3 Data Center Stocks You Haven't Heard of With 300% Upside Potential - 24/7 Wall St. Stock Market Live March 29, 2026: S&P 500 (SPY) Flat Ahead of Key Earnings 3 Data Center Stocks You Haven't Heard of With 300% Upside Potential By Omor Ibne Ehsan Published Apr 29, 10:11AM EDT Quick Read Johnson Controls (JCI) holds $18B in backlog for data center chiller platforms, up 20% year-over-year, and trades at 27x earnings with 19% expected annual EPS growth. Cogent Communications (CCOI) operates 186 data centers a ...

公司核心情况与市场表现 1. NuScale Power是一家专注于小型模块化反应堆技术的核能公司[1] 2. 公司是**目前唯一**获得美国核管理委员会设计批准的SMR开发商[1][3] 3. 过去六个月公司股价下跌近**70%**，市值约为**40亿美元**，仅为另一家尚未获NRC批准的微反应堆开发商Oklo市值的**约三分之一**[2] 核心优势：监管与技术 1. NRC于2025年5月批准了其**77兆瓦**的SMR设计，此前还批准了**50兆瓦**的设计[3] 2. 公司设计基于成熟的轻水反应堆技术，与当今全球**约96%** 在运核反应堆使用的冷却和慢化技术相同[4] 3. 技术上的熟悉度是其能快速通过NRC审批流程的原因之一，这与使用液态钠冷却等未经商业验证的新技术的竞争对手形成对比[4][5] 面临的挑战与业务现状 1. 尽管拥有监管先发优势，公司**尚未从SMR销售中获得任何收入**[6] 2. 成本是潜在客户犹豫的一个关键因素，例如其在罗马尼亚规划的项目预计使用**6个模块**发电约**460兆瓦**，但估计成本可能高达**约70亿美元**[7] 3. 公司目前面临的核心问题是缺乏实际订单，即“电力在哪里”的问题[6]

Oklo currently has several projects under way, under the auspices of the DOE’s programs. While it is still a pre-revenue company, the years 2024 and 2025 marked a shift in Oklo’s stance, as the reactor developer moved product development to project deployment. To back this shift, and its ongoing work in gaining regulatory approvals and building reactors, Oklo has deep pockets – the company finished 2025 with $1.4 billion in cash and other liquid assets.Oklo focuses on fast-reactor design, using liquid-metal ...

Shares of nuclear power start-up NuScale Power (NYSE: SMR) got caught up in the excitement around nuclear power. Its stock rallied strongly, but Wall Street's attention waned. Now, just a short while later, the shares have fallen 75% from their 52-week high. The stock looks cheap compared to its recent highs, but is it worth buying? NuScale Power has attractive technology NuScale Power has a regulatory-approved small modular nuclear reactor (SMR) design. It basically took existing nuclear power technolo ...