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Oklo has shed more than 70% from its peak while simultaneously landing federal AI-nuclear contracts and a massive hyperscaler pipeline that rivals see as the future of data center power. Whether that gap is a warning sign or a generational entry point comes down to one critical timeline.
(Bloomberg) -- The biggest US grid operator is about to learn how tight power supplies may get in coming years as the data-center boom sparks unprecedented electricity demand growth.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge FlatA Cocaine Bust in Spain Leads All the Way to Wall
Federal low-interest credit and long-term corporate purchase agreements are fundamentally transforming nuclear energy into a highly stable growth sector.
Constellation Energy (NasdaqGS:CEG) received a federal regulatory waiver that accelerates the restart timeline for its Three Mile Island, now Crane, nuclear plant. The company also agreed to acquire Calpine for US$16.4b, expanding its natural gas and clean power generation footprint. Both moves are described by the company as serving growing demand for carbon-free and reliable electricity, including from large tech and data center customers. Constellation Energy focuses on power generation...
FTSE 100 up 12 points at 10,343 UK inflation eases to 2.8% in April M&S, British Land, Experian, Severn Trent report results 12.59pm: Grocery analyst not a fan of Treasury food plan On the stories that the Treasury is asking major UK supermarkets to limit prices on some basic...
This week is peppered with potential market-moving events. Headlining are Tuesday’s inflation report, which will offer the latest glimpse of how the Iran war is affecting consumer prices, and President Trump’s long-awaited—and delayed—visit to China, with the war and tariffs likely to be central topics.
The major indexes stretched their winning streak to six weeks, the longest since October 2024. This week nine S&P 500 companies report results, including Constellation Energy on Monday, Cisco Systems on Wednesday, and Applied Materials on Thursday. The highlight of the economic calendar is the consumer price index, released by the Bureau of Labor Statistics on Tuesday.
Next week is peppered with potential market-moving events. Headlining are Tuesday’s inflation report, which will offer the latest glimpse of how the Iran war is lifting consumer prices, and President Trump’s long-awaited—and delayed—visit to China, with the war and tariffs likely to be central topics.
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