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Investing in Nuclear Power? I Like Nuscale Power Stock, Up 213% in 2025
The Motley Fool· 2025-09-29 07:35
Small modular reactors are a perfect match for power-hungry artificial intelligence technologies.So far this year, NuScale Power (SMR 0.66%) stock has more than tripled in value. The reason: rapidly rising interest in small-scale nuclear power. NuScale is arguably the leading developer of small modular reactors, with a quantifiable first-mover advantage. This lead could provide it with a decades-long runway of growth, fueled by another rapidly growing industry: artificial intelligence.Small-scale nuclear is ...
Investors look past AI hype to long-term opportunities from government spending
Yahoo Finance· 2025-09-29 07:11
By Divya Chowdhury MUMBAI -Some of the world's biggest investors are looking beyond a boom in artificial intelligence to longer-term spending by governments tackling geopolitical, technological and demographic pressures set to reshape markets over the next few years. Asset managers are spreading bets across infrastructure, energy transition, healthcare and defence, to capitalise on fiscal stimulus from governments, even as Wall Street debates whether the AI-powered rally in stocks is sustainable. As c ...
Mach Natural Resources: A High-Yield Bet On Rising Natural Gas Prices
Seeking Alpha· 2025-09-29 03:43
I am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appreciation. My articles are to serve as a platform for presenting the underlying fundamentals and long-term potential of each equity/business.Analyst’s Disclosure:I/we have no stock, optio ...
The Nuclear Company announces partnership with Nucor to boost US nuclear power supply
Reuters· 2025-09-26 21:09
战略合作 - 公司与美国钢铁制造商纽柯公司签署战略协议 [1] - 协议旨在加强国家核电供应链 [1] - 协议支持国内制造业发展 [1]
Jim Cramer Says “I Think Oklo is a Great Concept”
Yahoo Finance· 2025-09-26 15:18
Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer recently commented on. Cramer weighed in on the stock’s rally and its reversal, as he commented: “OKLO, another nuclear stock that I’ve been recommending. It’s up 518% for the year. When OKLO was in the 30s, I said that one good, one good headline could propel the stock to the stratosphere. Now, it’s in the 130s. Sure enough, we got that whole slew of headlines about a $1.68 billion facility in Tennessee, where Oklo will be recycling nuclear waste and ...
Improved Nuclear Power Prospects Lifted BWX Technologies (BWXT) in Q2
Yahoo Finance· 2025-09-26 13:40
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The U.S. equity market showcased a significant recovery during the quarter, rising 23% from low to end the quarter at a record high. U.S. large-cap stocks gained 11.1% in the quarter, and within the large-cap category, growth stocks outperformed value stocks. In this environment, the fund returned 16.42% (net) during the quarter, exceeding ...
Oklo (OKLO) Tumbles 9% as Goldman Cautions Investors, Exec Unloads Stake
Yahoo Finance· 2025-09-26 11:02
We recently published 10 Big Names Investors Are Dumping. Oklo Inc. (NYSE:OKLO) is one of the companies that heavily bled in Thursday’s trading. Shares of Oklo dropped for a second day on Thursday, shedding 9.18 percent to close at $119.13 apiece, as investor sentiment was dampened by a combination of insider selling and an investment firm’s cautious coverage for the company. In a market note on Wednesday, Goldman Sachs urged investors to position their portfolios on Oklo Inc. (NYSE:OKLO) with caution, s ...
Atlas Energy Solutions: A Strong Watchlist Candidate For 2026 Opportunities
Seeking Alpha· 2025-09-26 03:39
I am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appreciation. My articles are to serve as a platform for presenting the underlying fundamentals and long-term potential of each equity/business.Analyst’s Disclosure:I/we have no stock, optio ...
AI nuclear stock play Oklo loses 15% in 2 days amid big insider selling, Wall Street caution
CNBC· 2025-09-25 15:26
Jacob DeWitte, Co-Founder and CEO of Oklo, speaks in the Oval Office as he attends the signing of an executive order by U.S. President Donald Trump, at the White House in Washington, D.C., U.S., May 23, 2025.Oklo has also seen a cluster of insider selling over the past few days. CEO Jacob DeWitte unloaded $3 million of stock in the form of a gift this week and Oklo director Michael Klein dumped $6.7 million worth of shares, according to Verity data. CFO Craig Bealmear sold $9.4 million of stock at the end o ...
This Hot Nuclear Stock Is Tumbling But Is Still Up 460% This Year
Investors· 2025-09-25 20:59
Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! Related news This Nuclear Stock Isn't Expected To Report Revenue Until 2027 But Has Surged 570% This Year 9/22/2025Oklo soared more than 60% during last week's stock market and received a price target hike Sunday. 9/22/2025Oklo soared more than 60% during last week's stock market... INVESTING RESOURCES Take a Trial Today BREAKING: Futures Fall As Many Hot Stocks Continue Slide Nu ...