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Oklo (OKLO) Soars 11% from New DOE Deal
Yahoo Finance· 2025-10-03 18:15
We recently published 10 Stocks With Double-Digit Upsides. Oklo Inc. (NYSE:OKLO) is one of the top performers on Thursday. Oklo grew its share prices by 11.10 percent on Thursday, a second straight day, to finish at $128.80 apiece after it was named by the Department of Energy (DOE) as one of the four companies to build advanced nuclear power line projects. In a statement on Tuesday, Oklo Inc. (NYSE:OKLO) said it was chosen by the DOE to help build and operate three fuel-fabrication facilities to support ...
Why Plug Power Stock Popped 66% This Week to a 52-Week High
The Motley Fool· 2025-10-03 17:35
Core Viewpoint - Plug Power stock has experienced a significant surge, with a 66% increase this week, driven by the first deliveries of electrolyzers and a major analyst upgrade [1] Group 1: Analyst Upgrades and Stock Performance - H.C. Wainwright analyst Amit Dayal upgraded Plug Power's price target from $3 to $7 per share, indicating a nearly 150% upside potential based on the Thursday closing price of $2.83 [2] - The stock rose over 30% on Friday following the upgrade, reflecting strong market sentiment [2] Group 2: Market Conditions and Industry Support - The bullish outlook for Plug Power is supported by a 7% increase in electricity prices from June 2024 to June 2025, affecting over 40 states in the U.S. [3] - President Trump's initiatives to boost the domestic nuclear energy sector, including a multi-billion-dollar deal with the U.K. for nuclear reactor licensing, are expected to accelerate the transition to cleaner energy sources [4][5] Group 3: Company Developments and Future Prospects - Plug Power delivered its first 10-megawatt electrolyzer to Galp's Sines refinery in Portugal, part of a 100-MW deal, aiming to replace 20% of the grey hydrogen used at the site [6] - The company anticipates breaking even on a gross margin basis by Q4 2024 and expects to achieve operating-income positivity by the end of 2027 [7] Group 4: Historical Context and Caution - Despite its promising goals, Plug Power has a history of significant losses, including a net loss of $2.1 billion in 2024, raising concerns about its ability to deliver on expectations [7][8] - The recent stock rise has pushed its market capitalization to nearly $4.5 billion, prompting some analysts to adopt a cautious stance [8]
Centrus Energy (LEU) Soared to a 10-Year High This Week. Here is Why.
Yahoo Finance· 2025-10-03 17:31
Group 1 - Centrus Energy Corp. (NYSEAMERICAN:LEU) experienced an 11.82% increase in share price from September 25 to October 2, 2025, marking it as one of the top-performing energy stocks for the week [1] - The company's stock reached a 10-year high due to a surge in uranium futures in the US, which exceeded $83 per pound, driven by investor interest and demand for nuclear fuel [2] - Centrus Energy announced plans for a multibillion-dollar expansion of its uranium enrichment facility in Ohio, aimed at increasing nuclear fuel production and reducing reliance on Russian imports, with investment amounts contingent on US Energy Department funding decisions [3]
Why Oklo Stock Jumped 51.6% in September and Is Up 500% in 2025
Yahoo Finance· 2025-10-03 16:34
Key Points President Donald Trump wants to turbocharge the U.S. nuclear energy industry to make the nation self-reliant. The U.S. has kicked off nuclear pilot programs and selected Oklo as one of the participants. Investors should know some things before buying this stock that has risen 500% in 2025. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) stock is up a staggering 500% so far in 2025. A significant portion of those gains occurred in September, as the nuclear energy stock rallied 51. ...
The Big 3: IONQ, SMR, MS
Youtube· 2025-10-03 16:30
It's time for the big three. We've got three stocks for you, three charts for you. Rick Dat will take us through the charts.And here to take us through the stock picks today, Achilles Laura, the founder and CEO of Lara Wealth Management. Great to have you both with us. Achilles, let's just start with you and and big big picture thoughts on market performance so far this week.>> Yeah, we're seeing, you know, a bit of a pullback. We haven't had this much of a pullback. uh you know the big thing we have to see ...
Rolls-Royce: Market Valuations Don't Reflect The Nuclear Energy Potential
Seeking Alpha· 2025-10-03 15:47
As the world aims to reduce its carbon emissions, there are tremendous investing opportunities within the sector. Green Growth Giants is an investing service that supports you in maximising returns from this generational change, with its focus on nuclear energy, through a market-beating model portfolio and regular updates on portfolio stocks.For Rolls-Royce ( OTCPK:RYCEY ) ( OTCPK:RYCEF ), nuclear energy might yet be a minuscule part of its business, but make no mistake, it has massive potential. What with ...
Crossroads Capital Investment’s Views on Nintendo Co., Ltd. (NTDOY)
Insider Monkey· 2025-10-03 11:38
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 ...
Barclays Lifts PT on PG&E Corporation (PCG) to $21 From $20
Insider Monkey· 2025-10-03 10:37
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers consume vast amounts of energy, comparable to that of small cities, leading to rising electricity prices and strained power grids [2][3] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI, making it a potentially lucrative investment opportunity [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It possesses significant nuclear energy infrastructure assets, which are crucial for America's future power strategy [7] - The company is noted for its ability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7][8] Financial Position - The company is completely debt-free and has a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also holds a significant equity stake in another AI-related company, providing indirect exposure to multiple growth opportunities in the AI sector [9][10] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a strong potential for upside in the context of its critical role in the AI and energy markets [10][11]
Oklo Investors Need to Know This Before 2026
The Motley Fool· 2025-10-03 09:00
Core Insights - Oklo is innovating in the nuclear energy sector with its compact Aurora reactors and advanced fuel recycling technology, positioning itself for significant growth in clean energy [1] - The company has secured government partnerships, substantial private investments totaling $1.68 billion, and major corporate agreements, indicating strong market confidence and potential for future expansion [1] Company Overview - Oklo is developing next-generation nuclear reactors aimed at transforming the energy landscape [1] - The company is also constructing a $1.68 billion fuel facility, which is expected to enhance its operational capabilities and market reach [1] Market Potential - Analysts believe that Oklo's advancements in nuclear technology could lead to substantial stock price increases, making it an attractive opportunity for early investors [1]
Nuclear Energy Stocks Surge 40% as Microsoft, Amazon Bet Billions on AI Power
Investing· 2025-10-03 05:28
Group 1: Company Analysis - Microsoft Corporation continues to show strong performance with significant growth in cloud services, contributing to an increase in overall revenue [1] - Alphabet Inc Class A has reported a rise in advertising revenue, driven by increased demand for digital marketing solutions [1] - Amazon.com Inc is experiencing robust growth in its e-commerce segment, alongside a notable expansion in its cloud computing services [1] Group 2: Industry Trends - The technology sector is witnessing a shift towards cloud-based solutions, with companies investing heavily in infrastructure to support this transition [1] - The demand for digital advertising is on the rise, reflecting a broader trend of businesses increasing their online presence [1] - The e-commerce industry continues to expand, fueled by changing consumer behaviors and preferences towards online shopping [1]