OKLO Oklo stock outlook 2026: Aurora powerhouse 15-75 MWe specs, NRC COLA resubmission timeline after 2022 denial, DOE Idaho National Lab site permit, Meta/Switch data center LOI pipeline, HALEU fuel supply constraints. Binary regulatory bet analyzed.
Análisis BWXT BWX Technologies 2026: contratos de propulsión nuclear naval de $1.400 millones (mayo 2026), monopolio en submarinos clase Columbia SSBN y Virginia SSN, Proyecto Pele microreactor ($300M DoD), radioisótopos médicos, ingresos FY2025 de $3.200 millones, y tres escenarios de precio verificados.
BWX Technologies (BWXT) stock outlook 2026: verified data on the $1.4B naval nuclear propulsion contracts (May 2026), Columbia-class SSBN and Virginia-class SSN monopoly supply, Project Pele microreactor ($300M DoD contract), medical radioisotopes business, FY2025 revenue $3.2B, and three price scenarios.