Core Insights - Oklo Inc. (OKLO) stock has surged nearly 100% in a month due to the artificial intelligence-driven energy boom, with increased energy demand from AI hyperscalers and U.S. government initiatives supporting nuclear energy revival [1][7] - Wall Street acknowledges nuclear energy as a vital component of the AI trade and the expanding energy and infrastructure spending boom, positioning Oklo as a potential long-term winner despite its recent overvaluation [2] - Rolls-Royce (RYCEY) is highlighted as a stable investment in the next-generation nuclear energy sector, leveraging its expertise in nuclear propulsion systems to develop small modular reactors (SMRs) [3][4] Oklo Inc. (OKLO) - Oklo's stock price has reached around $130 per share, reflecting a significant increase in value, but it is considered potentially overheated with high RSI levels and trading well above its 50-day moving average [2][8] - The company is currently pre-revenue, which adds to the investment risk despite its recent performance [2] Rolls-Royce (RYCEY) - Rolls-Royce has experienced a remarkable 1,700% increase in stock price over the past three years, driven by a new CEO focused on profitability and growth [5][17] - The company has reinstated dividends and announced a £1 billion share buyback program, indicating strong financial health and commitment to returning value to shareholders [15] - Rolls-Royce is projected to grow its adjusted earnings per share (EPS) by 50% in FY25 and 17% in FY26, with an EPS forecast of $0.45 for FY25, up from $0.26 in FY24 [16] Industry Outlook - The U.S. government aims to quadruple nuclear energy capacity by 2050, reflecting a strategic partnership with the UK to enhance nuclear energy and AI collaboration [10] - Generative AI platforms are significantly increasing energy demand, with U.S. electricity demand expected to grow by approximately 75% by 2050, highlighting the critical need for expanded energy generation capacity [9] - Rolls-Royce has secured a significant contract with the British government to build SMRs, positioning itself as a leader in the nuclear energy sector [11][14]

Core Viewpoint - The energy landscape is shifting towards nuclear power, with Oaklo positioned as a key player in this transition, particularly through its development of small modular reactors (SMRs) [2][4][8]. Industry Trends - There is a growing demand for energy driven by the expansion of data centers, which is beginning to outpace the construction of corporate offices [2]. - Political acceptance of nuclear energy is increasing across various ideologies, indicating a significant shift in public perception [3][4]. - The trend of nuclear power acceptance is on the rise compared to other alternative energy sources, which are experiencing declines in acceptance [4][10]. Company Performance - Oaklo has seen a remarkable 400% increase in stock value over the past four to five months, reflecting strong market confidence in its business model [5][16]. - The company focuses on micro nuclear reactors that can be deployed on-site to power data centers safely and efficiently, addressing the growing energy needs [5][8]. Future Outlook - The first commercial reactor from Oaklo is not expected to be operational until 2027 or 2028, presenting challenges in terms of revenue generation [11][12]. - Despite being a pre-revenue company, Oaklo is viewed positively by the market, with potential for significant growth as global energy demands continue to rise [13][15]. - The current market dynamics resemble the earlier trends seen with semiconductor companies, suggesting that investors should seek opportunities in small-cap companies that can meet the increasing energy needs [15][16].

Key Points Oklo is a pre-revenue company developing advanced nuclear reactors. Nuclear energy could play a key role in meeting AI-driven data center electricity demand. A steady stream of catalysts has pushed Oklo’s stock price to an all-time high. 10 stocks we like better than Oklo › Oklo stock (NYSE: OKLO) is on some kind of run. As of Sept. 17, shares of the next-generation nuclear power company were up nearly 350% year to date, making mincemeat of the S&P 500's 12% gain. And Oklo has catapulte ...

It's time for the big three. We've got three stocks, three charts, and three trades. Rick Ducat joining us in studio here to take us through the charts. And here to take us through the trades is Tim Bowen, the chief technical trainer at stockstotrade.com. Thank you both for being with us today. Great to see you and have you.Now, Tim, let's dive right into your first trade, Regetti Computing. They got a big boost off of this Air Force Research Laboratory deal, but walk us through this pick. Yeah.So, this has ...

Santa Clara-headquartered Oklo Inc (NYSE: OKLO) surged another 20% this morning – extending a blistering rally that now has the nuclear-tech firm trading at 4.5x its price at the start of 2025. The la... ...

