--- title: "Power On: Inside Terrestrial Energy's Nuclear Push and Loar's Aerospace Boom" type: "News" locale: "en" url: "https://longbridge.com/en/news/298449717.md" description: "A look at the massive investments quietly reshaping advanced energy and aerospace, featuring Terrestrial Energy's SMR pilot expansion and Loar Holdings' cash-generating quarter." datetime: "2026-09-09T11:31:48.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/298449717.md) - [en](https://longbridge.com/en/news/298449717.md) - [zh-HK](https://longbridge.com/zh-HK/news/298449717.md) generator: "portal-rs" --- # 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. ### Related Stocks - [IMSR.US](https://longbridge.com/en/quote/IMSR.US.md) - [NMPAR.US](https://longbridge.com/en/quote/NMPAR.US.md) - [LOAR.US](https://longbridge.com/en/quote/LOAR.US.md) - [CWD.US](https://longbridge.com/en/quote/CWD.US.md) - [IE.US](https://longbridge.com/en/quote/IE.US.md) - [AGIG.US](https://longbridge.com/en/quote/AGIG.US.md) - [FLUT.US](https://longbridge.com/en/quote/FLUT.US.md) - [AIP.US](https://longbridge.com/en/quote/AIP.US.md) ## Related News & Research - [Can Flutter Entertainment (FLUT) Still Be Worth More On Sales?](https://longbridge.com/en/news/299108307.md) - [Arteris CFO Saurabh Sinha files initial beneficial ownership statement](https://longbridge.com/en/news/298642249.md) - [Caliber Launches Note Exchange, Refinances $3.4M; Option to Retire $9.1M at 80%](https://longbridge.com/en/news/299033583.md) - [FanDuel starts off the NFL season with its best Sunday ever](https://longbridge.com/en/news/299040807.md) - [Arteris, Inc. (NASDAQ:AIP) Expands Multi-Die Portfolio With FlexGen NoC IP](https://longbridge.com/en/news/299104093.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**