Wall Street Breakfast Nuclear fusion goes public
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Dec 18, 2025 A groundbreaking $6 billion merger between Trump Media and TAE Technologies is set to revolutionize the fusion sector. Inflation rates are declining, but the data comes with important caveats. Meanwhile, OpenAI is making headlines with a valuation of $750 billion amid fundraising talks. As market risks loom, experts warn about potential tech bubbles and the impact of aggressive Fed cuts. Plus, insights into other stock movers and TAE's vision for smaller, affordable reactors add to this financial landscape.
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Fusion Enters The Public Market
- TAE Technologies' planned $6B SPAC with Trump Media marks a major step for commercial fusion entering public markets.
- Backing from Alphabet, Chevron and Goldman Sachs signals strong institutional belief in fusion's future role in power for AI data centers.
Utility-Scale Fusion Capacity Targeted
- TAE projects future fusion plants producing 350–500 megawatts each, aiming for utility-scale carbon-free power.
- The company emphasizes shrinking reactor size and lowering costs as keys to commercial viability.
CPI Drop Comes With Big Caveats
- November CPI readings showed headline inflation at 2.7% and core at 2.6%, cooler than expectations.
- The BLS data gaps and assumptions, including assumed zero rent changes for October, likely understate true inflation trends.