SMR Nuscale Stock Review, Google Earnings, Iran War Updates, & The Fed Watch: TWSS 37 - 7.27.2026

Episode 37 of The Weekly Sift Stack: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving markets. As AI and data center demand push the power grid to its limits, NuScale Power (SMR) is betting that small modular nuclear reactors can help power the future. The company holds the only NRC-approved SMR design and recently secured a major deployment agreement with the Tennessee Valley Authority. Elsewhere, Google's Cloud revenue jumped 82% on AI demand, though investors focused on rising spending plans. Meanwhile, Christopher Nolan's The Odyssey continues its blockbuster run, passing $639 million worldwide

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This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal. Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.