Bloomberg Intelligence Trump Media Targets Nuclear Fusion Through Merger With TAE
Dec 18, 2025
Simon Casey, Managing Editor for Energy and Commodities at Bloomberg News, dives into Trump Media's surprising merger with TAE Technologies, exploring the future of nuclear fusion and the potential hurdles. Jake Silverman highlights Micron's strong earnings and the AI-driven demand impacting memory chip pricing. Poonam Goyal discusses activist investor Elliott Management's substantial stake in Lululemon and its leadership challenges, while Rachel Phua shares insights on Darden Restaurants' success amid changing consumer behavior and a resilient dining market.
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Unexpected Fusion Pivot For Trump Media
- Trump Media's merger with TAE makes DJT both a social media and fusion company overnight.
- Simon Casey notes TAE is credible but commercial fusion remains a long-term prospect.
TAE's Credibility And Cash Infusion
- TAE has operated for over two decades with backers like Goldman and Google.
- The deal reportedly provides roughly $200 million to fund further fusion R&D.
Watch For Policy And Conflict Risks
- Expect political conflicts of interest scrutiny when business and administration agendas overlap.
- Monitor policy shifts since the Trump administration explicitly supports nuclear expansion.