A massive capital raise is coming.Shares of Oklo (OKLO 6.25%) fell today, finishing down 6.3%. The decline came as the S&P 500 and Nasdaq Composite rose 0.1% and 0.3%, respectively.Oklo, a nuclear energy company developing small modular reactors, saw its stock drop sharply today after a regulatory filing revealed the company is seeking to raise up to $1.5 billion in an at-the-market (ATM) offering.Oklo announces $1.5 billion at-the-market stock offeringNYSE : OKLOOkloToday's Change( -6.25 %) $ -6.98Current ...

Oklo, Inc. (NYSE:OKLO) stock dropped in Thursday's extended trading after the company entered into an equity distribution agreement to offer up to $1.5 billion of common stock. OKLO stock is moving. Watch the price action here.The DetailsAccording to an SEC filing, Oklo may offer up to $1.5 billion in Class A common stock in an at the market transaction. Read Next: Nvidia CEO Says Nuclear Is AI’s Future — Oklo, NuScale Ready To Roar Back?Oklo shares fell in after-hours trading as investors digested the news ...

Core Insights - NuScale Power's stock has seen an increase of 15.14% recently, driven by positive sentiment regarding nuclear power's role in the AI industry [2][4] - Jensen Huang, CEO of Nvidia, emphasized the importance of nuclear energy for meeting the power demands of AI computing during a podcast appearance, which has positively influenced investor interest in NuScale Power [5][6] Company Overview - NuScale Power's current stock price is $23.19, with a market capitalization of $6 billion [4] - The stock has experienced a 52-week range of $11.08 to $57.42, indicating significant volatility [5] Industry Context - Jensen Huang predicts that small nuclear reactors will become more prevalent in the next six to seven years to support AI computing needs [5] - Huang's comments highlight the potential of nuclear power to alleviate pressure on the energy grid and contribute to energy supply, which aligns with NuScale Power's offerings of small modular reactors [5][6]

These two stocks have compelling long-term potential.Looking to grow your portfolio by 1,000% over the next decade? To accomplish this, you'll need to focus on three categories: value, growth, and size. That is, your investments must come with an attractive purchase price today, offer consistent growth far into the future, and be small enough that 1,000% growth is feasible. Fortunately, the two stocks below meet all of these requirements.NASDAQ : RIVNRivian AutomotiveToday's Change( 1.78 %) $ 0.30Current Pr ...

Core Insights - NuScale Power and BWX Technologies are key players in the nuclear energy sector, with NuScale focusing on small modular reactors and BWX supplying nuclear components and fuel to the U.S. government [1][2] - The global small modular reactor (SMR) market is projected to grow from $5.81 billion in 2024 to $8.37 billion by 2032, with a CAGR of approximately 4.98% from 2025 to 2032, benefiting both companies [2] NuScale Power Overview - NuScale Power is the only small modular reactor vendor with U.S. NRC design approval, providing a competitive edge [4] - The company has a significant project with ENTRA1 and TVA, planning 6 GW of capacity across six plants, with 12 modules already in production [5] - NuScale is also working on the RoPower project in Romania, which is nearing completion and generating steady revenues [6] - Despite these advancements, NuScale's revenues remain low at $8.2 million for Q3 2025, and it faces high milestone payments and non-binding agreements that could delay revenue generation [7][8] BWX Technologies Overview - BWX Technologies reported a 29% year-over-year revenue growth to $866 million in Q3 2025, with a backlog increase of 119% to $7.4 billion, indicating strong demand [9][10] - The company secured significant defense contracts totaling over $3 billion, enhancing its revenue visibility [10][11] - BWXT's revenues from government operations grew by 10%, supported by naval propulsion and special materials [12] - The commercial segment also performed well, with a 122% revenue increase, bolstered by the Kinectrics acquisition [12][13] Comparative Analysis - Analysts are more optimistic about BWX Technologies, as indicated by the earnings estimate revision trend [14] - Year-to-date, NuScale Power shares have increased by 4%, while BWX Technologies shares have surged by 56.2% [19] - NuScale Power's forward sales multiple is 60.54X, significantly higher than BWX Technologies' 4.52X, suggesting that NuScale may be overvalued [21] Conclusion - BWX Technologies is currently viewed as the stronger investment option due to its financial strength, revenue growth, and established government contracts, while NuScale Power, despite its technological advantages, faces challenges with revenue generation and project timelines [26][27]

