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Trump Media Fusion Deal: Donald Trump Joins Google, Chevron, Goldman Sachs In High‑Stakes Nuclear Energy Play
Benzinga· 2025-12-18 16:05
Shares of Trump Media & Technology Group (NASDAQ:DJT) are soaring Thursday morning after the company announced a $6 billion merger with nuclear fusion company TAE Technologies.The price tag includes $200 million in cash for TAE at signing, plus $100 million upon filing of a Form S-4.Here's a look at the background of TAE Technologies, what the company hopes to accomplish and how the deal unites key investors, including President Donald Trump, Chevron (NYSE:CVX) , Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and ...
Trump Media CEO: 'NUCLEAR FUSION is the HOLY GRAIL'
Youtube· 2025-12-18 15:15
Trump Media and Technology Group breaking news this morning announcing a merger with TAE Technologies, a $6 billion deal that the company says will blaze the path toward US dominance in AI. It is seeking out a location to bring construction on the world's first utility scale fusion power plant subject to required approvals. The move creates one of the first publicly traded fusion companies.Trump Media and Technology Group rising this morning. Take a look at the stock. It is up 24% right now.Had been up bett ...
Trump’s tech company merges with nuclear company backed by UK taxpayers
Yahoo Finance· 2025-12-18 15:07
TAE Technologies has announced a surprise merger with Trump Media and Technology Group, owned by the US president - Doug Mills/AFP via Getty Donald Trump’s technology company has announced a $6bn (£4.5bn) merger with a nuclear fusion start-up supported by the UK Government. TAE Technologies on Thursday announced a surprise tie-up with Trump Media and Technology Group, the company behind Truth Social, the US president’s social media site. Mr Trump is TMTG’s biggest shareholder and will own around a fifth ...
Trump Media stock surges 25% on merger agreement with nuclear fusion firm TAE Technologies
Yahoo Finance· 2025-12-18 14:32
Trump Media & Technology Group (DJT), the parent of President Donald Trump’s Truth Social, has agreed to merge with nuclear fusion company TAE Technologies in an all-stock deal valued at more than $6 billion. DJT shares are higher by 25% in early trading on Thursday, though still remaining sharply lower on a year-to-date basis. The deal will transform Trump Media from a social media operator into a clean energy and financial assets play, said the company in a press release. It builds on a crypto strate ...
Trump's Social Media Company To Become A Nuclear Fusion Play In $6 Billion Deal Amid AI Super Cycle
Investors· 2025-12-18 13:28
©2025 Investor's Business Daily, LLC. All Rights Reserved. stocks they discuss. We make no representations or warranties regarding the advisability of investing in any particular securities or utilizing any specific investment strategies. Information is subject to change without notice. For information on use of our services, please see our Terms of Use. *Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate d ...
Trump's Truth Social announces $6bn merger plan with fusion power firm
The Guardian· 2025-12-18 13:25
Donald Trump’s loss-making social media business has announced plans to merge with a fusion power company.Trump Media and Technology Group, owner of the US president’s minnow Truth Social platform, unveiled an extraordinary merger worth more than $6bn with TAE Technologies, combining its social media operation with a vast bet on the AI boom driving a surge in energy demand.TMTG intends to start building “the world’s first utility-scale fusion power plant” next year, it said, in an effort to use the experime ...
Trump Media to merge with nuclear fusion company
Yahoo Finance· 2025-12-18 12:38
Trump Media & Technology will merge with a fusion power company in an all-stock deal that the companies said Thursday is valued at more than $6 billion. Devin Nunes, the Republican congressman who resigned in 2021 to become the CEO of Trump Media, will be co-CEO of the new company with TAE Technologies CEO Michl Binderbauer. Shares of Trump Media & Technology, the parent company of President Donald Trump's Truth Social media platform, have tumbled 70% this year but jumped 20% before the opening bell Thu ...
Trump Media bets on fusion energy with $6 billion TAE deal
Yahoo Finance· 2025-12-18 11:36
By Deborah Mary Sophia and Timothy Gardner Dec 18 (Reuters) - U.S. President Donald Trump is getting into the fusion power business through a $6 billion merger of his social media firm and Google-backed TAE Technologies, announced just days after industry leaders met with U.S. Energy Department representatives to urge federal funding. The all-stock deal announced on Thursday is an ​ambitious bet on the power boom spurred by artificial intelligence data-centers and adds to the Trump family's growing rost ...
