Hello – Nuclear power is shifting from a distant promise to an immediate growth story. U.S. energy plans call for tripling reactor capacity over the next 25 years, and major data-center operators are already reserving small modular reactors (SMRs)to secure reliable, low-cost, carbon-free power. To help investors get ahead of this accelerating trend, we’ve released an updated report: 7 Top Nuclear Stocks to Buy Now. Inside, you’ll learn about: -
The only U.S. company licensed to produce next-gen HALEU fuel—a critical component for SMRs and advanced reactors -
The SMR developer already contracted for two gigawatt-scale data-center projects in Ohio and Pennsylvania -
An all-in-one ETF that bundles utilities, uranium miners, fuel suppliers, and breakthrough innovators into a single trade These seven names give you exposure to uranium mining, fuel enrichment, reactor construction and the steady cash flow of government contracts—all in one concise, easy-to-read guide. π Download your complimentary PDF now. No cost, no strings—just timely research before the mainstream spots the opportunity. Let’s get you ahead of the trend, Matthew Paulson
Founder & CEO, MarketBeat P.S. Regulations can slow nuclear projects, but early investors could ride this multi-decade tailwind for years. Grab the list now and decide which of these seven leaders earns a place in your portfolio.
Just For You Affirm: A Solid Footing or More Volatility Ahead?By Peter Frank. Date Posted: 3/29/2026. 
Key Points - Affirm is delivering strong growth and improving profitability as adoption expands across merchants and consumers.
- Partnerships and network effects are strengthening its position in the competitive buy-now-pay-later market.
- Rising credit risks and intense competition could pressure margins if economic conditions weaken.
- Special Report: Have $500? Invest in Elon's AI Masterplan
If you've ever split a purchase into separate payments at checkout, there's a good chance you've used Affirm Holdings (NASDAQ: AFRM). The company sits at the center of the buy-now-pay-later (BNPL) boom. And after years of prioritizing growth over profits, it's beginning to deliver both. That's the good news. But there are reasons to be cautious. Strong Growth and Profitability Signal Momentum Affirm's most recent quarter was a standout. In its second fiscal quarter ended Dec. 31, gross merchandise volume (GMV) — the total value of purchases financed through its platform — reached $13.8 billion, up 36% from a year earlier. Revenue climbed 30% to $1.12 billion, and net income jumped 61% year over year to $130 million. The company also beat Wall Street's expectations, reporting earnings of $0.37 per share. Overall, Affirm posted an adjusted operating margin of about 30%. The underlying operating metrics were equally encouraging. Total transactions in the quarter rose 44% to nearly 55 million, the number of merchants offering Affirm at checkout grew 42% to 478,000, and active customers increased 23% to 25.8 million. That rising adoption is important because, beyond any single partnership, it points to a network effect that can become self-reinforcing over time. Expansion Strategy and Partnerships Drive Scale Management has laid out a clear roadmap. Full-year GMV is projected to reach $48.3–$48.85 billion, with revenue guided between $4.09 and $4.15 billion. If Affirm hits those targets, it could help convince investors that it has moved from a fast-growing startup to a durable, growing business. The company is also broadening its reach. Partnerships with Shopify (NASDAQ: SHOP), Wayfair (NYSE: W), Intuit (NASDAQ: INTU), Expedia (NASDAQ: EXPE), Worldpay, Fiserv (NASDAQ: FISV), and others show the company moving beyond discretionary retail spending and into more everyday commerce. A partnership with Stripe, for example, enables shared payment tokens to move to Stripe-connected sellers. Analyst Sentiment and Stock Volatility Given the company's prospects, analysts are broadly bullish on the stock, rating it a Moderate Buy. Of 28 firms covering Affirm, 19 rate it a Buy and nine have it as a Hold. The 12-month target ranges from $55 to $110, with an average target price of $85 per share — nearly double the current market price. The current price, though, remains well below past peaks. The stock is down more than one-third from levels about five years ago soon after its IPO and has fallen again — roughly 40% — since the start of this year. Those kinds of swings — sharp drops and recoveries — may create opportunities for some investors, but they also add volatility and risk. Credit Risks and Competitive Pressure While revenue and profits look strong, investing in a company like Affirm carries meaningful risk. Credit markets remain jittery. Loan delinquency rates at Affirm are up, and provisions for credit losses have risen. Affirm effectively operates as a lender, so if the economy softens and consumers struggle to repay, losses could increase and profits could fall. Unlike traditional banks with decades of credit-cycle experience, Affirm is still navigating a relatively young category. Competition is also stiff. PayPal (NASDAQ: PYPL), Klarna (NYSE: KLAR), Afterpay, and major banks are all pushing installment payment products. Affirm's partnerships help defend its position, but they also pose the risk of losing a major partner. For example, Walmart (NASDAQ: WMT) shifted its primary BNPL relationship to Klarna last year — a type of move that can quickly hit volume and revenue. Notably, CEO Max Levchin has sold more than $110 million in company shares since September 2025, nearly half of that in January when the stock traded above $80 per share. The significance is unclear — insiders sell for many reasons — but prospective investors should monitor insider transactions. There are no records of recent significant insider purchases. Overall, Affirm belongs in the high-risk, high-reward portion of a diversified portfolio's financial-services allocation. The growth story is intact, profitability is improving, and the partnership strategy is helping build scale. It could be an attractive play for investors interested in digital payments and consumer lending over the longer term or for traders looking to chase rallies. However investors choose to approach it, they should be mindful of the risks associated with AFRM stock before establishing a position. | 
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