Core Insights - Oklo Inc. (NYSE:OKLO) is a nuclear power company focused on designing small modular reactors, but faces long project delivery timelines [2][3] - Jim Cramer highlighted a significant 400% gain in Oklo's shares, suggesting it may be a good time to take profits [2] - Cramer expressed skepticism about the nuclear sector's timelines, indicating that even small modular reactors require 6 to 7 years for completion [3] Company Overview - Oklo Inc. is involved in the development of small modular reactors, which are seen as a potential solution for nuclear energy [2] - The company is positioned in a sector that is experiencing a shift away from rapid investment returns, as indicated by Cramer's commentary on the end of the 'era of magical investing' [2] Market Context - Cramer compared Oklo's investment potential unfavorably to certain AI stocks, suggesting that AI may offer better returns with lower risk [3] - The nuclear power industry is characterized by lengthy project timelines, which may deter some investors looking for quicker returns [3]

Company Overview - Citigroup updated its rating for Oklo Inc. (NYSE:OKLO) to Neutral, maintaining a hold action, and raised the price target from $68 to $95, with the current stock price at $88.17 [1][5] - Oklo Inc. is a nuclear power start-up focused on developing Aurora powerhouses using innovative metal-fueled fast-reactor technology [1][5] Industry Context - Numerous countries are committed to tripling their nuclear energy capacity by 2050, with a significant focus on the U.S. due to rising electricity demands [2] - Nuclear power is favored for its scalability, reliability, continuous availability, and zero-carbon emissions, aligning with U.S. energy strategies [2] Stock Performance - Over the past year, Oklo's stock has surged by 347%, although it is currently 52% below its all-time high [3][5] - The stock has fluctuated between a low of $79.01 and a high of $89.93 today, with a market capitalization of approximately $13.78 billion and a trading volume of 21.67 million shares [4]

Core Viewpoint - Oklo's stock price has significantly declined, resulting in a loss of over $12 billion in market value, with the market capitalization dropping from $25.7 billion in October to $13.7 billion [1] Group 1 - The stock price has fallen from a high of $193 [1]

Industry Overview - Nuclear power is experiencing a resurgence, with multiple countries signing the Declaration to Triple Nuclear Energy by 2050, supported by financial institutions [2][9] - The appeal of nuclear energy lies in its scalability, reliability, and zero-carbon emissions, making it a priority in the U.S. due to rising electricity demands [3][2] Company Focus: Oklo - Oklo, a nuclear power start-up, is backed by notable figures including OpenAI CEO Sam Altman and former board member Chris Wright, who is the current U.S. Secretary of Energy [4] - The stock of Oklo has seen a significant increase of 347% over the past year, although it is currently 52% below its all-time high [5] Technology and Development - Oklo is developing advanced fission power plants known as Aurora powerhouses, focusing on research, development, and obtaining necessary certifications [6] - The Aurora powerhouses utilize metal-fueled fast-reactor technology, initially designed to produce 15 MWe and 75 MWe, with future plans to expand to 100 MWe and beyond [7] Market Opportunity - The long-term growth potential for Oklo is driven by increasing power demand in sectors such as AI, data infrastructure, electrification, and decarbonization, which its modular nuclear plants can address [8]

Core Insights - Investors will have a break next week due to the market closure on November 27 for Thanksgiving, allowing time for assessment and reflection after a challenging week for Wall Street [2] - Despite the end of the U.S. government shutdown, some key economic reports are still being canceled due to insufficient survey data, impacting market expectations [3] Earnings Reports - Several companies are scheduled to report earnings next week, including Alibaba Group (BABA), Dell (DELL), Deere & Company (DE), Analog Devices (ADI), Best Buy (BBY), HP (HPQ), and DICK'S Sporting Goods (DKS) [4] - Specific earnings highlights include: - Monday: Agilent Technologies (A), Zoom Communications (ZM), Symbotic (SYM) [5] - Tuesday: Alibaba, Analog Devices (ADI), Dell Technologies, Best Buy (BBY), Autodesk (ADSK), Workday (WDAY), Zscaler (ZS), HP (HPQ), DICK'S Sporting Goods, J.M. Smucker (SJM), and NIO (NIO) [5] - Wednesday: Deere, Li Auto (LI) [5] - Thursday: Intuitive Machines (LUNR) [6] - Friday: Frontline Plc (FRO), Buckle, Inc. (BKE) [6]

