Core Thesis - Centrus Energy Corp. is positioned as a key player in the U.S. nuclear energy sector, uniquely capable of producing enriched uranium at a commercial scale, which is critical for the country's energy security and climate goals [2][3] Company Positioning - The company operates the only NRC-licensed facility in Piketon, Ohio, producing HALEU, essential for advanced reactors, thus reducing reliance on foreign suppliers [3] - Bipartisan support for nuclear energy and recent executive orders favoring domestic enrichment enhance Centrus' strategic advantage [3] Financial Strength - Centrus has a robust financial position with a contracted backlog of $3.6–3.8 billion and $833 million in cash, indicating stability amid revenue volatility [4] - The company has made significant investments in supply chain readiness and has secured a partnership with the Department of Energy to extend HALEU production [4] Market Dynamics - The demand for nuclear energy is bolstered by utilities and Big Tech companies, which supports long-term growth prospects for Centrus [3] - The stock has experienced significant volatility, with a rise of over 350% in the past year, reflecting policy-driven momentum rather than weakening fundamentals [4] Investment Outlook - Centrus is viewed as a high-risk, high-reward investment due to its unique market position and potential to become a monopoly-like supplier in the western nuclear market if production scales successfully [5]

We recently published All-Time High Fever: 10 Stocks Soaring and Breaking Records. Oklo Inc. (NYSE:OKLO) is one of the best performers in last week’s trading. Shares of Oklo Inc. (NYSE:OKLO) jumped to fresh record highs on Monday as investors took heart from a flurry of developments surrounding the nuclear sector. In intra-day trading, the stock surged to a new high of $95.90 before trimming gains to close up by 15.68 percent at $95.68 apiece. Oklo (OKLO) Jumps to Fresh Record on Uranium, Nuclear Boom ...

Core Viewpoint - Terra Innovatum has signed a memorandum of understanding with Conuar for the supply of critical components for its SOLO micro-modular nuclear reactor, marking a strategic partnership aimed at enhancing the global supply chain and entering the Latin American market [1][3][4] Company Overview - Terra Innovatum is focused on developing micro-modular nuclear reactors, specifically the SOLO reactor, which aims to provide scalable, affordable, and deployable nuclear power solutions [6][7] - Conuar is a leading Argentinean supplier with over 40 years of experience in nuclear systems, components, and fuel, having produced all nuclear fuel used in Argentina [5][6] Partnership Details - The MOU includes collaboration on pilot programs to evaluate the supply of coolant tubs, control rod mechanisms, fuel rods, and other critical components [5][4] - The partnership aims to develop a supply chain hub and assembly lines in South America to enhance production capabilities and serve local markets [4][5] Market Potential - The SOLO reactor is designed to address global energy shortages and is expected to be available globally within the next three years, leveraging readily available commercial components [8][9] - SOLO will provide CO2-free, off-grid power solutions for various applications, including data centers, remote towns, and industrial operations in sectors like cement production and mining [9][8] Strategic Goals - The collaboration aims to deliver clean, reliable energy to emerging markets, particularly in regions with limited infrastructure, by utilizing SOLO's off-grid capabilities [3][4] - The partnership is positioned to accelerate the deployment of advanced nuclear technologies and contribute to sustainable energy solutions for future generations [3][5]

I think we want to put these big outsized moves for these different companies in in perspective. Um, do you see this as speculative or is this the time to invest in these kind of stocks because according to our notes here, you don't really see any of these reactors being up and running until 2027. Well, look, uh, Frank, it's going to take a long time to build them.But what we've seen from the Trump administration is an incredibly dynamic push towards nuclear, and we need it based on everything that's happen ...

