Analyst: Nuclear energy industry may become the next target for the Trump administration's stock holdings.

Analysts point out that the Trump administration in the United States is pushing for government participation in companies across various industries, with the next potential target possibly being the nuclear energy industry. The Trump administration has announced investment agreements with Intel and rare earths producer MP Materials, both of which involve government support for large-scale domestic manufacturing projects. In July of this year, MP Materials announced that the Pentagon would become its largest shareholder, causing the company's stock price to surge by 50% in a single day. After the U.S. government announced its investment in struggling Intel, the company's stock price rose by 5%. Following the deal reached earlier this month with Intel, U.S. President Trump and members of his administration hinted that this would be the beginning of a broader investment strategy. A team led by Compass Point analyst Whitney Stanco stated in a report that the U.S. Department of Energy recently established a new nuclear fuel consortium, paving the way for the Trump administration to invest in companies with the aim of establishing a domestic uranium enrichment supply chain. Enriched uranium is a critical fuel needed for nuclear power generation. Stanco wrote, "Given the interest of the U.S. nuclear fuel industry in the approximately $3.4 billion in federal funding allocated during the Biden period, we believe it may become a target for future similar investment deals by the Trump administration." In the coming weeks, the U.S. Department of Energy's Office of Nuclear Energy will collaborate with industry stakeholders to identify relevant companies and long-term goals. The Russia-Ukraine conflict has sparked national security concerns regarding nuclear energy, as Russia is the world's largest supplier of uranium. According to data from the U.S. Department of Energy, Russia has approximately 44% of global uranium enrichment capacity, and approximately 35% of nuclear fuel imports into the U.S. come from Russia. Meanwhile, the increasing demand for energy driven by the artificial intelligence (AI) boom has also brought more attention to nuclear energy, with collaborations between major technology companies and nuclear energy suppliers attracting significant focus on the industry. This week, U.S. Bank for the first time included the next-generation small modular reactor (SMR) manufacturer Oklo in its ratings and gave it a "buy" rating. The bank stated, "With the support of the Department of Energy and data center operators, nuclear energy is regaining momentum, and Oklo has an advantage in meeting the growing energy needs of AI." Over the past year, Oklo's stock price has surged by over 1000%, with investors betting on nuclear energy becoming part of AI-themed trading. This article is translated from "Finance Network", author: Xia Junxiong, GMTEight editor: Li Cheng.