Subscribe for curated, market moving, stock market news and financial research primarily focused on US Equities. We tend to focus more on Small/Micro caps. Clean Data, Clear Language, and Crisp Insight!
WealthWise is an independent publication with no ties to Wall Street or any other news publication. We also do not accept paid sponsorships from anyone.
You can also follow our finance blog on Substack where we publish our opinion & proprietary research: wealthwisedca.substack.com/
Disclaimers:
- We aim to deliver objective news which should not be construed as investment advice or a reflection of our positioning.
- Editorial decisions are made exclusively based on our understanding of how important the news is, regardless of our bullish/bearish positioning.
- We own positions in some/all of the stocks mentioned in our news.
- Visuals are often stock videos.
WealthWise
General Fusion says its Lawson Machine 26 (LM26) demonstration system has achieved a major fusion milestone, heating plasma electrons to 1.1 kiloelectron volts (keV), equivalent to about 12.6 million°C.
The result, co-published with the UK Atomic Energy Authority (UKAEA), marks the first time the company has reached 1 keV using its Magnetized Target Fusion approach, which compresses magnetically confined plasma using a mechanical, liquid-metal system.
The company’s next milestones are reaching 10 keV electron temperature and then demonstrating the conditions required for net fusion energy within the plasma.
General Fusion targets initial commercial plant operations around 2035.
#GFUZ #GeneralFusion #NuclearFusion #FusionEnergy #MagnetizedTargetFusion #CleanEnergy #EnergyTransition #NuclearTech #PlasmaPhysics #UKAEA #AIInfrastructure #PowerGeneration #ClimateTech #Technology #TechStocks #EnergyStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
20 hours ago | [YT] | 0
View 0 replies
WealthWise
Broadcom is reportedly exploring more than $50 billion in financing to fund OpenAI’s purchases of custom AI chips the companies are developing together.
Apollo Global Management, Blackstone and other lenders are among those approached, but discussions remain preliminary and the final structure and amount are uncertain.
Bloomberg’s reporting indicates the financing could be closer to $30 billion, so the $50 billion-plus figure should be treated as a reported target, not a finalized deal.
The financing would support the companies’ October 2025 partnership to deploy 10 gigawatts of custom AI accelerators by the end of 2029.
Broadcom and OpenAI have since unveiled Jalapeño, OpenAI’s first custom AI processor, designed for large-scale inference.
#AVGO #Broadcom #OpenAI #AIChips #CustomSilicon #Jalapeno #AIInfrastructure #Semiconductors #ArtificialIntelligence #DataCenters #Apollo #Blackstone #PrivateCredit #Technology #TechStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
21 hours ago | [YT] | 0
View 0 replies
WealthWise
Ballard Power Systems has received a 4.8 MW order from Siemens Mobility for 24 FCrail™ 200 kW fuel-cell modules to power 12 Mireo Plus H hydrogen passenger trains for Romania’s Railway Reform Authority.
The fleet will be Romania’s first hydrogen-powered train fleet and the largest commercial deployment of the Mireo Plus H platform to date.
The project is also the Mireo Plus H platform’s first deployment outside Germany and first fleet deployment in Eastern Europe.
Ballard plans to deliver the fuel-cell engines in 2027–2028, with passenger service targeted for 2029.
The order builds on the companies’ multi-year supply commitment established in 2022.
#BLDP #BallardPower #Siemens #Hydrogen #HydrogenTrains #FuelCells #MireoPlusH #Romania #Rail #CleanEnergy #ZeroEmission #Transportation #EnergyTransition #ClimateTech #CleanTech #GreenHydrogen #HydrogenEconomy #Technology #TechStocks #EnergyStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
1 day ago | [YT] | 2
View 0 replies
WealthWise
Pasqal (PSQL) is moving its €50 million Q-PLANET quantum pilot line into execution, coordinating 28 partners across 11 European countries to industrialize chip components for neutral-atom quantum computing, sensing and communications.
The three-year project is co-funded by the EU Chips Joint Undertaking and national/regional authorities.
The program will develop chip-based lasers at four wavelengths, atom chips and microfabricated vapor cells, while creating standardized Process Design Kits (PDKs) and Assembly Design Kits (ADKs) to help move quantum technologies from laboratories toward scalable manufacturing.
Pasqal will lead the 1,013-nm chip-laser work and serve as an end user for the laser and vapor-cell technologies.
#PSQL #Pasqal #QuantumComputing #QuantumTechnology #NeutralAtom #QuantumChips #Semiconductors #EU #EuropeanUnion #ChipsAct #AI #DeepTech #Technology #TechStocks #QuantumStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
2 days ago | [YT] | 1
View 0 replies
WealthWise
Standard Nuclear received a Buy rating and $18 price target from Needham, which sees an early-mover advantage in commercial TRISO fuel manufacturing.
Analyst Sean Milligan said the thesis centers on replicating Standard Nuclear’s modular production model, converting its commercial pipeline into funded backlog and increasing utilization as HALEU supply improves.
“Commercial momentum is accelerating,” Milligan highlighted the jump in funded backlog from $8.2 million to $119.3 million, while total contract backlog reached $576.9 million and qualified pipeline stood at $696.3 million.
He added that “continued conversion should support utilization as new capacity comes online.”