Core Insights - The article discusses five stocks that have experienced significant gains in 2025, highlighting the potential for substantial returns in the stock market despite the inherent risks and volatility [1][2][3]. Group 1: Company Performances - Oklo has seen a stock increase of 631% this year, driven by its innovative small modular reactors that can utilize used nuclear fuel and are designed for safety and efficiency [4][5][6]. - Centrus Energy's stock has risen by 517%, benefiting from increased demand for uranium, with sales reaching $442 million last year, a 38% increase year-over-year [7][8]. - Opendoor Technologies has experienced a 380% increase in stock value, largely due to a recovery in real estate purchases and its emergence as a meme stock [9][10][11]. - Forward Industries has achieved a 334% stock rally, primarily due to its entry into the blockchain sector, positioning itself as a key player in the Solana blockchain [12][13][14]. - MP Materials has gained 414% in stock value, attributed to its significant role as a rare earth miner and a new $500 million partnership with Apple, alongside a deal with the Department of Defense [15][16]. Group 2: Industry Trends - The nuclear power industry is experiencing a resurgence, with companies like Oklo and Centrus Energy at the forefront, indicating a growing market for nuclear energy solutions [4][7]. - The real estate market shows signs of recovery, which has positively impacted related stocks like Opendoor Technologies, suggesting potential for future growth in this sector [9][10]. - The blockchain technology sector is gaining traction, with companies like Forward Industries leveraging this trend to enhance their business models [12][14]. - The rare earth minerals market is becoming increasingly important, particularly for electric vehicle production, as demonstrated by MP Materials' strategic partnerships [15][16].

Group 1 - Oklo Inc (NYSE:OKLO) is highlighted as a stock to watch following the Federal Reserve's rate cut, with a Buy rating and a price target of $92 from Bank of America clean energy analyst Dimple Gosai [1] - Electricity demand is projected to increase by 25% by 2030, with half of that demand driven by AI and data centers, which positions Oklo favorably due to its large pipeline of Small Modular Reactors (14 gigawatts) [2] - Oklo's pipeline is primarily supported by hyperscalers, with 12 gigawatts of orders coming from major companies like Switch, RoPower, and Equinix, indicating strong growth potential as data center investments continue [2] Group 2 - While Oklo is recognized for its potential, there is a belief that certain AI stocks may offer higher returns with limited downside risk, suggesting a competitive landscape for investment opportunities [3]

Industry Focus - Consultancy Mott MacDonald 将研究小型模块化反应堆和其他核技术的商业准备情况 [1]

Core Insights - Amazon is leveraging an emerging trend where major tech firms are purchasing power directly from existing nuclear power plants, specifically acquiring 1.92 gigawatts of electricity from Talen Energy's Susquehanna nuclear power plant in Pennsylvania [1][4] - This agreement modifies a previous arrangement that was halted by regulators due to concerns over unfair cost burdens on customers [2][3] - The revised power purchase agreement will now be billed like other grid-connected customers, with the deal extending through 2042 [4] Group 1: Amazon's Power Purchase Agreement - The new deal allows Amazon to power its AWS cloud and AI servers using electricity from the Susquehanna plant [1] - The previous arrangement involved building a data center next to the plant, which was rejected by regulators [2][3] - The current agreement will include transmission fees that support grid maintenance and development [3][4] Group 2: Industry Trends and Collaborations - Microsoft initiated this trend last year with a $1.6 billion project to restart a reactor at Three Mile Island, generating 835 megawatts [7] - Meta also joined the trend by purchasing clean energy attributes from a 1.1 gigawatt nuclear power plant in Illinois [7] - Amazon and Talen plan to explore building small modular reactors (SMRs) and expanding existing nuclear power generation [4][8] Group 3: Future Developments - The expansion of existing power plants is seen as a more feasible method to increase nuclear energy output [5] - Amazon has invested in an SMR startup, X-energy, which aims to add 300 megawatts of nuclear capacity in the Pacific Northwest and Virginia [8] - The goal of these initiatives is to add new energy to the PJM grid, addressing potential regulatory concerns [9]

Group 1: Market Overview - Wall Street's uncertainty has diminished as trade war concerns with China and inflationary fears have eased, leading to increased investor confidence [1] - Inflation report showed a decline for the third consecutive month, with grocery prices experiencing the largest drop in nearly five years and gas prices falling for three months in a row [1] Group 2: First Solar (FSLR) - First Solar shares surged nearly 20% and are up 50% in May due to favorable solar incentives remaining intact and not being affected by budget cuts [2] - Wolfe upgraded FSLR to outperform, projecting potential earnings of $10 billion from 45X credits, equating to approximately $92 per share [2] - Deutsche Bank also provided a positive outlook, labeling FSLR as a 'safe one' amidst changes, with less impact from 45X credits [2] - FSLR's stock regained its 200-day moving average with trading volume increasing to five times the norm [2] Group 3: CoreWeave (CRWV) - CoreWeave is showing a classic IPO u-turn base structure, with shares gaining nearly 10% and approaching all-time highs ahead of earnings [3] - The company is recognized for providing substantial processing power for large-scale computing and AI, backed by institutional investors like Nvidia [3] - CRWV's performance is compared to Google's breakout from a similar structure, indicating strong potential for future growth [3] Group 4: Oklo (OKLO) - Oklo shares increased by over 10% following positive results from NuScale Power, a fellow nuclear small modular reactor company [5] - The company is expected to report earnings soon, with heightened interest due to the approval of NuScale by the US Nuclear Regulatory Commission [5] - The current political climate may expedite further approvals in the nuclear sector, especially with Chris Wright, a former OKLO board member, now serving as the US Secretary of Energy [5]