Corn futures are facing Tuesday pressure at midday, with contracts down 3 to 5 ¼ cents. The CmdtyView national average Cash Corn price is down 5 ¼ cents to $4.18 1/4. Export Inspections data showed 1.582 MT (62.27 mbu) of corn shipped in the week that ended on May 21. That was up 11.43% from last week and 13.01% higher than the same week last year. Mexico was the top destination of 406,078 MT, wit...
Corn futures are facing Tuesday pressure at midday, with contracts down 3 to 5 ¼ cents. The CmdtyView national average Cash Corn price is down 5 ¼ cents to $4.18 1/4. Export Inspections data showed 1.582 MT (62.27 mbu) of corn shipped in the week that ended on May 21. That was up 11.43% from last week and 13.01% higher than the same week last year. Mexico was the top destination of 406,078 MT, with 274,937 MT to Japan and 260,620 MT to South Korea. Marketing year shipments have totaled 60.18 MMT (2.369 bbu), which is up 28.03% yr/yr. Don’t Miss a Day: Analysts surveyed by Reuters are looking for the US corn crop to e near 89% planted as of Sunday ahead of this afternoon’s Crop Progress report. The weekly CFTC update from Friday showed managed money trimming back their net long by 6,129 contracts in the week ending on 5/19. That took their net long position in corn futures and options to 293,354 contracts. Jul 26 Corn is at $4.58, down 5 1/4 cents, Nearby Cash is at $4.18 1/4, down 5 1/4 cents, Sep 26 Corn is at $4.64 3/4, down 5 cents, Dec 26 Corn is at $4.83, down 3 1/2 cents, New Crop Cash is at $4.35 3/4, down 4 1/2 cents, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Watch Video of the Panel Below, or Click HERE: CorpGov hosted the second Princeton CorpGov Forum on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, entertainment and the fin...
Watch Video of the Panel Below, or Click HERE: CorpGov hosted the second Princeton CorpGov Forum on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, entertainment and the finance of college sports. Princeton endowment growth: Princeton’s endowment grew from ~$4B (1995) to ~$40B today, funding about 50% of operations. Long-term investing: Endowments leverage long time horizons to invest heavily in alternative assets like private equity and venture capital. Private equity case: Private equity offers access to high-growth sectors and higher returns, but manager selection is critical. Liquidity challenges: Alternative investments are illiquid and long-term, requiring careful cash flow and spending management. 5% rule debate: Panelists questioned whether endowments and foundations save too much for the future vs. spending more today. Speakers and Notable Attendees
kmatija Innovative Industrial Properties ( IIPR ), also known as IIP, fully repaid its outstanding $282M of 5.50% senior notes due May 2026, satisfying a significant public debt maturity, the company said Tuesday. The repayment was made with cash on hand, availability under IIP's revolving credit facilities, and proceeds from recently closed term loans. " As part of this process, we have added mul...
kmatija Innovative Industrial Properties ( IIPR ), also known as IIP, fully repaid its outstanding $282M of 5.50% senior notes due May 2026, satisfying a significant public debt maturity, the company said Tuesday. The repayment was made with cash on hand, availability under IIP's revolving credit facilities, and proceeds from recently closed term loans. " As part of this process, we have added multiple new lending relationships to the Company that provided attractively priced debt capital at a blended interest rate of approximately 8.3%, Executive Chairman Alan Gold said. " With this obligation now behind us, we have strengthened our already strong balance sheet and positioned us to focus on strategic growth opportunities." Innovative Industrial Properties ( IIPR ) stock dipped 1.2% in late Tuesday trading. Earlier this month, the company said it had expected several financing transactions totaling almost $130M, including a $56.5M financing at 8.75%. More on Innovative Industrial Properties Innovative Industrial Properties: Dual Beats And Fat Dividend Yield From Most Undervalued REIT Innovative Industrial Properties: Gradual Recovery That I Believe In Innovative Industrial Properties: Medical Cannabis Rescheduling Implies Bottoming Tenant Default Risks - Reiterate Buy IIPR expects nearly $130M financings at just over 8% blended rate ahead of May bond maturity Innovative Industrial Properties stock drifts up after Q1 earnings, revenue beat
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of large-cap consumer discretionary companies with ...
