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Microsoft’s recent stock run takes them positive on the year, Alaska Air jumps on lower oil futures, Amazon hits $3T market cap, Dow closes at new record, NuScale Power has 7% jump. Amazon got $600M tariff refund, Idaho to change nuclear waste storage law, Oregon’s Birdgetown Natural to expand… in Tennessee.

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PNW Market Look

As of market close 8.3.26

NuScale Power's Next Earnings Report on Aug. 5 Could Send the Stock Soaring. Here's Why. (MF)

Palantir Shares Jump on ‘Otherworldly’ Sales, Improved Forecast (WSJ)

Headline Roundup

Alaska Airlines invests $135M in new hangar at PDX (DJC)
Amazon tops $3 trillion market cap as stock continues post-earnings surge (CNBC)
New cranes on the way to Port of Tacoma (DJC)
FAA certifies Boeing's new 737 Max 7 jetliner for flight after years of delays (KUOW)
Helena to seek voter approval for additional firefighters and police officers (MTFP)
(Boise) Hundreds of homes planned for land formerly housing radio towers (BD)
Oregon paid nearly $3 billion in tariffs, hit harder than other states, according to new report (ORL)
Amazon plans to disburse $600 million in tariff refunds to some customers (BS)
Seattle’s infrastructure needs billions in repairs. The library is just the start (ST)
Hillsboro semiconductor-sector company acquired (PBJ)
Oregon manufacturing gains scuttled by the pandemic (PBJ)
Oregon manufacturer adds 237 jobs, $24M production line in Tennessee (PBJ)
Rising tension in central WA as farmland is eyed for energy and data center projects (WSS)
Assurant to sell Bothell collections agency IQ Data (PBJ)
Bellevue launches free downtown shuttle service, funded by Amazon (PBJ)

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Community Highlight(s)

Fire Collapses All Eight Stories of Vacant Centennial Mills (WW)
PHOTOS: Spokane neighborhood burns to the ground during devastating Old Trails fire (KOMO)
More than 2 million acres burned as Oregon sets new wildfire record (ORL)
(WA) 2026 Elections (CD)

Rip’s Spotlight

New nuclear campus deal would require Idaho to accept, store spent nuclear fuel, radioactive waste (IDC)

“Idaho would be required to accept spent nuclear fuel and high-level radioactive waste if the state becomes one of the U.S. Department of Energy’s new Nuclear Lifecycle Innovation Campuses.

Federal officials said the nuclear campuses will boost manufacturing, create jobs, promote American energy independence and attract financial investment.

But to move forward, the state of Idaho would need to enter into a host agreement with the federal government to accept spent nuclear fuel and waste from other states.

Idaho’s 1995 ‘Batt Agreement’ called for limiting spent nuclear fuel from coming into the state

Thirty years ago, the state of Idaho reached a 1995 settlement agreement with the federal government that was signed by the late former Gov. Phil Batt that was aimed at preventing Idaho from becoming a permanent dumping ground for the nation’s nuclear waste. The so-called Batt Agreement called for limiting shipments of spent nuclear fuel into Idaho and expediting the treatment and permanent removal of spent nuclear fuel and nuclear waste from Idaho, according to an explanation posted to the U.S. Department of Energy’s website.

The memorandum of understanding that Little signed July 24 requires Idaho and the U.S. Department of Energy to “address any issues related to the 1995 Idaho Settlement Agreement and related addenda and supplemental agreements, in a mutually agreeable manner, prior to the effectiveness of the Host Agreement.”

Idaho Lt. Gov. Scott said the state has modified the settlement agreement several times over the past 30 years, including a waiver in 2025 to allow research on shipments of spent nuclear fuel sent to Idaho.

Modifying the agreement again to align with the Nuclear Lifecycle Innovations Campus agreements wouldn’t be a problem, Bedke said.

“If we are going to continue to be a leader in the nuclear space, and our speciality (at Idaho National Laboratory) is recycling nuclear fuel, then it makes sense you are going to bring in other used fuel to recycle,” Bedke said Friday. “