Group 1 - Jim Cramer has discussed Oklo Inc. (NYSE:OKLO) multiple times this year, initially expressing skepticism but later advising viewers to avoid the stock, labeling it as "a dog" [2][3] - Cramer believes that the recent increase in Oklo's share price is driven by traders acting out of spite against him, suggesting a speculative trading environment [3] - The company is identified as a nuclear power plant developer, which places it within a niche sector of the energy industry [2] Group 2 - There is a belief that while Oklo has potential as an investment, other AI stocks may offer better returns with lower risk, indicating a competitive landscape for investment opportunities [4]

Key Takeaways OKLO's stock has surged as excitement builds around nuclear and AI-linked energy demand.Despite its vision, OKLO reports no revenue and faces steep cash burn with long timelines to deployment.Heavy funding needs and uncertain licensing add to volatility, keeping the stock's gains on shaky ground.Sam Altman-backed Oklo Inc. (OKLO) has been one of 2025’s most remarkable stock stories. The nuclear microreactor developer’s share price has soared from about $20 in April to over $170 — a stunning 75 ...

India will require nearly 19.3 trillion rupees ($217 billion) of investment to reach its target of installing 100 gigawatts of nuclear power capacity by 2047, according to a report https://t.co/jGlwMJxfhs ...

Core Viewpoint - HCM II Acquisition Corp. (NASDAQ: HOND) is initiating coverage with a Buy rating, focusing on the public listing of Terrestrial Energy, which is developing an integral molten salt reactor (IMSR) [1] Company Overview - HCM II Acquisition Corp. is facilitating the public listing of Terrestrial Energy, a company engaged in innovative energy solutions [1] Technology Development - Terrestrial Energy is working on the IMSR, which represents a significant advancement in nuclear reactor technology, potentially offering safer and more efficient energy production [1]

每经AI快讯，10月13日，美股核电股大涨，Energy Fuels涨超14%，Centrus Energy涨超13%，Oklo涨超 11%，Nuscale Power涨超9%。 ...

美股核电股大涨，其中，Energy Fuels涨超14%，Centrus Energy涨超13%，Oklo涨超11%，Nuscale Power涨超9%。 ...

Core Viewpoint - The report from CITIC Securities indicates that the unilateral decision by President Trump to impose additional tariffs on Chinese imports on October 10, 2025, led to a significant drop in U.S. stock markets, but overall market sentiment did not enter a state of panic as evidenced by major indices and VIX performance [1]. Summary by Categories Market Sentiment - Despite the high valuations of U.S. stocks compared to early April levels, the current market still holds investment value when considering PE and EPS growth rates as well as PB/ROE metrics [1]. - The market's resilience is supported by the ongoing liquidity in the U.S. economy and the gradual implementation of the OBBB Act (the "Big and Beautiful Act") [1]. Investment Recommendations - Investors are advised to focus on three medium to long-term directions: 1. Technology sector with better valuation and performance alignment [1]. 2. Manufacturing, upstream resources, and nuclear power industries benefiting from re-industrialization and favorable policies [1]. 3. Internet diagnostics sector potentially thriving due to cuts in medical spending [1]. Technology Sector Insights - In the short to medium term, the resilience of the macro economy, potential interest rate cuts by the Federal Reserve, and strong AI capital expenditure data are expected to provide ongoing support for the performance of the U.S. technology sector [1]. - Specific attention is recommended for three sub-sectors within technology: Internet, Software as a Service (SaaS), and Semiconductors & Hardware [1].

NuScale Power is working toward something huge that could potentially change the energy landscape forever.If you hear the names Chernobyl, Three Mile Island, and Fukushima, you will most likely associate them with nuclear power. But not in a good way, since the notoriety of these names is because of nuclear meltdowns, or near misses.NuScale Power (SMR -3.23%) is hoping it can change the nuclear power industry for the better by changing the way power plants are built. Not enough people are talking about this ...

Core Insights - The article discusses five stocks that have experienced significant gains in 2025, highlighting the potential for substantial returns in the stock market despite the inherent risks and volatility [1][2][3]. Group 1: Company Performances - Oklo has seen a stock increase of 631% this year, driven by its innovative small modular reactors that can utilize used nuclear fuel and are designed for safety and efficiency [4][5][6]. - Centrus Energy's stock has risen by 517%, benefiting from increased demand for uranium, with sales reaching $442 million last year, a 38% increase year-over-year [7][8]. - Opendoor Technologies has experienced a 380% increase in stock value, largely due to a recovery in real estate purchases and its emergence as a meme stock [9][10][11]. - Forward Industries has achieved a 334% stock rally, primarily due to its entry into the blockchain sector, positioning itself as a key player in the Solana blockchain [12][13][14]. - MP Materials has gained 414% in stock value, attributed to its significant role as a rare earth miner and a new $500 million partnership with Apple, alongside a deal with the Department of Defense [15][16]. Group 2: Industry Trends - The nuclear power industry is experiencing a resurgence, with companies like Oklo and Centrus Energy at the forefront, indicating a growing market for nuclear energy solutions [4][7]. - The real estate market shows signs of recovery, which has positively impacted related stocks like Opendoor Technologies, suggesting potential for future growth in this sector [9][10]. - The blockchain technology sector is gaining traction, with companies like Forward Industries leveraging this trend to enhance their business models [12][14]. - The rare earth minerals market is becoming increasingly important, particularly for electric vehicle production, as demonstrated by MP Materials' strategic partnerships [15][16].

Group 1 - The Southern Company (NYSE:SO) is recognized as one of the best nuclear power stocks to invest in according to analysts [1] - The company plays a significant role in the American nuclear energy sector, managing eight reactors across three facilities [2] - The Plant Vogtle power complex is notable for being the first new nuclear reactor built from scratch in the U.S. in over 30 years, with one of its legacy reactors recently achieving full capacity using next-generation fuel [3] Group 2 - The Southern Company has a strong commitment to shareholders, having paid uninterrupted dividends for 78 years and raised payouts for over 20 consecutive years, making it a part of the Best Dividend Stocks for Dividend Champions [4]