Core Viewpoint - U.S. nuclear stocks surged significantly as the Trump administration pushes for large-scale power projects to meet the rising electricity demand driven by artificial intelligence and data centers [1] Group 1: Stock Performance - Oklo (OKLO.US) shares rose over 16% [1] - NANO Nuclear Energy (NNE.US) and NuScale Power (SMR.US) both increased by more than 13% [1] - Centrus Energy (LEU.US) saw a rise of over 9% [1] Group 2: Government Initiatives - The U.S. Department of Energy announced the launch of the "Speed to Power" initiative [1] - This initiative aims to mobilize technical expertise and billions of dollars in funding to address a significant increase in energy demand, the first of its kind in twenty years [1]

Group 1 - Oklo Inc (NYSE:OKLO) is highlighted as a stock to watch following the Federal Reserve's rate cut, with a Buy rating and a price target of $92 from Bank of America clean energy analyst Dimple Gosai [1] - Electricity demand is projected to increase by 25% by 2030, with half of that demand driven by AI and data centers, which positions Oklo favorably due to its large pipeline of Small Modular Reactors (14 gigawatts) [2] - Oklo's pipeline is primarily supported by hyperscalers, with 12 gigawatts of orders coming from major companies like Switch, RoPower, and Equinix, indicating strong growth potential as data center investments continue [2] Group 2 - While Oklo is recognized for its potential, there is a belief that certain AI stocks may offer higher returns with limited downside risk, suggesting a competitive landscape for investment opportunities [3]

Core Insights - Oklo Inc. (NYSE:OKLO) experienced a significant share price increase of 29.55% from September 9 to September 16, 2025, marking it as one of the top-performing energy stocks during that week [1] Group 1: Company Developments - Oklo Inc. reached an all-time high following the announcement of plans to design, build, and operate a facility in Tennessee aimed at recycling used nuclear fuel into fuel for fast reactors, specifically the Aurora powerhouse [3] - The projected cost for the Tennessee facility is $1.68 billion, making it the first of its kind in the United States [3] - The company has completed a licensing project for the facility with the Nuclear Regulatory Commission and is currently engaged in pre-application discussions with the regulator [4] - Production of fuel for the company's small modular reactors (SMRs) is expected to commence by the early 2030s [4] Group 2: Industry Context - Oklo Inc. is backed by notable figures such as OpenAI's Sam Altman and focuses on developing advanced fission power plants to deliver clean, reliable, and affordable energy at scale in the United States [2]

Group 1 - Nuclear energy represents a $10 trillion potential market opportunity to address global power shortages, with an estimated investment of over $3 trillion in the next 25 years [1] - Global nuclear capacity needs to triple by 2050 to meet the rising demand for electrification driven by energy-intensive projects like data centers [1][3] - The nuclear sector is experiencing a positive shift in public perception and support, leading to increased share prices for companies in the supply chain [2] Group 2 - Nuclear energy has been "rediscovered" due to surging electricity demand from AI, data centers, building electrification, industrial growth, and electric vehicles [3] - Small modular reactors (SMRs) are highlighted as a key technology for the next 25 years, offering a reliable, clean, and cost-effective energy solution [3] - SMRs are designed to produce around 500 megawatts or less, are cheaper and faster to build compared to traditional nuclear plants, and can be mass-produced [4] Group 3 - NuScale Power is the only company in the US with an SMR design licensed by the federal Nuclear Regulatory Commission, aiming to have a reactor operational by 2030 [5] - Oklo, a startup backed by Sam Altman, plans to deliver power by the end of 2027 [5] - Shares in NuScale and Oklo have increased by more than 100% and 350%, respectively, since the beginning of the year [5]

Group 1 - The Federal Open Market Committee is expected to announce a reduction in the target interest rate, potentially lowering it from the current range of 4.25% to 4.5% to a new range of 4% to 4.25%, with a possibility of a larger cut of 0.5% [1][2] - This would mark the first interest-rate cut by the Federal Reserve in nine months, with the last cut occurring on December 18, 2024 [2] - Economists anticipate a rate cut due to signs of weakness in the jobs market, despite inflation remaining above the Fed's target rate of 2% at 2.9% [4] Group 2 - The U.S. Bureau of Labor Statistics reported only 73,000 net new jobs created in July, followed by a disappointing 22,000 in August, significantly below economists' predictions [5][6] - The downward revision of May and June jobs numbers by over a quarter-million indicates a troubling jobs market, likely prompting the Fed to cut rates [6] - Lower interest rates are generally seen as beneficial for the stock market, as they reduce borrowing costs for companies, particularly those not yet generating profits [6] Group 3 - Companies that may benefit from lower borrowing costs include those developing small modular and micro nuclear reactors, such as Nano Nuclear Energy, NuScale Power, and Oklo [7]