How much electricity does AI consume? Technology stocks have a small nuclear reactor in every pair of hands.
Although there are currently no specific numbers indicating the demand for AI in electrical utilities, the market's recognition of the power consumption of AI servers is highly logical, such as the most widely discussed restarting of nuclear power plants or increasing the construction of nuclear power plants.
Nuclear Stocks Are Tumbling Monday: What's Going On?
Shares of Nuclear Stocks Are Trading Lower as Talen Stock Falls After the Federal Energy Regulatory Commission Rejected the Amended Susquehanna Interconnection Service Agreement to Increase Co-located Load Capacity at the Susquehanna Nuclear Power...
USA's nuclear power + datacenter speculation logic encounters regulatory crackdown, many stocks that doubled within the year suffered setbacks.
The US energy regulatory agency FERC rejected Talen Energy's proposal to increase power supply to Amazon datacenters, which involved a landmark trade of 'nuclear power plant + datacenter'; As a result, stocks of Talen Energy, Consolidation Energy, and other related companies tumbled.
Daily options tracking | Included in the Dow Jones component stocks! Nvidia rose 2% most profitable with call options doubling in a single day; "Audit Scandal" unfinished, super micro computer put options skyrocketing for consecutive days.
Amazon's performance surged by 6% after the earnings report, with large investors betting on selling put options and being bullish. The largest single transaction involved $2.7 million; China's large cap stock ETF experienced a sharp increase in implied volatility levels, as the market awaits the expected outcome.
Lightbridge | 10-Q: Q3 2024 Earnings Report