The stock market response to emerging technologies can sometimes be volatile as innovations themselves. A recent example of this happened on January 27, 2025, when he struck the sale of the nuclear energy sector. This sudden stagnation has been turned on the news surrounding Deepseek, a new artificial intelligence model (AI) that promotes its consumption that is likely to be in the energy field compared to existing artificial intelligence technologies.
The market, apparently fear that less attractive artificial intelligence can reduce the need for energy production, was a negative reaction, which affects companies in the energy sector. However, a careful examination indicates that this market decline represents a significant amount of amounts, and blocks the constant and long -term nuclear growth report.
This temporary stagnation can be a strategic entry point mainly in sound companies, which are well placed to take advantage of the continuous global demand for carbon -free loading power.
Beyond the algorithm: exposing deep panic
While artificial energy consumption, including large language models and data centers, is a valid source of concern, it is only one piece of global energy puzzle. The market’s reaction to the entrance to Dembek ignores more important factors that affect the future of energy. The International Energy Agency (IEA) expects the use of standard nuclear energy, with a focus on continuous and increasing demand on the clean energy sources that can be relied upon worldwide.
Energy demand, especially reliable loading power, is escalating due to many important trends that have nothing to do with the development of artificial intelligence. The main factor is an industrial electricity, as industries are increasingly turning into electric powered operations and avoiding fossil fuels.
This transformation requires a fixed and large source of electricity. In addition, the growing global urbanization and population in cities also leads the energy demand. Moreover, carbon removal efforts to address climate change provokes a global transformation of fossil fuels from which carbon is emitting to the most clean and more renewable energy sources.
Nuclear energy plays a decisive role in this transition as a developmental and developable source of carbon -free Baseload.
In increasingly unpredictable global terrain, countries give priority to energy security to ensure stable and reliable energy sources. This reduces dependence on the fluctuation of global markets and unstable regions.
Through effective fuel and its extended operational age, nuclear energy is one of the strategic assets to achieve energy independence. This feeling of recent comments from facilities, reactor developers and industrial energy users, who extend financial support to ensure future access to clean, reliable and developed nuclear energy.
Strategic entry point: Three companies, one bright future
DIP has created a convincing scenario in the last market where strong companies are now circulating in a discount, and perhaps separate from their fundamental value and long -term growth prospects. For investors who have a long -term horizon, this offers an opportunity to buy a strategy.
Decimal strength: a pioneer in the future of nuclear
Nuscale strength today
Nuscale power
- 52 weeks
- $ 2.45
▼
32.30 dollars
- The target price
- 11.42 dollars
Nuscale power Nyse: smr It is at the forefront of the development of the nuclear industry, the development and marketing of small normative reactors (SMRS). These innovative reactors are smaller and more flexible than traditional nuclear reactors. Its standard design allows the manufacture of factories and spread faster and more effective, making it an attractive choice for a variety of applications.
Like other companies in this sector, Nuscale shares have seen a sharp decrease on January 27, with a decrease in about 27.9 %. However, it quickly began to recover, indicating flexibility and suggesting a possible market correction. Despite this volatility, Nuscale shares remain more than 20 % on an annual and about 600 % during the full year, reflecting the basic investor confidence.
The unique Nuscale feature comes in the SMR market from being the only company to have the approval of designing and issuing certificates in the American Nuclear Regulatory Committee (NRC). This organizational landmark verifies the health of technology integrity and its metal capacity, with highlighting the leadership of Nuscale in the fast -growing market.
The company is actively manufacturing decimal power units and long time components. Standard Power Nuscale has ordered the provision of 24 SMRS for two projects in the data center, indicating the interest of the growing technology sector in nuclear energy despite the efficiency of the typical energy intelligence.
Consis -energy: installed nuclear power
Energy of today’s constellation
Constellation
- 52 weeks
- 121.36 dollars
▼
352.00 dollars
- Profit
- 0.46 %
- P/E ratio.
- 33.54
- The target price
- 289.86 dollars
Constellation Nasdak: CEG It is the largest nuclear power plant in the United States. This position provides a stable basis for the company, consistent revenue flows, and a wealth of operational experience. The constellation arrow also saw a decrease, as it decreased about 20.85 % on January 27. However, it has also shown signs of recovery and remains higher than a year to another over the past year, while highlighting the market confidence in its main strength.
The financial performance of Constellation Energy enhances its strong position. Its profits report for the third quarter of 2024 (Q3 2024) revealed a net of $ 3.82 GAAP income per share and a modified operating profit of $ 2.74 per share. Driven by this powerful performance, Constellation raised the all-in-law’s operating profit instructions in the entire 2024 to a range of $ 8.00 -8.40 dollars per share. These numbers show a constellation’s ability to generate great profits and confidence in their future performance.
Through the important development of the constellation is the 20 -year power purchase agreement (PPA) with Microsoft to restart the Three Mile unit, whose name has now been changed to the Crane Clean Energy Center. This agreement emphasizes the increasing demand for clean energy from major companies and highlights the strategic capacity of Constellation to take advantage of its current assets to meet this demand. The Crane Clean Energy Center is also expected to be qualified to obtain clean, neutral electricity for technology, PTC (45Y) stipulated in the IRA (IRA) law in the first 10 years of its operation, enhancing its financial capabilities.
Cameco Corporation: Nuclear Renaissance fuel
Kamco today
- 52 weeks
- 35.43 dollars
▼
62.55 dollars
- Profit
- 0.24 %
- P/E ratio.
- 264.79
- The target price
- 66.56 dollars
Cameco Corporation NYSE: CCJ It is one of the largest uranium producers in the world, providing the basic fuel for nuclear power plants worldwide. As such, it plays an important role in the nuclear power supply chain. Cameco arrow witnessed a decrease on January 27, as it decreased about 15.32 %. While showing some recovery, its performance reflects from year to the date of the broader market morale, as it decreased by approximately 3.4 %.
Despite the recent decline, Cameco Q3 2024 financial results show their strong operational performance and positive expectations. The company has reported the growth of revenues and the increase in net profits, driven by favorable market conditions and high uranium prices.
In recognition of the strength of its business and industry prospects in the long term, the Cameco Board of Directors announced an increase in the distribution of annual profits for 2024 at a value of $ 0.16 per joint share and plans to raise profits to $ 0.24 per share by 2026. Nuclear energy, CAMECO raised the forecast of uranium production for 2024.
The opportunity in nuclear weapons
The recent decline in nuclear power stocks, caused by concerns about the energy efficiency of Deepseek Ai, appears to be an exaggerated reaction to the market. There is no doubt that the use of artificial intelligence energy is a factor that must be taken into account, but it is important to see it in the context of general global demand. The continuous need for clean and reliable energy will continue to increase growth in the nuclear industry.
The current market provides a convincing investment opportunity for companies that make up the future of energy. The nuclear sector suffers from increased support, and companies in this sector are ready to meet the increasing global energy requirements. These common factors now make an ideal time for investors to take advantage of the long -term growth capabilities of nuclear power.
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