에 대한 최신 뉴스 Centrus Energy (AMEX:LEU) 주식

Centrus Energy

Centrus Energy Corp is engaged in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment has two components which include the sale of separative work units and uranium. The Technical Solutions segment provides engineering, design, and manufacturing services to government and private sector customers. The majority of the firm's revenue is derived from the LEU segment. It has a business presence in the U.S. and other countries, of which prime revenue is generated in the U.S.

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아크 인베스트의 창립자 캐시 우드가 회사의 리서치를 재공유한 이후 원자력 에너지 주식과 ETF가 다시 주목을 받고 있다. 해당 리서치는 규제 장애물과 반원자력 정서가 어떻게 비용 초과를 야기하고 오늘날 원자력이 천연가스보다 가격 경쟁력이 떨어지게 만들었는지에 관한 내용이다. 

캐시 우드, 규제 어려움 겪는 원자력 에너지 주식에 관심 표명: 오클로, 카메코, 센트러스 에너지 등

Nuclear Stocks

Movers

Tech

AMZN

GOOG

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MSFT

알파벳(NASDAQ:GOOG) (NASDAQ:GOOGL)의 구글과 아마존닷컴(NASDAQ:AMZN)의 주요 발표 이후 원자력(핵) 에너지 관련 주식들이 급등하고 있다. 이 기술 산업이 인공지능(AI) 데이터 센터를 운영하기 위해 원자력 에너지로 전환하고 있다. 아래는 시장의 원자력 트렌드로 혜택을 볼 수 있는 주식 샘플이다.

원자력 에너지 주식이 인기: 주목해야 할 종목들의 목록

Centrus Energy Corp. Class A Common Stock

Centrus Energy Corp

Investors with a lot of money to spend have taken a bullish stance on Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LEU, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 13 uncommon options trades for Centrus Energy.
This isn't normal.
The overall sentiment of these big-money traders is split between 46% bullish and 38%, bearish.
Out of all of the special options we uncovered, 6 are puts, for a total amount of $632,936, and 7 are calls, for a total amount of $463,910.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $35.0 to $95.0 for Centrus Energy over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Centrus Energy's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Centrus Energy's whale trades within a strike price range from $35.0 to $95.0 in the last 30 days. 
<h3>Centrus Energy 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743537696_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$34.0</td>
<td>$33.1</td>
<td>$33.62</td>
<td>$95.00</td>
<td>$144.5K</td>
<td align="right">45</td>
<td>43</td>
</tr>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$29.1</td>
<td>$28.6</td>
<td>$28.86</td>
<td>$90.00</td>
<td>$144.3K</td>
<td align="right">62</td>
<td>50</td>
</tr>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$31.0</td>
<td>$30.0</td>
<td>$31.0</td>
<td>$95.00</td>
<td>$133.3K</td>
<td align="right">166</td>
<td>43</td>
</tr>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$25.5</td>
<td>$24.4</td>
<td>$25.31</td>
<td>$90.00</td>
<td>$126.2K</td>
<td align="right">251</td>
<td>50</td>
</tr>
<tr>
<td>LEU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/21/25</td>
<td>$9.6</td>
<td>$9.0</td>
<td>$9.0</td>
<td>$95.00</td>
<td>$114.3K</td>
<td align="right">38</td>
<td>1.0K</td>
</tr>
</tbody>
</table>

<h3>About Centrus Energy</h3>
Centrus Energy Corp is engaged in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment has two components which include the sale of separative work units and uranium. The Technical Solutions segment provides engineering, design, and manufacturing services to government and private sector customers. The majority of the firm's revenue is derived from the LEU segment. It has a business presence in the U.S. and other countries, of which prime revenue is generated in the U.S.
<h3>Where Is Centrus Energy Standing Right Now?</h3>
<ul>
<li>With a trading volume of 718,825, the price of LEU is up by 3.36%, reaching $64.3.</li>
<li>Current RSI values indicate that the stock is may be oversold.</li>
<li>Next earnings report is scheduled for 35 days from now.</li>
</ul>
<h3>Professional Analyst Ratings for Centrus Energy</h3>
A total of 2 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $116.5.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Craig-Hallum downgraded its action to Buy with a price target of $129. 
&#x2A; An analyst from Citigroup downgraded its action to Neutral with a price target of $104. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Centrus Energy, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Decoding Centrus Energy's Options Activity: What's the Big Picture?

Craig-Hallum analyst Eric Stine initiates coverage on Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) with a Buy rating and announces Price Target of $129.

