AI exacerbates supply and demand tightness, and Uranium prices hit a record high.

Recently, the price of Uranium reactor fuel has soared to a historic high.

Zhitong FinanceJan 12 14:26

Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...

Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.

wallstreetcnJan 10 16:47

Major companies are clustering to develop "micro reactors", is the spring of the nuclear energy Industry coming?

The goal of micro-reactors is to replace diesel and Henry Hub Natural Gas generators, which are widely used in Datacenters, remote Communities, and offshore Oil & Gas platforms. The output power of micro-reactors is typically around 20 megawatts, sufficient to power approximately 20,000 households.

wallstreetcnJan 10 07:12

USA nuclear energy companies are competing to develop micro-reactors that are small enough to fit into shipping containers.

① Westinghouse is developing heat pipe cooling eVinci micro-reactors to provide Energy for remote areas, mining operations, Datacenters, etc., as a replacement for diesel Generators; ② The micro-reactor market is still emerging but faces challenges regarding safe construction, Transportation, and running, and the International Atomic Energy Institutions may release brand new safety standards.

cls.cnJan 9 18:57

Is NexGen Energy Ltd. (NXE) the Best Uranium Stock to Invest In Now?

Yahoo FinanceJan 9 04:31

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.

wallstreetcnJan 7 10:25