Group 1: Nuclear Power Projections - The International Atomic Energy Agency (IAEA) has revised upward its nuclear power projections for the fifth consecutive time since 2021, indicating a significant shift in momentum for the sector [1] - The IAEA's high-case scenario predicts global nuclear capacity could reach nearly 1,000 gigawatts electric (GW(e)) by 2050, with a quarter of this capacity expected to come from small modular reactors [3] Group 2: Global Consensus and Energy Security - There is a growing global consensus that nuclear power is essential for achieving clean, reliable, and sustainable energy, as highlighted by IAEA Director General Rafael Mariano Grossi [2] - Governments are increasingly viewing nuclear power as a low-carbon baseload option and a hedge against energy insecurity, prompting financial institutions like the World Bank to lift funding bans on nuclear projects in emerging markets [4] Group 3: U.S. Nuclear Landscape - The United States operates 94 reactors that generate about one-fifth of the nation's electricity, with electricity demand projected to double by 2050 due to factors like artificial intelligence and electrification of transport [5] - U.S. Energy Secretary Chris Wright emphasized the need for larger domestic uranium inventories and indicated a shift away from reliance on Russian enriched uranium [6] Group 4: Uranium Supply and Domestic Operations - U.S. utilities currently hold only around 14 months' worth of uranium supply, significantly less than the 2.5 years held by the European Union and over a decade's worth in China, which poses a risk to U.S. nuclear operators [9] - Domestic uranium suppliers like Energy Fuels and Peninsula Energy have secured contracts with the Department of Energy, while other firms such as Ur-Energy, enCore Energy, and Centrus Energy are also notable players in the uranium market [8] Group 5: Future Investments and Projects - Building secure uranium reserves will be critical as the IAEA anticipates a multi-decade nuclear expansion, requiring a mix of public and private capital [10] - New enrichment projects in Ohio and investments from notable figures like Peter Thiel are seen as signs of momentum in the sector [10]

Group 1: Major Indices Performance - Major U.S. indices ended positively, with the Dow Jones Industrial Average rising 0.1% to 45,883.45, the S&P 500 gaining almost 0.5% to 6,615.28, and the Nasdaq increasing by 0.9% to 22,348.75 [1] Group 2: Nvidia Corporation (NVDA) - Nvidia's stock experienced a slight decline of 0.04%, closing at $177.75, with an intraday high of $178.85 and a low of $174.51; the 52-week range is between $86.63 and $184.48 [1] - Nvidia is currently facing challenges in China due to an antitrust probe linked to its 2020 Mellanox acquisition, compounded by geopolitical tensions between the U.S. and China [1] Group 3: Alphabet Inc. (GOOGL) - Alphabet's Class C shares surged by 4.30%, closing at $251.76, with an intraday high of $252.75 and a low of $244.98; the stock reached a new 52-week high of $252.75, significantly above its 52-week low of $142.66 [2] - The company's market cap hit $3 trillion, driven by a favorable antitrust ruling that rejected the DOJ's demand for Google to divest its Chrome browser, bolstering investor confidence [2] Group 4: Oklo Inc. (OKLO) - Oklo's stock soared by 15.68%, closing at $95.68, with an all-time high of $95.91 and a low of $83.30; the 52-week range is from $6.08 to $95.91 [3] - The surge in Oklo's stock is attributed to a nuclear energy deal between the U.S. and the U.K., which has increased investor interest in uranium and nuclear-linked stocks [3] Group 5: WEBTOON Entertainment Inc. (WBTN) - WEBTOON Entertainment stock rose by 5.06%, closing at $14.96, with an intraday high of $15.98 and a low of $14.30; in after-hours trading, the stock spiked by 58% to $23.69 [4] - Disney has expanded its collaboration with WEBTOON to create a new digital comics platform featuring over 35,000 digital comic books from various franchises, expected to enhance Disney's digital presence [4] Group 6: CoreWeave Inc. (CRWV) - CoreWeave's shares climbed 7.60%, closing at $120.47, with an intraday high of $121.88 and a low of $116.11; the 52-week range is from $33.52 to $187 [5] - The stock gained attention due to an expanded deal with Nvidia, although a short report from Kerrisdale Capital suggests potential downside, indicating a divided market on CoreWeave's future prospects [5]

