BWX Technologies, Inc. (NYSE:BWXT) is one of the stocks Jim Cramer recently commented on. Cramer noted that it is one of the nuclear specs that make money. He said: “What sectors count as speculative here? Okay, they can be pretty easily grouped, thankfully. There are the nuclear stocks like Energy Fuels, that means Oklo, Nano Nuclear, and BWX Technologies. I’d include Bloom Energy, BE, I saw them on TV today… hydrogen fuel cells. BWX and Bloom make money, the rest don’t, but they’re all expensive.” Ph ...

Company Overview - Spring Valley Acquisition Corp. III is part of a family of investment vehicles aimed at acquiring or merging with businesses in the energy and decarbonization sectors [5] - Over the past five years, Spring Valley has raised $690 million through three initial public offerings (IPOs) [5] - The leadership team includes Christopher D. Sorrells (CEO and Chairman), Robert Kaplan (COO), and Jeff Schramm (CFO) [5] - The company has successfully completed a business combination with NuScale Power and has a pending merger with Eagle Energy Metals [5] Securities Trading - Starting on or about September 30, 2025, holders of units from the initial public offering can separately trade Class A ordinary shares and warrants [1] - The separated Class A ordinary shares and warrants are expected to trade on the Nasdaq Global Market under the symbols "SVAC" and "SVACW," respectively [2] - Units that are not separated will continue to trade under the symbol "SVACU" [2] Regulatory Information - Registration statements for these securities were filed with the Securities and Exchange Commission (SEC) and became effective on September 3, 2025 [3] - The offering was conducted solely through a prospectus, which can be obtained from Cohen & Company Capital Markets [3]

Core Insights - Oklo Inc. has experienced a remarkable stock performance in 2025, with a year-to-date gain exceeding 550%, leading to a market capitalization surpassing $20 billion [1][2] - The company's growth is driven by the increasing power demands of the AI industry and the broader trend of electrification, positioning Oklo as a key player in providing reliable energy solutions [2][3] Group 1: Market Dynamics - The energy crisis fueled by the electrification of various sectors and the rise of AI creates a favorable environment for Oklo's business model [3] - Oklo's Aurora microreactors provide a unique solution for reliable, on-site, carbon-free energy, allowing data centers to bypass lengthy power grid interconnection processes [4] Group 2: Government Policy Impact - A significant shift in U.S. government policy in 2025 has improved the operating environment for advanced nuclear companies, including the establishment of long-term investment and production tax credits [5][6] - Executive Orders aimed at streamlining the Nuclear Regulatory Commission's licensing review process and unlocking government fuel stockpiles address historical hurdles for nuclear development [6][7] Group 3: Competitive Strategy - Oklo's strategy focuses on proven technology with a fast timeline, utilizing advanced reactor designs with a history of operational success, which reduces development risk [9][10] - The company plans to own and operate its powerhouses, providing long-term price stability through direct sales to customers, validated by a 14 GW customer pipeline [11][12] - Oklo's vertically integrated fuel strategy, including partnerships for securing future fuel needs and plans for a recycling facility, positions it for long-term cost advantages [13][14] Group 4: Financial Outlook - Current stock price is $119.19, with a 12-month price forecast averaging $76.50, indicating potential caution after rapid gains [15][16] - Analysts suggest that future stock performance will depend on converting the customer pipeline into binding Power Purchase Agreements and successfully navigating the NRC's licensing process [16]

Group 1: Tariff Impacts - President Trump has announced new tariffs on pharmaceuticals, furniture, and heavy trucks, with rates of 50% on kitchen cabinets and 30% on upholstered furniture set to take effect next week [1][7][10] - Pharmaceutical companies can avoid tariffs if they invest in manufacturing plants in the U.S., with an estimated total investment of $350 billion announced recently [2][9] - The furniture industry is facing pressure due to reliance on foreign imports, while U.S.-based manufacturers like Ethan Allen may benefit from the new tariffs [13][14] Group 2: Market Reactions - Stock futures showed mixed reactions, with some pharmaceutical stocks rising due to investments in U.S. manufacturing, while furniture stocks like William Sonoma faced pressure [12][13] - The Dow is indicating a gain of about 0.5%, while the S&P and NASDAQ show smaller increases, reflecting investor sentiment amid tariff announcements [6][16] - The market is reacting cautiously to the tariff news, with skepticism about the full implementation of these tariffs affecting stock performance [17][18] Group 3: Economic Indicators - The PCE index, the Fed's preferred inflation gauge, came in at 0.3%, with consumer income and spending rising more than expected, indicating economic resilience [3][22] - Core PCE inflation is at 2.9% year-over-year, aligning with expectations and suggesting that inflation is not significantly increasing despite tariff impacts [22][24] - The Federal Reserve is expected to consider rate cuts in October and December, influenced by the current economic data and inflation outlook [28][29] Group 4: Company-Specific Developments - Costco reported fourth-quarter results with sales and earnings exceeding estimates, but shares fell due to same-store sales slightly missing expectations [33] - Oakllo's stock is declining after Goldman Sachs initiated coverage at neutral, citing risks as the company has yet to apply for permits for its first nuclear power plant [34] - Boeing shares are rising as the FAA plans to ease restrictions on inspections and deliveries of the 737 Max, allowing for increased production [35]

