Sep. 12 at 3:03 PM
$OKLO Oklo is pitching a
$1.68B nuclear recycling plant in Tennessee—the kind of grandiose first-of-its-kind project that excites investors right up until permitting drags for a decade. The company also inked a deal with
$VRT Vertiv to bolt its pint-sized reactors onto AI data centers, which plays well in slides about “synergy” but is still closer to PowerPoint than power grid.
#RKT Rocket Lab beat the quarter with enough to look “better than expected.” It bought Redfin, which means mashing together real estate traffic with an equally interest-rate-sensitive mortgage business. Analysts are already hyping rate cuts.
$RKT Bank of America upgraded the stock, hiking the target from
$21 to
$24. The case is simple: falling rates juice both purchase & refinance volumes. The Mr. Cooper deal comes with the usual promise of half a billion in “synergies.” Add in
$200M in Redfin synergy fairy dust & an 11% bump to 2026 EPS estimates.
