Core Viewpoint - Oklo Inc. is recognized as a notable AI stock, with a Neutral rating from UBS analyst Jon Windham and a price target of $95.00, reflecting cautious optimism due to execution risks and development timelines [1] Group 1: Strategic Developments - Oklo has entered a clean energy agreement with Meta, which is expected to advance the development of a 1.2 gigawatt campus in Pike County, Ohio, providing financial support for Oklo's early-stage advanced reactor projects [2][4] - Meta will prepay for power and provide funding to support the development of Oklo's projects, with the first phase anticipated to reach commercial operation by 2030 [3] Group 2: Market Context - The agreement highlights the scarcity of clean energy supply needed to meet the increasing electricity demand from tech companies, indicating a growing market for Oklo's advanced nuclear power solutions [4] - Oklo's Aurora-INL project is expected to deliver significant initial construction cost data in 2026, which will be crucial for the company's reactor projects [3][4]

Core Insights - Retail investors have shown significant interest in five stocks this week, driven by hype around AI and corporate news, including Nebius Group NV, IREN Ltd., D-Wave Quantum Inc., Microsoft Corp., and Oklo Inc. [1] Nebius Group NV (NBIS) - Nebius Group is experiencing bullish momentum due to its plans for early adoption of Nvidia's Vera Rubin platform, with Morgan Stanley initiating coverage and projecting a potential upside of 23.55% [5] - The stock has a 52-week range of $18.31 to $141.10, currently trading around $103 to $105, with a yearly increase of 176.36% and 94.87% over the last six months [6] IREN Ltd. (IREN) - IREN has gained analyst enthusiasm, particularly after a significant Microsoft contract, leading H.C. Wainwright to upgrade the stock to Buy with a price target of $80 [6] - Bernstein has reiterated IREN as a top AI pick for 2026, reflecting optimism in AI demand following CES [6] D-Wave Quantum Inc. (QBTS) - D-Wave Quantum has made a key technical breakthrough in scalable on-chip cryogenic control of qubits, enhancing its roadmap towards error-corrected systems [11] - The stock has a 52-week range of $5.12 to $76.87, trading around $51 to $53, with a yearly return of 353.19% and 199.77% over the last six months [11] Microsoft Corp. (MSFT) - Microsoft is facing a near-term decline amid news of an emergency auction for power contracts, but sentiment remains positive with predictions of reclaiming a $4 trillion valuation [15] - The stock has a 52-week range of $344.79 to $555.45, currently trading around $456 to $458, with a yearly increase of 7.56% but a decline of 9.68% over the last six months [16] Oklo Inc. (OKLO) - Oklo is advancing a nuclear power campus project in partnership with Meta Platforms, with pre-construction expected to start in 2026 and first power by 2030 [16] - The stock has a 52-week range of $4.45 to $46.75, trading around $28 to $30, with a yearly increase of 394.32% and 69.84% over the last six months [12]

Core Insights - Retail investors have shown significant interest in five stocks this week, driven by retail hype, AI developments, and corporate news [1] Group 1: Nebius Group NV (NASDAQ:NBIS) - Nebius Group is experiencing bullish momentum due to its early adoption plans for Nvidia's Vera Rubin platform, expected in the second half of 2026 [5] - Morgan Stanley initiated coverage on Nebius, highlighting aggressive scaling targets and strategic positioning in AI infrastructure, indicating a potential upside of 23.55% [5] - The stock has a 52-week range of $18.31 to $141.10, trading around $103 to $105, with a yearly increase of 176.36% and 94.87% over the last six months [6] Group 2: IREN Ltd. (NASDAQ:IREN) - IREN is benefiting from renewed analyst enthusiasm, particularly due to a significant Microsoft hyperscaler contract [6] - H.C. Wainwright upgraded IREN to Buy with a price target of $80, citing its exposure to AI demand through the Microsoft deal [6] - The stock has a 52-week range of $4.45 to $46.75, trading around $28 to $30, with a yearly increase of 394.32% and 69.84% over the last six months [12] Group 3: D-Wave Quantum Inc. (NYSE:QBTS) - D-Wave Quantum has made a key technical breakthrough in scalable on-chip cryogenic control of gate-model qubits, enhancing its dual-platform roadmap [11] - The stock has a 52-week range of $5.12 to $76.87, trading around $51 to $53, with a yearly return of 353.19% and 199.77% over the last six months [11] Group 4: Microsoft Corp. (NASDAQ:MSFT) - Positive sentiment surrounds Microsoft despite a near-term decline, with predictions of reclaiming a $4 trillion valuation amid rising power costs [15] - The stock has a 52-week range of $344.79 to $555.45, trading around $456 to $458, with a yearly increase of 7.56% but a decline of 9.68% over the last six months [16] Group 5: Oklo Inc. (NYSE:OKLO) - Oklo is advancing a nuclear power campus project in Ohio, supported by a multi-billion-dollar agreement with Meta Platforms [16] - The stock has a 52-week range of $17.42 to $193.84, trading around $91 to $93, with a yearly surge of 277.42% [18]

