Core Insights - Oklo and NuScale Power are two innovative companies in the nuclear technology sector, each with unique offerings and market positions [1] Company Overview - Oklo is developing a micro reactor capable of providing clean energy for over a decade without refueling, utilizing both recycled and advanced nuclear fuel for cost efficiency [1] - NuScale Power offers small modular reactors (SMRs) that can be factory-assembled and deployed as needed, having received NRC design certification for one of its reactor designs [4][6] Market Position - Oklo has a market capitalization of $10 billion, while NuScale's market cap is approximately $3.8 billion, indicating a significant valuation difference [2][8] - Oklo's reactors produce about 15 megawatts of electricity, with larger units available, while NuScale's modules generate 50MW or 77MW each, suggesting Oklo's design may appeal to customers needing smaller, continuous power solutions [9] Financial Performance - NuScale has begun generating revenue but is experiencing cash burn and heavy losses, while Oklo currently lacks sales but is diversifying its business through acquisitions [4][6][10] - Oklo's acquisition of Atomic Alchemy allows it to expand into radioisotopes, providing potential near-term revenue [10] Regulatory and Operational Status - NuScale has secured regulatory approval, giving it a first-mover advantage, whereas Oklo is still progressing through the NRC's licensing process, targeting 2027 for commercial operations [4][10]

Company Overview - NuScale Power is a nuclear technology company focused on small modular reactors (SMRs) and is the only U.S. company with SMR design approval from the Nuclear Regulatory Commission (NRC) [2] - The company is currently facing challenges, with shares priced around $14 and no firm sales despite agreements to deploy technology for the Tennessee Valley Authority (TVA) and a Romanian power plant project [4] Financial Performance - NuScale has a market capitalization of $4.1 billion and is currently operating at a loss, with a gross margin of 64.95% [5][6] - The company has trailing-12-month revenue of approximately $64 million, resulting in a high price-to-sales ratio of about 68 times [10] Market Opportunity - There is a significant opportunity for NuScale as demand for power from data centers could increase by up to 175% by 2030, according to Goldman Sachs [8] - The aging U.S. power grid, built mainly after World War II, requires new energy solutions to meet the increasing energy demand, which NuScale's factory-assembled reactors could help address [9] Investment Considerations - Despite the potential for long-term rewards, investors should be cautious of the near-term volatility, as profitability may not be achieved for several years [6][10]

For the first time ever, the US military just airlifted a nuclear reactor across three states. It appears to be part of President Trump's push to ramp up nuclear power. So that's the why.But how did they do it. Well, it took three massive C17 planes that carried the unfueled reactor from a base in California to Utah. Supporters of the endeavor say these next generation reactors deliver more reliable energy, particularly in remote locations.Critics, however, say the whole thing is largely untested and that t ...

Core Insights - Meta Platforms, Inc. (NASDAQ:META) is recognized as one of the best fundamental stocks to buy according to analysts, with recent commitments to Oklo and TerraPower aimed at advancing nuclear technology development [1] Group 1: Partnerships and Commitments - Meta Platforms has partnered with Vistra to provide financial support for the operation of nuclear power plants, extending their operational lifespan and increasing energy production at specific plants in Ohio and Pennsylvania [2] - The company's commitments to Oklo and TerraPower are expected to assist the next generation of developers in creating safer and more advanced nuclear reactors [1][2] Group 2: Job Creation and Energy Production - Projects associated with Meta's commitments are anticipated to create numerous construction jobs and hundreds of long-term operational jobs, contributing to up to 6.6GW of new and existing clean energy by 2035 [3] - These initiatives are designed to add reliable power to the grid and strengthen America's nuclear supply chain [3] Group 3: Stock Analysis - Guggenheim has reduced its price target for Meta Platforms' stock from $875 to $800 while maintaining a "Buy" rating, indicating an assumption of increased investment levels [4] - Despite the potential of META as an investment, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [5]

