Analysts from Bank of America believe we're in the midst of a new nuclear renaissance. "[N]uclear energy has, in many ways, been recently 'rediscovered' amid surging electricity demand," the bank concludes. This renaissance, Bank of America believes, could create a $10 trillion opportunity for nuclear stocks like Oklo (NYSE: OKLO). Oklo in particular is betting on small modular reactors, or SMRs, which can theoretically lower initial costs, minimize infrastructure footprints, and provide greater ability t ...

for investors that are looking to get into the energy trade. Our next guest says the crude oil train has already left the station. Joining us now to discuss further, Joe Raldi, CIO at Quantum Financial Advisors.Joe, great to have you on the show. So, a lot of people playing crude right now trying to ride this ride here, but you say that that ship has sailed. You know, take us through that.>> Uh, you know, we we were at a 52- week high right before the incursion uh in Iran. Um, why chase something. I don't l ...

Companies Set to Win as States Vie to Host Nuclear Campuses Why These Campuses Matter The DOE envisions regional NLICs that bring together every stage of the nuclear fuel cycle under one roof. This co-location reduces logistics friction, speeds permitting, and makes it far easier to recycle used fuel, fabricate new fuel, and deploy reactors that power data centers or local/national grids. Private capital flows naturally when states offer ready infrastructure, skilled workforces, and aligned policy support. ...

Key Takeaways OKLO shifts to deployment, breaks ground on 75 MW Aurora plant and secures first NRC license.OKLO inks 1.2 GW META campus deal, with 150 MW by 2030, boosting demand visibility and prepayments.OKLO reports losses and cash burn, holds $1.4B liquidity, trades near 8X book without operating reactors.Oklo Inc.’s (OKLO) full-year 2025 results arrived at a time when the global energy landscape is shifting decisively in favor of nuclear power. As geopolitical tensions — particularly the Iran conflict ...

Core Viewpoint - Oklo Inc. (NYSE:OKLO) has experienced significant stock price fluctuations, with a notable increase of 389% from March to mid-October, followed by a decline of 65% since then, raising concerns about its project timelines and delivery capabilities [2]. Group 1: Stock Performance - Oklo Inc.'s shares have risen by 101% over the past year and by 63% since being discussed by Jim Cramer in February [1]. - The stock surged by 389% between March and mid-October, but has since dropped by 65% [2]. Group 2: Expert Opinions - Jim Cramer has expressed caution regarding Oklo Inc., citing the lack of a clear timeline for the delivery of its nuclear power plants as a major concern [2]. - Cramer has referred to Oklo as a "total fan favorite" but also labeled it as one of the most speculative stocks, indicating a high level of risk associated with the investment [2]. Group 3: Market Context - Media reports suggest that the uncertainty surrounding project timelines and financial losses are contributing to the pessimism regarding Oklo Inc.'s future [2]. - The company is compared unfavorably to other investment opportunities, particularly in the AI sector, which are perceived to offer greater upside potential with less downside risk [2].

Experts from Bank of America believe nuclear energy will soon be a $10 trillion opportunity. "Nuclear energy has, in many ways, been recently 'rediscovered' amid surging electricity demand," a report from the bank recently concluded. "Compared with other energy sources, it offers reliable baseload power, a smaller carbon footprint, and a higher energy return on investment." Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispens ...

Picture, just for a second, the iconic image of a nuclear power plant: a massive, sprawling facility with giant, curved cooling towers and concrete domes that contain reactors. Now, compare this to the small reactor that Oklo (NYSE: OKLO) is trying to commercialize: a small A-frame design with a glassed-in atrium, no cooling towers, and the square footage of a large house. What a difference! Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, cal ...

Key Takeaways Oklo's nuclear model shows resilience amid geopolitical tensions and fossil fuel volatility.OKLO benefits from low fuel costs, enabling stable pricing despite global commodity swings.Oklo advances via licenses, fuel recycling and Centrus partnership to boost supply security.Oklo Inc.’s (OKLO) nuclear energy model positions the company as a stable and resilient player amid rising geopolitical tensions. Disruptions such as the potential closure of the Strait of Hormuz — chokepoint for roughly 20 ...

DeWitte also cited the acquisition of Atomic Alchemy, construction progress on Groves (described as the company’s first radioisotope test reactor), fast-spectrum plutonium criticality experiments to support using plutonium as a “bridge fuel,” and the announcement of the first phase of an advanced fuel center in Tennessee aimed at recycling infrastructure.Chief Executive Officer and co-founder Jake DeWitte said 2025 marked a “step-change” year as Oklo moved into active project deployment across business unit ...

from. >> CNBC. Cures Defying Rare Disease premieres Thursday >> WELCOME BACK TO MONEY MOVERS.REPORTING FULL YEAR RESULTS FOR 25, A LOSS PER SHARE OF $0.72%, A LITTLE BETTER THAN EXPECTED. COMPANY ALSO ANNOUNCED IT'S RECEIVED ITS FIRST EVER LICENSE FROM THE NUCLEAR REGULATORY COMMISSION VIA A SUBSIDIARY, WHICH WILL ALLOW THE COMPANY TO SELL SOME ISOTOPE MATERIALS. JOINING US EXCLUSIVELY FROM THE COMPANY'S ISOTOPES TEST REACTOR NEAR LOCKHART, TEXAS, IS CEO JACOB DEWITT.JACOB, ALWAYS GOOD TO HAVE YOU. THANKS F ...