Nuclear Energy

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X @Bloomberg
Bloomberg· 2025-10-01 17:17
US nuclear utilities face possible uranium shortages over the next decade, the Energy Information Administration warned, underscoring supply chain challenges in the world’s biggest atomic-power market https://t.co/elrRWioPjG ...
X @Bloomberg
Bloomberg· 2025-10-01 07:49
Japan may need to replace almost a sixth of its aging fleet of nuclear reactors or risk missing its 2040 energy targets https://t.co/w2I545EbRy ...
Jefferies Lifts PT on NVIDIA Corporation (NVDA) Stock
Insider Monkey· 2025-10-01 06:27
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 ...
Oklo, Sweden’s Blykalla Announce Transatlantic Partnership to Advance Nuclear Reactor Technology
Yahoo Finance· 2025-09-30 20:17
Oklo Inc. (NYSE:OKLO) is one of the best performing large cap stocks to buy. On September 29, Oklo and Sweden’s Blykalla announced a transatlantic partnership to boost advanced nuclear technology and accelerate its commercialisation. The collaboration focuses on technology sharing, supply chain coordination, and regulatory knowledge exchange to accelerate the deployment of advanced nuclear reactors. Under the joint technology development agreement, Oklo and Blykalla will share insights on materials, compo ...
Goldman Sachs Initiates Coverage of Oklo (OKLO) Stock
Yahoo Finance· 2025-09-30 19:29
Oklo Inc. (NYSE:OKLO) is one of the Best WallStreetBets Stocks to Invest In. On September 25, Goldman Sachs initiated coverage of the company’s stock with a “Neutral” rating and a price objective of $117, as reported by The Fly. Against the backdrop of the growing nuclear small modular reactor race in the US, Oklo Inc. (NYSE:OKLO) continues to advance its sodium-cooled fast fission nuclear reactor, the Aurora Powerhouse, with a target to reach commercialization by late-2027/early-2028, added the firm’s ana ...
Why Oklo Stock Dropped Today
Yahoo Finance· 2025-09-30 17:22
Key Points Bank of America just downgraded Oklo stock. However, it only downgraded to neutral -- and values Oklo stock at $7 more than it costs today. BofA thinks the rollout schedule for new nuclear reactors looks "unrealistic." 10 stocks we like better than Oklo › Shares of Oklo (NYSE: OKLO), a start-up developer of "micro" nuclear reactors that has been soaring ever since President Trump issued executive orders encouraging the development of such reactors earlier this year, turned tail and tum ...
X @Bloomberg
Bloomberg· 2025-09-30 17:01
Russia remained the top supplier of nuclear reactor fuel to the US last year, even after a ban on enriched uranium imports from the country became law in May, data from the Department of Energy shows https://t.co/Y9nLozoxqh ...
Oklo's and NuScale's stocks have surged on unrealistic expectations, BofA warns
MarketWatch· 2025-09-30 16:15
While analysts at BofA see justified optimism for nuclear energy over the long run, they're worried that valuations for Oklo and NuScale shares "leave little room for error.†...
X @Bloomberg
Bloomberg· 2025-09-30 15:18
Oklo, a nuclear energy startup, plans to switch on at least one of its three reactors in a US program by mid-2026, meeting a deadline aimed at accelerating the industry https://t.co/rtjSgmk5Wn ...
WOLF Up Over 2,000% After Exiting Bankruptcy, OKLO & SPOT Downgraded to Neutral
Youtube· 2025-09-30 14:00
分组1: Wolf Speed - Wolf Speed has exited bankruptcy, resulting in a share rally of over 30% due to a significant restructuring of its business and a reduction of approximately 70% in its debt [2][3][4] - The company is focusing on growth markets such as electric vehicles (EVs), artificial intelligence (AI), and clean energy, where its silicon carbide chips are in demand [3][4] - Existing shareholders faced substantial losses as old shares were canceled, and they received only a small fraction of new shares in exchange, with most new equity allocated to creditors [4][5] 分组2: Spotify - Spotify has announced a leadership change with Daniel Ek stepping down as CEO after nearly 20 years, transitioning to an executive chairman role, while Gustav Solderstrom and Alex Nordstrom take on co-CEO positions [6][7] - The company has seen its shares more than double over the past year, with a current market cap reflecting strong performance and a user base of approximately 700 million, including nearly 300 million paying subscribers [8][10] - The new co-CEO structure aims to enhance focus on business operations and technology, with both leaders having been instrumental in Spotify's growth over the past decade [9][10] 分组3: Oaklo - Bank of America has downgraded Oaklo to neutral from buy, raising its price target to 117, indicating a mixed view on the company's valuation amid concerns about overly optimistic assumptions regarding small modular reactors [10][11][12] - The nuclear energy sector is expected to grow, but Oaklo remains pre-revenue, leading to skepticism about the realistic deployment and growth of its projects at this early stage [11][12]