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Why Energy Fuels Stock Is Powering Higher Today
The Motley Fool· 2025-08-22 16:50
This nuclear energy stock is powering higher today, but it doesn't have to do with its uranium business.Rebounding from an inauspicious first half of the week, shares of Energy Fuels (UUUU 11.22%) are soaring today. While investors would be right to suspect that the stock's climb has something to do with its nuclear energy business, it turns out that a development regarding the company's rare-earth operations is actually driving shares higher.As of 12:04 p.m. ET, shares of Energy Fuels are up 8.3%, retreati ...
This No-Brainer Nuclear Stock Is a Screaming Buy With Just $100
The Motley Fool· 2025-08-22 12:00
Cameco (CCJ 1.31%) controls some of the world's richest uranium resources and is expanding into reactor technology just as AI's massive power needs ignite nuclear demand. With a global supply deficit and new growth drivers, this stock could have more room to run. Discover why this company's uranium dominance and AI-driven energy demand could make it one of the decade's biggest stock opportunities. Stock prices used were the market prices of Aug. 15, 2025. The video was published on Aug. 21, 2025. ...
HD Hyundai Executive Vice Chairman Chung Kisun Meets TerraPower, including Chairman Bill Gates, to Discuss Nuclear Supply Chain Cooperation
Prnewswire· 2025-08-22 06:22
Core Insights - HD Hyundai and TerraPower are collaborating to expand the global supply chain for the commercialization of Natrium reactors, which are advanced Generation IV small modular reactors [1][3][5] - The Natrium reactor design is recognized for its high thermal efficiency, superior safety, and reduced nuclear waste generation compared to conventional reactors [4][7] - The partnership aims to accelerate the commercialization of Natrium reactors and explore opportunities in developing nuclear-powered vessels [6][7] Company Developments - Executive Vice Chairman Chung Kisun of HD Hyundai met with TerraPower's Bill Gates to review progress on supply chain expansion and future cooperation [1][2] - HD Hyundai has signed a contract to supply reactor vessels for the first Natrium reactor, highlighting its manufacturing capabilities in the small modular reactor sector [5][7] - The collaboration is seen as a pivotal moment for building a global nuclear supply chain and advancing the energy paradigm shift [6][7] Industry Context - The Natrium reactor technology is positioned as a core solution for sustainable future energy, reflecting a shift in the energy landscape [6] - The partnership between HD Hyundai and TerraPower is expected to create significant global market opportunities in the nuclear industry [6][7]
Why Shares of Nano Nuclear Energy Are Plummeting This Week
The Motley Fool· 2025-08-21 21:31
Core Viewpoint - The bearish outlook from Ladenburg analyst Michael Legg has led to a significant sell-off in Nano Nuclear Energy stock, with shares dropping 18.9% over the week [2][4][5]. Group 1: Stock Performance - Nano Nuclear Energy stock experienced a decline of 18.9% from the end of last Friday's trading session to Thursday's market close [2]. - The stock started the week poorly after being downgraded to sell by Ladenburg, with a new price target set at $9, a significant drop from the previous target of $51 [4]. Group 2: Analyst Actions - Analyst Michael Legg's downgrade marks a stark change from July when the stock was initiated with a buy rating and a much higher price target [4]. - The bearish outlook from the analyst has had a considerable impact on investor sentiment, leading to continued selling through Wednesday [5]. Group 3: Company Developments - On Thursday, Nano Nuclear Energy reported advancement to the final round of the U.S. Army xTechSearch 9 competition, which may provide some positive news amidst the stock's decline [6]. - The U.S. Army's xTech program aims to engage with technology companies for critical defense applications, indicating potential future opportunities for the company [6]. Group 4: Investor Sentiment - Despite the recent sell-off, long-term investors may find the current situation less concerning, as analysts typically have shorter investment horizons [7]. - The recent developments with the U.S. Army are noteworthy but do not significantly alter the overall investment thesis for Nano Nuclear Energy [7].
X @Bloomberg
Bloomberg· 2025-08-21 11:58
Sweden’s Vattenfall plans new nuclear reactors, choosing between GE Vernova and Rolls-Royce https://t.co/ItDZvzhVvp ...
NANO Nuclear Energy Advances to U.S. Army xTechSearch 9 Finals Pitch Event
Newsfile· 2025-08-21 10:00
New York, New York--(Newsfile Corp. - August 21, 2025) - NANO Nuclear Energy Inc. (NASDAQ: NNE) ("NANO Nuclear" or the "Company"), a leading advanced nuclear energy and technology company focused on developing clean energy solutions, today announced that it has been selected by the U.S. Army's xTech program to advance to the finals pitch event of the prestigious U.S. Army xTechSearch 9 competition. To view an enhanced version of this graphic, please visit: https://reportify-1252068037.cos.ap- beijing.myqclo ...
