The Trump administration’s nuclear roadmap could fast-track NuScale’s path from development to commercialization. Bank of America upgraded NuScale from “Underperform” to “Neutral” with a $28 price target. Microsoft’s $37.5 billion capex raised concerns about AI infrastructure spending, impacting NuScale stock. NuScale Power stock surged 23.4% in January due to political tailwinds and an analyst upgrade. The U.S. House of Representatives Energy Subcommittee explored a nuclear acceleration roadmap, signaling a push for nuclear energy expansion. NuScale holds the only SMR design certification, streamlining its path to revenue. Bank of America’s upgrade to “Neutral” boosted NuScale shares, highlighting licensing agreements and reactor design advantages. Microsoft’s capex spending on AI infrastructure spooked investors, impacting NuScale shares tied to AI growth. NuScale’s success is tied to AI demand, making it vulnerable if demand wanes. Consider the risks and volatility before investing in NuScale Power stock. The Motley Fool identified 10 top stocks to buy, with NuScale Power not included. Stock Advisor’s average return is 885%, outperforming the S&P 500. Consider joining Stock Advisor for top stock picks and community insights.

Read more at Nasdaq: Why NuScale Power Stock Jumped Nearly 24% To Start 2026