High-stakes negotiations between the United States and Iran resume in Oman on Friday, against a backdrop of recent conflict, domestic unrest, and escalating rhetoric over Tehran's advancing nuclear program.
The final pillar of U.S.-Russia nuclear arms control collapsed Thursday as the New START treaty expired, leaving the world's two largest atomic arsenals without verifiable limits for the first time in decades and stoking fears of a destabilizing new arms race.
As American and Iranian officials prepare for indirect discussions in Muscat, analysts weigh the prospects for reviving the 2015 nuclear deal and the broader implications for regional stability.
Amid heightened regional tensions, the United States has significantly increased its military footprint across the Middle East, deploying carrier strike groups and strike platforms. The strategic repositioning coincides with the last-minute relocation of crucial nuclear negotiations with Iran from Istanbul to Muscat.
Diplomats from Washington and Tehran are set to meet in Muscat this week for high-stakes negotiations aimed at de-escalating tensions and addressing Iran's nuclear program, ballistic missile activities, and regional influence.
Mad Money host Jim Cramer pushed back against recent selling pressure on Centrus Energy Corp. (LEU), calling the nuclear fuel and services company fundamentally sound during a recent segment, while acknowledging its speculative nature within a portfolio.
The expiration of the New START treaty removes all verifiable caps on American and Russian nuclear arsenals for the first time since 1972, raising fears of a destabilizing arms race amid heightened geopolitical tensions and a stalled diplomatic landscape.
Secretary of State Marco Rubio confirmed Iran's request to relocate planned nuclear discussions from Turkey, as diplomatic maneuvering intensifies ahead of a potential Friday meeting. Rubio outlined key U.S. prerequisites for substantive dialogue amid regional tensions.
CNBC's Jim Cramer has singled out Constellation Energy (CEG) as a compelling buy following its significant pullback, emphasizing its position as a major nuclear power producer and its current valuation opportunity.
Senior officials from the United States and Iran are scheduled to meet in Muscat, Oman, this Friday for talks aimed at de-escalating tensions and addressing concerns over Tehran's nuclear program, according to confirmations from both governments.
Long sidelined by investors, nuclear power is witnessing a dramatic comeback, propelled by the insatiable energy demands of artificial intelligence and a seismic shift in sentiment among major financial institutions, opening a multi-trillion-dollar market frontier.
High-stakes negotiations on Iran's nuclear program are set to restart this week in Muscat, as both sides seek to ease tensions amid regional instability.
While Oklo's advanced nuclear reactor technology has attracted major tech backers like Meta, analysts caution that its path to profitability—and potential dividends—remains a long-term prospect, making it a speculative growth story rather than an immediate income stock.
The final pillar of post-Cold War nuclear arms control between the United States and Russia crumbles as the New START treaty lapses, raising urgent questions about strategic stability, a rising China, and global proliferation risks.
After a staggering 238% surge in 2025 followed by a sharp pullback, advanced nuclear firm Oklo faces a pivotal year. With major DOE projects underway and a landmark deal with Meta, analysts debate whether 2026 will see the stock reignite or continue its cooling-off period.
The expiration of the last major U.S.-Russia nuclear arms pact strips Moscow of a key diplomatic platform while raising global security concerns.
The last major nuclear arms control pact between the United States and Russia, the New START treaty, has formally expired. While Moscow pledges 'responsible' conduct, experts warn the collapse risks accelerating a new global arms race and further destabilizing strategic security.
BNP Paribas begins coverage of BWX Technologies (BWXT) with a Neutral rating, arguing its robust defense business and future commercial nuclear prospects are largely reflected in its current valuation. The analysis comes as BWXT opens a key uranium enrichment facility, underscoring its strategic role in U.S. energy security.
Constellation Energy solidifies its position as America's largest power producer with the Calpine acquisition, securing landmark deals to supply nuclear energy to tech giants Microsoft and Meta for their AI data centers, even as its stock faces significant near-term pressure.
As Iran and the U.S. prepare to resume nuclear negotiations, Tehran's expansive and hardened ballistic missile program remains a non-negotiable pillar of its defense strategy. This analysis examines the capabilities, strategy, and regional impact of one of the Middle East's largest missile arsenals.
