Latest posts tagged with #BWXT on Bluesky
TD Cowen initiated BWX Technologies with a Buy rating and $230 price target, citing the company's "strong nuclear heritage and capabilities combined with being a technology-agnostic service and equipment provider as very attractive."
#BWXTechnologies #BWXT #NuclearEnergy #NuclearPower
BWXT secured a $1.6B contract and owner’s engineer role for Bulgaria’s Kozloduy Nuclear Power Plant AP1000 project.
#BWXT #BWXTStock #BWXTechnologies #BWXTechnologiesStock #NuclearEnergy
BWXT awarded $174 million naval nuclear fuel contract. Learn how Nuclear Fuel Services, Inc. will manufacture and deliver fuel for the Naval Reactors Program: buff.ly/1Z8S744 #defenseandmunitionsmag #dmmag #manufacturing #defense #bwxt #nuclearfuelservices #navalreactorsprogram
The AI energy complex is rallying, too #OKLO #SMR #PWR #AES #LEU #BWXT. Same with the big dogs #AAPL #MSFT #AMZN #NVDA
US nuclear industry buildout is accelerating.
#LEU and #BWXT both announced major expansions in centrifuge manufacturing in Oak Ridge, accelerating U.S. domestic uranium enrichment capabilities.
Centrus is investing over $560 million to significantly expand its manufacturing output.
AI stocks: This is all about AI, so any effort here will lead to increased AI investment. Great for the AI infrastructure builders. And with respect to Greenland, there is a huge AI power element here because of the uranium resources. #NVDA #AMD #AVGO #CEG #OKLO #SMR #BWXT
Which means, of course, it is time to add MORE capacity.
And that is bullish for #CEG #VST #OKLO #SMR #BWXT #CCJ.
Took a gander at #OpenAI #Chapt5.2 new 🆕 Images feature and it has never been easier to do #NASA #NIAC concept art for hypothetical missions! 🤩
Unless you want to remove the taper on a #Starship #HLS lander,oy 🤕
Mission Concept : #BWXT 🇨🇦 #NTR nuclear space tug - reusable
@PWSP2 12/19/25
Took a gander at #OpenAI #Chapt5.2 new 🆕 Images feature and it has never been easier to do #NASA #NIAC concept art for hypothetical missions! 🤩
Unless you want to remove the taper on a #Starship #HLS lander,oy 🤕
Mission Concept : #BWXT 🇨🇦 #NTR nuclear space tug - reusable
@PWSP2 12/19/25
- HALEU demand locked-in: Design mandates high-assay low-enriched uranium, so this regulatory green-light guarantees multi-year demand pull for domestic/enriched suppliers #LEU, #BWXT, #CCJ (GLE), #ASPI.
3.) Nuclear fission & fusion - secure "energy dominance" to power massive AI compute clusters
Potential winners: #OKLO #SMR #CCJ #BWXT #NNE #CEG #VST #BE
-Annual nuclear spending expected to surge ~10x by 2038 to $25B
I think, pretty soon, we’re going to get a generational buy-the-dip opportunity in these stocks.
#OKLO #SMR #CCJ #LEU #BWXT #CEG #VST
A very timely article, I wrote a couple of months ago: wealthwisedca.substack.com/p/the-entire...
PS: I am still bullish on AI
#AI #AISupplyChain #CEG #GEV #BWXt #ETN #VRT #TT #NVDA #AMD #AVGO #MRVL #GOOGL #ARM #SNPS #CDNS #MPWR #MU #TSM #COHR #LITE #ANET #MSFT #AMZN #EQIX #SNOW #MDB #PLTR #TEM
Headline about empty data centers awaiting power, left panel with three bullet points summarizing electricity shortfalls, right panel showing Nvidia stock chart and mini dashboards.
Power is the bottleneck for AI. The companies that "fix" that bottleneck will be huge winners in the coming years. Nat gas is an option. Wind/solar/etc are fine. But the nuclear + storage combo is best.
Nuclear: #CEG #VST #OKLO #SMR #BWXT #CCJ #TLN
Storage: #BE #EOSE #FLNC
#TSM October sales +17% vs +16% est.
