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Nuclear Stocks Rally As Trump Opens the Federal Vault
Benzinga· 2026-01-06 16:22
The nuclear energy sector is surging, fueled by a $2.7 billion funding injection from the U.S. Department of Energy, announced on Monday. OKLO stock is moving. See the chart and price action here. The awards are a continuation of federal support of the domestic nuclear energy industry under the Trump administration's “nuclear renaissance” policy. Read Next: What To Expect At CES 2026: Nvidia, AMD, Joby, Archer, D-Wave And MoreThe capital is specifically earmarked to revitalize the American uranium enrichmen ...
Anfield Energy Achieves Transformative Milestones in 2025, Positioning Itself as a Key Player in America’s Nuclear Renaissance
Globenewswire· 2026-01-06 12:00
VANCOUVER, British Columbia, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Anfield Energy Inc. (TSX.V: AEC; NASDAQ: AEC; FRANKFURT: 0AD) (“Anfield” or the “Company”), a leading U.S.-focused uranium and vanadium development company, is proud to recognize a landmark year of progress in 2025. These achievements underscore Anfield’s rapid advancement toward near-term production and its critical role in supporting the resurgence of domestic nuclear energy under supportive federal policies. In a year marked by accelerated re ...
How Trump Moved Stocks in 2025: Nuclear, Space, Quantum Sectors
Benzinga· 2026-01-04 20:46
Nuclear Power - President Trump signed four executive orders on May 23, 2025, aimed at initiating a nuclear renaissance to meet the energy demands of AI data centers and domestic manufacturing [2] - The orders required the Nuclear Regulatory Commission (NRC) to expedite reactor licensing timelines and mandated the Department of Energy to have at least three advanced pilot reactors operational by July 4, 2026 [3] - Following these announcements, uranium miners like Uranium Energy Corp. and Centrus Energy Corp. experienced over 20% stock price increases, while small modular reactor companies like Oklo, Inc. and NuScale Power Corp. saw triple-digit gains throughout the year [4] Space - A series of executive orders in 2025 led to a significant rally in the space sector, increasing the total market capitalization of leading U.S. space companies from approximately $450 billion to over $1.3 trillion by year-end [6] - The momentum began with an April 15 executive order promoting commercial solutions in federal contracts and peaked with the December 18 order focused on American space superiority [6] - Following the December announcement, stocks like Intuitive Machines, Inc. and Rocket Lab Corp. experienced double-digit single-day gains, while defense contractors like L3Harris Technologies, Inc. also saw upward trends [8] Quantum Computing - On January 23, 2025, an executive order was signed to prioritize quantum research alongside AI to maintain U.S. leadership over global competitors [9] - A subsequent order on May 23 directed the Department of Energy to address 20 specific technology challenges in the quantum sector [9] - The most significant market movement occurred in October 2025 when reports emerged about the administration considering direct equity stakes in domestic quantum firms, leading to a surge in shares of companies like IonQ, Inc. and Rigetti Computing, Inc. [10][11]
NuScale Power (SMR) Soars 15% on 2026 Nuclear Renaissance
Yahoo Finance· 2026-01-03 07:03
We recently published 10 Stocks Powering Into 2026 With Explosive Gains. NuScale Power Corp. (NYSE:SMR) is one of the top performers on Friday. NuScale Power snapped a four-day losing streak on Friday, jumping 15.10 percent to close at $16.31 apiece as investors loaded portfolios in nuclear stocks, taking path from the Trump administration’s promise of “nuclear renaissance” in 2026. NuScale Power Corp. (NYSE:SMR) rallied alongside the overall industry after the US government promised a major policy push ...
Red Screens, Green Future: 2 Ways to Buy the Nuclear Sector Dip
Yahoo Finance· 2025-12-30 21:10
2025 was volatile. While many sectors soared, specific stocks saw extreme price swings. Oklo Inc. is a prime example. The stock experienced a speculative surge in October, reaching nearly $193 per share. Since then, it has corrected significantly to the $70-$80 range. Investors who purchased shares near those highs are currently sitting on unrealized losses.This is the point in the year when the calendar can matter as much as the balance sheet. In the final trading days of December, tax-driven flows often d ...
