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TerraPower, Evergy and the State of Kansas Announce Agreement to Explore Advanced Nuclear Energy Deployment
Businesswire· 2025-09-23 19:00
KANSAS CITY, Mo.--(BUSINESS WIRE)--TerraPower, a nuclear innovation company, Evergy (NASDAQ: EVRG) and the Kansas Department of Commerce, announced today the signing of a memorandum of understanding (MOU) to explore siting TerraPower's flagship technology, the Natrium® reactor1 and energy storage system, within Evergy's service territory in Kansas. This agreement will enable the collaboration between the entities to evaluate site-specific characteristics for a potential advanced nuclear power p. ...
Can Oklo Turn Its Reactor Dream Into Real Profits?
Yahoo Finance· 2025-09-23 17:20
Oklo Inc. (NASDAQ:OKLO) is under the spotlight as it breaks ground on its first Aurora reactor, marking a pivotal shift from design to construction and signaling the company’s bold push toward commercial nuclear energy amid market optimism and execution risks. Analyst sentiment on Oklo is sharply divided, as Seaport Research Partners advises caution while Wedbush forecasts substantial upside. Seaport analyst Jeff Campbell called Oklo’s groundbreaking of its first Aurora reactor at Idaho National Laborator ...
Why Oklo Stock Dropped a Bit Today
Yahoo Finance· 2025-09-23 15:10
Key Points Seaport Global analyst Jeff Campbell downgraded Oklo stock today. The analyst is now only neutral on Oklo stock -- after it's gained 15x in value in 12 months. Oklo has no profits or revenue. 10 stocks we like better than Oklo › Shares of Oklo (NYSE: OKLO), a start-up developer of "micro" nuclear reactors, suffered a downgrade to neutral at the hands of Seaport Global analyst Jeff Campbell, as StreetInsider.com reports today. The stock fell nearly 6% in early trading, but as of 10:40 ...
Investors Flock to Uranium as Nuclear Renaissance Builds
MarketBeat· 2025-09-23 13:58
The global economy is undergoing a fundamental rewiring. A powerful combination of two megatrends, the mass electrification of everything and the artificial intelligence (AI) revolution, is creating a historic surge in electricity consumption. From electrifying the transportation and industrial manufacturing sectors to the growing power needs of data centers, the world's insatiable appetite for electricity is not a cyclical trend, but a permanent step-change in global energy demand. This demand shock is col ...
Cathie Wood's China Bet: Ark Drops $16.3 Million On Red-Hot Alibaba, Picks Up Baidu And Pony AI Stocks — Sells Oklo Shares - Alibaba Gr Hldgs (NYSE:BABA)
Benzinga· 2025-09-23 01:11
阿里巴巴交易 - ARK金融科技创新ETF和ARK下一代互联网ETF合计买入99,090股阿里巴巴股票 价值约1,630万美元[2] - 阿里巴巴近期发布高性能处理器挑战英伟达在中国市场主导地位 作为强化硬件与人工智能能力战略组成部分[3] - 阿里巴巴股价30日内上涨超30% 年初至今回报率达93.3%[3] 百度交易 - ARK自主技术与机器人ETF购入21,245股百度股票 价值约290万美元[4] - 百度等中国科技巨头因人工智能支出增加及产品发布获得投资者信心提升[4] - 中国企业人工智能技术快速商业化趋势支撑行业增长[4] 小马智行交易 - ARK自主技术与机器人ETF收购103,002股小马智行股票 价值约210万美元[5] - 小马智行与康福德高合作在新加坡推出自动驾驶车辆 拓展东南亚市场布局[5] - 该项目符合新加坡自动驾驶公共交通发展规划[5] Oklo交易 - ARK自主技术与机器人ETF减持54,936股Oklo股票 价值约770万美元[6] - Oklo股价近期创52周新高 受益于分析师看好及政府核能支持政策[6] - Wedbush将Oklo目标价上调至150美元 看好其在人工智能与核能领域战略地位[6] 其他重要交易 - Arcturus Therapeutics Holdings获ARK基因组革命ETF买入10,505股[7] - Roblox遭ARK下一代互联网ETF减持20,019股[7] - Shopify遭ARK下一代互联网ETF减持17,428股[7]
NuScale Power: Micro Reactors, Macro Returns
Seeking Alpha· 2025-09-22 22:50
I've had a portfolio heavy on uranium and nuclear-related stocks for a few years now; my largest position in the industry remains the NUKZ ETF, which I moved to back in AprilAnalyst’s Disclosure:I/we have a beneficial long position in the shares of SMR, NUKZ, NNE, UUUU, SRUUF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with ...
Oklo, NuScale, Nano Nuclear Stocks Soar—The $10 Trillion Nuclear Bet Is On
Benzinga· 2025-09-22 16:20
Nuclear stocks are soaring as power demand multiplies, driven by data centers, AI and large-scale electrification projects. Nuclear energy is projected to be a $10 trillion market opportunity and could serve as “the solution to global power shortages,” according to a recent Bank of America report.OKLO stock is up 90% this month. See the price action here. Growing Momentum For NuclearBank of America said nuclear power has been “rediscovered” as skyrocketing electricity needs merge with improving public perce ...
Is Market Paying Too Much for OKLO's Distant Nuclear Future?
ZACKS· 2025-09-22 14:21
Key Takeaways Oklo remains pre-revenue, with its first unit unlikely before 2027-2028.Nuclear projects face complex licensing, construction, and safety hurdles.OKLO's market cap is 50% above NuScale's despite its earlier stage.Oklo Inc. ((OKLO) has captured headlines with its ambitious Aurora powerhouse plans, but the company remains firmly in the pre-revenue stage. Its commercialization pathway runs directly through the Nuclear Regulatory Commission, where approvals are known to take years. Even under opti ...
Wall Street Takes a Breather After Record Rally; Key Earnings and Fed Outlook in Focus
Stock Market News· 2025-09-22 14:07
U.S. equity markets opened lower on Monday, September 22, 2025, as investors took a modest pause following a relentless rally that saw major indexes close at record highs last week. The slight pullback reflects a cautious sentiment ahead of crucial economic data and Federal Reserve commentary expected later in the week, coupled with lingering concerns over a potential government shutdown.Market Indexes Open Lower After Record WeekAt the start of trading, the benchmark S&P 500 dipped approximately 0.2%. The ...
Should You Buy NuScale Power Stock While It's Below Its All-Time High?
The Motley Fool· 2025-09-22 13:30
This speculative nuclear power stock might have a lot more upside potential.NuScale Power's (SMR -7.67%) stock closed at a record high of $51.67 on July 25. That marked a near five-bagger gain from its opening price of $10.70 after it went public by merging with a special purpose acquisition company (SPAC) on May 3, 2022.The speculative nuclear power stock has pulled back nearly 30% since then, but is it still worth buying? Let's review its business model, growth rates, and valuations to decide. How does Nu ...