The company announced new customer agreements totaling 14 GW of capacity, including a 1.2 GW advanced nuclear campus for Meta Platforms. It formed a technology partnership with Siemens Energy for its Aurora power system and expanded into radioisotopes via its Atomic Alchemy subsidiary. The company is developing compact advanced nuclear reactors. However, the stock is described as experiencing heavy volatility, being impacted by macro news, and facing a specific issue not shared by a competitor. Sentiment is mixed between growth potential and near-term risks.