X-Energy: Leading The SMR Marathon's First Miles With Strong Management

X-Energy is rated a Buy based on its strong management, technology moat, and de-risked commercialization path. XE's Xe-100 reactor leverages TRISO fuel for superior safety, passive shutdown, and rapid construction, reducing capital costs and build times. The company's vertical integration, notably its TRISO-X facility, addresses critical fuel supply bottlenecks and enhances commercialization prospects.

Seeking Alpha • 7 hours ago

Is XE Building the Infrastructure Needed for Advanced Nuclear Scale-Up?

X-Energy is advancing its TX-1 fuel facility and strengthening key supply partnerships as it builds an integrated platform for Xe-100 deployment.

Zacks Investment Research • Aug 31, 2026

Oklo vs. X-Energy: Which One Actually Produces Nuclear Power First?

AI data centers are constrained by electricity, more than hardware availability. Oklo is targeting a 2028 start-up with its Aurora-INL.

The Motley Fool • Aug 30, 2026

Can X-Energy's Xe-100 Capture the Growing Demand for Reliable AI Power?

XE's Xe-100 targets AI's growing power needs, backed by major customers and an 11.5-GW reactor pipeline.

Zacks Investment Research • Aug 25, 2026

TRISO-X Advances to Next Phase of Construction for TX-1 Fuel Fabrication Facility

Commencement of interior build-out and auxiliary structures as vertical construction nears completion Clark Construction continues as general contractor OAK RIDGE, Tenn., Aug. 24, 2026 (GLOBE NEWSWIRE) -- TRISO-X, LLC ("TRISO-X" or the “Company”), a wholly-owned subsidiary of X-Energy, Inc. (Nasdaq: XE) (“X-energy”), today announced the start of the next phase of construction at its first-in-the-nation advanced nuclear fuel fabrication facility in Oak Ridge, Tennessee.

GlobeNewsWire • Aug 24, 2026

Peter Thiel's $418 Million Bet On These 8 Companies Reveals AI's Biggest Bottleneck

Thiel Macro LLC resurfaced in mid-August with a $418.7 million book spread across exactly eight positions as of June 30, 2026, according to 13f.info's rendering of the filing.

24/7 Wall Street • Aug 24, 2026

DOE Backs X-Energy Texas Reactor Project With $1 Billion Support

The U.S. Department of Energy (DOE) has given X-Energy (XE) up to $1 billion in additional public funding support for its high-temperature gas-cooled reactor project in Texas. The funding marks another significant federal commitment to advancing next-generation nuclear power generation to meet growing electricity demands.

ETF Trends • Aug 21, 2026

Can X-Energy's Fuel Strategy Accelerate SMR Commercialization?

XE strengthens its fuel and supply-chain capabilities with HALEU and graphite agreements as it advances the Xe-100 toward commercialization.

Zacks Investment Research • Aug 19, 2026

Oklo Vs. X-Energy: Is the New Nuclear IPO the Better Buy?

Oklo and X-Energy are next-generation nuclear stocks with unconventional reactor designs. Both businesses are in their pre-commercial phase, making them speculative investments.

The Motley Fool • Aug 19, 2026

The Bottlenecks of the Nuclear Fuel & Supply Chain

While there is no shortage of demand from the nuclear renaissance, the rate of deploying new reactors will be determined by the capacity of the supply chain. Expanding capacity for supply chain bottlenecks, such as pump manufacturing and uranium enrichment, is not addressed overnight.

ETF Trends • Aug 17, 2026