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of large-cap consumer discretionary companies with market capitalizations above $10B, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring the stocks that strengthened their fundamentals as well as those that lagged behind. Top-quant rated stocks: General Motors ( GM ), Quant Rating: 4.80 , Strong Buy. JD.com ( JD ), Quant Rating: 4.73 , Strong Buy. Compass Group ( CMPGY ), Quant Rating: 4.57 , Strong Buy. Continental Aktiengesellschaft ( CTTAY ), Quant Rating: 4.50 , Strong Buy. Amer Sports ( AS ), Quant Rating: 4.14 , Buy. Bottom quant rated stocks: Flutter Entertainment ( FLUT ), Quant Rating: 1.33 , Strong Sell. Hermès International ( HESAY ), Quant Rating: 1.40 , Strong Sell. Somnigroup International ( SGI ), Quant Rating: 1.44 , Strong Sell. Tractor Supply ( TSCO ), Quant Rating: 1.46 , Strong Sell. TopBuild ( BLD ), Quant Rating: 1.57 , Sell. More on General Motors, Compass Group PLC, etc. Hermès: A Historically Rare 40% Drawdown Worth Buying Tractor Supply Is Still Thriving Despite Pet Headwinds Amer Sports: Salomon Becoming Another Tangible Growth Driver JD.com evaluating £2B bid for the Very Group - Sky News US new vehicle sales set to decline 7.3% in April, report says
NYC Mayor Mamdani's Housing Plan Sparks Property-Rights Alarm Over Forced Transfers To Nonprofits Mamdani Releases "Block by Block: The Housing Plan for A New Era" NYC socialist Mayor Zohran Mamdani released "Block by Block: The Housing Plan for a New Era," which presents a sweeping, deeply troubling blueprint to tackle the metro area's deepening housing crisis. Mamdani told the crowd: When necess...
NYC Mayor Mamdani's Housing Plan Sparks Property-Rights Alarm Over Forced Transfers To Nonprofits Mamdani Releases "Block by Block: The Housing Plan for A New Era" NYC socialist Mayor Zohran Mamdani released "Block by Block: The Housing Plan for a New Era," which presents a sweeping, deeply troubling blueprint to tackle the metro area's deepening housing crisis. Mamdani told the crowd: When necessary, we will take aggressive legal action to remove negligent owners and property managers. And for buildings that have suffered chronic neglect, we work to transfer ownership to responsible stewards. Stewards include community land trusts, nonprofits, or even the tenants themselves . IT BEGINS… NYC Mayor Zohran Mamdani unveils plan to "transfer ownership" from landlords to "the community" pic.twitter.com/uybGFPk5eD — End Wokeness (@EndWokeness) May 26, 2026 X user Difficult Froyo outlined what he described as the obvious playbook by the socialist mayor: Rent control so landlords cannot raise rent to properly maintain the property. NYC takes the property and gives it to his political friends that donate to him. This is all going to be a theft scheme. Another X user asked : " Insane. If this isn't communism, I don't know what is. Has America really reached the point of communism ?" Mamdani's backdoor property-seizure strategy will likely spook lenders, insurers, and small landlords. That's because it caps landlord income, allows residential buildings to become distressed, then uses the city's enforcement to push properties into nonprofit, community land trust, or tenant ownership. Via Inconigto... The carveout that Mamdani has to allow one-time rent hikes on certain vacant units already shows that Mamdani's team understands that a rent freeze creates financial stress for some affordable-housing owners. Ahead Of Speech: Mamdani To Carve Out Struggling NYC Landlords From Rent Freeze Experiment NYC socialist Mayor Zohran Mamdani is expected to announce on Tuesday that certain d...
