Core Viewpoint - The energy landscape is shifting towards nuclear power, with Oaklo positioned as a key player in this transition, particularly through its development of small modular reactors (SMRs) [2][4][8]. Industry Trends - There is a growing demand for energy driven by the expansion of data centers, which is beginning to outpace the construction of corporate offices [2]. - Political acceptance of nuclear energy is increasing across various ideologies, indicating a significant shift in public perception [3][4]. - The trend of nuclear power acceptance is on the rise compared to other alternative energy sources, which are experiencing declines in acceptance [4][10]. Company Performance - Oaklo has seen a remarkable 400% increase in stock value over the past four to five months, reflecting strong market confidence in its business model [5][16]. - The company focuses on micro nuclear reactors that can be deployed on-site to power data centers safely and efficiently, addressing the growing energy needs [5][8]. Future Outlook - The first commercial reactor from Oaklo is not expected to be operational until 2027 or 2028, presenting challenges in terms of revenue generation [11][12]. - Despite being a pre-revenue company, Oaklo is viewed positively by the market, with potential for significant growth as global energy demands continue to rise [13][15]. - The current market dynamics resemble the earlier trends seen with semiconductor companies, suggesting that investors should seek opportunities in small-cap companies that can meet the increasing energy needs [15][16].

Key Points The U.S. and U.K. will invest $350 billion in nuclear and other technologies. Most of the nuclear investments will go to privately owned companies -- not NuScale Power. 10 stocks we like better than NuScale Power › Shares of NuScale Power (NYSE: SMR), arguably America's leading developer of small modular (nuclear) reactors (hence the ticker symbol SMR), soared 18.2% through 12:40 p.m. ET Friday. And why? Yesterday, the U.S. and U.K. governments agreed to cooperate in developing the two ...

Core Insights - U.S.-listed nuclear energy ETFs have seen significant growth in 2025, driven by increasing demand for clean energy, rising uranium prices, and supportive policies from the Trump administration [1][5]. Policy Support - The Trump administration has implemented executive orders to enhance nuclear power generation capacity, aiming to increase the U.S. nuclear energy capacity from approximately 100 GW in 2024 to 400 GW by 2050 [2]. - These orders focus on deploying advanced reactors at military and AI infrastructure sites, facilitating private sector investment, and expanding domestic uranium supply [3]. - A Technology Prosperity Deal with the UK government aims to accelerate cooperation in nuclear energy and achieve energy independence from Russian fuel by 2028 [4]. ETF Performance - The VanEck Uranium and Nuclear ETF (NLR) has risen 60.2% year to date, compared to a 13.4% increase in 2024, with a significant allocation to Constellation Energy Corporation [8]. - The Global X Uranium ETF (URA) has surged 70.8% year to date, with a major focus on Canadian companies and a notable holding in Oklo Inc [11]. - The Themes Uranium & Nuclear ETF (URAN) has increased by 50.1% year to date, with a strong emphasis on Constellation Energy and Oklo [13].

Core Insights - Nuclear power is becoming increasingly important due to rising demand for AI and reliable energy generation, particularly for data centers that support AI applications [1][5] - A Bank of America report estimates that nuclear power represents a $10 trillion opportunity to address global energy shortages, driven by strong demand, government support, and a positive public outlook [2] - Goldman Sachs projects a significant increase in nuclear energy supply in the coming years, driven by the need for cleaner energy and reliable electricity [3] Industry Trends - The Trump administration is prioritizing nuclear power over wind and solar, offering support through loan guarantees and tax incentives [4] - The global AI market is expected to exceed $1 trillion by 2031, increasing the demand for nuclear power as tech companies invest in data centers [6] - Nuclear capacity needs to triple by 2050 to support global electrification, with over $3 trillion in investments projected over the next 25 years [7] Technological Developments - Small modular reactors (SMRs) are emerging as a solution to the challenges faced by large nuclear plants, potentially speeding up the deployment of new facilities [9] - SMRs are considered one of the most consequential energy technologies for the next 25 years, crucial for meeting rising energy demands [9] Investment Opportunities - Nuclear-focused ETFs are gaining momentum, reflecting a bullish outlook from investors [10] - Notable performance of nuclear ETFs includes: - VanEck Uranium+Nuclear Energy ETF (NLR): +22.02% over the past three months, +58.34% over the past year [10] - Range Nuclear Renaissance Index ETF (NUKZ): +16.17% over the past three months, +78.76% over the past year [11] - Themes Uranium & Nuclear ETF (URAN): +15.8% over the past three months, +37.54% year to date [11] - Global X Uranium ETF (URA): +27.07% over the past three months, +62.28% over the past year [11] - Sprott Junior Uranium Miners ETF (URNJ): +34.10% over the past three months, +26.76% over the past year [11]