Price Target

Initiation

Analyst Ratings

Craig-Hallum Initiates Coverage On Centrus Energy with Buy Rating, Announces Price Target of $129

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Citigroup analyst Vikram Bagri initiated coverage on Centrus Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) with a Neutral rating and announced a price target of $104. Centrus Energy shares closed at $84.00 on Monday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Anthony Pettinari initiated coverage on Titan America SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TTAM#NYSE">TTAM</a>) with a Buy rating and announced a price target of $19. Titan America shares closed at $15.55 on Monday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>D. Boral Capital analyst Jason Kolbert initiated coverage on Tevogen Bio Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TVGN#NASDAQ">TVGN</a>) with a Buy rating and announced a price target of $10. Tevogen Bio shares closed at $1.18 on Monday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities analyst Sherif El-Sabbahy initiated coverage on Titan America SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TTAM#NYSE">TTAM</a>) with a Neutral rating and announced a price target of $16.5. Titan America shares closed at $15.55 on Monday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Jerry Revich initiated coverage on Titan America SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TTAM#NYSE">TTAM</a>) with a Neutral rating and announced a price target of $19. Titan America shares closed at $15.55 on Monday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Read This Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44083539/wall-streets-most-accurate-analysts-give-their-take-on-3-defensive-stocks-delivering-high-dividend-yields-3">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Defensive Stocks Delivering High-Dividend Yields</a></li>
</ul>

Trading Ideas

TTAM

TVGN

This Tevogen Bio Holdings Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday

Citigroup analyst Vikram Bagri initiates coverage on Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) with a Neutral rating and announces Price Target of $104.

Citigroup Initiates Coverage On Centrus Energy with Neutral Rating, Announces Price Target of $104

<a href="https://www.bloomberg.com/news/articles/2025-02-26/iran-s-uranium-stocks-have-surged-since-trump-s-return-to-office" title="https://www.bloomberg.com/news/articles/2025-02-26/iran-s-uranium-stocks-have-surged-since-trump-s-return-to-office">https://www.bloomberg.com/news/articles/2025-02-26/iran-s-uranium-stocks-have-surged-since-trump-s-return-to-office</a>

UUUU

Iran's Stockpile Of Uranium Enriched Just Below The Level Needed For Nuclear Weapons Has Surged More Than 50% In The Last Three Months-Bloomberg

HC Wainwright &amp; Co. analyst Sameer Joshi initiates coverage on Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) with a Buy rating and announces Price Target of $300.

HC Wainwright & Co. Initiates Coverage On Centrus Energy with Buy Rating, Announces Price Target of $300

Whales with a lot of money to spend have taken a noticeably bullish stance on Centrus Energy.
Looking at options history for Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) we detected 26 trades.
If we consider the specifics of each trade, it is accurate to state that 53% of the investors opened trades with bullish expectations and 23% with bearish.
From the overall spotted trades, 3 are puts, for a total amount of $80,374 and 23, calls, for a total amount of $2,603,225.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $60.0 to $175.0 for Centrus Energy over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Centrus Energy's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Centrus Energy's whale activity within a strike price range from $60.0 to $175.0 in the last 30 days. 
<h3>Centrus Energy Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1739393123_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>LEU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$29.1</td>
<td>$27.6</td>
<td>$29.0</td>
<td>$100.00</td>
<td>$870.0K</td>
<td align="right">715</td>
<td align="right">504</td>
</tr>
<tr>
<td>LEU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$28.2</td>
<td>$25.8</td>
<td>$28.0</td>
<td>$100.00</td>
<td>$277.2K</td>
<td align="right">715</td>
<td align="right">100</td>
</tr>
<tr>
<td>LEU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$27.9</td>
<td>$27.8</td>
<td>$27.8</td>
<td>$100.00</td>
<td>$274.5K</td>
<td align="right">715</td>
<td align="right">200</td>
</tr>
<tr>
<td>LEU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$22.5</td>
<td>$22.1</td>
<td>$22.5</td>
<td>$130.00</td>
<td>$117.0K</td>
<td align="right">231</td>
<td align="right">115</td>
</tr>
<tr>
<td>LEU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$20.6</td>
<td>$19.8</td>
<td>$20.1</td>
<td>$175.00</td>
<td>$112.5K</td>
<td align="right">82</td>
<td align="right">103</td>
</tr>
</tbody>
</table>

