From Morning Watchlist <[email protected]>
Subject AI Needs Power… and Nuclear Stocks Are Surging
Date January 12, 2026 2:05 PM
  Links have been removed from this email. Learn more in the FAQ.
  Links have been removed from this email. Learn more in the FAQ.
Big Tech isn’t waiting for the grid. Here’s a nuclear stock to
watch next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏



 

[Morning Watchlist]

_You are receiving this email because you are subscribed to BEHIND THE
MARKETS. If you no longer wish to receive these emails,
please unsubscribe
[[link removed]] here._

_Prefer to view this content on our website? Click here.
[[link removed]]
_

-------------------------

THIS NUCLEAR STOCK COULD BE NEXT TO SEE A MAJOR AI POWER DEAL

Artificial intelligence is rapidly reshaping the world — not just
through software breakthroughs, but through the enormous physical
infrastructure required to run it. Behind every AI model, chatbot, and
image generator sits an expanding web of data centers, servers, and
cooling systems. And powering those machines is becoming one of the
most urgent issues in the global economy.

That’s why the energy sector — particularly nuclear energy — is
suddenly one of the most exciting “picks-and-shovels”
opportunities tied to the AI boom.

Over the last year, we’ve seen multiple signs that mega-cap
technology firms are no longer casually dabbling in power procurement.
They’re moving aggressively to lock in long-term, large-scale
electricity supplies. The reason is simple: AI workloads are
energy-hungry, and demand is accelerating far faster than the grid was
designed to handle.

And this morning, we got the clearest sign yet that nuclear is going
to play a major role.

-------------------------

META MAKES A MASSIVE NUCLEAR MOVE

Just today, Meta unveiled agreements to secure about 6.6 gigawatts
(GW) of nuclear power by 2035 for its data center operations — an
enormous amount of electricity. For context, 1 GW can power roughly
750,000 homes depending on usage. So Meta’s announcement signals a
level of commitment that should make every investor take notice.

One of those deals was with Vistra Energy (SYM: VST), which will
provide power from three existing nuclear power plants. This matters
because it highlights two key trends:

Big Tech is no longer waiting for the grid to catch up.

Companies with nuclear capacity are suddenly in a position of
negotiating power.

Meta framed the move as both a clean energy play and an economic
advantage. According to Urvi Parekh, Head of Global Energy at Meta:

“At Meta, we are investing in nuclear energy because it provides
clean, reliable power that is essential for advancing our AI ambitions
and strengthening American leadership in energy innovation. By
supporting nuclear power, we ensure that our operations – and the
communities we serve – benefit from energy solutions that drive both
technological progress and economic growth.”

This statement is important because it signals something deeper than
ESG messaging: Meta is telling the market that nuclear energy is
essential for its competitive strategy in AI.

And Meta wasn’t done.

-------------------------

_Equiscreen_

WHY THIS NYSE BIOTECH MATTERS IN 2026 [[link removed]]

[NNVC] [[link removed]]

NANOVIRICIDES (NYSE: NNVC)  [[link removed]]is not
trying to outcompete traditional antivirals—it’s trying
to REPLACE THE ENTIRE MODEL. Its lead drug candidate, NV-387, uses
biomimicry to trap viruses by imitating the same host-cell attachment
points that over 90% of viruses rely on to infect humans.

This approach has shown effectiveness in animal models against MPox,
Smallpox, Measles, RSV, Influenza, and COVID, positioning NV-387 as a
potential _FIRST-RESPONSE ANTIVIRAL_ for future outbreaks. Unlike
vaccines or antibodies that can be rendered obsolete by viral
mutation, NV-387 is designed to remain effective precisely because
viruses must keep binding to these receptors to survive.

Momentum is building fast. NNVC has secured approval to launch a
Phase II MPox trial in Africa, is pursuing orphan drug designation
with guidance from a former FDA insider, and has strengthened its
balance sheet with recent institutional funding.

At the same time, global health conditions are deteriorating—measles
cases are surging, MPox is spreading into new populations, and
pandemic readiness remains dangerously thin. If NV-387 continues to
advance, NNVC could move from a speculative biotech to a critical
player in global antiviral defense.

WITH ORPHAN DRUG INCENTIVES POTENTIALLY GRANTING MARKET EXCLUSIVITY,
TAX CREDITS, AND EXPEDITED FDA REVIEW, NV-387 COULD REACH PATIENTS
FASTER WHILE CREATING A RARE COMBINATION OF MEDICAL AND FINANCIAL
UPSIDE FOR INVESTORS.

