NuScale just signed a European nuclear fuel deal

March 12, 2026 ~45s read ✓ Reviewed by AI Decoded Editorial Team

SMR HIMSNuclearFOMC

⚠️ Not financial advice. All content is informational only. We may hold positions in securities mentioned. Always do your own research before making investment decisions. Affiliate Disclosure →

Nuclear fuel deals, a telehealth giant partnership, and the Fed on deck.

⚛️ NuScale Signs Framatome Nuclear Fuel Partnership

SMR (NuScale Power) announced a partnership with Framatome to fabricate fuel assemblies for its small modular reactors. The deal covers both European and US deployments, with 444+ fuel assemblies expected around 2030.

Why it matters: Fuel supply is a critical bottleneck for SMR deployment. This deal removes a major execution risk.

💊 Hims & Hers Partners with Novo Nordisk

Hims & Hers announced a distribution partnership with Novo Nordisk, gaining access to branded GLP-1 medications (Ozempic, Wegovy). The deal resolves ongoing litigation between the companies.

Why it matters: HIMS stock surged 40-57% on the news. Access to branded GLP-1 drugs at scale is the telehealth platform's biggest growth unlock.

📊 FOMC Preview: Wednesday March 18

The Fed meets March 17-18. Markets pricing 99% probability of a hold at 3.5%-3.75%. The real question: how many cuts are still projected for 2026 in the dot plot?

Watch: Fed language on tariff inflation vs. demand slowdown. Any shift hawkish = risk-off for growth stocks (ASTS, OKLO, HIMS).

— The AI Decoded Team