Core Insights - Terra Innovatum Global N.V. successfully completed its business combination with GSR III Acquisition Corp., marking a significant milestone for the company in the clean energy sector [1][2][3] - The combined entity will trade on Nasdaq under the ticker symbol "NKLR" starting October 10, 2025, with the existing management team continuing to lead the company [2][3] Company Overview - Terra Innovatum is focused on developing micro-modular nuclear reactors, specifically the SOLO™ Micro-Modular Reactor (SMR™), which aims to provide efficient, safe, and environmentally friendly energy solutions [8][9] - The company's mission is to make nuclear power accessible and to address global energy shortages through innovative and sustainable power solutions [7][8] Technology and Product Development - The SOLO™ reactor is designed to be practical for manufacturing, safe for deployment, and ready for commercial applications, utilizing proliferation-resistant low-enriched uranium (LEU) fuel and off-the-shelf components [3][9] - The reactor is expected to be available globally within the next three years, with a proven licensing path that enables rapid deployment and minimizes supply chain risks [9][10] Market Position and Future Plans - The business combination is anticipated to provide $130 million in proceeds, which will fully fund the first SOLO reactor deployment and accelerate scaling efforts [5] - SOLO™ is positioned to deliver CO2-free power solutions for various applications, including data centers, remote towns, and industrial operations in hard-to-abate sectors [10] Leadership and Strategic Vision - The leadership team includes Co-CEOs Gus Garcia and Lewis Silberman, who emphasize the company's commitment to advancing sustainable energy innovation and creating long-term value [3][6] - The company plans to ring the Opening Bell at Nasdaq on October 17, 2025, symbolizing its entry into the public markets and commitment to its mission [5][3]

Core Viewpoint - Canaccord Genuity initiated coverage on Oklo Inc. with a Buy rating and a price target of $175.00, based on a discounted cash flow model extending to 2050 [1] Company Summary - Oklo's reactor development projects are expected to be primarily financed through debt, supported by investment tax credits, which could enhance long-term returns on capital with limited equity dilution [1] - The company is positioned as a vertically integrated distributed nuclear energy provider, capable of reshaping the nuclear energy sector [3] Industry Summary - There is a growing global demand for clean, baseload power, with predictions that nuclear generation will represent a larger share of the energy mix in the coming decades [3] - Canaccord applied a weighted average cost of capital slightly above 7% and a long-term growth rate of roughly 6%, acknowledging concerns about potential overvaluation in AI-related markets while emphasizing Oklo's strategic position in the expanding nuclear energy landscape [2]

My next guest is expecting even more gains in that space. He's got a buy rating on both MP and USR. So for more, let's bring in George Gianas.Did I get that right. Analyst at Cancord Genuity. Perfect.Awesome. Great. George, welcome to the show.Let's start right there because there is an incredible amount of appetite and attention from investors into the rare earth space. However, the actual mining and then refining and then producing into magnets of rare earths, that supply chain takes a long time to stand ...

Key Points Canaccord Genuity initiated coverage of Oklo stock with a buy rating today. Oklo isn't expected to earn its first profit before 2030. But Canaccord bases its endorsement on a 2050 forecast for nuclear power. 10 stocks we like better than Oklo › Nuclear reactor builder Oklo (NYSE: OKLO) stock jumped 2.4% through 11:25 a.m. ET Thursday. For that, you can thank the friendly analysts at Canaccord Genuity. Image source: Getty Images. Canaccord loves Oklo Canaccord Genuity initiated cove ...

Canaccord Genuity initiates coverage on shares of the nuclear start-up with a Buy rating. ...

Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer put under the spotlight. A caller asked about stock, stating they bought shares at $72 in early September, sold half when the stock hit $140, and are now considering if they should buy more or wait after a pullback to $110. In response, Cramer said: “You’ve got a really good position and you don’t mess with it. I was joking with Jeff Marks today. I said, why don’t we just go buy some OKLO? I can’t take it anymore. That’s how I talk all the time. And he ...

Aehr Test Systems TodayAEHRAehr Test Systems$24.92 -0.93 (-3.60%) 52-Week Range$6.27▼$34.35Price Target$24.00Add to WatchlistAfter posting its largest single-day gain of 2025, small-cap chip stock Aehr Test Systems NASDAQ: AEHR just took a huge hit. On Oct. 7, shares closed down by more than 17% as the market reacted to the company’s latest earnings report. The drop follows a critical announcement Aehr made in late August, which sent shares up by almost 36% in one day. The firm said it had received follow- ...

Key Takeaways OKLO was chosen by the DOE for its Advanced Nuclear Fuel Line Pilot Projects initiative.The company will build three fuel-fabrication facilities to support its Aurora reactors.DOE partnerships position OKLO as a central player in America's nuclear and AI energy drive.Oklo Inc. (OKLO) has reached another defining moment in its fast-moving story, securing selection from the U.S. Department of Energy (DOE) for its Advanced Nuclear Fuel Line Pilot Projects. The initiative is designed to accelerate ...

RESTON, Va., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Lightbridge Corporation (Nasdaq: LTBR), a leader in advanced nuclear fuel technology, today announced the successful completion of the loading of capsules containing Lightbridge Fuel material samples comprised of enriched uranium‑zirconium alloy, recently manufactured at Idaho National Laboratory (INL), into an experiment assembly. The experiment assembly is now ready for insertion into the Advanced Test Reactor (ATR) for irradiation testing which is expected t ...

今天分享的是：2025年展望：驾驭全球能源格局研究报告 报告共计：32页 《2025年展望：驾驭全球能源格局研究报告》核心内容总结 Nextcontinent发布的《2025年展望：驾驭全球能源格局研究报告》，深入剖析2025年全球能源领域的关键趋势、结构变革及面临的挑战，呈现能源转型背景 下全球能源格局的复杂动态。 2025年全球能源需求保持增长态势，2024年全球能源需求增长2.2%，电力需求增幅达4.3%，远超3.2%的全球GDP增速，高温天气、电气化推进、数字化发 展及数据中心扩张是主要驱动力。能源结构转型持续推进，2024年可再生能源在全球能源供应增长中占比38%，居各能源类型之首，其中太阳能光伏贡献突 出，2024年新增约480太瓦时，自2016年起约每三年翻倍；风能增长相对放缓，2024年增速8%，为二十年来最低，部分地区审批问题是主因。 nuclear能源 同样稳步发展，2024年新增超7吉瓦装机容量，较2023年增长33%，中国在该领域表现活跃，全球在建核反应堆中半数位于中国。不过，化石燃料仍占全球 能源供应主导地位，2024年占电力 generation的65%，但其增速放缓，2024 - ...