Market Overview - Major U.S. stock index futures are up, with Dow futures rising by 0.44%, S&P 500 futures increasing by 1.06%, and Nasdaq futures gaining 1.41% [1] Technology Sector - Star tech stocks are experiencing pre-market gains, with Tesla and Google up over 2%, while Meta, Amazon, and Microsoft are up by 1% [2] - Nvidia's stock has risen by 5.42%, reporting a record revenue of $57 billion for Q3 of fiscal year 2026, exceeding analyst expectations by over 3%. Revenue growth accelerated to 62% year-over-year, with net profit increasing by 65% to approximately $31.9 billion [3] - AMD shares are up by 5.19% following the announcement of a joint venture with Saudi AI company Humain to develop AI infrastructure in Saudi Arabia, aiming for a capacity of up to 1 GW by 2030 [3] Hardware Developments - Supermicro has launched a new air-cooled AI server featuring AMD Instinct MI355X GPU, leading to a stock increase of 5.87% [5] Nuclear Energy Sector - U.S. nuclear stocks are seeing pre-market gains, with Oklo up over 5% and Nano Nuclear up over 6% [4] Cryptocurrency Market - Kraken, a major cryptocurrency exchange, has reportedly submitted a confidential IPO application to the SEC, with plans to go public in the first quarter of next year [4] Semiconductor Industry - UBS has raised Micron Technology's price target from $245 to $275, maintaining a buy rating due to ongoing memory supply constraints expected to last until the end of 2026. Micron's revenue has grown by 48.85% over the past twelve months, with the stock up by 2.97% [4]

Core Insights - Oklo Inc. (NYSE:OKLO) has seen a significant stock price increase, rising 6.45% to close at $102.86, driven by a partnership with Siemens Energy to enhance the deployment of Aurora powerhouses [1][3] - The partnership involves engineering and design work for a condensing SST-600 steam turbine and an SGen-100A industrial generator, which are critical for the Aurora powerhouse at Idaho National Laboratory [2] - Despite the positive developments, Oklo reported a widening net loss of $29.7 million for the third quarter, nearly a 200% increase from $9.96 million in the same period last year, and an operating loss that grew by 195.6% to $36.3 million [3] Company Developments - The collaboration with Siemens Energy is seen as a historic advancement for the advanced nuclear industry, showcasing progress towards the deployment and operation of nuclear technology [4][5] - The design philosophy of using proven power systems aims to shorten timelines and reduce costs, making advanced nuclear technology more deployable [4] Financial Performance - Oklo's financial results indicate a significant increase in losses, with net losses nearly tripling year-on-year, raising concerns about the company's financial health amidst its growth initiatives [3]

Core Insights - Oklo's stock has experienced significant volatility, rising from under $20 in April to nearly $175 by mid-October, before settling around $100 after a sell-off [1] Company Overview - Oklo is currently in the pre-revenue phase and has not yet begun commercial operations, making it a highly speculative investment [2][6] - The company is focused on developing a prototype for its small modular reactor (SMR), specifically the Aurora Powerhouse, which will utilize a sodium-cooled fast reactor [3][6] Technology and Future Plans - Oklo aims to co-locate AI data centers with its Aurora Powerhouses, leveraging the same cooling system to reduce energy costs and environmental impact [4] - The prototype is expected to take at least a year to achieve criticality, with real-world performance assessments likely not available until late 2027 [5]

Group 1 - Major stock indices futures are up, with Dow futures rising by 0.44%, S&P 500 futures increasing by 1.06%, and Nasdaq futures gaining 1.41% [1] - Star technology stocks are experiencing pre-market gains, with Tesla and Google up over 2%, and Meta, Amazon, and Microsoft rising by 1% [1] - Nvidia's stock has increased by 5.42%, reporting a record revenue of $57 billion for Q3 of fiscal year 2026, exceeding analyst expectations by over 3%. Revenue growth accelerated to 62% year-over-year, with net profit rising by 65% to approximately $31.9 billion [1] Group 2 - AMD's stock is up by 5.19% following the announcement of a joint venture with Saudi AI company Humain to build AI infrastructure in Saudi Arabia, targeting up to 1 GW capacity by 2030 [2] - Supermicro's stock has risen by 5.87% after launching a new air-cooled AI server equipped with AMD Instinct MI355X GPU, aimed at AI and inference workloads [2] Group 3 - Nuclear power stocks are generally rising, with Oklo up over 5% and Nano Nuclear up over 6% [3] - Kraken, a major cryptocurrency exchange, has secretly filed for an IPO with the SEC, planning to go public as early as Q1 of next year [3] - UBS has raised Micron Technology's price target from $245 to $275, maintaining a buy rating due to ongoing memory supply constraints expected to last until the end of 2026. Micron's revenue has grown by 48.85% over the past twelve months [3]

Key Points Siemens Energy will begin procuring components for Oklo's Aurora powerhouse project at Idaho National Laboratory. The company is targeting late 2027 or early 2028 for the first deployment of the Aurora powerhouse. There is still considerable risk with Oklo stock, so investors may feel more comfortable with a nuclear energy ETF. 10 stocks we like better than Oklo › After dipping lower on Monday and Tuesday, the S&P 500 shows signs of reversing course today, staying in positive territory ...