Zacks Investment Ideas feature highlights: Oklo, Constellation Energy, Microsoft, Meta and Cameco
From Nasdaq: 2025-06-16 07:13:00
Zacks Investment Ideas highlight top nuclear stocks like Oklo Inc. and Constellation Energy, amidst AI energy growth. Speculative stocks like Oklo have surged over 100% in a month, while established giants like Constellation and Cameco offer safer long-term investments. The U.S. aims to triple nuclear energy capacity by 2050, with big tech signing long-term nuclear power deals to support AI growth.
Constellation Energy solidifies its position as a nuclear powerhouse, with plans to acquire Calpine for $27 billion. Deals with Microsoft and Meta connect nuclear power to AI goals, boosting CEG’s stock performance. Cameco, the second-largest uranium producer globally, sees surging demand amid geopolitical shifts, with projections of significant earnings growth and dividend increases.
Zacks’ Research Chief names a little-known satellite-based communications firm as the top stock pick with the potential to double in value. With space projected to become a trillion-dollar industry, analysts foresee substantial revenue growth in 2025. Access Zacks’ top stock recommendations and see the potential for significant gains in the coming months.
Read more at Nasdaq: Zacks Investment Ideas feature highlights: Oklo, Constellation Energy, Microsoft, Meta and Cameco