#STDN #StandardNuclear #Nuclear #NuclearEnergy #TRISO #HALEU #AdvancedNuclear #NuclearFuel #Microreactors #SMR #Energy #EnergyInfrastructure #CleanEnergy #PowerGeneration #Technology #TechStocks #NuclearStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
2 days ago | [YT] | 0
View 0 replies
WealthWise
Voyager Technologies signed a contract with the Center for the Advancement of Science in Space to manage Symphony Biosciences’ cancer research experiment aboard the ISS.
The study will test SymphNode, a biopolymer implant designed to restore immune responses and recruit and activate a patient’s T cells to attack tumors.
Voyager will handle NASA safety reviews, hardware adaptation and integration, launch preparation, stowage and on-orbit operations, including incubation and fluorescence readings.
Afterward, it will return samples and data and provide post-flight reporting.
In September, Voyager and Exobiosphere announced two additional ISS drug-screening campaigns planned for 2027.
#VOYG #VoyagerTechnologies #Space #SpaceTech #ISS #CancerResearch #Biotech #SpaceBiotech #Microgravity #Oncology #TCells #DrugDiscovery #NASA #CommercialSpace #LEO #Technology #TechStocks #SpaceStocks #BiotechStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
2 days ago | [YT] | 2
View 0 replies
WealthWise
BWX Technologies’ BANR microreactor was selected by Prodigy Clean Energy and the Pabineau and Eel River Bar First Nations for a proposed up-to-50 MWe transportable nuclear power plant in Belledune, New Brunswick.
The Indigenous-owned project targets operation in the early 2030s and would use two 22 MWe BANR units.
BANR is a 75 MW thermal/22 MWe high-temperature gas-cooled reactor using HALEU and TRISO fuel, with passive cooling. BWXT and Prodigy are working toward a definitive agreement covering development, licensing, financing, supply chain and deployment.
This is a technology selection, not a finalized contract or construction award. No contract value has been disclosed, and the project still requires licensing and further agreements.
#BWXT #BWXTechnologies #Nuclear #Microreactor #AdvancedNuclear #NuclearEnergy #SMR #BANR #HALEU #TRISO #Canada #NewBrunswick #Energy #EnergyInfrastructure #CleanEnergy #PowerGrid #Technology #TechStocks #NuclearStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
2 days ago | [YT] | 0
View 0 replies
WealthWise
AMD rose after Citi raised its price target to $800 from $575, arguing that the rise of always-on AI agents could dramatically expand CPU demand. Citi now estimates the global CPU market could reach $300 billion by 2030, up from $29 billion in 2025, a roughly 60% CAGR.
Citi said AI agents can run continuously and generate substantially more inference, increasing demand across enterprise and consumer workloads.
Malik also reiterated a Buy rating and $315 price target on Nvidia, estimating 100 million daily agentic-AI users could require roughly 200,000–390,000 Blackwell-class GPUs and $7B–$19B of Nvidia revenue.
Mizuho separately estimates agentic CPUs could become an ~$80B market by 2030, while total server CPU TAM could reach $209B. Its estimates imply agentic AI could account for roughly 30% of server CPU demand by 2030.
AMD CEO Lisa Su added that chip demand remains extremely strong and said AMD will “substantially increase” supply in 2027 as demand continues to exceed supply.
#AMD #AdvancedMicroDevices #NVDA #Nvidia #AI #AgenticAI #CPUs #GPUs #AIChips #Semiconductors #DataCenters #AIInfrastructure #Compute #ArtificialIntelligence #Technology #TechStocks #SemiconductorStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
2 days ago | [YT] | 0
View 0 replies
WealthWise
BorgWarner shares rallied after Morgan Stanley upgraded BWA to Overweight from Equal-weight and raised its price target to $95 from $71.
Analyst Andrew Percoco sees the company’s turbine generator as the clearest near-term path to diversifying earnings beyond autos, driven by rising demand for onsite power from AI data centers.
Morgan Stanley also sees BorgWarner’s microgrid inverter and energy-storage products as additional, though smaller, growth opportunities.
It projects Distributed Power could generate about $1.2 billion in EBITDA by 2030, with turbine-generator deployments approaching 3 GW annually.
“Our valuation is comprised of two components: (1) $50/share for the Core Auto business... and (2) $45/share for Distributed Power...”
#BWA #BorgWarner #AI #DataCenters #PowerGeneration #DistributedPower #TurbineGenerator #EnergyStorage #Microgrids #AIInfrastructure #EnergyInfrastructure #Automotive #AutoTech #Technology #TechStocks #IndustrialStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
2 days ago | [YT] | 1
View 0 replies
WealthWise
Vistra is set to receive up to $4.2 billion in conditional DOE financing to modernize and uprate its Beaver Valley, Davis-Besse and Perry nuclear plants in Pennsylvania and Ohio.
The projects are expected to preserve nearly 4 GW of existing generation and add 433 MW of new capacity, supporting rising electricity demand across the PJM grid.
The upgrades are designed to extend the plants’ operation by another 20 years beyond their existing licenses.
The commitment also includes an option for potential future uprates at Vistra’s Comanche Peak plant in Texas. Vistra operates six reactors across four plants totaling more than 6.5 GW.
Vistra must satisfy technical, legal, environmental and financial conditions before final financing documents are signed and funds are disbursed.
#VST #Vistra #Nuclear #NuclearEnergy #NuclearPower #AI #AIInfrastructure #DataCenters #PJM #Electricity #PowerGrid #Energy #EnergyInfrastructure #CleanEnergy #BaseloadPower #EnergyTransition #Utilities #Technology #TechStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
3 days ago | [YT] | 0
View 0 replies
Load more