Nuclear Renaissance: AI's Power Hunger & SMR Stocks
Business & Finance News Today | 2 Min News | The Daily News Now! · The Daily News Now!
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Show Notes
Bank of America analysts predict a nuclear renaissance, driven by AIs escalating electricity demands. They highlight NuScale Power (SMR) and Oklo as promising small modular reactor stocks. NuScale, with a market cap of $3.7 billion, has seen a third drop since January but could surge with a potential $10 trillion nuclear market. Oklo, at $9 billion, has deals with tech giants and aims for deployment by 2027. Despite execution risks, these stocks are poised to benefit from the AI boom and growing power needs.
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