Core Insights - Uranium stocks are gaining attention following U.S. Energy Secretary Chris Wright's announcement to increase the national strategic uranium stockpile, with Cameco Corp (CCJ), Uranium Energy Corp (UEC), and NuScale Power Corp (SMR) highlighted as key players in the sector [1] Group 1: Cameco Corp (CCJ) - CCJ's stock has risen 10% to $85.94, reaching a new record high, and is up 65.4% year-to-date in 2025, forming a bull flag pattern from previous highs in July [2] - Options traders show low volatility expectations with a Schaeffer's Volatility Index (SVI) of 43%, ranking in the 11th percentile over the past year, while the stock has historically outperformed these expectations with a Volatility Scorecard (SVS) of 74 out of 100 [3] Group 2: Uranium Energy Corp (UEC) - UEC's shares are up 10.7% to $13.14, also hitting a record high, and have more than tripled from their April 7 low of $3.85, marking a 94.5% increase year-to-date [4] - The stock has potential for a short squeeze, with short sellers decreasing by 8.6% in recent reporting periods, yet 35.93 million shares sold short still represent 11.7% of UEC's total float [4] Group 3: NuScale Power Corp (SMR) - SMR is trading at $38.74, up 6.6% for the day, following RBC's initiation of coverage with a "sector perform" rating and a $35 price target, despite a 9% decline from its July 28 record high of $53.50 [5] - Support has been observed at the 100-day moving average, and analyst revisions may provide additional momentum, with nine out of 14 brokerages maintaining "hold" or worse ratings, and a consensus 12-month price target of $39.44, reflecting a 1.6% premium to its current price [6]

The red-hot nuclear energy stock is up a staggering 330% in 2025.With investor sentiment around nuclear energy gathering momentum by the day, Oklo (OKLO 12.02%) has become unstoppable. The nuclear energy stock surged 11.9% today to all-time highs of $92.48 per share, as of 1 p.m. ET Monday.Oklo stock has risen a jaw-dropping 330% in 2025 so far, as of this writing. Yes, you read that right, and today, you may thank President Donald Trump for sending the red-hot stock to a new all-time high. Nuclear power de ...

The opportunity of nuclear, particularly in our world of AI. How quickly do you think it'll be brought online in the US or indeed the UK. Because your timeline is fast, it seems.It's aggressive, Caroline And that's President Trump. He came in all in on nuclear energy. And we will have reactors the next generation, small modular reactors critical next year. In fact, I'm pretty confident we'll have one of them before July 4th of next year and several more during the year.No, it's not the back ended electricit ...

Core Insights - Constellation Energy Corporation (CEG) shares have increased by 62.3% over the past year, outperforming the Zacks Alternate Energy – Other industry's growth of 53.9% [1][8] - The company is focusing on strategic capital expenditures, with plans for nearly $3 billion in 2025 and $3.5 billion in 2026, of which 35% is allocated for nuclear fuel acquisitions [6][23] - CEG is well-positioned to meet the rising energy demands from data centers, particularly in the AI sector, by connecting them directly to its nuclear energy generation facilities [9][23] Financial Performance - CEG's nuclear fleet capacity factor was 94.8% in Q2 2025, highlighting its reliability in providing zero-carbon electricity [5] - The Zacks Consensus Estimate for 2025 earnings per share indicates a slight decrease of 0.42%, while the estimate for 2026 shows an increase of 2.86% [11] - CEG has a trailing 12-month return on equity of 21.61%, significantly higher than the industry average of 8% [16] Shareholder Value - The company has authorized a share repurchase program of up to $3 billion, with approximately $540 million remaining as of June 30, 2025 [17] - CEG aims to increase its annual dividend by 10%, subject to board approval, and pays a quarterly dividend to shareholders [18] Market Position - CEG is currently trading at a premium compared to its industry on a forward 12-month P/E basis [19] - The company is strategically enhancing its position in the clean energy sector by leveraging its diverse power generation portfolio [4]