Quantum Leap Energy LLC plans to utilize technology acquired from One 30 Seven to develop Creber Units to process water-soluble nuclear waste by accelerating beta decay of radioactive waste, such as Cesium-137 and Strontium-90.There are currently 390,000 Metric Tons of radioactive waste globally, of which over 90,000 Metric Tons sit in the United States. [1]The total estimated liability for the Department of Energy failing to dispose of commercial spent fuel was estimated at $44.5 billion in 2024, not inclu ...

NEW YORK--(BUSINESS WIRE)--Hadron Energy, Inc. ("Hadron†), a cutting-edge innovator in Micro Modular Reactor ("MMR†) technology, announced today that it has received an official White House communication recognizing the company's critical role in strengthening U.S. energy resilience and national defense infrastructure. The correspondence arrived just days before the federal government shutdown, highlighting the bipartisan urgency of accelerating advanced nuclear deployment to meet the nation's. ...

We recently published Market Shockers: 10 Stocks Collapse by Double Digits. Oklo Inc. (NYSE:OKLO) is one of the best performers on Wednesday. Oklo extended its losing streak to a third straight day on Wednesday, shedding 13.86 percent to close at $120.12 apiece following criticisms from the Financial Times which profiled the company as a $20 billion nuclear startup without any revenues. The piece came after a whopping 500 percent jump in its  share prices over the past year, buoyed by the artificial inte ...

行业驱动因素 - 核能行业正迎来强劲复苏，主要受到三大增长动力驱动：前总统特朗普旨在重振该行业的政策、人工智能数据中心对可靠电力需求的激增，以及从化石燃料向清洁能源的长期结构性转变 [1] - 美国已是全球最大核能生产国，但特朗普计划到2050年将国家核电产能扩大四倍，并已签署多项行政命令以加速核反应堆许可、重启闲置反应堆、加快先进核反应堆项目审批并增加国内核燃料（铀）生产 [2] - 数据中心需求蓬勃增长是核电的一大推动力，核能在特朗普总统任期内备受关注 [8] 重点公司分析：Constellation Energy - 该公司是领先的无碳能源生产商，运营美国最大的核电机组，自2022年从Exelon分拆上市后专注于以核能为核心的清洁能源 [4][5] - 公司正以164亿美元现金加股票交易（包括Calpine的127亿美元债务）收购Calpine，交易完成后将创建一个装机容量近60吉瓦的低/无碳能源巨头，几乎是Constellation Energy在2024年底自有发电容量的两倍 [5] - 此次收购将扩大公司在快速增长的人工智能数据中心市场（如德克萨斯州）的版图，并立即增厚其盈利和现金流 [6] 公司业务动态 - Constellation Energy已签署一系列协议，显示出核能需求增长及公司潜力，例如去年与科技巨头微软签署了其有史以来最大的电力采购协议，将在20年内为微软数据中心供电，为此公司计划重启已关闭的三哩岛核电站1号机组 [7] - 今年6月，公司又与科技巨头Meta Platforms签署了另一份为期20年的核能电力采购协议 [7]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Former hedge fund manager and renowned CNBC TV host Jim Cramer is sounding the alarm on certain speculative pockets of the market, urging investors to sell into the “snapback” momentum if they haven’t already done so. Speculators Will ‘Not Go Down Without A Fight’ On Tuesday, Cramer cautioned investors that certain speculative plays in quantum computing, data centers, and nuclear energy, alongside gold an ...

We recently published 10 Firms Crashing Harder Than Wall Street. Oklo Inc. (NYSE:OKLO) is one of the worst performers on Tuesday. Oklo fell by 12.33 percent on Tuesday to finish at $139.44 apiece as investors mirrored an institutional investors’ unloading of an $8.49 million stake in the company. In a regulatory filing on Monday, Cathie Wood’s ARK Autonomous Tech ETF announced that it sold 53,353 shares in Oklo Inc. (NYSE:OKLO), having soared to a record high last week. Additionally, analysts said the d ...

