Core Insights - Constellation Energy Corporation (NASDAQ:CEG) is recognized as one of the top nuclear power stocks to consider for investment [1] - The company is the largest producer of carbon-free energy in the US, with a generating capacity exceeding 32,400 MW, which includes nuclear, wind, solar, natural gas, and hydroelectric assets [2] - CEG is the leading producer of nuclear energy in the US, producing over three times more than its nearest competitor, and has established a strong business model that generates stable cash flows through regulated rate structures and long-term power purchase agreements [3] Company Developments - CEG has secured significant contracts with major hyperscalers like Microsoft, Amazon, and Google, enhancing its revenue stability [3] - The company announced the acquisition of Calpine, which will position it as the largest independent power provider in the US, with the deal expected to close in Q4 2025 and boost CEG's earnings per share (EPS) by over 20% in the following year [4]

Core Insights - GE Vernova Inc. (NYSE:GEV) is recognized as one of the top nuclear power stocks to consider for investment according to analysts [1] - The company consolidates General Electric's energy businesses, focusing on advanced nuclear technology through its subsidiary, GE Vernova Hitachi Nuclear Energy (GVH) [2] Group 1: Business Overview - GE Vernova is a leader in small modular reactor (SMR) technology, having received approval to construct the BWRX-300 SMR in Ontario, which can power approximately 300,000 homes [3] - The company has been selected by Swedish utility Vattenfall to collaborate on building a series of SMRs, with plans for either five BWRX-300 reactors or three Rolls-Royce SMRs, targeting a total output of around 1,500 MW [3] Group 2: Financial Goals - GE Vernova aims to deploy small nuclear reactors globally, with a target of generating over $2 billion in annual revenue from this segment by the mid-2030s [4]

Core Insights - NexGen Energy Ltd. is recognized as one of the top nuclear power stocks to consider for investment according to analysts [1] - The company is focused on developing the Rook I Project, aiming to establish it as the largest low-cost uranium mine globally [3] Financial Developments - NexGen Energy announced an upsized AUD $600 million equity offering in Australia and a concurrent C$400 million bought deal equity offering in North America, with proceeds aimed at advancing the Rook I Project and covering pre-production capital costs [3] - The share price of NexGen Energy has increased by over 20% since the beginning of 2025, reflecting renewed global interest in nuclear energy and rising nuclear fuel prices [5] Strategic Agreements - The company secured a new uranium offtake agreement with a major US-based utility to deliver 1 million pounds of uranium annually over five years, following previous agreements to supply 5 million pounds [4]

Core Viewpoint - Oklo's stock is experiencing upward momentum following a buy rating from Canaccord Genuity and its selection for a Department of Energy pilot program aimed at advancing nuclear fuel technology [1][2][3]. Group 1: Stock Performance - Oklo's shares increased by 6.5% on a recent Friday, contrasting with declines in the S&P 500 and Nasdaq Composite [1]. - Canaccord Genuity set a price target of $175 for Oklo, indicating significant upside potential from its current stock level [2]. Group 2: Company Developments - Oklo was selected for the DOE's Advanced Nuclear Fuel Line Pilot Project, which involves building and operating three fuel-fabrication facilities to support advanced reactor deployment [3]. - The company is positioned to meet the energy demands of AI data centers, but it still needs to prove its technology [3]. Group 3: Valuation and Risk - The current valuation of Oklo is considered lofty, raising concerns, but it may be justified if the company successfully delivers on its promises [4]. - For investors with a high risk tolerance, Oklo is viewed as a solid investment choice [4].

Market Overview - Wall Street experienced its sixth-longest government shutdown, yet major indexes reached record highs earlier in the week despite a lack of economic data [1] - The Dow Jones Industrial Average, S&P 500 Index, and Nasdaq Composite Index are on track for their worst week since August 1 [1] Technology Sector - Growth stocks, particularly in the tech sector, continue to defy valuation concerns, with AI optimism boosting Dell Technologies [2] - Netflix is experiencing a historically strong month, while a data center company reported a surprise revenue beat [2] Mergers and Acquisitions - A series of deals and mergers occurred, including Advanced Micro Devices partnering with OpenAI and Fifth Third Bancorp acquiring Comerica to become the ninth-largest bank in the U.S. [3] Supply Chain and Contracts - The U.S. government is advancing efforts to secure its supply chain for critical minerals [4] - AST SpaceMobile and Rocket Lab secured high-profile contracts, enhancing their market positions [4] Earnings Season - Earnings season is set to begin next week, with a focus on gold prices and gold mining stocks as historical volatility declines [5]

It's time for the big three. Three stocks, three charts, three trades. Rick Dukat will take you through the charts.And here to take you through the trades and the names is Tim Bowen, the chief technical trader at stockstotrade. com. Great to see you both.Tim, let's start with a big picture thought on the market if we can. Obviously things changing as we speak. Uh flipping green to red here to close out the week.Uh what do you make of it. Yeah. Well, ev evidently Trump knew I was coming on and and decided to ...

NANO Nuclear Energy Inc. NANO Nuclear Energy Closes $400 Million Oversubscribed Private Placement of Common Stock with Preeminent Institutional Investors Financing provides NANO Nuclear with financial flexibility and multiple years of operating runway in the race to develop the first advanced micro nuclear reactor in the U.S.Financing raised at highest valuation to date; cash position is now approximately $600 million New York, NY, Oct. 10, 2025 (GLOBE NEWSWIRE) -- NANO Nuclear Energy Inc. (NASDAQ: NNE) ...

Key Takeaways SMR shares rose 12.7% in three months but trailed peers like Nano Nuclear and GE Vernova. NuScale gained a second NRC approval for its 77-megawatt reactor, boosting market interest. A TVA deal via ENTRA1 could deploy 6 gigawatts of SMR capacity across seven U.S. states. NuScale Power (SMR) shares have rallied 12.7% in the three months compared with the Zacks Computer & Technology sector’s rise of 15.7%.  The company’s shares have also underperformed its peers, including Nano Nuclear (NNE) and ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...