Key Points The AI chip industry encompasses far more than Nvidia, the Wall Street darling. Chip foundries, special production equipment, and even proprietary designs have all benefited from the AI boom. These four companies could all grow earnings by more than 20% annually over the coming years. 10 stocks we like better than Taiwan Semiconductor Manufacturing › The artificial intelligence (AI) bui...
Key Points The AI chip industry encompasses far more than Nvidia, the Wall Street darling. Chip foundries, special production equipment, and even proprietary designs have all benefited from the AI boom. These four companies could all grow earnings by more than 20% annually over the coming years. 10 stocks we like better than Taiwan Semiconductor Manufacturing › The artificial intelligence (AI) build-out continues. AI hyperscalers will spend an estimated $725 billion this year, much of it on data centers and the chips and hardware that power them. In discussions about AI stocks, Nvidia gets a lot of the credit, and for good reason. The graphics processing unit (GPU) juggernaut has been the runaway leader, selling the overwhelming majority of the AI GPU chips used in data centers over the past few years. But several other companies make AI possible and don't quite get the love they should. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » These four semiconductor stocks are quietly capturing tons of value as the AI build-out continues. They are likely to continue delivering exceptional growth over the coming years, so consider taking a closer look. 1. Taiwan Semiconductor Manufacturing Nvidia and most other chip companies don't actually manufacture their own products. Instead, they turn to foundries like Taiwan Semiconductor Manufacturing (NYSE: TSM). Taiwan Semi is the world's leading foundry, and by a wide margin. It holds approximately 72% of the global foundry market by revenue, and it has the most capacity and cutting-edge manufacturing techniques. Taiwan Semi and the broader semiconductor industry have historically been cyclical, but the current AI boom is so immense that the company continues to grow. Remember, even outside of AI, almost every technology uses chips at some level. Taiwan Semi ha...
What Happened? Shares of memory chips maker Micron (NASDAQ:MU) jumped 16.8% in the morning session after UBS analyst Timothy Arcuri tripled his price target to $1,625 from $535, sending the stock past the $1 trillion valuation mark for the first time and making it the most bullish call on Wall Street. Arcuri's note re-framed Micron as an "AI-native infrastructure giant" rather than a cyclical memo...
What Happened? Shares of memory chips maker Micron (NASDAQ:MU) jumped 16.8% in the morning session after UBS analyst Timothy Arcuri tripled his price target to $1,625 from $535, sending the stock past the $1 trillion valuation mark for the first time and making it the most bullish call on Wall Street. Arcuri's note re-framed Micron as an "AI-native infrastructure giant" rather than a cyclical memory maker, arguing that long-term supply agreements which already covered 60–70% of industry server DDR5 volumes gave the business Nvidia-like earnings visibility through 2029. UBS modeled EPS of $155, $167 and $117 for calendar 2027–29 (up from $133/$122/$77) and over $400 billion in cumulative free cash flow over the period. The new target is based on a ~15x NTM multiple, with Arcuri writing he sees "no reason why MU should trade a whole lot differently than NVDA." CEO Sanjay Mehrotra called memory supply "structural scarcity," with Micron able to fulfil only 50–67% of HBM and DRAM demand. Is now the time to buy Micron? Access our full analysis report here, it’s free. What Is The Market Telling Us Micron’s shares are extremely volatile and have had 48 moves greater than 5% over the last year. But moves this big are rare even for Micron and indicate this news significantly impacted the market’s perception of the business. The previous big move we wrote about was 5 days ago when the stock gained 2.3% after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure. The strong results confirmed investors' belief in a sustained AI-driven boom, lifting the entire semiconductor sector. Nvidia's success signals a massive buildout of data centers, which require a vast supply of high-performance chips. This directly benefits memory chip manufacturers like Samsung and SK Hynix, which produce essential components like High Bandwidth Memory (HBM). The intense demand led some analysts to declare a 'semiconductor ...