<h3>About Centrus Energy</h3>
Centrus Energy Corp is engaged in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment has two components which include the sale of separative work units and uranium. The Technical Solutions segment provides engineering, design, and manufacturing services to government and private sector customers. The majority of the firm's revenue is derived from the LEU segment. It has a business presence in the U.S. and other countries, of which prime revenue is generated in the U.S.
In light of the recent options history for Centrus Energy, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Current Position of Centrus Energy</h3>
<ul>
<li>With a trading volume of 952,792, the price of LEU is up by 3.4%, reaching $117.88.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 83 days from now.</li>
</ul>
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Centrus Energy with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Centrus Energy Unusual Options Activity

Investors with a lot of money to spend have taken a bearish stance on Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LEU, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 27 uncommon options trades for Centrus Energy.
This isn't normal.
The overall sentiment of these big-money traders is split between 29% bullish and 48%, bearish.
Out of all of the special options we uncovered, 9 are puts, for a total amount of $550,698, and 18 are calls, for a total amount of $1,442,179.
<h3>Predicted Price Range</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $50.0 to $140.0 for Centrus Energy over the recent three months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for Centrus Energy options trades today is 684.86 with a total volume of 13,954.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Centrus Energy's big money trades within a strike price range of $50.0 to $140.0 over the last 30 days.
<h3>Centrus Energy 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738941343_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>LEU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$48.9</td>
<td>$46.1</td>
<td>$46.94</td>
<td>$50.00</td>
<td>$591.4K</td>
<td>125</td>
<td>125</td>
</tr>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$4.6</td>
<td>$4.2</td>
<td>$4.2</td>
<td>$80.00</td>
<td>$200.5K</td>
<td>2.0K</td>
<td>681</td>
</tr>
<tr>
<td>LEU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$17.8</td>
<td>$16.0</td>
<td>$16.0</td>
<td>$95.00</td>
<td>$160.0K</td>
<td>1.0K</td>
<td>269</td>
</tr>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$4.8</td>
<td>$4.2</td>
<td>$4.8</td>
<td>$80.00</td>
<td>$120.4K</td>
<td>2.0K</td>
<td>1.2K</td>
</tr>
<tr>
<td>LEU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$17.5</td>
<td>$15.4</td>
<td>$15.5</td>
<td>$95.00</td>
<td>$77.5K</td>
<td>1.0K</td>
<td>69</td>
</tr>
</tbody>
</table>

<h3>About Centrus Energy</h3>
Centrus Energy Corp is engaged in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment has two components which include the sale of separative work units and uranium. The Technical Solutions segment provides engineering, design, and manufacturing services to government and private sector customers. The majority of the firm's revenue is derived from the LEU segment. It has a business presence in the U.S. and other countries, of which prime revenue is generated in the U.S.
In light of the recent options history for Centrus Energy, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Current Position of Centrus Energy</h3>
<ul>
<li>With a volume of 1,211,395, the price of LEU is up 24.59% at $101.93. </li>
<li>RSI indicators hint that the underlying stock may be overbought.</li>
<li>Next earnings are expected to be released in 88 days.</li>
</ul>
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>.
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Centrus Energy options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

What the Options Market Tells Us About Centrus Energy

U.S. stocks were higher, with the Dow Jones index gaining around 50 points on Friday.
Shares of Expedia Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>) rose sharply on Friday after the company reported<a href="https://in.benzinga.com/general/travel/25/02/43547860/expedia-stock-rallies-on-better-than-expected-q4-report"> better-than-expected Q4 financial results.</a>
Expedia Group reported quarterly earnings of $2.39 per share, which beat the analyst consensus estimate of $2.02. Quarterly revenue clocked in at $3.18 billion, which beat the analyst consensus estimate of $3.07 billion and is an increase over revenue of $2.89 billion from the same period last year.
Expedia shares jumped 16.4% to $201.05 on Friday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Doximity, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOCS#NYSE">DOCS</a>) shares jumped 32.1% to $76.97 after the company reported better-than-expected third-quarter financial results and issued FY25 guidance above estimates.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) gained 28% to $104.65 after the company reported better-than-expected quarterly financial results.</li>
<li>SolarWinds Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) rose 22.2% to $18.38 as the company agreed to be acquired by Turn/River Capital.</li>
<li>Affirm Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) gained 22.1% to $75.42 following better-than-expected second-quarter financial results and strong FY25 guidance.</li>
<li>Pinterest, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>) shares rose 18.1% to $39.67 after the company reported better-than-expected fourth-quarter revenue results and issued first-quarter revenue guidance with its midpoint above estimates.</li>
<li>CleanSpark, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLSK#NASDAQ">CLSK</a>) gained 16% to $12.03 after the company reported better-than-expected quarterly financial results.</li>
<li>Take-Two Interactive Software, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>) shares climbed 13.7% to $208.34. The company reported third-quarter financial results, issued guidance and confirmed a fall release date for GTA VI.</li>
<li>Cloudflare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>) gained 13.5% to $160.73 following better-than-expected quarterly financial results.</li>
<li>ESCO Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESE#NYSE">ESE</a>) gained 13.3% to $150.01 following upbeat earnings.</li>
<li>Genpact Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/G#NYSE">G</a>) rose 12% to $55.35 after the company posted better-than-expected fourth-quarter results and issued FY25 guidance above estimates.</li>
<li>Upstart Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPST#NASDAQ">UPST</a>) rose 10% to $71.38.</li>
<li>Ubiquiti Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UI#NYSE">UI</a>) gained 7.5% to $458.91 after the company reported second-quarter EPS and revenue above estimates.</li>
<li>Tempus AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>) rose 6.7% to $69.34.</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/25/02/43558786/how-to-earn-500-a-month-from-mcdonalds-stock-ahead-of-q4-earnings">How To Earn $500 A Month From McDonald&#8217;s Stock Ahead Of Q4 Earnings</a></li>
</ul>

