I guess we should start with that that deal because huge gain for your stock on the back of the the Air Force. You're going to power this Air Force in Alaska. What what does it look like in terms of longevity and potential for recurring revenue.Yeah, it's one of the exciting opportunities we saw with sort of being able to partner with the government and the defense side to provide, you know, resilient kind of durable power solutions. Uh it's one of the things especially as we see different defense installat ...

Thanks for having me back. I mean, I I guess we should start with that that deal because huge gain for your stock on the back of the the Air Force. You're going to power this Air Force in Alaska.What What does it look like in terms of longevity and potential for recurring revenue. Yeah, it's one of the exciting opportunities we saw with sort of being able to partner with the government and the defense side to provide, you know, resilient kind of durable power solutions. Uh it's one of the things especially ...

Core Insights - NuScale Power is at a pivotal moment as it became the first company to receive approval from the U.S. Nuclear Regulatory Commission for a commercially deployable Small Modular Reactor (SMR) design with a capacity of 77 megawatts [1] Group 1 - The approval marks a significant milestone in the nuclear energy sector, potentially paving the way for future developments in SMR technology [1] - The company is positioned to capitalize on the growing demand for clean energy solutions, aligning with global trends towards sustainable energy sources [1]

Core Insights - Constellation Energy Corporation (CEG) is positioned to capitalize on the increasing demand from data centers, with the U.S. data center market projected to reach $308.83 billion by 2030 [1] Company Strategy - CEG's nuclear infrastructure allows it to meet the rising energy needs of power-intensive businesses like data centers by connecting them directly to nuclear energy generation facilities, minimizing the need for long-distance power transmission [2] - The company emphasizes the reliability and carbon-free nature of nuclear power as essential for powering AI data centers, shifting focus from direct power plant supply to potential projects linked to the U.S. electrical grid [3] Key Agreements - Meta has signed a 20-year power purchase agreement with CEG to supply nuclear power for its AI data centers in Illinois, starting in 2027, ensuring a consistent supply of clean energy [4] - Microsoft has also entered a 20-year agreement with CEG to revive the Three Mile Island nuclear plant, with a $1.6 billion investment aimed at providing carbon-free electricity for its expanding data centers [4] Industry Context - Other nuclear-focused companies, such as Xcel Energy and Vistra Corp., are also benefiting from the growing demand for data centers, with Xcel's plants providing about 30% of electricity for its Upper Midwest customers and Vistra investing $2.5 billion in data center energy projects by 2027 [7][8] Stock Performance - CEG's stock has increased by 43.2% over the past three months, outperforming the industry average growth of 22.4% [9][10] - The company is trading at a premium with a forward 12-month price-to-earnings ratio of 28.96X compared to the industry average of 21.66X [12] Earnings Outlook - The Zacks Consensus Estimate indicates an earnings per share increase of 8.77% for 2025 and 22.39% for 2026 for Constellation Energy [14]

Shares in nuclear power company Oklo (OKLO -5.32%) rose by a whopping 28% in the week to Friday morning. The move comes in a busy week for the company, whereby events helped encapsulate the investment case for the stock.What does Oklo doThe company is developing what it describes as "next-generation fast fission power plants," known as Aurora. Its Aurora powerhouse has a few interesting qualities. First, it's based on a fast fission plant (Experimental Breeder Reactor-II) that the U.S. government operated f ...

Oklo shares lost ground Thursday after jumping nearly 30% the previous session following news the nuclear power company had won an Air Force contract. Monitor these key chart levels. https://t.co/UB9baPdBUg ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

[Music] Hey, I'm Kramer. Welcome to Bad Money. Welcome to Cra America. I'm your friends. I'm just here to try to make you a little money. My job is not just to entertain, but to educate, teach you a little. So call me 1800 743 CBC. Tweet me at Jim Kramer. It's all coming together for the most speculative stocks in the market. And it's a dream come true for many of dreamer. While the average has drifted lower, Dow dipping one point S&P declining 27%. Now it's like losing.5%. We should have been stronger in t ...

核电股 Oklo(OKLO.N)盘后一度下跌近7%，公司宣布公开发行4亿美元普通股。 ...

10 June 2025 | 4:02PM EDT Cameco Corp. (CCJ): A new(er) revenue driver as Westinghouse poised to benefit from new reactor builds; raise estimates, PT; reiterate Buy Late last week, the Czech Republic and South Korea reached an agreement on a 2-reactor, ~$19bn project after a court overturned a legal challenge that had blocked the deal from going through (link). As Westinghouse and Korea Electric Power Corporation (KEPCO) and Korea Hydro & Nuclear Power Co. (KHNP) have a mutually beneficial framework agreeme ...