Company Overview - Oklo Inc. (NYSE:OKLO) is focused on developing advanced fission power plants aimed at providing clean, reliable, and affordable energy in the United States [2] - The company has gained significant attention due to its Aurora small modular reactor, which is seen as a cutting-edge solution for the data center industry's energy needs [3] Recent Performance - The share price of Oklo Inc. fell by 12.53% from December 23 to December 30, 2025, making it one of the energy stocks that lost the most during that week [1] - Despite a remarkable increase of 228% in share price since the beginning of 2025, concerns have arisen regarding the sustainability of this growth [3][5] Financial Outlook - Oklo Inc. currently has zero revenue and is not expected to generate any until at least 2027, with projections estimating revenue of about $16 million at that time [4] - The company's market capitalization is approximately $11.2 billion, raising concerns about its valuation relative to expected future earnings [4] Regulatory Environment - The company requires regulatory approval for the deployment and operation of its reactors, a process that could take two to three years [4] Investor Sentiment - The recent decline in share price reflects investor concerns that the previous triple-digit gains may have been fueled more by enthusiasm than by solid fundamentals [5] - Fears surrounding a potential AI bubble have contributed to a reassessment of expectations among investors [5]

Summary of China Nuclear Power Tech Virtual Tour Industry Overview - **Industry**: Nuclear Power in China - **Key Companies Invited**: CGN Power, CNNP, Dongfang Electric, Harbin Electric, Neway Valve, Jiangsu Etern, FangDa Carbon, Lianchuang Optoelectronic [1] Core Insights 1. **Positive Installation Trajectory for Nuclear**: - The installation of nuclear power in China is expected to double from 2024, increasing from 4GW to an estimated 8-10GW annually over the next decade [3][10] - The nuclear generation mix is projected to reach 10% by 2035, up from 4% in 2024, driven by favorable policy support [10] 2. **Nuclear Technology Pipeline**: - A clear pipeline for nuclear technology exists over the next 30 years, with Gen. III Hualong One identified as a key enabler for China's nuclear targets by 2035 [4][11] - Gen. III SMR Linglong One and Gen. IV reactors are expected to supplement efforts to meet decarbonization needs and reduce reliance on uranium [4][11] 3. **International Opportunities**: - China is well-positioned to explore overseas opportunities in emerging markets (EM) and developed markets (DM) due to capacity availability and cost competitiveness [5][14] - The Hualong One reactor is targeted at EM countries, while the Linglong One reactor is aimed at DM countries with stable power needs [14] 4. **Cost Competitiveness**: - The upfront investment for Hualong One is estimated at US$2,200-2,600/kW, approximately 60% less than international competitors [14] - China's nuclear sector has achieved a high localization rate for core equipment, reducing supply chain disruption risks [14] 5. **Earnings Elasticity**: - Upstream supply chain players are expected to experience higher earnings elasticity compared to downstream operators, as nuclear installation volumes may be offset by lower on-grid tariffs [15] Additional Insights - **Cautious Outlook for Solar**: - The outlook for solar energy is weaker, with expectations of price cuts and lower capital expenditures due to demand weakness [2][9] - Companies like CNNP are shifting investment preferences towards offshore wind and Eastern solar projects due to changing market conditions [9] - **Investment Thresholds**: - CNNP is reassessing its renewable project pipeline based on regional implementation details, with a minimum return threshold of 6%-7% equity IRR [9] - **Future of Nuclear Fusion**: - Nuclear fusion is considered a strategic national priority for R&D, with potential breakthroughs needed for commercialization [14] This summary encapsulates the key points from the China Nuclear Power Tech Virtual Tour, highlighting the positive outlook for nuclear energy in China, the strategic positioning for international opportunities, and the contrasting challenges faced by the solar energy sector.

President Donald Trump welcomes the Crown Prince and Prime Minister of the Kingdom of Saudi Arabia Mohammed Bin Salman to the White House. The visit is designed to deepen ties between the US and the kingdom, with agreements on security, AI chips, and nuclear technology on the agenda. They are scheduled to have a bilateral lunch and speak to the press. ...

The US will help South Korea build nuclear 'attack' submarines - here's what that means https://t.co/rEjtZoIhnw ...

Trump has given approval for South Korea to build a nuclear-powered submarine in the U.S., granting Seoul a coveted piece of hardware that could rattle China and North Korea—and potentially spark a race by its Asian neighbors to acquire similar technology https://t.co/UY9G7mfykR ...

The AI buildout has lifted the sales and stocks of companies across various sectors, but none have seen their valuations rise as dramatically as power providers, especially start-ups developing novel nuclear technology. https://t.co/SsOrpYbfy7 ...