Group 1 - The article discusses the nuclear startup Oklo, highlighting its strengths and weaknesses over the past year [1] - The focus is on uncovering high-yield investment opportunities for individual investors, with an emphasis on simplifying complex concepts for better returns [1] Group 2 - The author has a beneficial long position in Oklo shares, indicating a personal investment interest in the company [2] - The article expresses the author's own opinions and does not involve compensation from any company mentioned [2]

Industry Overview - Nuclear energy is increasingly recognized as a crucial solution for the growing demand for clean electricity, providing reliable, carbon-free generation compared to intermittent sources like solar and wind [2][5] - The sector is experiencing a revival, highlighted by the restart of a previously closed U.S. nuclear facility, which reflects rising investor interest in nuclear energy stocks [2][3] Regulatory and Technological Developments - Updated regulations and advancements in research and development are promoting the growth of microreactors and small modular reactors, creating new opportunities in the nuclear energy sector [3] - Government initiatives to enhance domestic uranium supply are further supporting the industry's momentum [3] Company Initiatives - Meta Platforms (META) has secured long-term nuclear power agreements with Vistra Corp. (VST), TerraPower, and Oklo Inc. (OKLO) to obtain up to 6.6 gigawatts of nuclear capacity by 2035, alongside a previous agreement for 1.12 GW with Constellation Energy [4] - NextEra Energy (NEE) operates several nuclear generation units, which are integral to its clean energy strategy, providing steady, carbon-free baseload power that complements its wind and solar portfolio [8][9] Investment Opportunities - Nuclear energy-related stocks, such as NextEra Energy, Vistra, and Oklo, are becoming attractive investment options due to their ability to provide consistent energy output [5][7] - Other stocks like Ameren Corporation (AEE) and BHP Group Limited (BHP) are also highlighted as potential stable returns in the nuclear energy space [7] Operational Performance - NextEra Energy's ongoing investments in the modernization of its nuclear facilities ensure high operational performance, safety, and regulatory compliance, with low operating costs and protection from fossil fuel price fluctuations [9] - Vistra Corp. has expanded its nuclear capacity through the acquisition of Energy Harbor and has secured long-term power purchase agreements, including a significant deal with Meta [11][12] Small Modular Reactors - Oklo Inc. is focusing on small-scale nuclear reactors to meet the energy demands of industries like data centers, utilizing established technology to minimize technical risks [13] - Oklo has signed a long-term power supply agreement with Meta to provide nearly 1.2 gigawatts for its data centers, showcasing the demand for innovative nuclear solutions [14]

Core Viewpoint - Oklo's stock has experienced a decline of 1.2% in recent trading, reflecting modest pullback compared to broader market volatility, raising questions about its investment potential [1][6] Group 1: Stock Performance - Oklo's share price fell by 1.2% during the trading session, having previously dropped as much as 5.8% [1] - Over the past year, Oklo's stock has surged by 319%, indicating significant growth despite recent volatility [3] Group 2: Technology and Financials - The company specializes in fast-neutron fission reactors and fuel recycling technologies, but has not yet demonstrated commercial viability or secured necessary regulatory approvals [4] - Oklo reported a net loss of $64.2 million in the first three quarters of the previous year, which may be considered small if the technology is expected to be ready for commercial use soon [4] Group 3: Market Outlook and Speculation - There is uncertainty regarding the timeline for Oklo's nuclear fission technology to achieve commercial deployment and scaling [5] - A partnership with Meta Platforms suggests potential for growth, but the stock remains a speculative investment with investors facing significant uncertainty [5] - The demand for AI processing could create a favorable regulatory environment for Oklo, potentially leading to rapid growth [5]

