AI Energy Stocks Jump as Call Buying Explodes
AI-linked energy stocks surged Thursday as traders piled into call options on Oklo, NuScale, and Bloom Energy. Nuclear hype and renewed speculative interest are driving the move.
/ 5 items
#SMR↓
Starboard Takes 5% Fluor Stake, Targets NuScale Value
Activist investor Starboard Value acquires 5% stake in Fluor Corp, pushing for strategic changes to unlock value from its NuScale Power holdings amid AI-driven energy demand surge.
Citi Downgrade: NuScale Power Faces Major Headwinds and Valuation Concerns
Citi downgrades NuScale Power to Sell with $37.50 target, citing Fluor sale risks, overvaluation, and significant ENTRA1 payment obligations that could reshape SMR's financial outlook.
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.
TVA, ENTRA1, and NuScale Power Announce Landmark 6 GW Nuclear Expansion
TVA, ENTRA1, & NuScale partner for 6 GW SMR nuclear expansion to power 4.5M homes or 60 data centers. This public-private initiative boosts energy security, meets soaring demand from AI/tech, and validates NuScale's SMR technology.