Quantum Computing, BlackBerry And Lucid Group Are Among Top Mid Cap Gainers Last Week (December 16-20): Are The Others In Your Portfolio?
Express News | U.S. Data Center Power Use Could Account For As Much As 12% Of Total U.S Electricity Consumption; Data Center Power Demand Could Nearly Triple By 2028
Options Corner: Play Both Sides Of Uranium Energy With A Long Straddle
Oklo Shares Are Trading Higher After Wedbush Initiated Coverage on the Stock With an Outperform Rating on the Stock and Announced a $25 Price Target.
Oklo Business Model Supports Recurring Revenues, AI Revolution Creates Elevated Demand
Oklo Analyst Ratings
OKLO under Altman has signed a historic power supply L with a datacenter giant! The stock price rose 13% in pre-market trading.
On Wednesday, Oklo, a nuclear energy startup supported by OpenAI CEO Sam Altman, announced that it has reached a framework agreement with Datacenter operator Switch to plan the deployment of a 12 GW Oklo Aurora Nuclear Power project for the datacenter by 2044. This news led to a surge of 13% for Oklo in pre-market trading on Wednesday, although it retraced some of the gains after the market opened.
Oklo Flew Wednesday Morning, Then Pulled Back
Oklo Shares Are Trading Higher After the Company and Switch Signed a Non-binding Master Power Agreement to Deploy 12 Gigawatts of Oklo Aurora Powerhouse Projects Through 2044.
Oklo And Switch Partner To Deploy 12 GW Of Advanced Nuclear Power
Market-Moving News for December 18th
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Uranium Miners ETF (URA) Correction Should Find Support
Traders Turn Most Bullish on Gasoline in Eight Months, as Stockpiles Seen Shrinking
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.
If Trump Starts A Trade War, Canada Could Impose Export Taxes On Oil, Uranium: Report
Under pressure from the threat of Trump's trade war? Canada is considering imposing tariffs on Uranium, oil, and potash as retaliation.
Canada is the largest external source of oil supply for the USA and also the largest external source of Uranium for USA nuclear power plants. The potash produced in the western provinces of Canada is an important source of fertilizer for USA farms. The media reports that imposing export taxes on these Commodities is Canada's most desperate choice, and Canada is more likely to impose retaliatory tariffs on imported USA-manufactured goods, as well as implement export controls on certain Canadian products.
Canada is considering imposing export taxes on Commodities such as Uranium to respond to the trade war initiated by Trump.
① Canada is researching imposing taxes on exports to the USA in response to Trump's potential trade war, including Uranium, oil, and potash; ② The Canadian government may first implement retaliatory tariffs and export controls, reserving taxation as a last resort; ③ If the USA exempts only Energy products, this situation may also prompt Canada to impose export taxes.
2025 Investment Themes: AI, Energy, Defense Redefine US Markets