Nuclear fusion goes public
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 18 December 2025
⏱️ 5 minutes
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. |
| 0:09.6 | Good afternoon. Today is Thursday, December 18th, and I'm your host, Kim Con. Our top story so far, |
| 0:16.1 | TAE Technologies, a long-running nuclear fusion developer backed by major technology and energy investors, |
| 0:22.6 | is set to go public through a $6 billion merger with Trump Media and Technology Group, |
| 0:27.4 | a milestone for the fusion energy sector amid surging electricity demand from AI data centers. |
| 0:33.7 | TAE is among the earliest privately funded fusion companies, |
| 0:36.9 | and has spent more than two decades pursuing nuclear fusion designed to deliver abundant carbon-free power. |
| 0:43.0 | The companies backed by Alphabet, Chevron, Goldman Sachs, and several family offices. |
| 0:48.4 | Unlike conventional nuclear fission, fusion generates energy by forcing hydrogen atoms to combine under extreme heat and pressure, |
| 0:55.7 | releasing vast amounts of energy without long-lived radioactive waste. |
| 0:59.7 | TAE says years of research have enabled it to shrink reactor designs while lowering costs |
| 1:04.5 | and simplifying system complexity. Advances that it argues are essential for commercial viability. |
| 1:10.3 | Longer term, TAE envisions deploying fusion plants capable of producing between 350 and 500 megawatts each. |
| 1:17.9 | Wedbush analyst Dan Ives called the deal a major bet on nuclear fusion power, with the AI arms race underway, adding this will be the U.S. key play on nuclear fusion. |
| 1:28.3 | In today's trading, stocks are higher, but very.S. key play on nuclear fusion. In today's trading, |
| 1:33.9 | stocks are higher but very choppy. Micron's strong guidance is helping the AI trade, and a delayed November CPI report showed a much cooler retail inflation picture at face value. The numbers. Annual |
| 1:40.4 | headline CPI fell to 2.7%, well below the 3.1% consensus. Core CPI fell to 2.7% well below the 3.1% consensus. |
| 1:45.5 | Core CPI fell to 2.6% versus the 3% forecast. |
| 1:49.9 | The caveat. |
| 1:50.9 | The BLS didn't collect October data and had to make assumptions and adjustments. |
| 1:55.2 | The biggest issue raised by Omer Sharif of Inflation Insights, |
| 1:59.0 | the BLS just assumed rent and owner-equivalent rents |
... |
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