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Oklo Inc. (OKLO) Soared to a Record High This Week. Here is Why.
Yahoo Finance· 2025-09-25 04:15
The share price of Oklo Inc. (NYSE:OKLO) surged by 48.86% between September 16 and September 23, 2025, putting it among the Energy Stocks that Gained the Most This Week. Oklo Inc. (OKLO) Soared to a Record High This Week. Here is Why. dan-meyers-xXbQIrWH2_A-unsplash Backed by OpenAI’s Sam Altman, Oklo Inc. (NYSE:OKLO) develops advanced fission power plants to provide clean, reliable, and affordable energy at scale to customers in the United States. Oklo Inc. (NYSE:OKLO) skyrocketed to an all-time high ...
Energy Fuels Inc. (UUUU) Hits a New 52-Week High of $14.42
Insider Monkey· 2025-09-25 01:04
文章核心观点 - 人工智能是巨大的投资机会,但其发展面临能源危机,为能源基础设施领域创造了关键的投资机遇 [1][2][3] - 一家未被市场充分关注的公司,因其独特的能源基础设施资产、财务优势和多元化业务,成为投资人工智能能源需求的理想标的 [3][8][9] - 该公司业务横跨液化天然气出口、核电、工业设施重建等多个高增长领域,估值极具吸引力,具备巨大上涨潜力 [7][10][14] 人工智能的能源需求 - 人工智能是耗电量最大的技术,每次ChatGPT查询、模型更新都消耗大量能源,其数据中心的耗电量堪比一座小型城市 [1][2] - 人工智能的能源需求正将全球电网推向极限,OpenAI创始人Sam Altman警告人工智能的未来取决于能源突破,Elon Musk预测明年AI将面临电力短缺 [2] 目标公司的核心优势 - 公司拥有关键的能源基础设施资产,定位为满足人工智能能源需求激增的“收费站”运营商 [3][4] - 公司业务多元化,在美国液化天然气出口、下一代核电战略以及大型复杂EPC项目中扮演关键角色 [7] - 公司财务稳健,完全无负债,且持有相当于其总市值近三分之一的巨额现金储备 [8] 目标公司的投资亮点 - 公司估值低廉,剔除现金和投资后,交易市盈率低于7倍,相对于其增长前景极具吸引力 [10] - 公司持有一家热门人工智能公司的巨额股权,为投资者提供了间接参与多个AI增长引擎的机会 [9] - 该公司业务契合多个宏观趋势:人工智能基础设施超级周期、特朗普关税推动的制造业回流、美国液化天然气出口激增以及核电发展 [14] 订阅服务内容 - 订阅服务提供关于该目标公司的深度报告,报告预测其有100%以上的上涨潜力 [19] - 订阅者还可获得一份关于另一家人工智能机器人公司的Bonus报告,该报告称其有10000%的上涨潜力 [19] - 订阅服务包括每月一份的优质通讯,内含至少一支由研究总监精选的股票,以及一份价值149美元的70页以上季度通讯 [19]
Denison Mines Corp. (DNN) Purchases 485,000 Common Shares of Foremost Clean Energy Ltd. at $2.20 per Share
Insider Monkey· 2025-09-25 01:03
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Centrus Energy Corp. (LEU) Hits a New 52-Week High at $265.48
Insider Monkey· 2025-09-25 01:03
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
RBC Capital Initiates Coverage on NuScale Power Corporation (SMR) with a ‘Sector Perform’ Rating and a $35 Price Target
Yahoo Finance· 2025-09-25 01:02
NuScale Power Corporation (NYSE:SMR) is one of the 11 Best Nuclear Energy Stocks to Invest in Right Now. RBC Capital Initiates Coverage on NuScale Power Corporation (SMR) with a ‘Sector Perform’ Rating and a $35 Price Target Pixabay/Public Domain On September 15, 2025, RBC Capital initiated coverage on NuScale Power Corporation (NYSE:SMR) with a ‘Sector Perform’ rating and a $35 price target. Despite recognizing NuScale Power Corporation (NYSE:SMR) as a pioneer in small modular reactor (SMR) technology ...
BWX Technologies, Inc. (BWXT) Wins a $1.5 Billion Contract from the National Nuclear Security Administration
Insider Monkey· 2025-09-25 01:02
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Jefferies Increases Its Price Target on Constellation Energy Corporation (CEG) to $347, Keeps ‘Hold’ Rating
Yahoo Finance· 2025-09-25 01:01
With significant upside potential, Constellation Energy Corporation (NASDAQ:CEG) secures a spot on our list of the 11 Best Nuclear Energy Stocks to Invest in Right Now. Jefferies Increases Its Price Target on Constellation Energy Corporation (CEG) to $347, Keeps ‘Hold’ Rating Constellation Energy Corporation (NASDAQ:CEG) stood out among nuclear energy stocks on September 8, 2025, when Jefferies increased its price target from $293 to $347 while keeping a ‘Hold’ rating. The price revision takes into accou ...
I can no longer be so sanguine on these speculative stocks that keep roaring, says Jim Cramer
Youtube· 2025-09-25 00:42
[Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to CR America, my friends.I'm just trying to save a little money. My job is not just to entertain you, but to educate, to teach you. So call me at 1800743 CBC.Tweet me, Jim Kramer. All right, it's time. We need to start worrying about the froth.I've been willing to look the other way on this issue because I figured speculative stocks would keep roaring because the public wants them badly enough to pay almost any price. But after a day where the Dow dipp ...
Melius Research Upgrades GE Vernova Inc. (GEV) from ‘Hold’ to ‘Buy’ With a Price Target of $740
Yahoo Finance· 2025-09-25 00:39
GE Vernova (NYSE:GEV) is one of the 11 Best Nuclear Energy Stocks to Invest in Right Now. Melius Research Upgrades GE Vernova Inc. (GEV) from ‘Hold’ to ‘Buy’ With a Price Target of $740 Photo by Lukáš Lehotský on Unsplash GE Vernova Inc. (NYSE:GEV) rose to prominence among nuclear energy stocks on September 15, 2025, when Melius Research upgraded it from ‘Hold’ to ‘Buy’ with a price target of $740. The upgrade comes after the company’s share price has risen by around 400% since its spinoff and has retu ...
Goldman Sachs Initiates Coverage on Cameco Corporation (CCJ) with a ‘Buy’ Rating, Share Price Rises
Yahoo Finance· 2025-09-25 00:13
Cameco Corporation (NYSE:CCJ) is one of the 11 Best Nuclear Energy Stocks to Invest in Right Now. Goldman Sachs Initiates Coverage on Cameco Corporation (CCJ) with a ‘Buy’ Rating, Share Price Rises After Goldman Sachs began covering with a ‘Buy’ rating on September 16, 2025, Cameco Corporation (NYSE:CCJ) rose among nuclear energy stocks, pushing nuclear equities up about 10% in contrast to the S&P 500’s 0.47% increase. In addition to pointing to triggers like new UF6 contracts that would facilitate the ...