Market Overview - Gold, silver, and Bitcoin have shown strong year-to-date (YTD) returns of 42%, 52%, and 17% respectively, as the U.S. dollar weakens significantly [1] - Investors are increasingly seeking these alternatives as a stable store of value and protection against inflation [1] Investment Options - Investors have various choices in the gold, silver, and Bitcoin sectors, including physical holdings, digital tokens, and dedicated exchange-traded funds (ETFs) [2] - ETFs can simplify storage and security concerns for investors interested in these assets [2] Gold Exploration ETF: GOEX - The Global X Gold Explorers ETF (GOEX) tracks an index of gold exploration firms, with over half of its portfolio in Canadian companies [3] - GOEX has a dividend yield of 1.08% and an expense ratio of 0.65%, with assets under management totaling $101.13 million [4] - The ETF has shown impressive returns, nearly 90% YTD, despite not being a pure-play gold fund [5] Silver Mining ETF: AGMI - The Themes Silver Miners ETF (AGMI) focuses on silver mining companies and has a low expense ratio of 0.35% [6][7] - AGMI has returned nearly 105% YTD, although it has limited liquidity and a concentrated portfolio [8] Bitcoin Mining ETF: WGMI - The CoinShares Bitcoin Miners ETF (WGMI) is actively managed and focuses on companies generating significant revenue from Bitcoin mining [10] - WGMI has a higher expense ratio of 0.75% and has returned 103% YTD, with a concentrated portfolio of just 23 positions [12]

Core Viewpoint - The AI revolution has significantly driven up interest and investment in the nuclear energy sector in recent years [1] Industry Summary - The nuclear energy industry has experienced a substantial increase in market activity and investment due to advancements in AI technology [1]

Group 1: AI Investment Opportunity - Artificial intelligence is considered the greatest investment opportunity of our lifetime, with a strong emphasis on the urgency to invest now [1] - Wall Street is investing hundreds of billions into AI, but there is a critical question regarding the energy supply needed to support this technology [2] - AI data centers consume as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2] Group 2: Company Overview - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for the anticipated surge in energy demand from AI [3][6] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the increasing need for electricity in the digital age [3][6] - It has a unique footprint in nuclear energy and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7] Group 3: Financial Position - The company is completely debt-free and has a cash reserve equal to nearly one-third of its market capitalization, providing a strong financial foundation [8] - It also holds a significant equity stake in another AI-related company, offering investors indirect exposure to multiple growth engines without high premiums [9] Group 4: Market Sentiment - There is growing interest from hedge funds in this company, which is considered undervalued and off-the-radar, trading at less than 7 times earnings excluding cash and investments [10][9] - The company is seen as a solid investment opportunity due to its real cash flows and critical infrastructure ownership, amidst a backdrop of rising AI demand [11] Group 5: Future Outlook - The future of energy and AI is intertwined, with the company positioned to capitalize on the AI infrastructure supercycle and the onshoring boom driven by tariffs [14] - The influx of talent into the AI sector is expected to drive rapid advancements, making investments in AI a strategic move for future growth [12][13]

CANADA - 2025/05/13: In this photo illustration, the Oklo logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesOklo Inc. (NYSE: OKLO), the innovative nuclear technology firm developing small modular reactors (SMRs), has witnessed a significant boost in its stock in 2025. Shares are now trading around $120, sharply up year-to-date, having increased over 5x, as enthusiasm grows about nuclear's poten ...

Core Viewpoint - Oklo, an advanced nuclear start-up, has seen its stock surge 533% year-to-date and nearly 90% in September, reaching a market valuation of $19 billion, outpacing competitors and tech giants [1][2] Company Overview - Oklo is developing the Aurora powerhouse, a small modular reactor designed to generate over 75 megawatts of power using high-assay low-enriched uranium (HALEU) fuel, allowing for a decade of operation without refueling [5][6] - The company is currently pre-revenue and lacks a commercially operating nuclear facility [2][10] Market Potential - The global data center market is projected to require approximately 84 gigawatts (GW) of power by 2027, with Oklo's modular reactors potentially supplying part of this demand [7][8] - Oklo's Aurora powerhouses can be assembled near data centers and combined to meet the high power needs of hyperscale data centers, which typically require 100 megawatts or more [8] Innovation and Sustainability - Oklo plans to establish a $1.68 billion Advanced Fuel Center in Tennessee to recycle nuclear waste into fresh metallic fuel, potentially providing a significant supply chain advantage [9] Regulatory Challenges - Oklo is still seeking regulatory approval from the Nuclear Regulatory Commission for its Aurora design, having faced setbacks in its application process [11][12] - The company is expected to incur cash burn between $65 million and $80 million in 2025, as it has not yet generated revenue [12] Policy Support - Recent U.S. government initiatives signal support for advanced nuclear reactors, which may benefit Oklo as it navigates the regulatory landscape [13][14] - Oklo's Aurora design has been selected for a Department of Energy Reactor Pilot Program, with the potential to have its first powerhouse operational by late 2027 [14] Investment Considerations - Oklo's stock trades at about 28 times book value, indicating high expectations are already priced in, making it a consideration for aggressive long-term investors [15]

Companies usually see a bump in their share price when included on a stock index. That didn't happen this time.According to data compiled by S&P Global Market Intelligence, Nano Nuclear Energy's (NNE -2.79%) share price had eroded by almost 11% week to date as of Thursday night. This, despite the fact that the company was included on several stock indexes managed by a well-known indexer.Come and joinBefore market open that day, Nano announced that its stock is now a component of not one, not two, but three ...