Intraday Update

AFRM

CLSK

DOCS

EXPE

PINS

TTWO

UPST

Expedia Posts Strong Results, Joins Affirm Holdings, Take-Two, Cloudflare And Other Big Stocks Moving Higher On Friday

WIIM

Centrus Energy shares are trading higher after the company reported better-than-expected Q4 financial results.

Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) reported quarterly earnings of $3.20 per share which beat the analyst consensus estimate of $1.25 by 156 percent. This is a 10.61 percent decrease over earnings of $3.58 per share from the same period last year. The company reported quarterly sales of $151.60 million which beat the analyst consensus estimate of $106.67 million by 42.12 percent. This is a 46.33 percent increase over sales of $103.60 million the same period last year.

Earnings

Earnings Beats

Centrus Energy Q4 Adj ESP $3.20 Beats $1.25 Estimate, Sales $151.60M Beat $106.67M Estimate

AAMI

AGCO

AMRK

APTV

BILL

CCEC

CIGI

CLFD

CRNC

CTLP

EMBC

ENTG

EXPO

FARM

FBIN

FTNT

GOOS

GPRO

GTES

GTIM

HUBG

IBEX

IDCC

IIIV

ILMN

INTR

KVUE

LADR

LESL

Laboratory Corporation Of America Holdings

LION

LITE

LIVE

LQDT

LSPD

LTRX

MAGN

MATW

MCFT

MCHP

MKTX

MPWR

MSGE

MTSI

Earnings Scheduled For February 6, 2025

<a href="https://truthsocial.com/@realDonaldTrump/posts/113872782548137314" title="https://truthsocial.com/@realDonaldTrump/posts/113872782548137314">https://truthsocial.com/@realDonaldTrump/posts/113872782548137314</a>

Macro Economic Events

Global

Economics

President Donald J. Trump Posts On Truth "... If we don't make a "deal," and soon, I have no other choice but to put high levels of Taxes, Tariffs, and Sanctions on anything being sold by Russia to the United States, and various other participating countries..."

Politics

Trump's U.S. Treasury Pick Scott Bessent Says Clean Energy Spending Is 'Wildly Out Of Control' On The Upside;  In Favor Of More Nuclear Power Plants

<a href="https://www.bloomberg.com/news/articles/2024-12-12/canada-weighs-export-taxes-on-uranium-oil-if-trump-starts-trade-war?srnd=homepage-americas" title="https://www.bloomberg.com/news/articles/2024-12-12/canada-weighs-export-taxes-on-uranium-oil-if-trump-starts-trade-war?srnd=homepage-americas">https://www.bloomberg.com/news/articles/2024-12-12/canada-weighs-export-taxes-on-uranium-oil-if-trump-starts-trade-war?srnd=homepage-americas</a>

Government

Themes ETF Trust Themes Uranium & Nuclear ETF

URAN

Canada Weighs Export Taxes On Uranium, Oil If Trump Starts Trade War

This is the third selection for&nbsp;Centrus under a series of three solicitations from the Department as part of a program to restore America's domestic nuclear fuel supply for LEU and High-Assay, Low-Enriched Uranium.
Subsidiary ACO is one of six awardees being announced today for LEU production, with a minimum contract value of $2 million and a maximum value for all awardees of $3.4 billion over a ten-year period.&nbsp;
 &nbsp;