Japan’s currency is poised to strengthen against the US dollar, reversing months of underperformance and threatening to upend a popular trade that relies on a weak yen, according to Eurizon SLJ Capital’s Stephen Jen . The yen has been the funding currency of choice for investors looking to place so-called carry trades — where they borrow in low-yielding currencies to fund purchases of higher-yield...
Japan’s currency is poised to strengthen against the US dollar, reversing months of underperformance and threatening to upend a popular trade that relies on a weak yen, according to Eurizon SLJ Capital’s Stephen Jen . The yen has been the funding currency of choice for investors looking to place so-called carry trades — where they borrow in low-yielding currencies to fund purchases of higher-yielding assets, Jen, the firm’s chief executive, and economist and portfolio manager Joana Freire wrote in a Tuesday note. While that strategy has worked out this year amid yen weakness and relatively lower Japanese rates, there are risks of a sharp about-face as dynamics change, especially when positioning is one-sided. Expectations for more rapid economic growth in Japan, combined with the prospect of higher benchmark interest rates and business-friendly government policies all set the stage for a return of capital to the Asian nation and a stronger currency, the economists wrote. “Carry trades look stable until they are not,” they wrote, citing the sudden spike in the yen against the dollar in October 1998, when hedge funds scrambled to unwind their positions. Already, recent interventions by Japanese authorities to bolster the yen have served to trim positioning against the currency, and the Eurizon economists say joint interventions by authorities and the US Treasury are likely. Citigroup Inc. recommended selling the dollar against the yen into next month’s Bank of Japan meeting, while Bank of America Corp. recently outlined three catalysts for turning bullish on the currency. The team at Eurizon said they don’t think it would take a crisis to move the yen higher against the dollar and the experience of 1998 is “worth reviewing.” That said, they noted that there are differences from then, including that Japan’s economy and financial system are much more robust. The yen traded at 159.33 per US dollar on Tuesday afternoon in New York, up from about 156 before the US invaded ...
Gulf shrimpers want help from congress as fuel costs climb toggle caption Jay Marcano for NPR PORT SULPHUR, La. — When Acy Cooper finished building a new 31-foot trawler, he had a problem: his wife had just given birth to their daughter. And it's tradition to name boats after a woman. "So how do you do that and cover both of 'em?" he asked. Cooper found a simple solution. He took his newborn daugh...
Gulf shrimpers want help from congress as fuel costs climb toggle caption Jay Marcano for NPR PORT SULPHUR, La. — When Acy Cooper finished building a new 31-foot trawler, he had a problem: his wife had just given birth to their daughter. And it's tradition to name boats after a woman. "So how do you do that and cover both of 'em?" he asked. Cooper found a simple solution. He took his newborn daughter's first name and his wife's middle name and christened the vessel the Lacy Kay. That was in 1983. For the next 40-plus years, the Lacy Kay was the main ship in Cooper's three-boat fleet, hauling in thousands and thousands of pounds of shrimp from the Gulf. But not this year. Sponsor Message These days, the Lacy Kay remains tied to the dock in Venice, Louisiana, about an hour's drive south of Port Sulphur, where Cooper is now piloting rented vessels, ferrying oil rig workers to and from the platforms that dot the Gulf. He's been shrimping since he was 15, working alongside his father before getting his first boat. He's still adjusting to having a boss instead of being one. "I'm making money," Cooper said. "Not what I would be making, but you take what you can get." He took the second job to help make ends meet after his fuel costs spiked more than half in just three months. Diesel prices jumped from roughly $3.50 a gallon to more than $5 by spring, driven by the war with Iran and the closure of the Strait of Hormuz. For a shrimper already operating on slim margins, that's not just an inconvenience. It's an existential threat. toggle caption "You can't make enough money during this shrimp season in order to make it all here," Cooper said, snacking on a chicken wing in between trips to the oil platforms at the marina in Port Sulphur. "So we have to supplement our way of life." To break even now, Cooper says he needs to haul in at least a thousand pounds of shrimp every trip. This season, that's been hard to do. He said a cold front in May pushed a lot of shrimp out to open...