Overlooked Stock: UUUU Powers Rally Through Guidance
Youtube· 2025-12-29 21:50
Welcome back to Market on Clothes. I'm Sam Bardis live from the floor of the New York Stock Exchange. It's time now for overlooked stocks and we're watching Energy Fuels, which is higher after releasing some data that shows it exceeded some of its guidance for the full year.So, I'm joined by George S, a senior markets correspondent to break down the details of this one. So, it crushed guidance, which is perhaps behind the rally we're seeing, up 3% right now, George, but just talk us through uh what it repor ...
Defense Policy Becomes a Tailwind for the Nuclear Renaissance
Etftrends· 2025-12-19 22:03
This year's National Defense Authorization Act (NDAA) has emerged as a perhaps surprising catalyst for the nuclear energy sector, reinforcing the "nuclear renaissance†investment theme. The passage of the fiscal year 2026 defense policy bill marks a key moment for the nuclear energy sector, as the U.S. government increasingly views nuclear power through the lens of national security and reindustrialization. Military Adoption of Small Modular Reactors (SMRs) nuclear energy Content HubNUKZRange Fund The final ...
Lot of opportunity across energy space, says Cohen & Steers' Rosenlicht
CNBC Television· 2025-12-18 20:29
Trump Media merging with a nuclear fusion power company. Yeah, you heard that right. The company is called TAE Technologies based in Orange County, California.The combined fusion power and media companies will be co-run by the nuclear team, a gentleman I spoke with about an hour ago named Michael Binderbower and the media team led by former politician Devin Nunes. Investors like the deal. Trump Media shares soaring on the news on pace for its best day in nearly two years.Michael told me on the phone the cap ...
Lot of opportunity across energy space, says Cohen & Steers' Rosenlicht
Youtube· 2025-12-18 20:29
Group 1: Trump Media and TAE Technologies Merger - Trump Media is merging with TAE Technologies, a nuclear fusion power company based in California, which will be co-managed by both the nuclear and media teams [1] - The merger has positively impacted Trump Media's stock, leading to a significant increase, marking its best performance in nearly two years [1] Group 2: Nuclear Industry Insights - The capital from the merger will be directed towards developing a fusion power future, distinguishing it from fission companies [2] - There is a growing belief in a nuclear renaissance, with a long-term approach involving four phases: maintaining existing nuclear capacity, restarting previously shut down plants, increasing capacity at current facilities, and expanding electricity capacity by 2030-2035 [4][5][6] - The nuclear sector is expected to be a critical resource for electricity markets in the next decade, with investments in viable and cost-effective technologies being essential [7] Group 3: BP's Leadership Change - BP has appointed Mega O'Neal as its new CEO, marking the first female CEO in the company's history and the fourth CEO in six years [7] - BP is undergoing a strategic shift after previous missteps in its corporate strategy, particularly regarding its focus on renewables [8][9] - The energy demand is projected to continue rising, presenting opportunities across various energy sectors if the company can realign its strategy effectively [10]
BWX Technologies, Inc. (BWXT): A Bull Case Theory
Yahoo Finance· 2025-12-18 18:08
We came across a bullish thesis on BWX Technologies, Inc. on X.com by @TheValueist. In this article, we will summarize the bulls’ thesis on BWXT. BWX Technologies, Inc.'s share was trading at $173.20 as of December 16th. BWXT’s trailing and forward P/E were 51.86 and 41.32 respectively according to Yahoo Finance. Critical Metals (CRML) Soars to All-Time High as JPMorgan Sets Sights on Mineral Investments Photo by Frédéric Paulussen on Unsplash BWX Technologies, Inc. manufactures and sells nuclear compon ...