Core Insights - The article discusses the follow-up note on Terrestrial Energy (IMSR) after its business combination, highlighting a significant decline in share price due to changing investor sentiment in the L/S Equity, Event-Driven, and Activism sectors [1] Company Analysis - Terrestrial Energy has experienced a material decline in its share price since the initiation of coverage, indicating a shift in market perception and investor confidence [1] - The analysis emphasizes the importance of independent and differentiated fundamental analysis in identifying attractive investment opportunities [1] Investment Sentiment - The decline in share price is attributed to broader market trends affecting investor sentiment, particularly in specific investment strategies such as long/short equity and event-driven investing [1]

We're back on Morning Trade Live. Let's focus on Oaklo. The nuclear energy name is up more than 20% this month thanks to a deal with Meta and an upgrade at the Bank of America earlier this week.The stock and gaining more than 235% in 2025. Let's go inside out on OPO. Joining us now is Logan Gillan, analyst at Juul Financial. Thanks Logan for joining us today.So obviously a lot of investors have been pumping capital into this name on the thinking that obviously with this reliable base load power that it will ...

Core Viewpoint - Centrus Energy plans a significant expansion in East Tennessee, transitioning its Oak Ridge facility into a high-rate manufacturing plant, which will enhance its uranium enrichment capabilities and support national security requirements [1][3]. Group 1: Expansion and Investment - Centrus will create nearly 430 new jobs and invest over $560 million in Anderson County over the next several years to support workforce growth and the production of advanced centrifuges [2][7]. - The expansion aligns with Centrus' plans for a major upgrade of its Ohio uranium enrichment plant, with the first new centrifuges from Tennessee expected to be operational in Ohio by 2029 [3][4]. Group 2: Government Support and Funding - Centrus is the eighth company to utilize funding from Tennessee's Nuclear Energy Fund, which has a total of $70 million allocated since its inception, including $50 million in the 2023-2024 budget and an additional $20 million in subsequent legislative sessions [5]. - The expansion is supported by various state and local leaders, emphasizing Tennessee's role as a leader in clean energy and nuclear innovation [6][8]. Group 3: Company Background and Industry Position - Centrus Energy is a trusted supplier of nuclear fuel and services, having provided over 1,850 reactor years of fuel since 1998, equivalent to more than 7 billion tons of coal [9]. - The company is pioneering the production of High-Assay, Low-Enriched Uranium and is focused on restoring America's uranium enrichment capabilities to meet clean energy and national security needs [10].

分组1 - The company has had a strong start to the year, with a year-to-date increase of 25% [1] - The company's performance is linked to its involvement in the nuclear sector, which is considered sensitive [1] - The investment approach focuses on long-term conviction holdings and tactical sector rotations, emphasizing the importance of making money rather than just being right [1]

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drops linked to alleged violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit claims securities fraud under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, as well as claims under Sections 11 and 15 of the Securities Act of 1933 [3]. - Investors have until March 6, 2026, to request to lead the case, which is pending in the U.S. District Court for the Southern District of New York [3]. Group 2: Company Background - Fermi Inc. is an energy and AI infrastructure company aiming to build large-scale nuclear reactors to support grid-independent data centers for AI companies [4]. - The company's flagship project, Project Matador, is designed to provide dedicated power for AI workloads [4]. Group 3: IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Group 4: Stock Price Impact - On December 12, 2025, Fermi's stock dropped by $5.16 per share, over 33%, following the termination of the Advance in Aid of Construction Agreement by the First Tenant [7].

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Table of Contents As filed with the U.S. Securities and Exchange Commission on January 22, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Spring Valley Acquisition Corp. IV (Exact Name of Registrant as Specified in its Charter) Cayman Islands 6770 N/A (State or Other Jurisdiction of (Primary Standard Industrial (IRS Employer Incorporation or Organization) Classification Code Number) Identifi ...

By Dharna Bafna Jan 22 (Reuters) - Nuclear energy startup General Fusion said on Thursday it will go public in the U.S. in ​a deal of about $1 billion with blank-check company Spring Valley Acquisition ‌Corp. III, as demand grows for cleaner power. The deal includes $105 million from a committed, ‌oversubscribed private investment in public equity and about $230 million of SVAC III's cash held in trust, General Fusion said. General Fusion said it expects the merger to close by mid-2026 and to list on N ...

Quick Read Trump announced an executive order to approve new nuclear reactors at Davos. Oklo (OKLO), NuScale (SMR) and Nano Nuclear (NNE) gained up to 3.95%. Oklo secured a binding deal with Meta Platforms for a 1.2 GW nuclear campus in Ohio. Bank of America upgraded Oklo to buy with $127 target. All three remain pre-revenue and down 50% from highs. Oklo lost $76M while NuScale forecasts $0.92 per share loss for 2026. Investors rethink ‘hands off’ investing and decide to start making real money ...

Key Takeaways SMR has NRC-approved designs but faces tiny revenues, large payments, and long project timelines.GEV's BWRX-300 is advancing through partnerships, UK approvals, and active projects in Canada and the U.S.GEV trades at a far lower valuation and shows stronger earnings visibility compared with SMR.NuScale Power (SMR) and GE Vernova (GEV) are both important companies in the nuclear energy industry. NuScale Power focuses on building small modular reactors for clean energy projects. GE Vernova focus ...