If you enjoyed this analysis, consider subscribing to Green Growth Giants . With its current focus on the high performing nuclear energy segment, a subscription to the investing services assures access to a market and sector beating portfolio, updates on stocks in the sector and broader thematic pieces.Nuclear energy stocks are on the up and up, and Talen Energy (NASDAQ: TLN ) is no exception. The power producer, which gets almost 21% of its energy from the source, is up by 33% since I lastThe profile is ru ...

Core Viewpoint - The article emphasizes the importance of conducting thorough due diligence and consulting with financial advisors before making investment decisions, highlighting that individual responsibility is paramount in financial matters [2][3]. Group 1 - The article does not provide specific company or industry insights, focusing instead on the author's perspective and the need for personal responsibility in investment decisions [2][3].

Iranian foreign minister admits serious damage to nuclear sites https://t.co/hUb2PyxJ0U ...

The Natanz enrichment plant was Iran’s largest. The UN’s nuclear watchdog said Israeli strikes probably caused significant damage to its centrifuges. America also dropped two of its largest bunker-busting bombs on the buried part of the site https://t.co/UZerzy5BY3 ...

Skyworks Solutions TodaySWKSSkyworks Solutions$74.65 +0.38 (+0.51%) 52-Week Range$47.93▼$120.86Dividend Yield3.75%P/E Ratio29.27Price Target$78.29Add to WatchlistSkyworks Solutions Inc. NASDAQ: SWKS is down 16% in 2025, lagging many technology stocks. The company produces analog semiconductors, and its core business is radio frequency (RF) components for wireless communications. That provides a predictable revenue stream, particularly when the company generates 50% of its revenue from Apple Inc. NASDAQ: AA ...

Is five year agreement, right. That gives the nuclear company access to to warp speed to a platform. And Jonathan, I'll start with you.What is it that this software platform and technology allows you to do or what does it allow you to accelerate. Yeah, great question. We have built two reactors in this country in the last 30 years, and the last two we built were down in Georgia.We had 10,000 people on that construction site at peak and hundreds of thousands of pages of documents with the full force and weig ...

Core Insights - Oklo, a nuclear energy startup, saw its stock increase by nearly 10% following New York's announcement of plans to build a new nuclear power plant, the first in over 15 years in the U.S. [2] - The geopolitical tensions, particularly between Israel and Iran, could lead to increased oil prices, making alternative energy sources like nuclear more attractive [3] - Oklo is developing compact microreactors that provide clean and steady power, addressing the rising demand for electricity driven by sectors like AI and domestic manufacturing [4][5] Company Developments - Oklo's Aurora series of reactors is designed for capacities between 15 to over 100 megawatts, contrasting with traditional U.S. nuclear plants that typically operate at around 1,000 megawatts [5] - The company innovatively uses recycled nuclear waste as fuel, which could be beneficial for high-demand applications such as AI data centers and defense facilities [6] Financial Considerations - Oklo is currently pre-revenue and will need significant cash to support its research and development until its plants are expected to start operations around 2028 to 2029 [8] - The company faces challenges in securing additional funding, which could dilute existing shareholders or lead to debt accumulation [9] - Oklo shares are trading at approximately $60, with a market capitalization nearing $9 billion [9]

Investor Presentation May 2025 Forward-Looking Statements Disclaimer: Our commentary and responses to your questions may contain forward-looking statements, including our financial projections, within the meaning of Section 21E of the Securities Exchange Act of 1934. Centrus undertakes no obligation to update any such statement to reflect later developments. Factors that could cause actual results to vary materially from those discussed today include risks related to: the refusal or inability of Russian gov ...

Core Viewpoint - Oklo's partnership with Hexium and TerraPower has negatively impacted Centrus Energy's stock, raising concerns about Centrus potentially losing a key customer for high-assay low-enriched uranium (HALEU) supplies [1][2][5] Group 1: Company Developments - Centrus Energy's stock fell by 4.7% following news of Oklo's new partnerships [1] - Oklo has shifted its focus to collaborate with Hexium and TerraPower, which may leverage advanced laser enrichment technology for nuclear fuel supply [2][4] - The uncertainty surrounding Hexium's technology could jeopardize Centrus's position as a supplier of HALEU to Oklo [5] Group 2: Financial Performance - Despite the recent stock decline, Centrus remains a profitable company, having earned over $100 million in the last 12 months and generating positive free cash flow [6] - Centrus is noted for being an established enriching company with no net debt, suggesting potential for continued investment interest [6]

Core Insights - NuScale Power and Centrus Energy are significant contributors to the advanced nuclear technology sector, with NuScale focusing on small modular reactors (SMRs) and Centrus specializing in High-Assay Low-Enriched Uranium (HALEU) enrichment [1][2] Market Overview - The global SMR market was valued at $5.81 billion in 2024 and is projected to reach $8.37 billion by 2032, growing at a CAGR of 4.98% from 2025 to 2032 [2] NuScale Power Insights - NuScale Power is experiencing growth due to advancements in SMR technology and an expanding partner base, including major tech companies and financial institutions [4][7] - The increasing energy demand, particularly from data centers, is a significant growth driver for NuScale Power, as these centers are expected to triple their energy use over the next three years [5][6] - NuScale Power's technology is well-positioned to meet the energy needs of hyperscale data centers, which are projected to account for 12% of U.S. electricity consumption by 2028 [6] Centrus Energy Insights - Centrus Energy is benefiting from rising demand for nuclear fuel, especially HALEU, and has secured a contract extension with the U.S. Department of Energy for HALEU production through June 30, 2026 [8][9] - The Department of Energy's support for HALEU highlights the growing demand for this type of uranium, which is crucial for advanced reactors [8] Financial Performance - Centrus Energy's 2025 EPS estimate increased by 9.2% to $3.53, while NuScale Power's estimate reflects a loss of 41 cents [11] - Year-to-date, NuScale Power's shares have appreciated by 141.2%, while Centrus Energy shares surged by 188.2% [12] - Valuation metrics indicate that both SMR and LEU shares are currently overvalued, with SMR trading at a Price/Sales ratio of 119.46X compared to LEU's 7.23X [15] Conclusion - Both NuScale Power and Centrus Energy are positioned to benefit from the nuclear energy boom, but Centrus Energy appears to have a stronger earnings potential and demand for nuclear fuel, particularly HALEU [19]