文章核心观点 - 人工智能是巨大的投资机会，但其发展面临能源危机，为能源基础设施公司创造了机遇 [1][2][3] - 一家未被市场关注的公司，因其在能源基础设施领域的独特定位，可能成为AI能源需求激增的主要受益者 [3][6][7] - 该公司财务状况稳健，估值具有吸引力，并与多项宏观趋势（如AI、能源、制造业回流）紧密相连 [8][9][10][14] AI能源需求 - AI是耗电量最大的技术，每个大型语言模型数据中心耗电量堪比一座小型城市 [2] - AI正将全球电网推向极限，OpenAI创始人Sam Altman警告AI的未来取决于能源突破 [1][2] - Elon Musk预测明年AI将面临电力短缺 [2] 公司业务定位 - 公司拥有关键的能源基础设施资产，处于为AI能源需求激增提供电力的有利位置 [3][7] - 公司是全球少数能在石油、天然气、可再生燃料和工业基础设施领域执行大型复杂EPC项目的企业之一 [7] - 公司在美国液化天然气出口领域扮演关键角色，该行业预计将因政策而爆发 [5][7] - 公司在下一代清洁可靠能源——核能领域拥有独特的布局 [7][14] 公司财务状况 - 公司完全无负债，并拥有相当于其总市值近三分之一的巨额现金储备 [8] - 剔除现金和投资，公司市盈率低于7倍，估值极具吸引力 [10] - 公司持有另一家热门AI公司的巨额股权，为投资者提供了间接的AI增长敞口 [9] 宏观驱动因素 - AI基础设施超级周期正在形成 [14] - 政策推动的制造业回流潮 [5][14] - 美国液化天然气出口激增 [5][14]

文章核心观点 - 人工智能是巨大的投资机会，但其发展正面临能源危机，为能源基础设施领域创造了关键的投资机遇 [1][2][3] - 一家未被市场充分关注的公司，因其独特的资产组合和财务优势，被认为是能从AI能源需求激增中受益的潜在投资标的 [3][6][8] AI行业能源需求 - AI是历史上最耗电的技术，每个支持大型语言模型的数据中心耗电量堪比一座小型城市 [2] - AI的能源消耗正将全球电网推向极限，行业领袖发出警告，指出来年可能出现电力短缺 [1][2] 目标公司业务定位 - 公司并非芯片制造商或云平台，而是拥有关键的能源基础设施资产，定位为AI能源需求的“收费站” [3][4] - 业务横跨核能、液化天然气出口以及大型复杂工程总承包项目，处于AI、能源和制造业回流趋势的交汇点 [6][7][14] 公司财务与投资优势 - 公司完全无负债，并持有相当于其总市值近三分之一的巨额现金储备 [8] - 公司估值具有吸引力，剔除现金和投资后，交易市盈率低于7倍 [10] - 公司在一家热门AI公司持有大量股权，为投资者提供了间接参与多个AI增长引擎的机会 [9] 市场与政策驱动因素 - 华尔街正投入数百亿美元于人工智能领域 [2] - 美国制造业回流趋势以及特朗普政府推动的“美国优先”能源政策，预计将大幅增加对美国液化天然气出口和国内能源基础设施的需求 [5][7][14]

It sounds like something out of Silicon Valley: no revenue, no operating license, no signed customers — and yet, Oklo Inc (NASDAQ:OKLO) is worth more than $17 billion.Track OKLO stock here.The nuclear energy startup, as reported by The Financial Times, has become one of the market's most puzzling winners of 2025, considering its stock has risen more than 450% year-to-date.Read Also: Jim Cramer: Rare Earth Stocks Are On Fire — And That’s The ProblemA Startup Riding The AI Energy WaveOklo's promise lies in it ...

The company has no revenue and no reactors up and running. Investors are getting tired of waiting. ...