Power On: Inside Terrestrial Energy's Nuclear Push and Loar's Aerospace Boom

Welcome to this week's roundup of the under-the-radar sector moves. The big story right now is the quiet but aggressive capital deployment happening in next-generation infrastructure—specifically nuclear power and niche aerospace components.

Take Terrestrial Energy (IMSR.US). The small modular reactor developer is moving aggressively on its Generation IV technology. Following a 2026 agreement with Westinghouse to build a fuel pilot plant, the company just locked in a deal with Zachry Group for a Texas A&M campus facility. It's a clear signal that commercializing integral molten salt reactors is closer than previously thought, even as the company navigated a $28 million net loss recently.

On the aerospace defense side, Loar Holdings (LOAR.US) is practically printing cash. The niche aviation parts manufacturer posted a record Q2 2026, with net sales surging 39.4% year-over-year to $171.6 million. Their $249.8 million acquisition of Harper Engineering in early 2026 is already cementing their dominance in highly engineered, hard-to-replicate parts. Adjusted EBITDA margins sitting comfortably above 40% suggest this is a cash engine flying below the mainstream radar.

Here’s what else I’m tracking:

• Leadership shakeup at Flutter: The sports betting giant Flutter Entertainment (FLUT.US) is handing the reins to Dan Taylor as CEO this October. The transition comes as the company navigates a mixed Q2—revenue ticked up 3% to $4.3 billion, but they swung to a steep $296 million net loss following the closure of their India operations.
• Tokenizing real estate: CaliberCos (CWD.US) has launched a new tokenization service aimed at family-owned real estate portfolios, attempting to modernize legacy alternative assets.
• Waste-to-fuel traction: Abundia Global Impact Group (AGIG.US) is leveraging its recent Russell Microcap inclusion. With $11.2 million in cash on hand as of mid-2026, the company authorized a $5 million buyback and secured a new $10 million credit facility to push its commercialization forward.
• Chip IP momentum: Arteris (AIP.US) posted an August Q2 revenue beat of $24.13 million, though insider moves—like the CFO trimming their stake—are keeping investors cautious.
• SPAC clock ticking: NMP Acquisition Corp (NMPAR.US) has inked a $400 million business combination with GTS Holdings, setting a tight December 2026 deadline to clear regulatory hurdles.
• ETF and mining quiet periods: For tactical traders, the ProShares UltraShort FTSE China 50 (FXP.US) recently issued its quarterly dividend. Meanwhile, Ivanhoe Electric (IE.US) has remained entirely quiet on the PR front lately, keeping their strategic cards close to the vest.