Centrus Energy Says Won An Award From US Department Of Energy Aimed At Expanding Domestic Commercial Production Of Low-enriched Uranium To Meet Needs Of Nuclear Reactors

Macro Notification

Iran Has Stated That "Henceforth" It Intends To Feed Uranium Enriched Up To 20% Rather Than The Current 5% Into The Two Interconnected IR-6 Centrifuge Cascades At Fordow, Enriching To Up To 60% Purity

Deep-pocketed investors have adopted a bullish approach towards Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in LEU usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 19 extraordinary options activities for Centrus Energy. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 47% leaning bullish and 31% bearish. Among these notable options, 15 are puts, totaling $2,757,208, and 4 are calls, amounting to $149,440.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $50.0 to $150.0 for Centrus Energy during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for Centrus Energy options trades today is 1764.33 with a total volume of 14,495.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Centrus Energy's big money trades within a strike price range of $50.0 to $150.0 over the last 30 days.
<h3>Centrus Energy Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1733256024_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$17.2</td>
<td>$16.5</td>
<td>$17.2</td>
<td>$80.00</td>
<td>$860.0K</td>
<td align="right">61</td>
<td>1.8K</td>
</tr>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$19.9</td>
<td>$18.5</td>
<td>$18.5</td>
<td>$80.00</td>
<td>$416.2K</td>
<td align="right">61</td>
<td>378</td>
</tr>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$18.0</td>
<td>$17.4</td>
<td>$17.5</td>
<td>$80.00</td>
<td>$177.6K</td>
<td align="right">61</td>
<td>1.1K</td>
</tr>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$18.4</td>
<td>$17.4</td>
<td>$17.5</td>
<td>$80.00</td>
<td>$168.0K</td>
<td align="right">61</td>
<td>1.2K</td>
</tr>
<tr>
<td>LEU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$19.6</td>
<td>$17.9</td>
<td>$18.0</td>
<td>$80.00</td>
<td>$147.6K</td>
<td align="right">61</td>
<td>863</td>
</tr>
</tbody>
</table>

<h3>About Centrus Energy</h3>
Centrus Energy Corp is engaged in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment has two components which include the sale of separative work units and uranium. The Technical Solutions segment provides engineering, design, and manufacturing services to government and private sector customers. The majority of the firm's revenue is derived from the LEU segment. It has a business presence in the U.S. and other countries, of which prime revenue is generated in the U.S.
Having examined the options trading patterns of Centrus Energy, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Present Market Standing of Centrus Energy</h3>
<ul>
<li>Trading volume stands at 989,861, with LEU's price down by -6.77%, positioned at $76.89.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 65 days.</li>
</ul>
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Centrus Energy with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

This Is What Whales Are Betting On Centrus Energy

Centrus Energy's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) short percent of float has risen 63.38% since its last report. The company recently reported that it has 3.40 million shares sold short, which is 21.73% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.43 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Centrus Energy Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1733230826_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Centrus Energy has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Centrus Energy's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Centrus Energy's peer group average for short interest as a percentage of float is 7.66%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Looking Into Centrus Energy's Recent Short Interest

Investment lays groundwork for potential large-scale uranium enrichment expansion
BETHESDA, Md., Nov. 20, 2024 /PRNewswire/ -- Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) today announced that it is resuming centrifuge manufacturing activities and expanding its manufacturing capacity at its facility in Oak Ridge, Tennessee.&nbsp; The company will invest an additional approximately $60 million for this effort over the next 18 months to lay the groundwork to support a potential large-scale expansion of uranium enrichment at the Centrus' American Centrifuge Plant in Piketon, Ohio.&nbsp; Such a large-scale expansion would require a multi-billion dollar public and private investment.&nbsp;
This announcement follows Centrus' recent success in securing over $2 billion in contingent purchase commitments from customers to support future production of Low-Enriched Uranium (LEU), as well as two awards from the U.S. Department of Energy aimed at enrichment and deconversion of High-Assay, Low-Enriched Uranium (HALEU).