The AI Boom rolls on.
Recent weakness in the AI infrastructure complex is a buying opportunity:
- Materials: #MP #USAR #FCX #ALB
- Energy: #CEG #VST #OKLO #BWXT #SMR #CCJ #BE
- Foundry: #TSM #GFS
- Memory: #MU #WDC #STX #PSTG
⚛️ Inside America’s Quiet Nuclear Powerhouse
BWX Technologies (@BWXTech) builds the reactors that move the U.S. Navy, power next-gen #SMRs, and may one day light up the Moon.
A full narrative SWOT analysis from @TechEyeSpy 🎙️
🎧 Watch now 👉 youtu.be/2iaTydUciPs
#TechEyeSpy, #BWXT, #NuclearEnergy,
🔊 New Being Exponential pod
- #META, #GOOGL, #AMZN beat earnings but capex concerns
- Fed rate cut unclear, AI still booming
- M&A/IPO surge yellow flag
- BTD in rare earths #MP, nuclear #BWXT, energy storage #BE?
- Crypto stablecoins + tokenization
- Breakouts: #WDC, #BE, #TER, #LUMN, #FORM
🔗🔽
#BWXT BWX Technologies Announces Pricing of Upsized Convertible Senior Notes Offering
www.stocktitan.net/news/BWXT/bwx-technologi...
#BWXT BWX Technologies Announces Proposed Convertible Senior Notes Offering
www.stocktitan.net/news/BWXT/bwx-technologi...
Nuclear stocks bleeding in broader risk-off environment for the AI complex, but #BWXT provided a really good readthrough for nuclear energy demand last night.
BWX Technologies posted Non-GAAP EPS of $1.00, beating estimates by $0.14, and revenue of $866.3M, surpassing expectations by $69.7M.
#BWXT #BWXTStock #BWXTechnologies #BWXTNews #BWXTStockNews #BWXTechnologiesStock #BWXTechnologiesNews #BWXTechnologiesStockNews #Defense #NationalSecurity #Uranium
Great news for the nuclear complex #CEG #VST #OKLO #SMR #NNE #LEU #APSI #BWXT + the energy storage complex #BE #FLNC #EOSE #NRGV #TE #AMPX #MVST
#BWXT BWX Technologies Reports Third Quarter 2025 Results
www.stocktitan.net/news/BWXT/bwx-technologi...
#Earnings to Watch — Week of Nov 3rd, 2025
#ACHR #ALAB #AMC #AMD #ANET #APP #ARM #AXON #BCE #BWXT #BYND #CAVA #CIFR #COP #DKNG #DUOL #ELF #FIG #FUBO #HIMS #HOOD #HUT #IONQ #IREN #KGC #NVO #NVTS #ON #OPEN #OSCR #PFE #PINS #PLTR #QBTS #QCOM #SHOP #SMCI #SNAP #SOUN #SPOT #TTD #UBER #UPST #UUUU #VST
The MoU outlines plans for BWXT to supply steam generators for multiple units and to develop a localization strategy to support global SMR deployment.
#BWXT #RYCEF #RYCEY #BWXTechnologies #BWXTStock #BWXTNews #BWXTStockNews #RYCEFStock #RYCEYStock #BWXTechnologiesStock #RollsRoyce #RollsRoyceStock
- Nuclear is the future backbone of AI energy. Bullish for CCJ, #URA, #OKLO, #SMR, #BWXT, #LEU
- Large reactors have a future, too, alongside small reactors. Bullish for #CEG, #VST, BWXT, CCJ, URA
- Uranium will be in high demand for a lot longer. Bullish for CCJ, #UUUU, #UEC, #DNN, #NXE
#NEE is going to restart the Duane Arnold nuclear power plant in Iowa.
Why?
Because #GOOGL is going to buy the power for its AI datacenters.
And the marriage between AI and nuclear energy seems to be going quite well...
Bullish for #OKLO, #SMR, #CEG, #VST, #BWXT, #LEU, #CCJ, #URA
