U.S. Stock Market Midday Update: Year-end heavyweight trading expectations combined with a rebound in clean energy, NuScale Power surges 14% leading the nuclear energy sector

U.S. Stock Market Midday Update

NuScale Power rose 14.07%. Based on recent key news:

1. On September 6, NuScale's management hopes to reach a deal by the end of the year, which could become an important catalyst for its stock price rebound. Despite NuScale's poor stock performance this year, this potential deal has attracted the attention of long-term investors, driving the stock price up by 14.07%. Source: MarketWatch

2. On September 6, NuScale is viewed as a highly speculative investment for the future of nuclear energy, with its modular reactors expected to be deployed in the 2030s. Despite facing risks, investors have shown interest in its long-term growth potential, leading to an increase in stock price. Source: CNBC

3. On September 8, the hydrogen economy showed initial signs of stability, with improved performance from related companies like Plug Power, enhancing market confidence in clean energy and indirectly benefiting nuclear companies like NuScale. Source: Bloomberg The nuclear energy industry is highly speculative, with significant long-term growth potential.

Top Stocks by Industry Trading Volume

Bloom Energy rose 9.37%. Based on recent key news:

1. On September 8, Bloom Energy was included in the S&P 500 index, which is expected to attract passive index fund allocation, enhancing stock liquidity and institutional interest, resulting in a nearly 9% surge in stock price.

2. On September 8, former U.S. House Speaker Nancy Pelosi's family made significant investments in Bloom Energy, purchasing stocks and long-term call options, further driving up the stock price.

3. On September 8, UBS analysts raised Bloom Energy's target price to $325, maintaining a buy rating, believing that inclusion in the index will be a long-term catalyst, expected to increase passive holdings and stabilize institutional ownership. Demand in the fuel cell industry is increasing, supported by policies.

GE Vernova rose 2.34%. Based on recent key news:

1. On September 8, Citigroup expects that GE Vernova winning orders will lead to a 25% increase in its EBITDA and earnings per share for fiscal year 2029. This order was originally expected to be won by Hitachi Energy, but GE Vernova successfully secured it, prompting Citigroup to raise GE Vernova's target price to ₹5,400. This news drove the stock price up.

2. On September 8, GE Vernova's management estimated that its existing products have about $300 million in equipment sales potential for every 1GW of data center capacity built. As AI server power density and data center scale increase, customer demand for power stability, efficiency, and redundancy rises, prompting GE Vernova to expand its product line, further driving up the stock price.

3. On September 8, the market rewards companies with actual delivery capabilities rather than just those adjusting their labels. GE Vernova has gained market recognition through real orders and government subsidies, resulting in an increase in stock price The demand for data center construction is increasing, driving sales of related equipment.

X-Energy rose 7.40%. Based on recent key news:

1. On September 8, analysts lowered X-Energy's 2026 EPS estimate from -0.42 to -0.68, with a target price of 38.00. This adjustment reflects market concerns about the company's profitability; although the stock price has risen, the downward revision of earnings expectations may put pressure on long-term investors. Data source: FactSet.

2. On September 8, market analysis showed that X-Energy was not included in the list of the top five stocks recommended by leading analysts, despite its rating being a moderate buy. This indicates a lack of confidence in the stock, which may affect investor decisions. Data source: MarketBeat.

3. On September 8, although X-Energy's rating is a moderate buy, analysts believe that five other stocks are more attractive. This rating discrepancy may lead investors to reassess their portfolios. Data source: MarketBeat. The energy sector has seen increased volatility recently and requires attention.

Stocks ranked among the top in industry market capitalization

Innio NV rose 3.86%, with a market capitalization of $16.2 billion, and trading volume increased, with no significant news recently. The trading is active, and the capital flow is evident. Considering the sector and industry trends, this stock shows significant volatility, and the specific reasons need further observation