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Google just signed a nuclear deal with a company that already runs reactors, yet the stocks surging hardest belong to developers whose reactors exist only on paper. Here is why traders are betting the read-across holds.
Van Eek Funds CEO, Jan van Eck, believes that the nuclear trade may have seen its bottom with the recent deal between Constellation Energy (CEG) and Alphabet Inc.’s (GOOG, GOOGL) Google, likely to spark a bounce back.In an interview with CNBC, he said that while semiconductor companies have had a s…
Both companies burn cash heavily while chasing commercialization, but their business models and risk profiles diverge sharply.