Nuclear Energy Wins New Fans -- Even in New York State -- Barrons.com
s&p 500 is expected to reach 7000 points! Optimistic sentiment spreads on Wall Street, these industries may become the new hotspots!
From the recent us stock market trend, the three major "frontier technology" sectors are performing extremely strong, which are quantum computing, space satellite, and nuclear power concept stocks.
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Is NuScale Power Stock a Buy?
J.P. Morgan Forecasts Lower Oil Prices in Trump's Upcoming Term
Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
Unpacking the Latest Options Trading Trends in NuScale Power
NuScale Power Corporation Announces Redemption of Warrants
Morgan Stanley: It is time to be bullish on uranium prices.
Morgan Stanley stated that the decline in mining output has reduced global uranium supply. Additionally, Russia has issued a ban on the export of enriched uranium to the usa, and if the eu is also included in the ban, it may exacerbate the tightness of global uranium supply.
Right For Malaysia's Energy Transition To Include Nuclear
Russia's 'uranium restrictions', nuclear power stocks surge, hedge fund king Griffin provides assistance: I have invested in nuclear power, this is the future
Russia's restriction on the export of concentrated uranium to the usa may pose supply risks to the utilities operating american reactors, which supply nearly one-fifth of the usa's electrical utilities. Last month, Griffin participated in a $0.5 billion financing for the small modular reactor (SMR) developer X-Energy, led by amazon.
U.S. Small Caps Finish Mixed As NuScale Power Lead, Energy Recovery Lags
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"Advanced Nuclear Technologies Request For Information Announced To Gauge Market Interest; Seeks To Identify Entities Pursuing Or Interested In Potential Role In Development Of Advanced Nuclear Energy In New York" - NYSERDA
Uranium Prices Rise After Russia Temporarily Limits Supplies to U.S.
Appalachian Power Explores Small Modular Reactors To Meet Future Energy Demand In Virginia
Jim Cramer Says These 10 'Frothy' Stocks Are Up Over 200% YTD, Including Rocket Lab, Palantir, And Carvana: Here's What He Suggests Investors Can Do For 'Terrific' Long-Term Returns
Craig-Hallum Maintains NuScale Power(SMR.US) With Buy Rating
NuScale Power (SMR) Gets a Buy From Craig-Hallum