Altman "launching a Satellite": will demonstrate nuclear fusion breakthrough "soon".
Altman predicts that his invested company Helion will soon demonstrate net energy gain nuclear fusion. Net energy gain nuclear fusion is regarded as an important milestone in achieving controllable nuclear fusion power generation. Despite breakthroughs in the scientific community, the Industry generally believes that the goal of generating Energy through fusion is still far away.
F3 Uranium Settles Interest Debt With Denison Mines via Shares Issuance
Scotiabank Maintains Denison Mines(DNN.US) With Buy Rating, Raises Target Price to $3.31
AI consumes more electricity? Current forecasts are too conservative! The US Energy Department predicts that the electrical utilities demand from datacenters will grow approximately 2-3 times by 2028.
Considering the growing demand for AI Servers, the US Energy Department predicts that from 2023 to 2028, the Electrical Utilities demand of Datacenters in the United States is expected to grow by 13-27% each year, higher than the 15% forecasted by many Institutions.
AI will continue to "promote" in 2025, and these Nuclear Power stocks are favored by Wall Street.
① At the beginning of the New Year, Nuclear Power stocks surged rapidly driven by new Trade activities, and Wall Street Analysts expect promising future growth propelled by the AI boom. ② UBS Group Analysts predict that Nuclear Power stocks such as Constellation Energy, Vistra, and Talen Energy will see an average increase of 29% by 2025 due to surging AI-related Electrical Utilities demand.
Weekend reading | The four major companies in the USA are taking action on Nuclear Power: Microsoft restarts Three Mile Island, Google partners with nuclear newcomers, Amazon will invest 0.5 billion dollars, and Meta has issued a call for Nuclear Power pr
In 2024, among the five major Technology giants in the USA, Microsoft, Google, Amazon, and Meta are frequently active in the field of Nuclear Power layout.
Denison Mines' Unusual Options Activity Bodes Well for Nuclear Energy Stocks
Express News | The US stock Nuclear Power stock CEG surged nearly 6%, receiving a 1 billion dollar Energy agreement from the USA.
Is Denison Mines Corp. (DNN) the Best Penny Stock to Buy for 2025?
Technology giants are competing to deploy! By 2025, Nuclear Power stocks are expected to break through and may become the next battleground for AI.
The horn of the AI era has sounded, and technology giants are laying out their strategies, while the trend of 'cross-border' is becoming increasingly strong.
Uranium Market Outlook: Tightening Supply and Rising Demand Point to Price Surge | TSX:DML
Even opponents can be a boost! Trump may still ultimately be Bullish for clean Energy?
① For a long time, Trump has had a contentious relationship with the NENGYUANHANGYE in the USA; ② however, some industry insiders indicate that Trump's ascendance may not only bring Bearish impacts for the clean energy sector...
Foremost Clean Energy Announces Approval of the Winston Gold and Silver Spin-Out and Additional Results From AGSM
Too much increase! Hedge Funds are starting to reduce their holdings in USA Nuclear Power stocks.
Recently, with the strong rebound of Nuclear Power stocks, some hedge fund managers have started to be cautious about their high valuations and have reduced their exposure to Nuclear Power stocks. However, Guy Keller, the portfolio manager at Tribeca, also stated that he would never establish short positions.
Does This Valuation Of Denison Mines Corp. (TSE:DML) Imply Investors Are Overpaying?
AI has become a "power-hungry monster"! U.S. regulatory institutions warn that some areas may face electrical utilities shortages as early as next year.
① The American Electric Power regulatory agency NERC warned on Tuesday that the North American power grid faces "serious reliability challenges" due to generation not keeping up with the increasing demand from AI; ② NERC found that the surge in electricity consumption in the next decade, along with the closure of coal-fired power plants, will put immense pressure on the power grids of the United States and Canada.
National Bank of Canada Provides Top Picks for Uranium, Lithium Sectors
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.
Under pressure from the threat of Trump's trade war? Canada is considering imposing tariffs on Uranium, oil, and potash as retaliation.
Canada is the largest external source of oil supply for the USA and also the largest external source of Uranium for USA nuclear power plants. The potash produced in the western provinces of Canada is an important source of fertilizer for USA farms. The media reports that imposing export taxes on these Commodities is Canada's most desperate choice, and Canada is more likely to impose retaliatory tariffs on imported USA-manufactured goods, as well as implement export controls on certain Canadian products.
Canada is considering imposing export taxes on Commodities such as Uranium to respond to the trade war initiated by Trump.
① Canada is researching imposing taxes on exports to the USA in response to Trump's potential trade war, including Uranium, oil, and potash; ② The Canadian government may first implement retaliatory tariffs and export controls, reserving taxation as a last resort; ③ If the USA exempts only Energy products, this situation may also prompt Canada to impose export taxes.