Policy Shift - The U.S. is opening its Cold War-era stockpile of weapons-grade plutonium to private nuclear energy companies, with the Department of Energy (DOE) accepting applications for approximately 20 metric tons of this material [2][8] - This initiative aims to accelerate the development of advanced nuclear reactors and enhance energy security, stemming from President Trump's May 2025 executive order [2][8] Industry Impact - The program's primary goal is to provide a domestic fuel source for advanced reactor designs, reducing reliance on foreign uranium, especially from Russia, and addressing the increasing electricity demand from sectors like AI data centers [3][8] - Companies such as Oklo Inc. and TerraPower are expected to benefit, with Oklo developing advanced fission power plants and TerraPower working on the Natrium reactor [4][8] Economic Considerations - While the plutonium will be provided at minimal or no cost, participating companies will bear all associated expenses, including transportation, design, and construction of facilities, which could pose significant financial challenges [4][8] - Concerns have been raised regarding the economic viability of processing plutonium for fuel, with some analyses indicating it may be more expensive than current disposal methods [5][8] Criticism and Concerns - The plan has faced criticism from non-proliferation experts and lawmakers, who warn about the risks of nuclear proliferation and the potential misuse of accessible weapons-grade material [5][8] - The technology for utilizing this specific plutonium in advanced reactor designs remains unproven and unlicensed, raising further questions about the initiative's feasibility [5][8] Strategic Shift - This policy marks a significant departure from the U.S.'s historical focus on the dilution and disposal of surplus plutonium, emphasizing a renewed commitment to domestic nuclear energy production and innovation [6][8] - Potential investment opportunities may arise in reprocessing technology and advanced reactor construction, with companies like Cameco Corporation, Uranium Energy Corp, and NuScale Power likely to see indirect benefits from a revitalized domestic nuclear sector [6][8]

Group 1 - Stocks with negative EPS have significantly outperformed those with positive earnings recently, with unprofitable firms leading gains in broader indexes like the Russell 2000, where approximately 40% of companies reported zero or negative earnings [1][2] - The market is experiencing a unique condition where speculative fervor and optimism towards innovation and growth potential are prioritized over short-term profitability, reminiscent of late-cycle rallies during the dotcom bubble [2][4] - Retail investors are increasingly attracted to companies with negative EPS, particularly those recognized for their disruptive technologies, indicating a broad market enthusiasm for speculative growth over immediate profits [3][4] Group 2 - Plug Power, Inc. has reported negative earnings while investing heavily in infrastructure, with its shares gaining 300% over the past six months [4] - Oklo, Inc., a nuclear startup facing early operational losses, has seen its shares rise 600% since April, driven by the demand for power from the AI revolution [4] - Beyond Meat, Inc., known for its plant-based foods, has experienced a stock increase of over 170% in the last two days despite ongoing losses [4] - Rigetti Computing, Inc., a quantum computing company with no profits, has gained 425% in the past six months [4]

Core Insights - Oklo Inc. has entered a significant partnership with newcleo to establish advanced nuclear fuel factories in the U.S., with newcleo committing $2 billion to the initiative [1][8] - The collaboration aims to enhance the reliability of America's nuclear fuel supply and aligns with U.S. government objectives to increase nuclear power production [2][8] - This partnership positions Oklo as a key player in the future of nuclear energy in the U.S., focusing on a closed-loop fuel cycle to enhance energy independence [3] Investment and Financial Implications - The project will create facilities for producing and reusing advanced nuclear fuel, contributing to a more secure energy supply [2] - Oklo's stock has seen a remarkable increase of nearly 700% over the past six months, significantly outperforming the industry [6] Strategic Partnerships - Oklo has partnered with Vertiv Holdings to improve the efficiency of new facilities by utilizing steam and electricity from Oklo's nuclear plants [4] - A partnership with Liberty Energy will provide customers with a comprehensive energy roadmap, initially using natural gas and transitioning to nuclear power for a zero-carbon future [5] Market Position and Recommendations - Oklo currently holds an average brokerage recommendation of 2.28, indicating a generally favorable outlook among analysts [9]

The share price of Oklo Inc. (NYSE:OKLO) surged by 11.03% between October 10 and October 17, 2025, putting it among the Energy Stocks that Gained the Most This Week. Oklo Inc. (OKLO) Hit a Fresh High Following Newcleo Agreement dan-meyers-xXbQIrWH2_A-unsplash Backed by OpenAI’s Sam Altman, Oklo Inc. (NYSE:OKLO) develops advanced fission power plants to provide clean, reliable, and affordable energy at scale to customers in the United States. Oklo Inc. (NYSE:OKLO) continued to rally this week after the ...

Key Points Investor enthusiasm for small nuclear reactors has been soaring. But historical failures and cost overruns should generate caution. 10 stocks we like better than Oklo › It seems as if all eyes are on Oklo (NYSE: OKLO) right now. Shares have surged in value by more than 700% since April. But when you look closer, Oklo's entire industry is skyrocketing. Nuscale Power, another company focused on small modular nuclear reactors, has seen its valuation nearly quadruple since April. Why are st ...

Key Points Oklo is the stock market darling, with a 12-month gain of more than 1,000%. NuScale is also near its all-time high as it races to build its first small reactor in Idaho. The battle is on to claim supremacy of new nuclear tech in an effort to power the AI data centers of tomorrow. 10 stocks we like better than Oklo › You could call it the one-two punch that put NuScale Power (NYSE: SMR) and Oklo (NYSE: OKLO) on the hot-stock radar. First, there's the ongoing artificial intelligence (AI ...