Contracts

Centrus Energy To Invest An Additional ~$60M For This Effort Over The Next 18-Months To Lay The Groundwork To Support A Potential Large-Scale Expansion Of Uranium Enrichment At The Centrus' American Centrifuge Plant In Piketon, Ohio

Commodities

Press Releases

Centrus Appoints Neal Nagarajan as Senior Vice President and Head of Investor Relations

Centrus Launches Additional Investment in Centrifuge Manufacturing

Centrus Energy to Participate in Bank of America's Clean Energy Symposium

Small Cap

Opinion

The Supply Crisis Threatening to Cripple the U.S. Military

Centrus Wins LEU Enrichment Award from U.S. Department of Energy

Centrus Energy to Participate in Goldman Sachs Energy, CleanTech & Utilities Conference

Centrus to Webcast Conference Call on February 7 at 8:30 a.m. ET

Centrus Reports Fourth Quarter and Full Year 2024 Results

Centrus Energy to Participate in Upcoming Investor Conferences

Centrus to Webcast Conference Call on May 8 at 8:30 a.m. ET

ARCH

GOLD

American Resources Corporation - Class A Common Stock

American Res

Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests

Alliance Res Partners

Peabody Energy

Core Natural Resources, Inc. Common Stock

Core Natural Resources

Hallador Energy

Lightbridge

NACCO Industries

Natural Resource Partners LP Limited Partnership

Natural Resources

Uranium Energy

Craig-Hallum

Citigroup

HC Wainwright & Co.

