A massive surge in global power demand, driven by the insatiable energy needs of artificial intelligence, is set to ignite what experts are calling a “historic energy transition.”Power Demand To Jump 30% By 2035Global power demand is projected to skyrocket by 30% by 2035, according to a recent analysis by The Kobeissi Letter. The primary catalyst for this surge is data centers, whose share of total power use is expected to more than double from its current 1.5% to 3.5% as AI adoption accelerates.This unprec ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

BWX Technologies (NYSE:BWXT) Q3 2025 Earnings Call November 03, 2025 05:00 PM ET Company ParticipantsRex Geveden - President and CEOChase Jacobson - VP of Investor RelationsMike Fitzgerald - SVP and CFOConference Call ParticipantsAlexander Preston - AnalystJed Dorsheimer - AnalystJeffrey Campbell - AnalystAndre Madrid - AnalystMichael Ciarmoli - AnalystNone - AnalystPete Skibitski - AnalystScott Deuschle - AnalystPeter Arment - AnalystJeff Grampp - AnalystOperatorLadies and gentlemen, welcome to BWX Technol ...

BWX (NYSE:BWXT) Q3 2025 Earnings Call November 03, 2025 05:00 PM ET Speaker3Ladies and gentlemen, welcome to BWX Technologies' third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. Following the company's prepared remarks, we will conduct a question-and-answer session, and instructions will be given at that time. I would now like to turn the call over to our host, Chase Jacobson, BWX Technologies' Vice President of Investor Relations. Please go ahead.Speaker0 ...

Our Purpose: We employ nuclear technology to solve some of the world's most important problems Our Mission: We provide safe and effective nuclear solutions for global security, clean energy, environmental remediation, nuclear medicine, and space exploration Commitment to innovation, operational excellence, a strong safety record, and a focus on ensuring the highest ESG standards BWX Technologies, Inc. ("BWXT") cautions that statements in this presentation that are forward-looking and provide other than hist ...

Photo illustration by Cheng Xin/Getty ImagesGetty ImagesOklo Inc. (NYSE: OKLO) currently holds a valuation on paper greater than that of certain well-established energy firms — despite the fact that it has not yet generated any revenue. In a matter of months, this Silicon Valley-style nuclear startup has surged into the forefront of the market, earning comparisons to Tesla during its nascent years and eliciting skepticism similar to that seen during the 2021 SPAC boom.What exactly is fueling this surge — an ...

核心公司业绩与预期 - BWX Technologies将于周一盘后公布第三季度财报 市场预期其每股收益增长24%至85美分 营收增长18%至7934亿美元 [1] - 分析师建议投资者增加对核能领域公司BWX Technologies的敞口 该公司是美国海军主要核反应堆供应商 [1] 核能行业动态与合作 - 铀矿公司Cameco于10月28日周二早些时候宣布与美国政府建立核能合作伙伴关系 [1][2] - 相关报道指出Cameco旗下的西屋公司成为特朗普推动核能政策的主要受益者 [1] 市场表现与投资机会 - 铀矿商Cameco的股价突破并形成罕见基底 显示出新的买入机会和看涨指标 [4] - 科技股仍为市场领头羊 纳斯达克指数延续涨势 BWX Tech等公司受市场关注 [4]

I have been positive and pleasantly surprised by the performance of the nuclear supply chain for a few years, starting with uranium miners such as Cameco Corporation ( CCJ ), BWX Technologies, Inc. (Experience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, compreh ...

I have been positive and pleasantly surprised by the performance of the nuclear supply chain for a few years, starting with uranium miners such as Cameco Corporation ( CCJ ), BWX Technologies, Inc. (Experience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, compreh ...

Key Points Oklo's compact reactors could power data centers, military camps, mining sites, and other off-grid areas. Bloom's fuel cells can provide reliable 24/7 power to hospitals, manufacturing plants, and utilities. QuantumScape's solid-state batteries could make electric vehicles cheaper and more durable. 10 stocks we like better than QuantumScape › In 2023, the worldwide clean energy market was estimated to be about $0.7 trillion, according to a report from Allied Market Research. That same ...