Possible scenario
Commercial Timetable Slips
27% Chance
Atlas Atomics raises enough capital to remain credible, but licensing, fuel qualification and first-of-a-kind engineering slow the commercial timeline. Investors reassess whether the 2026 nuclear-startup funding wave can deliver reactors on AI customers' desired schedules.
Secondary impacts
- Industrials -0.2%
- Non-Energy Materials -0.1%
- Utilities -0.1%
Tickers
- OKLO-2.8%
- SMR-2.6%
- BWXT-0.6%
- -0.5%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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