Core Insights - Wall Street is increasingly optimistic about nuclear power as a renewable energy source, particularly in light of the growing electricity demands driven by artificial intelligence (AI) [1][2] Group 1: Market Dynamics - The demand for electricity generation in the United States is expected to exceed $1 trillion in capital investments from now until 2029, largely due to AI [3] - Nuclear energy stocks, particularly Oklo and NuScale Power, have seen significant stock price increases, with Oklo rising 733% and NuScale Power increasing 65.6% over the last three years [8] Group 2: Company Profiles - Oklo is developing a small nuclear reactor that utilizes recycled nuclear waste and aims to serve direct-generation needs, such as military applications and data centers [4] - NuScale Power is constructing a small modular reactor (SMR) that has received design approval from the Nuclear Regulatory Commission (NRC) [5] - The standard SMR from NuScale Power is designed to generate 77 megawatts of electricity, contributing to the estimated need for 50 gigawatts of new electricity generation by 2030 [6] Group 3: Financial Performance - Oklo has never generated revenue and lacks an approved reactor design, while NuScale Power generates $64 million in revenue primarily from construction contracts [10] - Both companies are unprofitable, with Oklo reporting negative $68 million in free cash flow and NuScale Power showing negative $283 million [10] Group 4: Investment Considerations - The current investment interest in nuclear energy stocks is largely speculative, with both companies showing minimal revenue and significant cash burn [12] - As of December 15, 2025, both stocks have declined by 50% from their highs, indicating a potential downturn in the nuclear energy trade [13]

The nuclear energy stock continues to fall despite the company's progress.Investors are giving Oklo (OKLO 9.53%) the cold shoulder this December. The nuclear energy stock slumped on Wednesday, trading 9% lower as of 2:40 p.m. ET. As of this writing, shares of Oklo have fallen 15% in December, following Wednesday's drop.Oklo is building fast-fission nuclear energy plants called Aurora that can run on repurposed fuel. Its ability to recycle nuclear fuel is a major differentiator. Oklo made two back-to-back an ...

Oklo Inc. (NYSE:OKLO) is one of the stocks that Jim Cramer shared his take on. Answering a club member’s query of whether the stock is a buy at the current levels, Cramer said: “Okay, if I say Oklo’s a sell, tomorrow they’ll put out some release, I mean, Monday, they’ll put out some release that juices the stock. They seem to juice the stock every time I urge people to… try to keep a level head about Oklo. I would sell Oklo. I just would sell everything nuclear except for GEV. The revolution is not going ...

Joining us now to discuss is Oaklo CEO Jacob Dwit. So you got to explain this to us, Jake. We hear plutonium from the Cold War and wonder is that a good thing.Is that safe. >> It's great. That's one of the things we demonstrated and showed is you can do it very safely.Um what's really important about it is this is a huge opportunity to fuel reactors basically to build them sooner and faster. Um, one of the big challenges I think as we've looked down the path over the next few years about how quickly we can ...

Oklo Inc. ( OKLO ) continues to be evaluated through a framework that no longer fits the company's reality. Most investors treat it for what it was - a development-stage, speculative name in the clean-energy space, hurtHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schoo ...

IDAHO FALLS, Idaho--(BUSINESS WIRE)---- $OKLO #advancedfission--Oklo Inc., (NYSE: OKLO) (Oklo), an advanced nuclear technology company, announced today that the U.S. Department of Energy's (DOE's) Idaho Operations Office has approved the Preliminary Documented Safety Analysis (PDSA) for the Aurora Fuel Fabrication Facility (A3F) at Idaho National Laboratory (INL), marking the start of the assembly of the facility. The PDSA for the A3F, which will fabricate fuel for Oklo's first commercial-scale powerhouse, ...

Oklo will benefit from Jensen Huang's recent pro-nuclear comments.Recently, Nvidia CEO Jensen Huang stated that nuclear power, particularly small modular reactors (SMRs), will be crucial in powering artificial intelligence (AI) infrastructure. The world's largest company by market capitalization giving a nod to nuclear power is a boon for Oklo (OKLO 4.58%) and its investors.Oklo is focused on serving the energy needs of the rapidly growing AI industry. The company specializes in next-generation nuclear tech ...

Key Takeaways OKLO has surged 300% in 2025 despite being pre-revenue and posting a $0.20 per-share Q3 loss.The company holds $1.2B in cash, offering multi-year funding as it enters its construction phase.OKLO raised $540M via ATM sales in 2025, with $1.5B more authorized, raising dilution concerns.Oklo Inc. (OKLO) has delivered one of the most eye-catching rallies in the market this year, climbing more than 300% as investors rushed into advanced nuclear names tied to artificial intelligence (AI)-driven powe ...

11 December 2025 | 4:02PM EST Equity Research Nuclear Nuggets: Global reactor tracker - December edition; 2026 Key Themes in Focus In the December edition of the Global Reactor Tracker, we highlight (1) a 2026 outlook for nuclear focused on a Q&A on key debates/themes into the new year (2) updated supply and demand forecasts through 2045 (3) recent data on pricing and contracting and (4) investor positioning and performance for nuclear equities under our coverage. Top questions on the nuclear theme heading ...

These ten large-cap stocks were the worst performers last week. Are they a part of your portfolio?Bloom Energy Corporation (NYSE:BE) shares slumped 20.68% last week. Shares of electrical equipment companies traded lower amid overall market weakness.Credo Technology Group Holding Ltd (NASDAQ:CRDO) fell 20.09% this week. Shares of companies within the broader technology sector traded lower amid weakness in Broadcom Inc. (NASDAQ:AVGO) after it issued cautious outlook. The sector is also being weighed down by r ...