U.S. halts UK tech trade deal negotiations, FT reports
CNBC· 2025-12-16 10:02
The U.S. has halted a technology trade deal with the U.K., after officials in Washington became frustrated with the pace of progress, the Financial Times reported on Tuesday.Announced in September during President Donald Trump's state visit to the U.K., the "technology prosperity deal" is a sweeping agreement aimed at encouraging collaboration between the countries on tech like artificial intelligence, nuclear fusion, and quantum computing.At the time, Trump said that the deal would "ensure our countries le ...
中国核聚变技术的突破性进展-China‘s groundbreaking advances in nuclear fusion technology
2025-12-08 00:41
涉及的行业与公司 * **行业**:核聚变能源行业,重点关注中国与美国的战略发展、技术路径与竞争格局[2] * **公司**:会议记录中提及了多家可能参与核聚变价值链的中国公司,包括西部超导(688122 CH)、联创光电(600363 CH)、永鼎股份(600105 CH)、国光电气(688776 CH)、安泰科技(000969 CH)、海陆重工(002255 CH)、泰胜风能(603015 CH)、旭光电子(600353 CH)[7][8] 核心观点与论据 * **核聚变重回关注焦点**:专家指出几项近期事件使核聚变成为能源行业焦点,包括:1) 2025年9月,中国科学院专家宣布目标在2045年建成并运行世界首个聚变电站[4];2) 2025年10月,中国的BEST装置项目成功交付并精确安装其主低温恒温器底座[4];3) 2025年10月,一份获美国两党国会支持的报告呼吁美国投资100亿美元建设多个聚变示范电站以赢得对中国的“聚变能源竞赛”[4];4) 2025年10月,世界聚变能源联盟在国际原子能机构会议上发布《聚变能源发展路线图2025》,提出全球聚变能源将进入“决定性飞跃阶段”[4] * **中美技术突破**:美国方面,2025年6月谷歌与Commonwealth Fusion Systems (CFS)签署购电协议并增加投资,CFS在2021年采用高温超导磁体约束等离子体取得突破,其SPARC装置于2025年7月28日进入组装调试阶段[4];微软在2023年宣布与Helion Energy签署购电协议,Helion采用场反向位形技术,等离子体温度超过1亿摄氏度,并于2025年7月开始建设首个商业聚变电站“ORION”,目标在2028年并网供电[4][5];中国方面,核聚变研究项目主要由国家主导,资源集中在托卡马克技术路线,中国在此领域已成为全球领导者[5] * **高温超导技术是中国的短板**:中国将大部分资源集中于托卡马克技术,推动了低温超导技术及聚变设备与材料成熟供应链的发展,但在高温超导技术方面落后[6];中国于2025年7月正式成立中国聚变能源有限公司,将专注于高温超导技术,一些私营公司也开始将重点转向该技术,表明中国意图追赶美国[6] * **核聚变是长期的游戏规则改变者**:核聚变在能源供应方面可能带来变革,因其具有:1) 燃料廉价且丰富;2) 与传统核能相比废物更易管理;3) 无熔毁风险;4) 输出稳定,可与其他可再生能源良好互补[6];在目前技术阶段,聚变被认为在初始资本支出显著更高的情况下,其平准化度电成本高于核裂变或煤炭[6];美国传统上是核聚变领导者之一,而中国在低温超导技术和价值链准备方面正快速追赶[6];专家认为在原材料成本、系统集成成本、工程成本等方面存在潜在的成本降低空间[6] 其他重要内容 * **研究背景**:本次“转型对话”系列电话会议由摩根大通亚太区可持续发展研究团队主持,旨在深入探讨亚太地区及全球能源转型相关的创新、市场动态和投资机会[2] * **投资主题**:摩根大通在其《亚太2026核能展望报告》中强调了“中国核聚变”主题[2] * **公司财务数据**:会议记录附表中列出了多家中国公司的关键财务指标,例如西部超导市值59.49亿美元,2025年预期市盈率41.3倍,2026年预期市盈率34.7倍[8];联创光电市值33.80亿美元,2025年预期市盈率42.8倍,2026年预期市盈率32.2倍[8];永鼎股份市值33.20亿美元,2025年预期市盈率76.4倍,2026年预期市盈率165.4倍[8];所有提及公司的摩根大通评级均为“未评级”[8]