Company Overview - Oklo is a development-stage nuclear fission technology company focused on small modular reactors [2] - The company is backed by OpenAI CEO Sam Altman and Silicon Valley billionaire Peter Thiel [3] - Oklo currently has no revenue as it is in the development phase [2] Stock Performance - Oklo's stock surged 177.6% in October, nearly tripling in value [2] - The stock experienced two major upward phases in October [2] - Shares pulled back in early November after regulatory issues [4] Industry Developments - Microsoft signed a deal with Constellation Energy to revive a nuclear facility at Three Mile Island [3] - Alphabet announced an agreement with Kairos Power to use small modular reactors for AI data centers [3] - Amazon signed several deals for nuclear energy projects, including small modular reactors [3] Regulatory Milestones - Department of Energy approved Oklo's conceptual safety design report for its Aurora Fuel Fabrication Facility [3] - Federal Energy Regulatory Commission blocked Amazon's deal with Talen Energy's Susquehanna power plant [4] Market Sentiment - Nuclear energy is emerging as a favored power source among big tech companies and billionaire investors [2] - Investors are increasingly drawn to the nuclear energy sector, particularly companies like Oklo with high-profile backers [3] - The nuclear sector faces uncertainty, with grid reliability concerns taking precedence as power demand grows [4]

Nuclear Power Industry Overview - Nuclear power stocks are currently underperforming due to regulatory decisions, despite recent popularity [1] - The Federal Energy Regulatory Commission (FERC) denied Talen Energy's request to increase power supply to an Amazon data center from 300 MW to 480 MW [2] - This decision has caused significant stock price declines across the nuclear power sector [3][4] Company Performance - Talen Energy's stock fell 4.5% following FERC's decision [3] - Amazon's share prices dropped 1.6% on the news [3] - NuScale Power's stock decreased by 4.6%, Oklo by 6%, and Nano Nuclear Energy by 10.1% [4] - Constellation Energy lost over 10% of its market cap despite a strong Q3 earnings report [6] Business Models and Revenue - Constellation Energy generates $23.5 billion in annual revenue with 20% operating profit margins [7] - Vistra earns $14 billion annually with 21% operating profit margins [7] - NuScale, Oklo, and Nano Nuclear are focused on developing small modular reactors but currently lack operational revenue [10] Regulatory Impact - FERC's decision raises concerns about grid reliability and consumer costs, impacting the nuclear power industry [6] - The regulatory environment poses a greater threat to companies developing small modular reactors [9][10] Market Trends - Oklo's stock has more than doubled, Nano Nuclear nearly quadrupled, and NuScale almost sextupled over the past 12 months [11] - Investors are showing increased interest in taking profits due to regulatory uncertainties [11]

If you enjoyed this analysis, consider subscribing to Green Growth Giants for more coverage on decarbonisation stocks that includes top-down sectoral coverage, in-depth stock analysis, news updates, educational pieces and rankings of ETFs based on proprietary methodology.Two decarbonization stocks recently stood out for their big price movements. The first of these is the fast nuclear reactor developer Oklo (NYSE: OKLO ). Since its public listing earlier this year, the stock is up byThe profile is run by Ma ...

Oklo Today OKLO Oklo $24.84 +0.34 (+1.39%) 52-Week Range $5.35 ▼ $25.37 Price Target $10.00 Add to Watchlist Oklo NYSE: OKLO is at the forefront of developing advanced nuclear fission power plants and nuclear fuel recycling systems. In just the past month, the stock has jumped over 115%, soaring past every projection made by Oklo's analyst community. But is the accelerated rise in Oklo's stock price justified by its potential, or are investors getting caught up in the radioactive hype? With a current stock ...

AI energy needs are enormous and growing . While the current U.S. data center electricity demand accounts for about 3.5%, the AI-induced power rush is expected to increase demand considerably to 9%. Also, the U.S. is not alone in facing power issues, as many companies Are You Getting The Returns You Want? · Invest alongside the Financial Prophet's All-Weather Portfolio (2023 47% return) and achieve optimal results in any market. · The Daily Prophet Report provides crucial information before the opening bell ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Nuclear stocks are suddenly surging. Is this one a winner?Move over, AI stocks. Nuclear stocks are becoming the next big thing.Investors have caught on to tech powerhouses like Nvidia that are capitalizing on demand for artificial intelligence (AI) chip components, but the data centers running AI applications like ChatGPT require tremendous amounts of power, and the big question facing investors now is which companies are going to power these "AI factories."That's the main reason why utilities have been one ...

Company Performance - OKLO shares surged 169 42% in the last 30 days reaching a pre market price of $22 48 on October 22 2024 [1] - The stock experienced a 54 16% rise in the last 5 days and a 22 38% rally in the last session [1] Key Drivers of the Rally - The rally is driven by the alliance between artificial intelligence (AI) and nuclear energy with significant venture capital backing from major players like OpenAI's Sam Altman and Palantir's Peter Thiel [2] - The Department of Energy approved Oklo's plans to investigate a location at Idaho National Laboratory for a nuclear reactor and the conceptual design for the Aurora Fuel Fabrication Facility was also approved [3] Company Operations and Technology - Oklo designs and produces compact fission reactors providing 15 50 MWe of electrical power for data centers AI remote settlements military bases and industrial plants [3] Industry Trends - The nuclear energy sector is experiencing a renaissance driven by big tech's plans to utilize nuclear power for AI programs [5] - Multiple firms and funds involved with atomic energy have been rallying with initiatives like Microsoft's plans to restart the Three Mile Island nuclear reactor [5] - Fission is gaining traction as a reliable and clean energy source to meet the AI boom's energy demands and mitigate climate change [5] - Globally 60 nuclear plants are under construction and 110 are planned across all continents except Australia and Antarctica [5] Potential Challenges - Work at the Idaho site may not begin in 2027 as planned due to pending construction approval from the Nuclear Regulatory Commission [4] - Fission reactors may face obsolescence depending on the progress of fusion reactor projects like the International Thermonuclear Experimental Reactor (ITER) [4]

Key Takeaways Oklo shares soared 22% to a new record high Monday as investors continue piling into the Sam Altmanbacked Nuclear energy startup. The stock has more than doubled over the past month on growing consensus among analysts that nuclear energy-related companies will benefit from big tech hyperscalers turning to the energy source to power AI data centers. The relative strength index confirms bullish price momentum, but also warns of extremely overbought conditions that could lead to near-term decline ...