Group 1 - GE Vernova Inc. (NYSE:GEV) specializes in products and services for generating, converting, storing, and managing electricity, including natural gas, nuclear, hydro, and wind technologies [2] - The company has received approval to start construction on the Darlington nuclear generating station, which is expected to open in four years, indicating a rapid turnaround for such projects [2] - Jim Cramer expressed strong support for GE Vernova, stating that the stock's decline is unwarranted and highlighting the company's strong performance and potential [1][2] Group 2 - While GE Vernova shows potential as an investment, there are AI stocks that are considered to have greater upside potential and less downside risk [2]

Core Insights - Oklo (NYSE: OKLO) experienced a significant valuation increase of 238% in 2025, despite a recent decline in its stock price [1] - The company specializes in nuclear reactors and claims to have the capability to recycle nuclear waste, attracting long-term energy investment interest [1] Financial Performance - Oklo is currently not generating any revenue and is burning through cash, with $62.2 million spent on operating activities over the past 12 months [4] - The company plans to raise up to $1.5 billion through the sale of common stock, which may dilute existing shareholders and negatively impact stock prices [3] Market Position and Valuation - Oklo's market capitalization is approximately $14 billion, which is considered high for a company without revenue generation [6] - The stock price has decreased over 50% from its 52-week high of $193.84, yet the valuation remains substantial due to expectations of future energy demands driven by artificial intelligence and data centers [6][7] Future Outlook - The main catalysts for Oklo's stock price movement are likely to be related to deployment progress and strategic deals rather than financial results, making it a speculative investment [5] - The company's micro reactors are positioned to address growing energy needs, particularly in the context of AI and data center operations [7]

This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter. In what has become a familiar refrain, electricity prices and utility spending dominated industry headlines in the last week of October. But that’s not all. The Trump administration is also asserting itself in new ways by partnering with private companies to build nuclear generation and pushing federal regulators to expand their authority over large load interconne ...

Core Insights - Santee Cooper is in advanced negotiations to sell two inactive nuclear reactors to Brookfield Asset Management, which could support data centers essential for the AI industry [1] Company Summary - Santee Cooper is a major power provider in South Carolina [1] - The sale of the nuclear reactors is aimed at enhancing infrastructure for data centers that are critical for the ongoing AI boom [1] Industry Summary - The transaction highlights the growing demand for energy resources to support the expanding AI sector, particularly through data centers [1]

Core Insights - Duke Energy is exploring the addition of large nuclear reactors to its energy portfolio as part of a long-term strategy to address increasing energy demands [1] - The company is also considering extending the operational life of certain coal plants to enhance energy supply stability [1] Group 1 - Duke Energy's long-term energy plan is driven by sharply rising energy needs [1] - The potential inclusion of nuclear reactors indicates a shift towards more sustainable energy sources [1] - Extending the life of coal plants reflects a transitional approach to energy generation while balancing current supply challenges [1]