Several nuclear power stocks surged to a record high, with AI driving the "nuclear power renaissance".
Small modular reactors (SMRs) operators are confident in the future, believing that the entry of technology giants is a "game changer." However, the market still has doubts about SMRs and even the entire nuclear energy industry, "any experimental nuclear technology destined to achieve safe and reliable commercial operation is bound to be a bumpy road".
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The U.S. presidential election is in full swing! The 'Trump & Harris trade' jointly refers to a new blue ocean of infrastructure investment.
As the November 5th US presidential election day approaches, the "Trump trade" and "Harris trade" once again become the focus in the US stock market.
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The nuclear energy investment boom is sweeping the globe, with the long-forgotten "uranium" returning to the investment radar.
American technology giants such as Amazon, Microsoft, and Google have all set their sights on nuclear energy, which combines clean, efficient, and stable attributes.
Technology giants are competing to invest, and nuclear energy stocks are booming! The stock price of this company has surged nearly 480% within the year.
AI giants crazily investing in nuclear power have created nuclear power stocks more bullish than nvidia.
J.P. Morgan Initiates Constellation Energy(CEG.US) With Buy Rating, Announces Target Price $342
Express News | Constellation Energy Corp : JP Morgan Initiates Coverage With Overweight Rating; Price Target $342
Nuclear power stocks are soaring across the board! Technology giants are competing to invest in nuclear energy to power datacenters, causing this company to surge 40% overnight.
Amazon has become the latest tech giant to bet on nuclear energy, including investing over $0.5 billion in developing small modular reactors (SMRs). Google also signed a power purchase agreement with a US nuclear energy company on Monday, bullish on the "fast and safe" power supply of SMRs. Companies developing new nuclear power technologies like Oklo, invested by OpenAI CEO Altman, and NuScale Power, surged about 40% on Wednesday.