Holtec Nuclear Corp withdrew its SEC registration statement on September 25, 2026, after suspending a planned $825–900 million IPO that had targeted a valuation near $10 billion. The move followed a sharp sector-wide pullback in nuclear equities tied to uncertainty around AI data-center power demand, alongside broader pressures from rising interest rates, inflation concerns, and trade tensions that eroded IPO appetite. Trader consensus at 86.5% for no IPO before November 2026 reflects the absence of any new filing or roadshow activity in the ensuing weeks, compounded by ongoing Palisades restart challenges and a recent whistleblower verdict that surfaced in prior disclosures. Recent NRC exemptions for early SMR site work and fuel-assembly recovery progress provide operational context but have not altered near-term capital-market timing.