Key Points Oklo’s microreactors could revolutionize the nuclear industry. Nextracker’s solar tracking systems make solar panels more efficient. One company is still speculative, while the other is generating stable profits. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) and Nextracker (NASDAQ: NXT) both aim to disrupt established segments of the energy industry with newer technologies. Oklo develops small microreactors that can be linked together in smaller deployments than traditional nuc ...

Key Takeaways OKLO targets long-term growth with Aurora microreactors but faces steep risks and delays.Southern Company offers 78 years of dividends, steady EPS growth, and a $76B capital plan.OKLO surged 400% YTD on SMR hype, while SO gained 15% with stable valuations and earnings.Nuclear energy is enjoying a global revival, with policymakers pushing for tripled capacity by 2050 and investors eyeing clean baseload power as essential for both electrification and artificial intelligence. Against this backdro ...

Core Insights - Terra Innovatum and GSR III Acquisition Corp have signed a memorandum of understanding with Ameresco to establish a framework for the deployment of SOLO™ micro-modular reactors, aiming for 50 units across federal and commercial sites [1][3][5] Company Overview - Terra Innovatum is focused on making nuclear power accessible through scalable and safe micro-reactor solutions, specifically the SOLO™ Micro-Modular Reactor [4][5] - The SOLO™ reactor is designed to address global energy shortages and is built from readily available components, ensuring rapid deployment and cost predictability [6] Strategic Collaboration - The partnership with Ameresco is expected to leverage their extensive industry network and expertise to identify suitable sites for the SOLO™ reactors, facilitating a diversified path to market [3][5] - Ameresco's experience in delivering energy solutions will support the critical energy needs of federal and commercial customers, enhancing mission readiness and energy assurance [3][6] Market Potential - SOLO™ is anticipated to be available globally within the next three years, with applications in various sectors including data centers, remote towns, and hard-to-abate industries like cement and steel manufacturing [6][7] - The modular design of SOLO™ allows for scalable power delivery, with the potential to generate up to 1GW or more of CO2-free power, making it a viable alternative to fossil fuel-based thermal plants [7]

• Comprehensive framework to evaluate siting, development, construction, integration, operation, and decommissioning planning for SOLO™ reactors • Harnessing Ameresco’s U.S. network and expertise for siting opportunities, agreement targets deployment of 50 SOLO™ reactors across federal and commercial sites NEW YORK and AUSTIN, Texas, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Terra Innovatum Srl (“Terra Innovatum,” or the “Company”), a developer of micro-modular nuclear reactors, and GSR III Acquisition Corp. (Nasd ...

Market Trends & Investment Opportunities - US electricity demand surge will fuel a $350 billion nuclear spending boom [1] - Nuclear reactor output is projected to increase by 63% by 2050 [1]

Nuclear energy firm Oklo may be teetering on something of a meltdown — no, not that kind. Shares of the Sam Altman-backed company shed more than 20% of their value through the back half of last week as insiders engaged in a sizable stock selloff. Goldman Sachs analysts are now telling clients to proceed with caution. So what’s happening to one of the year’s hottest stocks? READ ALSO: Wall Street Braces for Government Shutdown Chaos and EA’s $55 Billion Buyout Sets New ‘Going Private’ High Score Cherno-bull ...

Key Points Oklo is a nuclear energy start-up that aims to provide energy to mining sites, data centers, and remote areas. The stock has soared over 400% on the year, but has hit a slight dip recently. Insider trading doesn't always signal bad news to come. 10 stocks we like better than Oklo › When it rains, it pours, as they say, and for Oklo (NYSE: OKLO) stock, the plummet is on. Since closing at a high of $142.65 on Sept. 23, Oklo has now fallen over 22%. Indeed, in the last two days of last w ...

Key Points Oklo is developing Aurora, a small modular reactor that could be an ideal energy source for hyperscale data centers. The company is riding on policy tailwinds, including an Idaho project to build its first modular reactor. Pre-revenue and pre-license, Oklo is a speculative play on the future of energy. 10 stocks we like better than Oklo › A 1,000% return. A 10-bagger. Ten dollars for every $1 you invest. It's the kind of multiple every investor hopes for and only a few get. The kind th ...

Group 1: AI Investment Opportunity - Artificial intelligence is considered the greatest investment opportunity of our lifetime, with a strong emphasis on the urgency to invest now [1] - Wall Street is investing hundreds of billions into AI, but there is a critical question regarding the energy supply needed to support this technology [2] - AI data centers consume as much energy as a small city, leading to concerns about power grid strain and rising electricity prices [2] Group 2: Company Overview - A specific company, largely overlooked by AI investors, is positioned to benefit from the increasing demand for energy due to AI [3] - This company owns critical energy infrastructure assets and is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] - The company is debt-free and has a significant cash reserve, amounting to nearly one-third of its market cap, making it financially robust [8] Group 3: Market Position and Valuation - The company is trading at less than 7 times earnings, which is considered undervalued compared to its potential in the AI and energy sectors [10] - It also holds a substantial equity stake in another AI-related company, providing indirect exposure to multiple growth engines without a premium [9] - Wall Street is beginning to take notice of this company as it benefits from various market trends without the high valuations typical of the sector [8] Group 4: Future Outlook - The future of energy is closely tied to AI, with a focus on the need for infrastructure to support this technological shift [6] - The influx of talent into the AI sector is expected to drive rapid advancements and innovative ideas, further solidifying AI's role in the future economy [12] - The combination of AI, energy infrastructure, and favorable government policies presents a unique investment landscape with significant upside potential [14]

Key Points Centrus Energy sells low-enriched uranium (LEU) to today's reactors and plans to make high-assay low-enriched uranium (HALEU) for next-generation reactors. The company is profitable and has a strong cash position. Its enrichment capacity is limited, and it still depends on foreign sources for its LEU supply. 10 stocks we like better than Centrus Energy › Centrus Energy (NYSEMKT: LEU) has been one of several nuclear energy stocks that have crushed the market in 2025. Compared to the S&P ...