually do that. Now, maybe, and this is me squinting really hard to find a thesis, there's a little bit more interest in some of these novel ideas, like you mentioned, Oklo and NuScale Power, because demand is so, is rising so fast and we're trying to patch together some new concepts and, you know, maybe that makes, make it worth it. But interest in novel tech doesn't necessarily translate into commercial success either. So as somebody who has been burned many, many times trying to go after the next big thing in energy, really take a, like a big tall drink of cold water before you make any big bets in the energy industry.
Tyler Crowe — Motley Fool Hidden Gems Investing · Nuclear Energy Gets a Big Government Boost (Again) · 2026-06-25Well, Patrick, the uranium miners mostly closed up and near their intraday highs on Wednesday, even as the S&P was modestly down on the day. And that's yet another sign that this market is heating up, and we're seeing uranium and uranium equities breaking away from main mainstream stock market and really accelerating what I think is a very strong bull market that's been in a technical correction since the 15th of October. Looks like that's finally ending and we're maybe about to break substantially higher. Let's see how that plays out. We're seeing more and more bullish fundamentals with announcements from, uh, Energy Secretary Chris Wright almost daily now coming out as he continues to talk up the formative nuclear Renaissance, the strong case for increasing America's enrichment capability, which will increase demand. One of the cautions that I've described in the past for this uranium bull market is, hey, you only got a certain amount of demand that's possible based on the amount of enrichment capacity that we have, and Russia controls a lot of it, by the way. Well, as we're now aggressively building out more uranium enrichment capacity, it just speaks of more demand coming for uranium in coming years. A few names like NextGen Energy have already broken out well above their October 15th highs when this technical correction started. Others like Denison Mines are almost there. The ETFs are lagging behind, particularly the URA ETF, which has quite a few, uh, small modular reactor names like Oklo and NuScale in their portfolio. Those are not performing as well as the uranium stocks have been in the last couple of weeks. That's the reason URA is kind of the laggard there, but it has already broken out of its symmetrical triangle pattern to the upside. That ETF is particularly important because a lot of the institutional money follows that one. It's where— it's the one that has the most liquidity, and it also has the only liquid enough options chain to support options trading on the underlying uranium investments in size. So URA is a very important name in this market, and it is already starting to break out, catching up to some of its pure uranium play peers, which are already much higher. So all signs are bullish. The one big risk still on the table is the unwind of the AI trade.
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