Core Insights - The nuclear energy sector is experiencing significant growth, with many countries committing to increase nuclear capacity by 2050, positioning nuclear power as vital for decarbonization and energy security [1][12] - Oklo, a nuclear energy start-up, is gaining investor interest due to its innovative compact, fast-spectrum reactor design and potential for substantial growth in the energy market [3][15] Industry Overview - The global electricity production is expected to rise by over 78% by 2050, driven by electrification across various sectors, creating a substantial market opportunity for nuclear energy [4] - Next-generation technologies, such as small modular reactors (SMRs), are essential for expanding nuclear infrastructure, promising faster and safer deployment [2] Company Analysis - Oklo's Aurora powerhouses are designed for high-demand applications, particularly in artificial intelligence and data centers, with initial electricity production capacities of 15 MWe and 75 MWe, with future expansions planned [5] - The company operates on a build, own, and operate model, focusing on selling electricity and heat through long-term power purchase agreements (PPAs) to ensure recurring revenue [6] - Oklo has a customer pipeline of over 14 gigawatts (GW) in potential capacity, indicating strong interest from sectors like data centers and defense [7] Technological Advantages - Oklo's technology addresses nuclear waste challenges by recycling spent fuel, which retains over 95% of its initial energy potential, equating to approximately 1.2 trillion barrels of oil equivalent in the U.S. [8] - The company is developing a commercial fuel recycling facility, targeted for deployment by the early 2030s, which will enhance its supply chain and cost efficiency [11] Market Potential - The International Energy Agency projects that under current policies, total SMR capacity could reach 40 GW by 2050, with potential growth to 120 GW with supportive policies [13] - A hypothetical investment of $10,000 in Oklo, assuming a 25% annual return over 20 years, could yield a future value of $867,000, highlighting the potential for significant returns [14] Current Challenges - Oklo is in the early stages of its business lifecycle, facing financial losses until its powerhouses become operational, with the first expected to be online by late 2027 or early 2028 [9] - The company requires a domestic supply chain for high-assay low-enriched uranium (HALEU), which is currently not available at scale, impacting future deployment [11] - Despite recent stock performance, Oklo's rapid increase of 1,927% over the past year suggests limited upside potential, making it a high-risk investment for new buyers [15]

Market Overview - Wall Street experienced a decline from record highs due to renewed tariff threats from President Trump against China, impacting investor sentiment and leading to a selloff in export-sensitive and financial stocks [2] - Concerns regarding regional bank credit, particularly bad loans reported by Zions Bancorp and Western Alliance Bancorp, contributed to the market downturn [2][10] - The Federal Reserve faced pressure as Trump's rhetoric towards Chair Jerome Powell raised concerns about political interference in monetary policy, while uncertainty over the U.S. government shutdown affected economic outlooks [3] Bullish Stocks - Stellantis N.V. announced a $13 billion investment over four years to expand its U.S. manufacturing footprint by 50%, which resulted in a surge in its stock price [5] - Papa John's International shares rose following a new takeover offer from Apollo Global Management at $64 per share, although the deal's completion remains uncertain [6] - Oklo Inc. saw its stock soar nearly 700% year-to-date as it aims to deploy micro-nuclear reactors for U.S. military bases under the Pentagon's Project Janus initiative, despite facing regulatory challenges and having no commercial revenue [7] Bearish Stocks - U.S. semiconductor stocks, including NVIDIA, Micron, and Intel, fell sharply due to escalating trade tensions with China, exacerbated by Micron's exit from China's data center market following a ban on its products [8] - Shares of Eli Lilly, Novo Nordisk, and Hims & Hers Health declined after President Trump indicated that prices for "fat-loss drugs" would decrease significantly, leading to a selloff in GLP-1 therapy manufacturers [9] - Regional bank stocks, particularly Zions Bancorp and Western Alliance Bancorp, experienced their worst drop since April, with Zions disclosing a $60 million provision for troubled loans and Western Alliance facing a lawsuit for alleged fraud [10][11]

Core Insights - Oklo's stock has surged by 664% in 2025, reflecting a significant increase in interest in nuclear energy stocks [1] - The company has entered a $2 billion partnership with newcleo to develop advanced nuclear fuel fabrication and manufacturing infrastructure in the U.S. [1][3] Group 1: Partnership Details - The partnership with newcleo is a transatlantic collaboration, indicating international support and potential co-investment from Sweden's Blykalla [3] - The primary goal of the partnership is to repurpose surplus plutonium into fuel for nuclear reactors, addressing the need for stable energy sources [4] Group 2: Market Context - The rising demand for steady power from AI data centers and government initiatives to quadruple nuclear energy capacity by 2050 are driving interest in nuclear energy [4] - Oklo is developing modular nuclear power plants called Aurora powerhouses, which can utilize both enriched uranium and plutonium-based fuels [5][6] Group 3: Strategic Alignment - The partnership aligns with the U.S. government's energy security goals, as highlighted by Secretary of the Interior Doug Burgum [7] - Oklo's focus on fuel recycling and the development of a large recycling facility in Tennessee complements newcleo's work on advanced modular reactors [7]

Core Viewpoint - Oklo, a nuclear startup, has announced a joint agreement with Newcleo to invest up to $2 billion in developing advanced fuel manufacturing and production infrastructure in the U.S. [1] Group 1: Investment and Collaboration - The investment will cover multiple projects under U.S. regulation, enhancing transatlantic cooperation for energy security and focusing on building a robust and resilient fuel ecosystem [1] - Swedish advanced nuclear technology developer Blykalla is also considering joint investment in these projects and sourcing fuel-related services from Oklo [1] Group 2: Government Support - U.S. Interior Secretary Bergham stated that the agreement integrates Newcleo's advanced fuel expertise into Oklo's power plants and represents a significant investment in U.S. infrastructure and advanced fuel solutions, aligning with former President Trump's "America First Energy Agenda" [1]