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

Impact · against what's priced in

The news is largely a non-event for CEG and GOOGL as their prices already reflect the baseline for AI power demand and the existing Google PPA. For SMR, the potential TVA deal remains a speculative catalyst that could shift the company from a story-driven valuation to a backlog-driven one, though it remains high-risk.

CEG+0.00

Already priced in

The price assumes

the recent earnings beat and the raised full-year adjusted operating earnings guidance