PonyWang/E+ via Getty Images I've become " Neutral" on So-Young International Inc. ( SY ). 1Q2026 results were a mixed bag. An improvement in year-on-year sales growth was accompanied by wider net losses. It's difficult to make an argument for a mispricing of the shares. The stock's valuation is on par with peers based on my benchmarking exercise. My August 19, 2025, article highlighted SY's bette...
PonyWang/E+ via Getty Images I've become " Neutral" on So-Young International Inc. ( SY ). 1Q2026 results were a mixed bag. An improvement in year-on-year sales growth was accompanied by wider net losses. It's difficult to make an argument for a mispricing of the shares. The stock's valuation is on par with peers based on my benchmarking exercise. My August 19, 2025, article highlighted SY's better-than-anticipated 2Q25 topline and the underwhelming management outlook. Revenue Pickup Was Encouraging The group unveiled its latest financial numbers in a 6-K filing on May 22 morning. SY's turnover went up 46% year-on-year for Jan-Mar '26. That's a big improvement from 4Q25's 25% expansion. As per S&P Capital IQ, the recent quarterly figure of CNY0.43 billion also surpassed consensus projections by 4%. My take is that this outperformance offers promising read-throughs, as outlined below. I wrote about So-Young's "successful pivot to branded aesthetic centers" since late-2024 in my prior update. The business known as "SY Clinic" has remained a standout over the last three months. According to its 6-K, the firm's top line derived from "aesthetic treatment services" in 1Q2026 was 186% higher YoY at CNY282 million . This division represented almost two-thirds of group-level sales, up from roughly half for the preceding quarter. I'm impressed with how SY Clinic has been able to broaden its physical footprint, enhance the assortment, and attract more patrons. The company commenced operations at 10 service centers in 2026 thus far. This brings it closer to the full-year objective of 35 openings. The long-run goal is to own a 1,000-strong network, versus 59 as of late May. SY's analyst call indicated that the share of revenues contributed by "blockbuster products like Thermage and BBL [Broadband Light]" grew from 4Q25's 37% to 1Q26's 41%. New offerings "enrich our mid- to high-end portfolio while also driving ARPU," as management explained at the briefing. The enterprise's 6-K ...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Qualcomm (NasdaqGS:QCOM) has agreed to supply millions of AI chips to ByteDance, the owner of TikTok. The deal marks one of Qualcomm's first major wins in the AI data center accelerator market. The agreement expands Qualcomm's reach beyond its core smartphon...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Qualcomm (NasdaqGS:QCOM) has agreed to supply millions of AI chips to ByteDance, the owner of TikTok. The deal marks one of Qualcomm's first major wins in the AI data center accelerator market. The agreement expands Qualcomm's reach beyond its core smartphone processor business into AI infrastructure. For Qualcomm, long known for mobile processors and connectivity solutions, this ByteDance agreement highlights how AI data center hardware is becoming a bigger part of the story. Large internet platforms are investing in AI acceleration to support recommendation engines, content generation, and advertising systems, and that is widening the market beyond traditional cloud providers. Qualcomm is positioning its AI chips alongside established data center players as demand for compute power spreads across more consumer apps and services. For investors tracking NasdaqGS:QCOM, this kind of high volume customer deal provides another reference point for how the company is working to broaden its revenue mix. The scale and reach of ByteDance mean this agreement could be an early indication of how Qualcomm's data center ambitions intersect with social media, entertainment, and AI-focused consumer platforms in the future. Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM. NasdaqGS:QCOM Earnings & Revenue Growth as at May 2026 We've flagged 2 risks for QUALCOMM. See which could impact your investment. This ByteDance deal plugs directly into Qualcomm’s push to be taken seriously in AI infrastructure rather than just smartphones. Supplying millions of application specific integrated circuits for AI agents gives Qualcomm a live, large scale deployment alongside customers that typically bought primarily Nvidia, AMD...