GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer shed light on. A caller asked what Cramer thinks of the stock long term, and he replied: “Alright, GE Vernova, my Charitable Trust owns it… Let me make this really straight. This whole uranium thing, the whole nuke thing, you know, if it happens, it’s going to be GE Vernova. But more importantly, if it’s nat-gas, it’s GE Vernova, which means it is the only real company in that whole power segment that everyone’s so crazy about to speculate on. Don ...

Core Insights - NuScale Power has experienced a significant decline in stock performance, transitioning from outperforming the market to underperforming, particularly against the S&P 500 over one-year and three-year periods [3][8] - Despite the recent downturn, there remains potential for a price breakout due to increasing demand for clean energy and the company's asset-light business model [8] - The stock price has dropped over two-thirds since mid-October, influenced by reduced enthusiasm for AI data centers, disappointing quarterly earnings, and large shareholder Fluor's plans to sell its stake [9][10] Performance Comparison - Over the past year, NuScale shares have decreased by 32.8%, while the S&P 500 has increased by 11%, resulting in a difference of -43.8% [6] - Over the past three years, NuScale's return is 69%, compared to the S&P 500's 85.61%, leading to a difference of -16.6% [6] - Since the SPAC merger in May 2022, NuScale has seen an 87% return, slightly outperforming the S&P 500's 80% return by 7% [6] Market Sentiment - The initial enthusiasm for NuScale's potential in the small modular nuclear reactor market has waned, contributing to the stock's decline [7] - The company's involvement in a deal with the Tennessee Valley is not expected to generate significant revenue in the near term, further dampening investor sentiment [9] - The recent quarterly earnings release was poorly received, exacerbating the stock's downward trajectory [10]

Company Overview - GE Vernova Inc. (NYSE:GEV) focuses on generating, transmitting, and storing electricity through various technologies, including gas, nuclear, hydro, and wind power [2] - The company also provides grid, solar, and storage systems, along with software for energy management and optimization [2] Recent Developments - GE Vernova's stock recently experienced a 7% increase, making it the second-best performer in the S&P 500 [1] - The company announced its first onshore wind power upgrade agreement outside the United States, contributing to its recent stock rally [1] Strategic Focus - GE Vernova is developing small modular nuclear reactors aimed at providing continuous clean energy without reliance on federal government support [1] - The company is positioned as a serious player in the nuclear sector, contrasting with more speculative stocks in the market [1]

"Investing" in Oklo stock is an exercise in speculation.No two ways about it, Oklo (OKLO 2.27%) investors have had a very bad month.A developer of small modular nuclear reactors that can power artificial intelligence (AI) data centers, Oklo has benefited mightily from investor enthusiasm over AI stocks, anticipating there will be great demand for Oklo's brand of nuclear power to keep the AI revolution humming.Oklo stock hit an all-time-high price of $166 in mid-October, up ninefold in 12 months' time. The p ...

Core Viewpoint - Oklo's stock has experienced a significant pullback after reaching all-time highs, presenting a potential buying opportunity for investors interested in the small modular reactor (SMR) sector, which is gaining attention due to the increasing demand for clean energy and the growth of artificial intelligence [1][3][6] Company Overview - Oklo went public in 2024 through a merger with a special purpose acquisition company co-founded by Sam Altman, highlighting the interest in SMR technology as a solution for the growing energy needs of the AI industry [2] - The current stock price of Oklo is approximately $112.05, down from a peak of around $171, with a market capitalization of $17 billion [3] Market Dynamics - The hype surrounding AI and SMRs has led to a surge in stock prices for Oklo and other SMR companies like NuScale Power and Cameco, driven by the global demand for clean energy [4] - Despite the excitement, most SMR companies, including Oklo, still have relatively low market caps, indicating potential for significant valuation increases if SMR technologies achieve mass adoption [5] Future Outlook - Oklo has nonbinding order agreements with data center operators, suggesting a growing interest in its technology, but the company may not have a completed facility operational until 2030 [4][5] - Investors are encouraged to maintain a long-term perspective when considering Oklo shares, as the potential for short-term gains exists but may be accompanied by delays in technology deployment [6]

Core Insights - Palantir Technologies has seen its share price more than double year to date, but it is not the best-performing large-cap stock in the market [1] - The top-performing stocks include CoreWeave, Robinhood Markets, and Circle Internet Group, with year-to-date gains of 216%, 197%, and 182% respectively [2] - Analysts on Wall Street are generally skeptical about Palantir and other high-flying stocks, with a consensus 12-month price target for Palantir being 34% lower than its current share price [7][8] Performance Comparison - CoreWeave, Robinhood, and Circle Internet Group are among the top gainers, with significant ties to AI and financial services [3][4] - Other outperformers include NuScale Power, AST SpaceMobile, and Joby Aviation, which are involved in industrials and technology sectors [5] - AngloGold Ashanti is the only stock among the outperformers with a consensus price target reflecting positive upside potential, albeit minimal at less than 3% [9] Analyst Sentiment - The majority of analysts do not have favorable opinions on the stocks outperforming Palantir, with price targets for most being at least 30% below current share prices [8] - The skepticism is largely due to exorbitant valuations of these stocks, including Palantir [10] - AngloGold Ashanti's valuation is more attractive, trading at 10.4 times forward earnings, while Symbotic has a more reasonable price-to-sales ratio of 1.33 despite high earnings multiples [11]

Group 1: Company Overview - NuScale Power is an emerging player in the nuclear power industry, focusing on small modular reactors (SMRs) that are smaller, safer, and can be manufactured in a factory setting, thereby reducing costs [2][4] - The company holds the distinction of being the only SMR technology with U.S. Nuclear Regulatory Commission (NRC) design certification, giving it a competitive edge [4] Group 2: Commercialization and Market Potential - NuScale is working towards the commercialization of its product, with significant progress made and an agreement in principle with RoPower to provide six SMRs for a 462-megawatt nuclear power plant [6][8] - The successful deployment of its first reactor could lead to increased demand and a backlog of orders, significantly impacting the company's valuation on Wall Street [9] Group 3: Upcoming Milestones - Key updates to watch for include the progress on the first six reactors and the approval process for a larger reactor model in the U.S. [7] - The final decision from RoPower regarding the capital investment for the nuclear power plant is anticipated to be a pivotal moment for NuScale, marking its first official sale [8]