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.
As the quest for reliable, carbon-free power intensifies, driven by data center expansion and policy shifts, nuclear energy is back in the spotlight. Analysts highlight Constellation Energy and Terrestrial Energy as key beneficiaries of this structural change.
Washington and Tehran are set for direct negotiations in Muscat this Friday, with Iran insisting the agenda remain strictly on its nuclear program. The meeting comes as recent military incidents in the Strait of Hormuz and a U.S. force buildup heighten fears of a broader confrontation.
As Oklo advances its first Aurora reactor and fuel recycling plans, the company is positioning its small-scale nuclear technology as a critical solution to the soaring energy demands of artificial intelligence data centers, despite significant financial and execution hurdles.
Exclusive: Washington and Tehran are set for direct negotiations in Muscat this Friday, focusing solely on Iran's nuclear program amid a backdrop of military posturing and recent confrontations in the Gulf.
The last major nuclear arms control pact between the United States and Russia, the New START treaty, has lapsed, raising profound questions about strategic stability and the future of global arms control in an era of heightened geopolitical tensions.
Shares of nuclear components manufacturer BWX Technologies have skyrocketed 272% since early 2021, dramatically outpacing the broader market. Following a strong Q3 earnings report, investors now face a critical decision: buy into the momentum or brace for a potential pullback?
The expiration of the last major U.S.-Russia nuclear arms control treaty ushers in a perilous new chapter, removing caps on the world's largest arsenals for the first time in over 50 years and raising fears of a destabilizing three-way arms race.
NGL Energy Partners (NGL) reported a robust third-quarter performance, fueled by record-setting produced water disposal volumes and disciplined capital management. The partnership raised its full-year EBITDA outlook and outlined ambitious plans, including a novel partnership to explore nuclear-powered water desalination in the Permian Basin.
As the artificial intelligence revolution drives an unprecedented surge in electricity demand, advanced nuclear energy developer Oklo Inc. is emerging as a critical infrastructure player. Analysts highlight its unique positioning to provide clean, reliable power for data centers, with significant growth potential on the horizon.
Iran has formally requested direct nuclear negotiations with the United States to be held in Oman this Friday, sources confirm, as regional tensions flare following a series of maritime incidents and a significant U.S. military deployment to the Gulf.
A planned meeting between U.S. and Iranian officials faces uncertainty as Tehran demands a change of venue from Turkey to Oman and insists discussions be limited strictly to nuclear matters, according to a regional source. The eleventh-hour demands come amid heightened military tensions in the Gulf.
CNBC's Jim Cramer advised viewers to avoid Energy Fuels (UUUU) during a recent lightning round, instead pointing to GE Vernova (GEV) as his preferred pure-play investment to capitalize on the nuclear energy resurgence.
Israeli Prime Minister Benjamin Netanyahu convened with senior U.S. diplomat Steve Witkoff and top Israeli security officials on Tuesday, as Washington and Tehran prepare for a critical round of nuclear negotiations in Turkey this Friday.
BMO Capital raises its price target on NextEra Energy (NEE), citing strong earnings visibility and a strategic pivot to expand nuclear capacity to meet soaring data center power demand, against a backdrop of record U.S. electricity consumption forecasts.
Shares of uranium and critical minerals producer Energy Fuels (UUUU) retreated this week, cooling off after a sharp rally fueled by a new U.S. government initiative to bolster the domestic nuclear fuel supply chain.
With the expiration of the New START treaty, the final pillar of formal nuclear arms control between Washington and Moscow has collapsed. Amidst deep geopolitical rifts and rapid technological change, experts warn the world is entering a perilous new phase without agreed limits on the world's largest arsenals.
In a significant diplomatic shift, Iran has conditionally agreed to resume nuclear negotiations with the United States, marking the first potential dialogue since U.S. airstrikes targeted Iranian nuclear sites last summer. The talks, expected in Istanbul, come amid soaring regional tensions and intense international mediation efforts.
A senior UAE official has called for direct U.S.-Iran negotiations to secure a nuclear agreement, framing it as critical for regional stability. The appeal comes as diplomatic talks resume amid a significant U.S. naval buildup near Iranian waters.
With the New START treaty set to expire, a senior Russian diplomat states Moscow is prepared for a world without bilateral nuclear arms limits, raising global concerns over a potential new arms race and the erosion of decades of strategic stability.