Core Viewpoint - Oklo's stock has experienced a decline following a previous surge, primarily due to profit-taking by investors and increased competition from geothermal energy solutions [1][3][7]. Group 1: Stock Performance - Oklo's shares closed lower on both Monday and Tuesday after a significant rise last week, with a current decline of 4.8% as of 11:35 a.m. ET [1][6]. - The stock reached a peak of $105.31 last Friday, a level not seen since early December, indicating a potential profit-taking phase by investors [3][6]. Group 2: Market Dynamics - The decline in Oklo's stock is attributed to two main factors: profit-taking after the stock's rise and the emergence of geothermal energy as a competitive alternative for data center operators [3][4]. - Ormat, a geothermal specialist, has signed a 20-year power purchase agreement with data center operator Switch, which may reduce Oklo's market opportunities in this sector [4]. Group 3: Investment Outlook - Despite the recent stock decline, the fundamental bullish case for Oklo remains unchanged, as geothermal power is geographically limited, making it less viable for many data center locations [7]. - Analysts suggest that investors who were previously bullish on Oklo should maintain their stance, as the long-term outlook has not been negatively impacted [7].

Core Insights - Meta Platforms has entered into nuclear power agreements with three providers, including Oklo, to secure carbon-free electricity for its AI infrastructure [1][3] - Oklo's stock rose 8% following the announcement, reflecting investor confidence in its business model [1] - The partnership aims to deliver 6.6 gigawatts of power by 2035, surpassing New Hampshire's total electricity demand [3] Company Developments - Oklo, a small modular reactor developer, went public in 2024 through a SPAC merger and is currently valued at over $600 million [1] - The advanced nuclear technology campus in Pike County, Ohio, is expected to be operational by 2030, marking a significant milestone for Oklo [4] - Oklo's aggressive execution strategy includes leveraging Department of Energy pathways to expedite development and licensing [8] Industry Trends - The announcement aligns with similar nuclear commitments from other tech giants like Amazon and Alphabet, indicating a trend among data center operators to adopt nuclear energy for AI workloads [5] - The nuclear projects are seen as a scalable solution for providing reliable baseload power, which is essential for energy-intensive applications [4] - Oklo's stock has surged over 300% in the past year, driven by investor optimism regarding its multifaceted approach to nuclear energy [9]

Key Points Oklo's Meta news helped drive Oklo stock up 35% last week. It's giving back some gains today as investors take profits. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) stock, the start-up manufacturer of small modular (nuclear) power reactors that surged 35% last week on news of a new contract with Meta (NASDAQ: META), is taking a bit of a breather Monday. As of 1:40 p.m. ET, Oklo stock is down about 2.1% on no apparent news. Image source: Getty Images. Meta's nuclear news That ...

Core Viewpoint - Oklo's stock experienced a significant decline in late 2025 after a remarkable rally, but has rebounded sharply in early 2026 due to major announcements and partnerships [1][5]. Group 1: Stock Performance - Oklo's stock surged over 700% by mid-October 2025, driven by the Trump administration's support for nuclear energy, but fell 46% from November to December 2025, including a 21.5% drop in December alone [3][1]. - In early 2026, Oklo's stock rebounded nearly 46% within the first two weeks, following significant announcements [5]. Group 2: Factors Contributing to Stock Decline - The announcement of a $1.5 billion at-the-market equity offering in early December raised concerns about potential share dilution, unsettling investors [4]. - Investor sentiment was further impacted when Jim Cramer advised selling Oklo stock on his show, contributing to the profit-taking wave [4]. Group 3: Positive Developments in 2026 - Oklo secured a partnership with Meta Platforms to develop a 1.2-gigawatt power campus in Ohio, which will support Meta's AI data centers, with several billion dollars in funding from Meta [6][7]. - The Department of Energy signed an agreement with Oklo to design, construct, and operate a radioisotope pilot plant, marking a significant milestone for the company [8]. Group 4: Investor Sentiment - Following the announcements of major deals with Meta and the DOE, investors have shown renewed interest in Oklo, leading to a rush to buy the stock [9].