Roth MKM

B. Riley Securities

아크 인베스트의 창립자 캐시 우드가 회사의 리서치를 재공유한 이후 원자력 에너지 주식과 ETF가 다시 주목을 받고 있다. <a href="https://www.ark-invest.com/articles/analyst-research/nuclear-energy-could-contribute-meaningfully-to-securing-net-zero-emissions" target="_blank" rel="noopener">해당 리서치</a>는 규제 장애물과 반원자력 정서가 어떻게 비용 초과를 야기하고 오늘날 원자력이 천연가스보다 가격 경쟁력이 떨어지게 만들었는지에 관한 내용이다.
한편, 테슬라와 스페이스X의 CEO인 일론 머스크가 공화당 정치인 비벡 라마스와미와 함께 정부효율부(DOGE)를 공동으로 이끌게 될 것이다. 이 태스크포스가 관료주의를 해체하고 규제를 줄이며 낭비성 지출을 줄이겠다고 약속한 가운데, 아크 인베스트는 소셜 플랫폼 X에서 지난 20년 동안 원자력 에너지 분야가 직면했던 규제 장애물을 강조했다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
Resurfacing this chart amid all the <a href="https://twitter.com/DOGE?ref_src=twsrc%5Etfw">@DOGE</a> talk.
U.S. nuclear construction costs declined in accordance with Wright's Law before being derailed by regulatory changes in the 1970s&#8230;
Blog and sources: <a href="https://t.co/S2o84BkdA3">https://t.co/S2o84BkdA3</a> <a href="https://t.co/kES3g5Ph80">https://t.co/kES3g5Ph80</a> <a href="https://t.co/VBb6puiP5R">pic.twitter.com/VBb6puiP5R</a>
&mdash; Daniel Maguire (@DMaguireARK) <a href="https://twitter.com/DMaguireARK/status/1857163799037448601?ref_src=twsrc%5Etfw">November 14, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
무슨 일 일어났나: 2023년 10월 기준 국제에너지기구(IEA) 데이터를 기반으로 한 아크 인베스트의 메모에 따르면 IEA는 &#8220;2050년까지 탄소중립을 달성하기 위해 원자력이 필수적이라고 밝혔지만, 1986년 체르노빌 사고 이후 미국의 원자력은 에너지 믹스의 약 20%에서 정체되어 있다&#8221;.
원자력은 비용 효율성 외에도 안정적이고 지속적이며 탄소 배출이 없는 에너지 공급을 제공한다. 이는 인공지능에 대한 수요가 폭발적으로 증가하면서 데이터센터의 전력 소비에 부담이 되고 있는 지금 중요한 요소라고 볼 수 있다.
아크 인베스트의 다니엘 맥과이어 연구원은 2024년 4월에 발표한 보고서에서 엄격한 규제 변화와 반원자력 정서가 원전 건설을 저해하고 미국 원전 개발에서 비용 초과를 야기했다고 밝혔다.
원자력규제위원회와 에너지연구개발청의 설립 등 70년대 중후반의 규제 변화는 더 엄격한 인허가 조치를 도입하여 비용을 크게 증가시켰다. 아크 인베스트의 리서치에 따르면, 이러한 엄격한 규제가 없었다면 미국은 약 3,450억 달러, 즉 전체의 72%를 절감할 수 있었을 것으로 추정된다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/othermarkets/%EC%BA%90%EC%8B%9C-%EC%9A%B0%EB%93%9C-%EC%9D%BC%EB%A1%A0-%EB%A8%B8%EC%8A%A4%ED%81%AC%EA%B0%80-%EC%9D%B4%EB%81%84%EB%8A%94-%EC%A0%95%EB%B6%80%ED%9A%A8%EC%9C%A8%EB%B6%80%EC%97%90-%EA%B8%8D%EC%A0%95/">캐시 우드, 일론 머스크가 이끄는 정부효율부에 긍정적, "강세장 막 확대되기 시작해"</a>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-652244" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-1024x754.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-1024x754.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-300x221.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-768x566.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs.png 1466w" alt="" width="1024" height="754" /></figure>
왜 중요한가: 미국 첨단 원자로 시범 프로젝트(U.S. Advanced Reactor Demonstration Project)와 기타 새로운 정부 지원 프로그램의 도입으로 원자력 비용 초과가 역전될 것으로 보인다. 각국이 순 탄소 배출량 감축 공약을 달성하기 위해 강력한 청정 에너지 솔루션을 모색하고 있기 때문이다.
맥과이어의 게시물은 캐시 우드가 공유하고 정부효율부 계정에 태그되면서 이러한 문제를 부각시켰다. 정부효율부는 미국 독립 250주년이 되는 2026년 7월 4일까지 작업을 완료할 예정이고, 원자력 분야에 집중하면 저비용으로 탄소 배출이 없는 깨끗한 에너지 생산 방법을 개발하여 원자력 분야의 활동을 촉진하는 데 도움이 될 수 있다.
주가 움직임: 장기적인 규제 장애물과 비용 상승에도 불구하고 원자력 주식은 연초 대비 양호한 성과를 거두었다. 오클로(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>), 카메코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), 센트러스 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>), 누스케일 파워(SMR), VanEck Uranium and Nuclear ETF(ACRA:NLR) 모두 올해 들어 16.65% 상승한 NYSE 종합지수보다 우수한 성과를 보였다.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" class="wp-image-652245" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list.png" sizes="(max-width: 775px) 100vw, 775px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list.png 775w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list-768x286.png 768w" alt="" width="775" height="289" /></figure>
<a href="//pro.benzinga.com/dashboard"" target="_blank" rel="noopener">벤징가 프로</a>의 5년 차트를 보면 센트러스 에너지는 주가 변동성이 높은 반면, 누스케일 파워는 꾸준하게 수익을 기록했다.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-652246" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-1024x271.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-1024x271.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-300x79.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-768x203.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-1536x406.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks.png 1741w" alt="" width="1024" height="271" /></figure>