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Qualcomm (NasdaqGS:QCOM) has agreed to supply millions of AI chips to ByteDance, the owner of TikTok. The deal marks one of Qualcomm's first major wins in the AI data center accelerator market. The agreement expands Qualcomm's reach beyond its core smartphon...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Qualcomm (NasdaqGS:QCOM) has agreed to supply millions of AI chips to ByteDance, the owner of TikTok. The deal marks one of Qualcomm's first major wins in the AI data center accelerator market. The agreement expands Qualcomm's reach beyond its core smartphone processor business into AI infrastructure. For Qualcomm, long known for mobile processors and connectivity solutions, this ByteDance agreement highlights how AI data center hardware is becoming a bigger part of the story. Large internet platforms are investing in AI acceleration to support recommendation engines, content generation, and advertising systems, and that is widening the market beyond traditional cloud providers. Qualcomm is positioning its AI chips alongside established data center players as demand for compute power spreads across more consumer apps and services. For investors tracking NasdaqGS:QCOM, this kind of high volume customer deal provides another reference point for how the company is working to broaden its revenue mix. The scale and reach of ByteDance mean this agreement could be an early indication of how Qualcomm's data center ambitions intersect with social media, entertainment, and AI-focused consumer platforms in the future. Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM. NasdaqGS:QCOM Earnings & Revenue Growth as at May 2026 We've flagged 2 risks for QUALCOMM. See which could impact your investment. This ByteDance deal plugs directly into Qualcomm’s push to be taken seriously in AI infrastructure rather than just smartphones. Supplying millions of application specific integrated circuits for AI agents gives Qualcomm a live, large scale deployment alongside customers that typically bought primarily Nvidia, AMD...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tesla has begun rolling out its robotaxi service in Texas, tying a key part of its future to autonomous ride hailing. Early riders and local reports point to basic routing errors and minor low speed collisions during these first...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tesla has begun rolling out its robotaxi service in Texas, tying a key part of its future to autonomous ride hailing. Early riders and local reports point to basic routing errors and minor low speed collisions during these first weeks of operation. These on the ground issues are emerging as Tesla positions autonomy and AI driven transport as central to its business story. Tesla (NasdaqGS:TSLA) enters this phase of its robotaxi push with the stock trading at $426.01 and up 5.4% over the past week. Returns of 13.2% over the past 30 days and 17.4% over the past year show that investors have recently been willing to pay up for the Tesla story, even as year to date performance is down 2.8%. With Tesla increasingly framed as an autonomy and AI platform rather than just an electric vehicle producer, the Texas robotaxi rollout offers an early look at how that vision plays out on actual roads. How the company addresses current glitches, works with regulators, and communicates progress could influence sentiment around whether the long term robotaxi thesis is viewed as a near term reality or a longer haul project. Stay updated on the most important news stories for Tesla by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Tesla. NasdaqGS:TSLA Earnings & Revenue Growth as at May 2026 📰 Beyond the headline: 2 risks and 1 thing going right for Tesla that every investor should see. Quick Assessment ❌ Price vs Analyst Target : Tesla trades at US$426.01, about 3.4% above the US$411.89 analyst target, so expectations already sit ahead of consensus. ❌ Simply Wall St Valuation : Shares are trading at roughly 370.7% above estimated fair value, which points to a very rich valuation. ✅ Recent Momentum: The stock is up 13.2% over the past 30 days, showing stro...
Nuclear energy has suddenly become the hottest ticket in town as artificial intelligence (AI) data centers , industrial giants, and defense operators hunt for reliable power around the clock. Small modular reactor companies are now seeing a massive opening as hyperscalers chase electricity deals at breakneck speed. Right in the middle of the frenzy, Oklo (OKLO) has muscled its way into the spotlig...
