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- Oct 2, 2026Oct 2, 2026Your Real IPO Comp Is X-energy's Reversal Pulse story
Latest Pulse
- Oct 2, 2026Your Real IPO Comp Is X-energy's ReversalFounders benchmarking their IPO against the latest blockbuster debut-day pop are comparing themselves to the exception, not the rule -- X-energy's reversal from a $12 billion opening to roughly half that is the more realistic comp for most listings.→
- Oct 1, 2026Nuclear Funding Booms While Public Markets Turn BearishPrivate investors keep funding nuclear-power startups even as the sector's publicly traded names take a bearish turn, with the private boom fueled by expectations of surging energy demand around AI.→
- Sep 14, 2026Three IPOs Set Terms In A $2.1B WeekHoltec Nuclear, Bamboo Insurance and Electra Therapeutics set IPO terms within a day of each other, lining up roughly $1.8 billion of supply; with Orion180's $320 million deal, the week's calendar totals about $2.1 billion.→
- Sep 11, 2026Holtec Nuclear Targets $10.2B Valuation In IPOHoltec Nuclear priced a $15-$18 range for its Nasdaq IPO, seeking up to $900 million and a valuation as high as $10.2 billion, as the SMR and spent-fuel company rides the same power crunch driving AI data-center demand.→
- Sep 8, 2026Bluecore Energy Raises $50M Seed For Floating NuclearBluecore Energy closed an oversubscribed $50 million seed round just two months after emerging from stealth, adding to a $10 million pre-seed as it develops floating small modular reactors for ports and AI data centers.→
- Sep 2, 2026Gas Pipelines Are the New AI Trade: $10B of Deals in a WeekONEOK agreed to buy Brazos Midstream's Permian assets for $4.42 billion days after Williams struck a $5.5 billion deal for Momentum Midstream, as gas gathering capacity gets repriced around AI electricity demand and LNG exports.→
- Aug 3, 2026Valar Atomics Raises $1B at $6B for Factory NuclearSequoia led a $1B Series B for Valar Atomics at a $6B post-money valuation, tripling the mark it carried in April, weeks after the startup used a fission reaction to power an Nvidia AI chip.→
- Aug 3, 2026Sequoia Leads $1B Bet on Mass-Produced Nuclear ReactorsNuclear startup Valar Atomics raised a $1 billion Series B led by Sequoia Capital at a $6 billion valuation, tripling its valuation as it works to mass-produce small reactors to power AI data centers.→
- Jul 30, 2026DOE Turns Cold War Uranium Site Into $100B AI ComplexThe US Department of Energy is converting a Cold War-era uranium enrichment site in Kentucky into a $100 billion AI data-center complex with its own on-site natural gas and battery power plant, tapping private capital to fund it.→
- Jul 27, 2026Antares Raises $470M for Military MicroreactorsNuclear startup Antares raised a $470 million Series C to build small modular reactors for US military bases, part of a Pentagon program racing to bring domestic reactors online by 2028 under a Trump executive order.→
Coverage Timeline
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Value Add Research
- Market & Trends · Sep 5, 2026Valar Atomics Valuation: $6B After Sequoia's $1B Series B
- Market & Trends · Jul 23, 2026STDN: $15 to $9.75 to $12.92 — Standard Nuclear IPO
- VC & Investing · Jul 9, 2026Standard Nuclear S-1: $3.55B Valuation, $356M Raise
- AI & Technology · Jun 6, 2026Nuclear for AI: Tech's 24/7 Carbon-Free Baseload Play