이미지 출처: Shutterstock
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Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)의 구글과 아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)의 주요 발표 이후 원자력(핵) 에너지 관련 주식들이 급등하고 있다. 이 기술 산업이 인공지능(AI) 데이터 센터를 운영하기 위해 원자력 에너지로 전환하고 있다. 아래는 <a href="https://www.benzinga.com/news/24/10/41358363/nuclear-stocks-soar-as-amazon-becomes-latest-tech-giant-to-invest-in-nuclear-power" target="_blank" rel="noopener" data-google-interstitial="false">시장의 원자력 트렌드</a>로 혜택을 볼 수 있는 주식 샘플이다.
지난주, 구글과 아마존은 각각 민간 소형 모듈 원자로(SMR) 회사들과의 주요 원자력 발전 계약을 발표했다. 구글은 카이로스 파워(Kairos Power)와 대규모 계약을 체결하고, 아마존은 에너지 노스웨스트(Energy Northwest)와 4기의 고급 SMR을 건설하기 위한 계약을 체결했다.
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<h3 class="wp-block-heading">SMR 개발자들:</h3>
카이로스 파워와 에너지 노스웨스트는 민간 회사들이다. 그러나 SMR에 초점을 맞춘 여러 상장 회사들이 있다.
<ul>
<li>오클로(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>)는 원자력 에너지를 대규모로 제공하기 위한 빠른 분열 발전소를 개발하고 있으며, 오픈AI의 샘 올트먼이 이사회 의장으로 있다. 이 주식은 <a href="https://www.benzinga.com/news/24/10/41321236/sam-altmans-oklo-jumps-on-google-nuclear-deal-whats-going-on">최근 1개월간 190% 이상 상승</a>했다.</li>
<li>누스케일 파워(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>)는 모듈식 경수로 원자력 발전소를 개발하며, 주식은 <a href="https://www.benzinga.com/news/24/10/41402441/nuscale-rockets-higher-on-amazon-deal-how-high-can-it-go">지난 1개월간 거의 100% 상승</a>했다.</li>
<li>나노 뉴클리어 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>)는 휴대용, 온디맨드 가능 그리고 고급 핵 마이크로 원자로를 개발하고 있다. 나노 뉴클리어 에너지의 주식은 <a href="https://www.benzinga.com/markets/equities/24/10/41362462/why-is-nano-nuclear-energy-stock-gaining-today">지난 1개월간 85% 상승</a>했다.</li>
</ul>
다음 읽기: <a href="https://kr.benzinga.com/news/usa/stocks/%EB%A3%A8%EC%8B%9C%EB%93%9C%EC%9D%98-ceo%EC%9D%B8-%ED%94%BC%ED%84%B0-%EB%A1%A4%EB%A6%B0%EC%8A%A8%EC%9D%B4-%EC%82%AC%EC%9A%B0%EB%94%94-%ED%88%AC%EC%9E%90-%EB%B0%8F-%EC%9D%BC%EB%A1%A0-%EB%A8%B8%EC%8A%A4/" target="_blank" rel="noopener">루시드 CEO 피터 롤린슨, 사우디 투자, 일론 머스크의 정치적 견해에 대해 이야기하다</a>
<h3 class="wp-block-heading">전력 생산자들:</h3>
데이터 센터와 AI 애플리케이션이 신흥 기술에 전력을 공급하기 위한 에너지 수요를 증가시키면서 전력 회사의 주가도 상승했다.
<ul>
<li>콘스텔레이션 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>)는 9월에 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)와 대규모 계약을 체결하여 쓰리 마일 아일랜드 핵 발전소 1호기를 재가동할 계획이다. 이 재개는 마이크로소프트의 AI 데이터 센터를 위한 20년 전력 구매 계약의 일환이다.</li>
<li>비스트라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)는 미국에서 가장 큰 전력 생산자이자 소매 에너지 공급업체 중 하나로, 41기가와트의 핵, 석탄, 천연가스 및 태양광 발전 용량을 보유하고 있다. 이 주식은 2024년 S&amp;P 500에서 최고의 성과를 보여 엔비디아를 포함한 다른 AI 관련 주식들을 제쳤다.</li>
</ul>
<h3 class="wp-block-heading">우라늄 주식들:</h3>
우라늄은 핵 에너지를 생성하는 데 필요하며, 가격은 올해 초부터 약 60% 상승했다.
<ul>
<li>카메코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>)는 밀레니엄(Millennium), 예일리리(Yeelirrie), 킨타이어(Kintyre) 및 탐사를 포함한 여러 프로젝트를 진행하는 우라늄 생산업체이다. 카메코의 주식은 <a href="https://www.benzinga.com/news/24/09/40961163/whats-going-on-with-cameco-stock-friday">최근 1개월간 거의 45% 상승</a>했다.</li>
<li>센트러스 에너지(AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>)는 미국 및 해외 상업 핵 발전소에 고농축 우라늄 연료를 공급한다. 센트러스 에너지의 주식은 금요일에 에너지부가 이 <a href="https://www.benzinga.com/pressreleases/24/10/n41391606/centrus-wins-haleu-enrichment-award-from-u-s-department-of-energy">회사를 국내 상업 생산 확대 계약의 수혜자로 선정</a>한 후 21% 상승했다.</li>
</ul>
<h3 class="wp-block-heading">&#8220;거대한 기회&#8221;</h3>
지난주, 오클로의 공동 창립자이자 CEO인 제이콥 드위트(Jacob DeWitte)가 CNBC의 &#8220;머니 무버스(Money Movers)&#8221;에 출연하여 <a href="https://www.benzinga.com/news/24/10/41343639/oklo-ceo-highlights-mind-blowing-demand-for-ai-power-says-googles-nuclear-deal-only-tip-of-the-icebe">핵 발전 산업</a>의 현재 기회에 대해 강조했다.
&#8220;핵 에너지에 대한 수요는 엄청나게 증가하고 있다. 수치가 충격적이다. 전력 수요는 사실상 정신을 잃을 정도이다&#8221;고 드위트가 말했다. &#8220;이 공간에서 많은 플레이어들에게 큰 기회가 있으며, 핵 에너지는 정말 훌륭한 솔루션을 제공한다.&#8221;

또한 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41406621/microsoft-ai-revenue-could-eclipse-10b-in-2025-piper-sandler-says">낙관적인 분석가는 마이크로소프트 AI 매출이 2025년에 100억 달러에 달할 수 있다고 전망</a></li>
</ul>
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