Group 1: OKLO and Nuclear Power - Oklo Inc. Class A stock saw over 25% weekly gains after entering an ATM equity distribution agreement to issue up to $1.50 billion in common stock for financing its small modular reactor technology, particularly for AI data centers [1] Group 2: Natural Gas Market - The ProShares Ultra Bloomberg Natural Gas ETF (BOIL) gained more than 22% in the last week as U.S. natural gas prices surged to a three-year high due to intense winter cold and increasing export flows [2] Group 3: Cannabis Industry - The AdvisorShares MSOS Daily Leveraged ETF (MSOX) achieved approximately 21% weekly return, driven by a major acquisition announcement in Europe and positive sentiment regarding potential U.S. federal policy changes in the cannabis sector [3] Group 4: Palantir Technologies - Palantir Technologies' stock price increased significantly, supported by enthusiasm for its AI product suite and strong growth in both government and commercial sectors [4] Group 5: Semiconductor Sector - The Direxion Daily Semiconductor Bull 3x Shares (SOXL) recorded over 12% returns last week, benefiting from AI momentum and a stronger-than-expected decline in inflation expectations [5] Group 6: Quantum Computing - The Defiance Daily Target 2X Long IONQ ETF (IONX) was driven by renewed momentum in the quantum computing sector, with notable commentary from Nobel laureate John Martinis on China's advancements in this field [6] Group 7: Transportation Sector - The Direxion Daily Transportation Bull 3X Shares (TPOR) returned approximately 11.6% last week, fueled by optimism around stabilizing trade policies, improving freight rates, and strong e-commerce demand [7] Group 8: Tesla and AI Chips - The Direxion Daily TSLA Bull 2X Shares (TSLL) featured approximately 11% returns as Tesla's stock jumped following CEO Elon Musk's announcement about plans to manufacture AI chips at unprecedented volumes [8] Group 9: S&P 500 Performance - The Direxion Daily S&P 500 High Beta Bull 3X Shares (HIBL) provided 3x leveraged exposure to high-beta stocks, with the S&P 500 gaining due to investor expectations of an interest rate cut by the Federal Reserve and strong individual stock performances [9] Group 10: South Korean Market - The Direxion MSCI Daily South Korea Bull 3X Shares (KORU) saw significant performance due to global enthusiasm for AI and advanced chips, benefiting major companies like Samsung Electronics and SK Hynix [10]

Core Insights - NuScale Power Corporation is experiencing growth due to rising energy demands from data centers, particularly those supporting advanced AI systems [1][11] - Data centers are projected to triple their energy consumption over the next three years, potentially accounting for 12% of U.S. electricity consumption by 2028, creating significant opportunities for NuScale Power [2] - Major technology companies like Meta, Microsoft, Alphabet, and Oracle are increasingly committing to nuclear energy and SMR technology to meet sustainability goals, enhancing NuScale Power's market position [3][4] Industry Dynamics - NuScale Power's small modular reactor (SMR) technology provides consistent, carbon-free energy, aligning with the needs of hyperscale data centers [2][11] - The company has established a strong manufacturing ecosystem and strategic partnerships, such as with ENTRA1, positioning it well to meet global energy needs [5][11] - Competition in the nuclear energy sector is intensifying, with companies like Oklo and Constellation Energy also targeting the growing energy demands of data centers [6] Competitive Landscape - Oklo has formed a collaboration with Vertiv to develop advanced power and thermal management solutions for data centers, utilizing onsite nuclear power plants [7] - Constellation Energy has secured a 20-year power purchase agreement with Meta to supply nuclear power for AI data centers, starting in 2027, which will support Meta's growth and sustainability efforts [8] Financial Performance - NuScale Power's stock has surged 86.8% year-to-date, outperforming the Zacks Computer & Technology sector and the Zacks Electronics-Power Generation industry [9] - The stock is currently trading at a premium, with a forward 12-month Price/Sales ratio of 79.24X compared to the sector's 6.56X, indicating a high valuation [12] - The Zacks Consensus Estimate for 2025 indicates a loss of 46 cents per share, which has widened recently, while the company reported earnings of 42 cents per share in the previous year [14]