Nuclear energy has suddenly become the hottest ticket in town as artificial intelligence (AI) data centers , industrial giants, and defense operators hunt for reliable power around the clock. Small modular reactor companies are now seeing a massive opening as hyperscalers chase electricity deals at breakneck speed. Right in the middle of the frenzy, Oklo (OKLO) has muscled its way into the spotlight, with Bank of America Corporation (BAC) now calling the company an “ early leader ” in the fast-heating nuclear race. The growing optimism spilled into the market on Friday, May 22 after Bank of America restarted coverage on OKLO stock with a “Buy” rating and an $80 price target, pushing the stock up 1.2% during the session. BoFA analysts led by Ross Fowler believe Oklo holds a unique advantage because instead of merely building reactors and walking away, the company plans to own, operate, and manage its nuclear systems while securing long-term customer contracts that allow it to capture the full economics of every project. BofA also believes early commercial traction further strengthens the bull case for Oklo. The bank pointed to the company’s nearly 1.2 GWe binding power agreement with Meta Platforms (META) alongside a development pipeline exceeding 14 GWe through non-binding customer letters. According to the bank, that already places Oklo among the largest players in the small modular reactor space while signaling that demand for advanced nuclear reactors continues gaining steam. With its demonstration reactor remaining on track and hyperscaler agreements steadily piling up, Oklo seems to stand in a sweet spot to capitalize on the rapidly expanding nuclear energy market. About Oklo Stock Headquartered in Santa Clara, Oklo develops advanced nuclear fission power plants designed to deliver scalable clean energy solutions. Its Aurora Powerhouse reactors produce between 15 megawatts and 75 megawatts of electricity. The $11.462 billion market cap company also develops nuc...
3000ad/iStock via Getty Images Shares of space and defense companies swung sharply Tuesday after a series of NASA lunar exploration announcements reshuffled investor enthusiasm across the rapidly expanding commercial moon economy. Intuitive Machines ( LUNR ) shares initially jumped before reversing course and falling as much as 18% after NASA said Astrolab and Lunar Outpost would build lunar terra...
3000ad/iStock via Getty Images Shares of space and defense companies swung sharply Tuesday after a series of NASA lunar exploration announcements reshuffled investor enthusiasm across the rapidly expanding commercial moon economy. Intuitive Machines ( LUNR ) shares initially jumped before reversing course and falling as much as 18% after NASA said Astrolab and Lunar Outpost would build lunar terrain vehicles for the agency’s Artemis missions. Trading in the stock was briefly halted for volatility after the reversal accelerated. The whipsaw move highlighted how quickly sentiment can shift in the increasingly crowded lunar-services market, where investors are trying to identify which companies will emerge as long-term winners in NASA’s push to establish a sustained presence on the moon. NASA said Blue Origin will deliver the first lunar terrain vehicle, while Firefly Aerospace’s ( FLY ) spacecraft will carry the first drones to the lunar surface, according to announcements tied to the agency’s Artemis exploration program. Firefly shares extended gains and rose as much as 25%, adding to momentum that has built around commercial lunar-delivery companies following several recent moon missions and NASA contract awards. Investors rotate toward companies tied to Artemis infrastructure The latest moves underscore how investors are increasingly treating lunar exploration as a broader infrastructure buildout rather than a single launch story. NASA’s lunar terrain vehicle initiative is viewed as a foundational part of the Artemis program because astronauts are expected to rely on rover systems to traverse the moon’s south pole region during future missions. Last year, NASA selected competing lunar rover teams led by Lunar Outpost and Venturi Astrolab, with Intuitive Machines participating on Astrolab’s team, for contracts that could total as much as $4.6 billion through 2039. Tuesday’s reaction suggested traders are beginning to differentiate between companies focused on lander...