LEARN WHY NNVC IS POISED TO REDEFINE ANTIVIRAL THERAPY AND A BIOTECH
COMPANY TO WATCH CLOSELY IN 2026 AND BEYOND!
[[link removed]]

-------------------------

OKLO AND TERRAPOWER JOIN THE AI POWER RACE

Meta is also partnering with OKLO (SYM: OKLO) on small modular
reactors (SMRs) in Ohio, targeting up to 1.2 GIGAWATTS OF POWER
STARTING IN 2030. Unlike traditional nuclear plants, SMRs are designed
to be smaller, faster to deploy, and easier to scale. They can be
built closer to demand centers — like large data campuses — and
potentially avoid some of the grid bottlenecks slowing new power
delivery.

Meta will also work with TERRAPOWER, which will receive funding for
two reactors expected to deliver up to 690 MEGAWATTS BY 2032.

Put it all together and the message is clear:

✅ AI power demand is no longer theoretical.
✅ Tech giants are actively locking up nuclear supply.
✅ The race is on — and more deals are coming.

Which brings us to the next opportunity.

ANOTHER NUCLEAR STOCK THAT COULD BENEFIT: NUSCALE (SYM: SMR)

While Vistra, Oklo, and TerraPower have already landed headlines,
there’s another nuclear name that could be well-positioned for the
next wave of AI-related power announcements:

NUSCALE POWER (SYM: SMR)

Over the past few years, NuScale has achieved something no other SMR
company has been able to claim: multiple standard design
certifications from the U.S. NUCLEAR REGULATORY COMMISSION (NRC).

That may sound like a technical footnote — but in nuclear energy,
regulatory clearance is everything. The NRC approval process is one of
the most time-consuming and expensive hurdles a nuclear company faces.
Without it, commercial deployment remains a distant dream. With it,
the timeline shrinks — and the company becomes far more attractive
to major partners.

Here’s what NuScale has accomplished:

*
In 2023, it received NRC STANDARD DESIGN APPROVAL for its
50-MEGAWATT-ELECTRIC MODULE.

*
In MAY 2025, NuScale received approval for an UPRATED
77-MEGAWATT-ELECTRIC VERSION.

That makes NuScale the ONLY COMPANY WITH NRC STANDARD DESIGN APPROVAL
FOR MULTIPLE SMR MODULE DESIGNS.

Why does that matter?

Because AI-driven power demand needs solutions quickly — not in 20
years. These approvals position NuScale as a potentially
“deployment-ready” player compared to competitors still working
through regulatory uncertainty.

-------------------------

_Priority Gold_

TRUMP TO CLEAR WAY FOR MUSK'S SILVER PLAY?
[[link removed]]

Elon Musk and Donald Trump might be the ultimate power duo for 2026's
next market revolution: SILVER.

[musk-and-trump-silver]
[[link removed]]

Back in 2022, Musk hinted Tesla may enter mining to secure critical
materials for EVs, solar, and AI. Now, with Trump pushing pro-business
deregulation, that idea suddenly looks far more realistic.

Silver is essential to Tesla’s future — without it, EV production
and clean energy growth slow to a crawl. And even rumors of Musk
stepping into the silver market could send prices sharply higher.

Consider this:
Silver surged 144% IN 2025. If Musk makes a move, those gains could
look small in hindsight.

That’s why we created the 2026 SILVER FORECAST GUIDE — a clear
breakdown of what’s driving silver demand and how investors can
prepare before the headlines hit.

ACT NOW. Once the headlines break, it'll be too late.

GET YOUR FREE GUIDE!
[[link removed]]


-------------------------

SMRS: BUILT FOR THE DATA CENTER AGE

Traditional nuclear plants are massive, expensive, and often require a
decade (or more) to bring online. In contrast, small modular reactors
are designed for:

*
FASTER DEPLOYMENT TIMELINES

*
FACTORY-BUILT MODULAR CONSTRUCTION

*
LOWER UPFRONT CAPITAL REQUIREMENTS

*
FLEXIBLE SCALING (ADD MODULES AS DEMAND GROWS)

For data center operators, that’s a perfect match. They’re
building in phases, expanding capacity quarter after quarter, and they
need power they can count on — 24/7 — without depending entirely
on natural gas or intermittent renewables.

