Group 1: Regetti Computing - Regetti Computing has experienced a significant bullish technical breakout following a deal with the Air Force Research Laboratory, leading to a notable increase in stock price [2][4] - The stock has surged approximately 3,200% over the past year, indicating explosive growth [4][6] - Following the recent news, the market capitalization of Regetti Computing increased by about $250 million, showcasing its strong market response [9] Group 2: Oaklo - Oaklo is positioned to benefit from the growing interest in nuclear energy, driven by new executive orders and a push for uranium [10][11] - The stock has seen a substantial increase, with shares up approximately 20% recently, indicating strong market momentum [13][14] - The technical analysis suggests potential for further consolidation before the next upward movement, making it a stock to watch [12][14] Group 3: Palantir - Palantir has shown steady upward movement over the past month, with a current trading price around $180, reflecting strong investor interest [20][22] - The stock has been identified as a strong buy opportunity, particularly after a dip in August 2021, which was seen as a buying opportunity [22][24] - Technical indicators suggest that if Palantir can break through resistance levels, it could potentially reach $200 or higher [24][30]

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]

Oklo's monster run reflects rising market optimism for small reactors -- and their potential role in powering AI computing. But execution won't come easily.Oklo (OKLO -0.24%) has been one of the market's most eye-catching stories this year. The advanced nuclear developer, best known for its compact powerhouse reactors aimed at data centers, industrial sites, and government facilities, has seen its stock rocket in 2025 as investors search for scalable, always-on power for artificial intelligence (AI) computi ...

We recently published All-Time High Fever: 10 Stocks Soaring and Breaking Records. Oklo Inc. (NYSE:OKLO) is one of the best performers in last week’s trading. Shares of Oklo Inc. (NYSE:OKLO) jumped to fresh record highs on Monday as investors took heart from a flurry of developments surrounding the nuclear sector. In intra-day trading, the stock surged to a new high of $95.90 before trimming gains to close up by 15.68 percent at $95.68 apiece. Oklo (OKLO) Jumps to Fresh Record on Uranium, Nuclear Boom ...

Key Points Oklo is developing small and modular nuclear power plants. It is still a start-up but has already struck deals with the U.S. Department of Energy and data centers. Oklo stock has exploded in recent months, rallying 1,400% in just one year. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) listed on May 10, 2024, after a business merger with AltC Acquisition Corp, a special purpose acquisition company (SPAC) founded by Sam Altman. It was a disastrous debut though, with the stock cra ...