The stock has plunged in the second half of 2025, but even below $20 is still a high-risk buy.NuScale Power (SMR +1.77%), the maker of nuclear small modular reactors, is down more than 58% in the past six months, and the stock closed at a little over $17 a share on Dec 16. The stock initially rode a wave of enthusiasm this summer, and then again this fall, reaching a 52-week high of $57 in October. Yet factors such as investors trimming stakes, analyst skepticism, and the fact that NuScale is still trying t ...

Key Takeaways OKLO is repurposing surplus plutonium as fuel for advanced fast-spectrum nuclear reactors.Federal support and early safety approval enabled OKLO to begin building its fuel fabrication facility.Criticality tests with Los Alamos showed plutonium fuel is safe and compatible with other reactor fuels.Nuclear start-up Oklo Inc. ((OKLO) sits at the center of a policy shift that is transforming surplus plutonium from a Cold War liability into a potential energy asset. Federal direction now favors repu ...

Oklo is in the process of building nuclear reactors to produce clean energy.Investors in the nuclear power company Oklo (OKLO +2.36%) have made significant gains, as the market bets that nuclear power can prove to be a reliable and clean source of energy that helps meet the substantial demand expected from artificial intelligence (AI).Oklo currently has three sites where it is developing nuclear reactors: Oklo Aurora at the Idaho National Laboratory and two sites in southern Ohio. However, the company has o ...

NANO Nuclear Energy Inc. NANO Nuclear Reports Fiscal Year 2025 Financial Results and Provides Business Update Management to hold webcast today at 5:00 pm Eastern New York, N.Y., Dec. 18, 2025 (GLOBE NEWSWIRE) -- NANO Nuclear Energy Inc. (NASDAQ: NNE) (“NANO Nuclear” or “the Company”), a leading advanced nuclear micro modular reactor and technology company focused on developing clean energy solutions, today reported its fiscal year 2025 financial results and provided a business update. Figure 1 - NANO N ...

特朗普媒体与核聚变公司合并交易 - 特朗普媒体正与位于加州奥兰治县的核聚变公司TAE Technologies合并 [1] - 合并后的公司将由核聚变团队与特朗普媒体团队共同运营 核聚变团队代表为Michael Binderbower 媒体团队由前政客Devin Nunes领导 [1] - 市场对该交易反应积极 特朗普媒体股价因此飙升 有望创下近两年最佳单日表现 [1] 核能行业前景与投资阶段 - 核能被视为未来10年电力供应的重要依赖资源 尤其考虑到PJM市场的问题及对明年电力短缺的担忧 [4] - 核能复兴将是一个长期的四阶段过程 [4] - 第一阶段是维持全球现有核电机组运行 不关闭现有产能 [5] - 第二阶段是重启近期关闭的核电站 例如三哩岛核电站 此类机会引起市场高度关注 [5] - 第三阶段是在现有设施场址增加产能 即新的棕地机会 [6] - 第四阶段是着眼于2030年至2035年增加电力产能的机会 [6] - 核能属于长线技术投资 其成功关键在于被证明可行 且最重要的是具备成本效益和成本竞争力 才能成为未来电力市场所需的可行资源 [7] 英国石油公司管理层变动与战略调整 - 英国能源公司BP任命Mega O'Neal为新任首席执行官 这是BP六年内的第四位CEO 也将是公司首位女性CEO [7] - BP在战略上曾出现一些失误 特别是在能源转型方面 曾全力转向可再生能源 但现在正在进行大幅度的战略回调 [8] - 管理层认为 引入新CEO以纠正战略失误可能是正确的策略 关键在于组建能够创造价值的最佳管理团队 [9] - 能源需求持续增长 未来对所有形式的能源都有巨大需求 只要战略正确 能源领域存在大量机会 [10]

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Nuclear power has been one of the hottest investing trends of 2025. The benchmark VanEck Uranium and Nuclear ETF (NYSEARCA: NLR ) is up close to 50% year-to-date and nearly 150% over the past five years.Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent th ...

Estimated nuclear generation in France EDF shares its estimates of nuclear generation in France for the next three years. The estimate of nuclear power generation in France for 2026 and 2027 remains unchanged at 350-370TWh(1). EDF nuclear generation in France for 2028 is estimated between 345-375TWh(1). This estimate includes increased uncertainties on the evolution of demand and anticipation of modulation of the nuclear reactors. This nuclear power generation estimate is based on a substantial maintenance ...

For Immediate ReleasesChicago, IL – December 18, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Cameco Corp. (CCJ) , Uranium Energy (UEC) and Centrus Energy (LEU) .Here are highlights from Thursday’s Analyst Blog:Nuclear Comeback in 2026? 3 Uranium Stocks to Power Your PortfolioAfter years of stagnation following ...

Oklo Inc. (NYSE:OKLO) is one of the stocks that Jim Cramer shared his take on. Answering a club member’s query of whether the stock is a buy at the current levels, Cramer said: “Okay, if I say Oklo’s a sell, tomorrow they’ll put out some release, I mean, Monday, they’ll put out some release that juices the stock. They seem to juice the stock every time I urge people to… try to keep a level head about Oklo. I would sell Oklo. I just would sell everything nuclear except for GEV. The revolution is not going ...

Joining us now to discuss is Oaklo CEO Jacob Dwit. So you got to explain this to us, Jake. We hear plutonium from the Cold War and wonder is that a good thing.Is that safe. >> It's great. That's one of the things we demonstrated and showed is you can do it very safely.Um what's really important about it is this is a huge opportunity to fuel reactors basically to build them sooner and faster. Um, one of the big challenges I think as we've looked down the path over the next few years about how quickly we can ...