The appeal is especially strong because data centers often operate in
“power-constrained” regions, where grid upgrades can take years.
Nuclear SMRs could become a direct-to-demand solution for
next-generation AI campuses.

WALL STREET TAKES NOTICE

Helping the case, analysts at BANK OF AMERICA just upgraded NuScale
(SMR) with a $28 PRICE TARGET.

According to commentary highlighted by Tokenist.com, the upgrade
followed a large correction in the stock from its prior highs:

> “The upgrade comes after the small modular reactor technology
> company experienced a substantial correction from its previous
> highs, with BofA upgrading the stock from Underperform to Neutral
> while adjusting its price target to $28 from the previous $34, still
> implying a potential 42% upside from current levels.”

At the time of writing, SMR last traded around $20.75, which means
BofA sees significant upside from current levels.

But more importantly: upgrades like this often act as a catalyst. They
bring attention back to the name, attract fresh institutional
interest, and can help reset market sentiment.

THE SETUP: POTENTIAL MOVE BACK TOWARD $35

Technically, after pulling back from previous highs, NuScale has room
to recover. At current levels, the stock appears to be in a zone where
upside can accelerate if:

*
additional AI-related nuclear deals are announced,

*
federal nuclear incentives increase,

*
sentiment improves around SMR deployment timelines, or

*
NuScale announces new partnerships or customer commitments.

From a trading standpoint, we’d like to see SMR rally back toward
$35 INITIALLY, which would represent a strong recovery move and a
meaningful return from current levels.

-------------------------

_RAD Intel_

THE SMART MONEY IS MOVING FROM CHIPS TO SOFTWARE - AND THIS STARTUP IS
LEADING THE CHARGE.
[[link removed]]

Just like Microsoft and Adobe rode the software wave in Web 1.0, RAD
Intel is riding the AI software wave in 2025. Their product helps
brands instantly find the right audience and message using AI –
solving the #1 waste in marketing: misfired ad spend.

Already trusted by a who's-who of Fortune 1000 brands and leading
global agencies – with recurring seven-figure partnerships in place.

[011226rad]
[[link removed]]

WITH A NASDAQ TICKER RESERVED, $RADI, IT'S EARLY – BUT VERY REAL.
INVESTORS CAN STILL BUY SHARES AT JUST $0.85 THROUGH A REGULATION A+
ROUND.
[[link removed]]

AI software will create the next set of billion-dollar winners – RAD
Intel may be your shot at being part of that now.

$0.85 WON'T LAST – SECURE YOUR SHARES TODAY
[[link removed]]

-------------------------

_Are there any other Nuclear stocks that you've got your eye on right
now? What other sectors of the market are you currently interested in?
Hit "reply" to this email and let us know your thoughts!_

We are issuing this disclosure in compliance with Section 17(b) of the
Securities Act, which requires us to disclose any compensation
received or expected to be received in cash or in kind in connection
with the purchase or sale of any security.

We would like to inform you that we have received or expect to receive
compensation in connection with the purchase or sale of the securities
of NanoViricides, Inc. (NYSE American: NNVC). The compensation
consists of up to $6,500 and was received/will be received from
Interactive Offers.

This communication should not be considered as an endorsement of the
securities of adviser NanoViricides, Inc. (NYSE American: NNVC) and we
are not responsible for any errors or omissions in any information
provided about the securities of NanoViricides, Inc. (NYSE American:
NNVC) and Interactive Offers.

We encourage you to conduct your own due diligence and research before
making any investment decisions. You should also consult with a
financial advisor before making any investment decisions.

This disclosure is made as of 01/12/2026.

Our mailing address is:
Behind the Markets, LLC
4260 NW 1st Avenue, Suite 55
Boca Raton, FL 33431

Copyright © 2024 Behind the Markets, LLC, All rights reserved.
You're receiving this email as part of your subscription to Behind the
Markets. For more information about our privacy practices, please
review our Privacy Policy
[[link removed]]
or our Legal Notices.
[[link removed]]

Behind the Markets
[[link removed]]

Unsubscribe
[[link removed]]

invisiblelink
[[link removed]]
Screenshot of the email generated on import

Message Analysis

  • Sender: n/a
  • Political Party: n/a
  • Country: n/a
  • State/Locality: n/a
  • Office: n/a