Market Overview - US stock index futures are all up, with Dow futures rising by 0.04%, S&P 500 futures by 0.11%, and Nasdaq futures by 0.20% [1] - European indices also show positive movement, with Germany's DAX up 0.41%, UK's FTSE 100 up 0.52%, France's CAC 40 up 0.86%, and the Euro Stoxx 50 up 1.06% [2][3] - WTI crude oil has increased by 0.73%, priced at $58.18 per barrel, while Brent crude oil is also up by 0.73%, priced at $62.44 per barrel [3][4] Economic Events - The US is anticipating a significant day with the release of the December non-farm payroll report and a Supreme Court ruling on Trump's tariff policy, which could impact market volatility [5] - Goldman Sachs indicates that the upcoming non-farm data is unlikely to change the market's expectations for the Federal Reserve's policy unless there is a significant surprise, with a consensus estimate of 70,000 jobs added [5] Company News - Meta has signed three major nuclear energy agreements totaling 6.6 gigawatts to secure long-term zero-carbon power for its AI data centers, leading to significant pre-market stock increases for partners Oklo and Vistra [9] - Trump has directed Fannie Mae and Freddie Mac to purchase $200 billion in mortgage-backed securities to lower housing costs ahead of the midterm elections, positively impacting related stocks [7] - Intel's stock has surged over 70% since the US government began purchasing shares, following a meeting between Trump and Intel's CEO to discuss new processor developments [10] - General Motors is taking a $6 billion charge to reduce its electric vehicle investments, following a similar move by Ford, indicating a contraction in the electric vehicle market [12] - TSMC reported a 20% increase in Q4 revenue, reaching approximately $33.1 billion, exceeding market expectations and suggesting resilience in AI spending for 2026 [13]

Core Insights - Oklo Inc. has entered into an agreement with Meta Platforms, Inc. to develop a 1.2 GW power campus in Pike County, Ohio, aimed at supporting Meta's data centers in the region [1] - The agreement allows Meta to prepay for power and provides funding to enhance project certainty for Oklo's Aurora powerhouse deployment [1] - Funds from the agreement will be utilized by Oklo to secure nuclear fuel for the project [1] Company Summary - Oklo Inc. is an advanced nuclear technology company focused on developing innovative energy solutions [1] - The partnership with Meta signifies a strategic move to bolster Oklo's project development and financial stability [1] Industry Context - The collaboration highlights the growing interest in advanced nuclear technology as a sustainable energy source for large-scale data centers [1] - This agreement reflects a trend where tech companies are seeking reliable and clean energy solutions to support their operations [1]

NEW YORK (AP) — U.S. stocks hit records Friday following a mixed report on the U.S. job market, one that may delay another cut to interest rates by the Federal Reserve but does not slam the door on it. The S&P 500 climbed 0.6% and topped its prior all-time high set earlier in the week. The Dow Jones Industrial Average added 237 points, or 0.5%, and likewise set a record, while the Nasdaq composite led the market with a 0.8% gain. The moves came after the U.S. Labor Department said employers hired fewer ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Hensoldt AG ADR ( HAGHY ) has fallen around 10% since my last report , significantly underperforming the S&P 500’s ( SP500 ) 1.9% gain. The European defense-electronics and optronics specialist came under pressure following its recent InvestorDhier ...

Core Insights - Oklo (NYSE: OKLO) experienced a significant valuation increase of 238% in 2025, despite a recent decline in its stock price [1] - The company specializes in nuclear reactors and claims to have the capability to recycle nuclear waste, attracting long-term energy investment interest [1] Financial Performance - Oklo is currently not generating any revenue and is burning through cash, with $62.2 million spent on operating activities over the past 12 months [4] - The company plans to raise up to $1.5 billion through the sale of common stock, which may dilute existing shareholders and negatively impact stock prices [3] Market Position and Valuation - Oklo's market capitalization is approximately $14 billion, which is considered high for a company without revenue generation [6] - The stock price has decreased over 50% from its 52-week high of $193.84, yet the valuation remains substantial due to expectations of future energy demands driven by artificial intelligence and data centers [6][7] Future Outlook - The main catalysts for Oklo's stock price movement are likely to be related to deployment progress and strategic deals rather than financial results, making it a speculative investment [5] - The company's micro reactors are positioned to address growing energy needs, particularly in the context of AI and data center operations [7]

Group 1 - Oklo Inc. (NYSE:OKLO) experienced a significant share price increase of 33.48% from December 30, 2025, to January 6, 2026, making it one of the top-performing energy stocks for that week [1] - The company, supported by OpenAI's Sam Altman, focuses on developing advanced fission power plants aimed at providing clean, reliable, and affordable energy at scale in the United States [2] - On January 5, 2026, Oklo Inc. was highlighted among small modular reactor (SMR) stocks following news that the US House of Representatives' Energy subcommittee would begin reviewing the nuclear sector's current status, with hearings planned to support nuclear power plant deployment [3] Group 2 - The Energy Subcommittee Chair and Full Committee Chair emphasized the importance of discussing the nuclear industry's current state, including licensing and deployment, to support growth essential for meeting energy and security needs [4] - In 2025, Oklo Inc. gained significant investor attention, particularly due to multiple contracts awarded by the Department of Energy, resulting in an impressive stock gain of 238% for the year [5]

Key Points The nuclear power specialist is teaming up with a government agency on a pilot project. This is the design and construction of a test facility for the production of radioisotopes. 10 stocks we like better than Oklo › News of a contract with a federal government agency was the inspiration for Oklo's (NYSE: OKLO) stock price rise on Wednesday. The next-generation nuclear power company's shares were cruising more than 3% higher in late-session trading that day. Pilot program Just before ...

AI demand is expected to stay elevated in 2026 and beyond. Companies need more and more computing power, which in turn means energy demand to enable this compute will also stay high. Having said that, this cannot simply translate to stock price appreciation for companies powering these data centers. That’s not how the market works. There is a certain amount of optimism that stocks have already priced in. For companies like Oklo (OKLO), which do not yet have any revenue, it becomes hard to assess what exact ...

Key Takeaways OKLO's reactor is based on liquid-metal-cooled, metal-fueled fast reactor technology.The design builds on EBR-II, a reactor that ran for 30 years and provided passive safety features.OKLO's approach supports recycling nuclear waste into fuel, lowering risk and boosting credibility.Oklo Inc.’s (OKLO) reactor concept is rooted in fast reactor technology that has been built, operated and validated over decades. Its design draws directly from liquid-metal-cooled and metal-fueled fast reactors, whi ...

Oklo (OKLO) stock inched higher on Tuesday ahead of a pivotal congressional hearing on nuclear energy scheduled for today, Jan. 7. Investors believe the House Subcommittee on Energy’s hearing – American Energy Dominance: Dawn of the New Era – will prove a meaningful catalyst for the U..S advanced reactor developer. More News from Barchart The announcement arrives at a time when Oklo shares are gasping for gains. At the time of writing, they’re down a concerning 45% versus their recent high. www.barcha ...