NuScale Jumps 11% While Oklo Falls: Why Investors Had Divergent Reactions to the Army’s Microreactor Initiative
The US Army launched "Janus" to deploy small nuclear reactors for secure military power. Companies will build them. Stock prices varied.
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Venture Global Shares Plunge as BP Wins Multi-Billion Dollar Potential Contract Breach Case
BP has won its arbitration case against Venture Global over the failure to deliver contracted LNG from the Calcasieu Pass plant. The ruling, which mandates a 2026 hearing for over $1 billion in damages, heightens VG’s financial exposure amid multiple ongoing claims.
US Solar Tariff Collection Temporarily Paused: What It Means for the Industry
US courts pause collection of billions in retroactive solar import duties while appeal proceeds, providing temporary relief to importers and manufacturers.
Canaccord Gives Oklo Stock $175 Price Target: Nuclear Energy Boom Ahead
Canaccord initiates Oklo coverage with Buy rating and $175 target, citing strong financing strategy and emerging nuclear energy growth opportunities.
HSBC Downgrades Bloom Energy Despite Bullish Outlook on Clean Tech
HSBC shifts Bloom Energy to Hold from Buy with $100 price target, citing valuation concerns despite optimism about U.S. clean tech sector's new growth cycle.
Fermi Rides AI Energy Wave to $19.3 Billion Debut Amidst Race for Power
Amarillo, Texas-based Fermi Inc., co-founded by Rick Perry, saw shares surge 55% in its IPO, capitalizing on the booming demand for power infrastructure to support global AI growth, despite lacking current revenue.