Market Enthusiasm Has Gone Nuclear: Sell Oklo
Seeking Alpha· 2025-08-20 21:16
Core Viewpoint - Nuclear energy is experiencing a surge in interest due to technological advancements in Small Modular Reactor (SMR) technology, which is seen as a potential key energy source to meet the rising electricity demand from data centers. However, the market prices of nuclear stocks, particularly Oklo Inc., are considered to be in bubble territory, raising concerns about their long-term financial viability [1][3][30]. Group 1: Demand and Economic Viability - The marginal cost of production for existing nuclear and natural gas plants is low, making it difficult for new energy sources to compete. Current estimates place the production costs at $34 per MWh for nuclear and $31 per MWh for natural gas [5][12]. - The demand for electricity is increasing significantly, driven by the growth of AI and data centers, with net absorption into colocation data centers reaching 5GW annually [12][44]. - Nuclear energy is becoming increasingly viable due to the Inflation Reduction Act, which introduces a $15 per MWh credit for electricity produced by existing nuclear plants, effective from 2024 to 2032 [25][30]. Group 2: Technological and Regulatory Factors - SMRs are expected to improve the economic viability of nuclear energy by allowing for factory-built modules, which can reduce construction time and costs [28][29]. - The Department of Energy has initiated the Reactor Pilot Program to expedite the approval process for SMRs, which could enhance regulatory understanding and facilitate faster deployment [29][30]. - Despite the advantages of SMRs, the approval process remains stringent due to safety concerns, and most SMRs are not expected to be operational until 2030 or later [26][30]. Group 3: Market Dynamics and Investment Opportunities - The market is currently treating nuclear stocks as if they will provide perpetual financial gains, which is historically inconsistent with energy market dynamics where the "best" energy source fluctuates over time [41][42]. - Companies like Southern Company and Dominion are highlighted as better investment opportunities due to their diversified energy portfolios and reasonable valuations, trading at 22X and 18X forward earnings, respectively [45][46]. - The overall electricity demand surge from data centers presents a significant opportunity for nuclear energy, but it is essential to consider a broader range of energy sources rather than focusing solely on high-flying stocks like Oklo [44][43].
Why Oklo Stock Tumbled Today
The Motley Fool· 2025-08-20 17:32
UBS will cover Oklo stock -- but it wouldn't buy Oklo stock.Shares of Oklo (OKLO -1.05%), the nuclear start-up that wants to make small nuclear reactors a "thing," fell nearly 7% in morning trading Wednesday before clawing back some of its losses in the afternoon.As of 12:55 p.m. ET, Oklo stock remains down -- but only 1.4%. What spooked Oklo investors today?Blame UBS for the early sell-off.In a note on TheFly.com this morning, the Swiss megabanker initiated coverage of Oklo stock, but only with a neutral ( ...
Who Won and Who Lost in Nuclear Energy's Q2 Earnings
MarketBeat· 2025-08-20 14:09
Core Viewpoint - Nuclear energy stocks have shown strong performance in 2025, with Constellation Energy up 44% and NuScale Power up 95% as of August 18, driven by favorable sentiments from AI hyperscalers and the Trump administration [1] Group 1: Constellation Energy - Constellation Energy reported Q2 results that exceeded Wall Street expectations, with revenue $1.2 billion higher than anticipated and adjusted earnings per share beating estimates by 9 cents [2] - Despite strong earnings, the market reaction was muted, with shares down approximately 5% since the report, likely due to unchanged guidance [3] - Analysts have raised price targets for Constellation, with the average target now around $375, suggesting a potential upside of nearly 17% [5] Group 2: NuScale Power - NuScale Power's Q2 earnings were disappointing, with revenue just over $8 million, falling short by $2.4 million, and a larger-than-expected loss [6] - Following the earnings report, shares dropped 12% and have declined over 20% overall, although the lack of revenue guidance complicates performance predictions [7] - Despite the earnings miss, analysts from UBS and Canaccord Genuity raised their price targets, indicating a neutral outlook for the company [8] Group 3: Other Nuclear Companies - Nano Nuclear Energy has not reported revenue yet, but its Q2 loss per share was better than expected, leading to a 2% rise in shares on August 15 [10] - However, shares fell nearly 11% after a downgrade from Ladenburg Thalmann, which lowered its price target significantly [10] - Oklo emerged as a clear winner in Q2, with shares rising 9% after being selected for three reactor pilot programs by the U.S. Department of Energy, leading to multiple analyst upgrades [12]
Rockland Resources Applauds Kairos-Google Advanced Nuclear Fission Partnership With TVA and its Relevance to Global Beryllium Usage
Thenewswire· 2025-08-20 12:00
Vancouver, British Columbia – TheNewswire - August 20, 2025, Rockland Resources Ltd. (the "Company" or "Rockland") (CSE: RKL) (OTCQB: BERLF) (FSE: GB2), congratulates Kairos Power and Google on their groundbreaking collaboration with the Tennessee Valley Authority (TVA). This landmark agreement will see power supplied from Kairos's Hermes 2 Generation IV small modular reactor (SMR) to offset Google's data center electricity demand beginning in 2030. https://www.cnbc.com/2025/08/18/google-kairos-nuclear-smr- ...