It's time for the big three. We've got three stocks, three charts, and three trades. Rick Ducat joining us in studio here to take us through the charts. And here to take us through the trades is Tim Bowen, the chief technical trainer at stockstotrade.com. Thank you both for being with us today. Great to see you and have you.Now, Tim, let's dive right into your first trade, Regetti Computing. They got a big boost off of this Air Force Research Laboratory deal, but walk us through this pick. Yeah.So, this has ...

Santa Clara-headquartered Oklo Inc (NYSE: OKLO) surged another 20% this morning – extending a blistering rally that now has the nuclear-tech firm trading at 4.5x its price at the start of 2025. The la... ...

We recently published Top 10 Stocks to Watch After Federal Reserve’s Rate Cut. Oklo Inc (NYSE:OKLO) is one of the stocks analysts were recently talking about. Dimple Gosai, Bank of America clean energy analyst, explained in a program on CNBC why she’s bullish on Oklo Inc (NYSE:OKLO). She has a Buy rating and $92 price target on the stock.   “I think the one thing that we really need to um unpack here is where the end demand is coming from. So, today if you think about electricity demand, we think that t ...

Group 1: Economic Impact and Investment - The US is the largest trading partner of the UK, with significant employment contributions from companies like BP, GSK, Rolls-Royce, and AstraZeneca in the US, and American firms like Microsoft and Amazon in the UK, supporting over 2.5 million jobs across both economies [2] - A record-breaking investment package of £250 billion is being announced, marking the largest investment in British history, expected to create 15,000 jobs across various UK cities [4][5] - The partnership is expected to generate substantial economic value, with investments from major tech firms like Nvidia, OpenAI, and Google, which will support British jobs for years to come [11] Group 2: Trade Agreements and Economic Policies - The UK and US have established the lowest tariffs in vital sectors, facilitating trade and benefiting both economies [8] - A historic trade deal was made in May, marking the first trade agreement during the current US administration, aimed at reducing trade barriers and enhancing access to the UK's aerospace supply chain [18][19] - The new technology partnership, termed the tech prosperity deal, aims to foster cooperation in areas such as AI, quantum computing, and civil nuclear energy, with a projected wave of private sector deals worth over $350 billion [10][22] Group 3: Job Creation and Sectoral Growth - The deployment of modular nuclear reactors across the UK is expected to generate over $50 billion in economic value, creating up to 2,500 jobs and powering 1.5 million homes [24] - The partnership is designed to enhance the industrial capacity of both countries, crucial for defense and economic growth [20] - The agreement is anticipated to create billions of dollars in opportunities for American farmers and improve access for US manufacturers to the UK's aerospace sector [18][19]

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] - The company is involved in U.S. LNG exportation and is well-positioned to capitalize on the "America First" energy doctrine under the current administration [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 a premium [9] Group 4: Market Perception - The company is gaining attention from Wall Street as it benefits from various market trends without the high valuations typical of many energy and utility firms [8] - It is trading at less than 7 times earnings, making it an attractive investment opportunity compared to other AI and energy stocks [10] Group 5: Future Outlook - The future of AI is closely tied to energy infrastructure, and the company is positioned to play a pivotal role in this evolving landscape [11][14] - The influx of talent into the AI sector ensures continuous innovation, making investments in AI a strategic move for future growth [12][13]

Group 1 - Cameco Corporation has finalized a long-term agreement to supply natural uranium hexafluoride (UF6) to Slovenské elektrárne (SE), the largest electricity producer in Slovakia, covering both uranium and conversion services until 2036 [1][2] - The supply is set to begin in 2028 and will support the operation of SE's Bohunice and Mochovce nuclear facilities, enhancing energy security in Slovakia and the region [2][3] - The agreement is strategically important as it guarantees a long-term and reliable supply of a significant share of nuclear fuel, allowing SE to diversify its suppliers [3] Group 2 - Cameco operates through three segments: Uranium, Fuel Services, and Westinghouse, providing uranium for electricity generation [4]