On the global chessboard, the pieces are moving fast, and the stakes are nuclear. The war in Ukraine has tightened Russia’s grip on uranium enrichment, while China is sprinting ahead with its own atomic ambitions. Trade wars and fractured supply chains are splitting nations into rival camps. In this charged atmosphere, Centrus Energy (LEU) is rolling out a multi-billion-dollar expansion in Piketon, Ohio, designed to restore America’s industrial-scale uranium enrichment. Supported by a nationwide supply ch ...

Oklo TodayOKLOOklo$126.55 +10.62 (+9.16%) 52-Week Range$9.01▼$144.49Price Target$83.77Add to WatchlistOklo NYSE: OKLO insiders sold in Q2 and Q3, netting more than $50 million in the process. However, as bad as it may seem for the stock price outlook, investors shouldn’t worry about the insider activity. The critical takeaway from the activity is that insiders sold less than 1% of the company’s stock, still control nearly 20% of the business, including large shareholders, and the sales should have been ant ...

周四，Oklo Inc(OKLO.US)股价走高，截至发稿，该股涨超10%，报127.7美元。消息面上，该公司获选 参与美国能源部的先进核燃料生产线试点项目。 ...

Core Viewpoint - Terra Innovatum is advancing its position in the nuclear energy sector with a $42.5 million financing to support the deployment of its first-of-a-kind reactor, the SOLO™ micro-modular reactor, ahead of its public market debut [1][3] Financing and Business Combination - The financing includes approximately $37 million from private investment in public equity (PIPE) and about $5.5 million from a funded bridge facility, aimed at accelerating the deployment of the FOAK reactor [1][3] - The business combination with GSR III Acquisition Corp. is set to be voted on by shareholders on October 7, 2025, with expectations for the deal to close shortly after [4][5] Product and Market Strategy - Terra Innovatum's SOLO™ reactor is designed to provide low-cost, zero-carbon energy, addressing the increasing global demand for clean energy without relying on government subsidies [3][8] - The reactor is engineered for rapid deployment using readily available components and has a clear licensing plan, which minimizes supply chain risks and ensures cost predictability [9][10] Applications and Impact - The SOLO™ reactor is versatile, capable of providing CO2-free power solutions for various applications, including data centers, remote towns, and industrial operations in sectors like cement and mining [10] - It can also produce essential radioisotopes for medical applications, contributing to oncology research and cancer treatment [10]

Core Viewpoint - Paychex's stock price has declined due to valuation and growth concerns but shows signs of recovery following strong FQ1 results, supported by growth from the Paycor merger and an improved outlook [1][6]. Financial Performance - In FQ1, Paychex reported revenue growth of 16.5% year-over-year, driven by organic strength and the Paycor acquisition, which contributed 17% growth to the Management Solutions segment [6]. - Adjusted earnings increased by 5% compared to the previous year, exceeding expectations by over 100 basis points, indicating strong margin performance [7]. Growth Projections - The company is projected to maintain steady growth in the mid-to-high single digits over the next five years, with expectations for margin improvement [2]. - Analysts forecast a 15.18% upside in stock price, with a 12-month target of $142.83, despite recent reductions in price targets [10]. Capital Returns and Dividends - Paychex generates significant cash flow and has a healthy balance sheet, allowing for capital returns through dividends and buybacks [3]. - The dividend yield is currently at 3.48%, with a history of double-digit compound annual growth rate (CAGR) in distribution growth, although the pace has slowed [4]. Market Sentiment and Institutional Activity - Institutional investors own 85% of Paychex stock, providing a solid support base and indicating a trend of accumulation throughout 2025 [9]. - The stock is trading at a discount relative to its earnings outlook, which is expected to be low, but the market response is driven by cash flow and capital returns [8].

NEW YORK and AUSTIN, Texas, Oct. 02, 2025 (GLOBE NEWSWIRE) -- Terra Innovatum Srl (“Terra Innovatum,” or the “Company”), a developer of micro-modular nuclear reactors, and GSR III Acquisition Corp. (Nasdaq: GSRT), a publicly traded special purpose acquisition company, today announced that it has accelerated its go-to-market plans for life-saving cancer isotope production with the SOLO™ micro-modular reactor. Terra Innovatum is developing collaborative business models and frameworks to engage with leading i ...

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] - The demand for electricity from AI technologies, particularly data centers, is unprecedented, leading to concerns about power grid capacity and rising electricity prices [2][3] - A specific company is highlighted as a key player in the energy sector, poised to benefit from the increasing energy demands of AI, owning critical energy infrastructure assets [3][7][8] Energy Demand and Infrastructure - AI technologies, such as large language models, consume energy equivalent to that of small cities, raising questions about future energy supply [2] - The company in focus is positioned at the center of America's energy strategy, owning nuclear energy infrastructure and capable of executing large-scale energy projects [7][8] - The company is debt-free and has significant cash reserves, which is advantageous in a capital-intensive industry [8][10] Market Position and Investment Potential - 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 driven by tariffs [5][6] - It has a stake in another AI-related company, providing indirect exposure to multiple growth opportunities in the AI sector [9][10] - The stock is considered undervalued, trading at less than 7 times earnings, which presents a compelling investment opportunity [10][11] Future Outlook - The ongoing AI revolution is expected to disrupt traditional industries, with companies that adapt to AI technologies likely to thrive [11][12] - The influx of talent into the AI sector is anticipated to drive continuous innovation and advancements, reinforcing the importance of investing in AI [12][13] - The combination of AI infrastructure needs, energy demands, and favorable market conditions positions this company for significant growth in the coming years [14][15]

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 looming question regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of a small city, indicating a significant strain on global power grids [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI, making it a unique 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 critical nuclear energy infrastructure assets, making it integral to 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] Financial Position - The company is completely debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8] - It also holds a substantial equity stake in another AI-related company, providing indirect exposure to multiple growth engines in the AI sector [9] Market Sentiment - There is a 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 recognized for delivering real cash flows and owning critical infrastructure, making it a compelling investment choice in the context of the AI and energy sectors [11][10] Future Outlook - The ongoing technological revolution driven by AI is expected to create significant investment opportunities, with a strong emphasis on the importance of energy infrastructure [12][14] - The company is well-positioned to capitalize on the anticipated growth in U.S. LNG exports and the onshoring boom, aligning with the current political and economic landscape [7][14]

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 ...

Key Points NuScale is the only SMR developer with design approval from the NRC. The company has potential partnerships that could lead to its first big sale. 10 stocks we like better than NuScale Power › NuScale Power (NYSE: SMR) sells exactly what artificial intelligence (AI) needs: reliable 24/7 power generation from small modular reactors (SMRs). These SMRs can be built near data centers, producing electricity in places where the grid doesn't reach. The matchup seems like it was destined in the ...