Micron, in particular, has seen a surge. The numbers, as they always do, tell a story, though rarely the whole one. Thirty-eight percent this year, they say. Three hundred and thirty-eight percent over the past twelve months. It’s enough to make one briefly forget the cyclical nature of these things. A three-year bull market, with returns of 84.4% annually. It’s almost… cheerful. Almost.
NuScale, with its modular reactors, pursues a path of incremental progress – a most sensible, if rather uninspired, approach. Oklo, however, ventures into the realm of fast-fission, a decidedly bolder, if riskier, undertaking. NuScale’s recent performance has been…unsettling. A decline of approximately 30% over the past year, though partially remedied by a 20% rise since the year’s commencement, suggests a certain lack of conviction in the market. One might say its fortunes have fluctuated with the whims of fashion.
Now, I’ve been trading stocks longer than some of these delivery drivers have been alive, and I gotta tell ya, it’s not always pretty. It’s a jungle out there! And right now, the jungle favors… well, let’s find out, shall we?
The recent spike in Oracle’s credit default swap pricing—a financial arrhythmia, if you will—shocked the markets in November, and has stubbornly refused to resolve itself into a reassuring rhythm. The company’s $25 billion bond issuance—a palliative measure, part of a planned $50 billion infusion—briefly stilled the anxious murmurs, but the underlying disquiet persists. One detects a faint scent of desperation, masked by the scent of freshly printed currency. The market, you see, possesses a remarkably sensitive olfactory organ for such things.
It’s currently up about ten percent as of, oh, I don’t know, whenever you’re reading this. Time is a construct, isn’t it? Especially when you’re trying to decipher the stock market. Which, let’s be honest, feels a bit like trying to predict the weather based on the mood swings of a particularly dramatic teenager.
The idea was to cap credit card interest rates at 10%. A rather blunt instrument, if you ask me. And the market, predictably, got a bit skittish. It’s always fascinating, isn’t it, how easily these things spook investors? Like a herd of gazelles at the first sign of a leopard. I suspect it was an overreaction, frankly. A bit of a sale on a perfectly good stock, and as a trader, that always gets my attention.
The question isn’t if this thing is going down, it’s how spectacularly. And believe me, I’ve seen enough spectacular crashes to last a lifetime. This isn’t about algorithms and impressions, it’s about power. And somebody, somewhere, is losing control.
Last year, the provinces to the north demonstrated a particular vibrancy. While the U.S. market plodded along, Canada’s S&P/TSX Composite Index ascended a respectable 28.3%, leaving the S&P 500‘s 16.4% gain looking rather… pedestrian. A twelve-percentage-point difference, mind you, is not merely a gain; it’s a declaration. The first such triumph since 2016, and some analysts, those oracles of financial forecasting, predict this northern surge will continue through 2026. Naturally, they could be wrong. Predicting the market is rather like predicting the weather – a noble pursuit, often resulting in a soaking.
The International Atomic Energy Agency – which, let’s be honest, sounds like a Bond villain organization – is now saying nuclear capacity could double and a half by 2050. That’s a lot of atoms splitting. So, maybe it’s time to look at a couple of stocks that aren’t just relics of the Cold War. We’re talking Cameco (CCJ 3.65%) and NuScale (SMR 5.68%). Consider this your official permission to stop doomscrolling and start… stock-scrolling?
Lilly’s success is impressive. With a wide range of established medicines, it’s considered a reliable investment because people will always need their prescriptions, even during tough economic times. Plus, Lilly is now a major player in the rapidly growing weight loss drug market, which experts predict will be worth almost $100 billion within the next few years.