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 ...

Core Insights - Oklo Inc.'s reactor concept is based on fast reactor technology with over 400 reactor years of global operating experience, emphasizing safety and the ability to utilize nuclear waste as fuel [1][9] - The design is influenced by the Experimental Breeder Reactor-II (EBR-II), which demonstrated self-stabilization during severe conditions and the feasibility of on-site recycling of used nuclear fuel [2][3] Company Overview - Oklo's reactor utilizes liquid-metal-cooled and metal-fueled fast reactor technology, ensuring lower risk and enhanced credibility compared to newer, untested designs [9] - The company has seen its shares increase by over 200% in the past year, outperforming the industry [8] Peer Comparison - NuScale Power's small modular reactor (SMR) design is the first to receive U.S. Nuclear Regulatory Commission approval, focusing on factory manufacturing and easy installation [4] - Dominion Energy operates seven nuclear reactors and is exploring SMR technology to meet future energy needs, having issued a request for proposals for an SMR [5]

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 ...

Core Viewpoint - Oklo Inc. has signed a U.S. Department of Energy (DOE) Other Transaction Agreement (OTA) to support the design, construction, and operation of a radioisotope pilot plant, marking a significant transition into active execution under DOE authorization [1] Group 1: Project Development - The OTA establishes a framework for execution and risk reduction, allowing Oklo to generate data and experience for future commercial deployments and improve regulatory efficiency [2] - Atomic Alchemy Inc., a subsidiary of Oklo, will use the Radioisotope Pilot Facility to prepare for future commercial plants that produce medical and research radioisotopes essential for cancer diagnosis and treatment [3] - With the OTA in place, Atomic Alchemy will focus on building the Radioisotope Pilot Facility and has withdrawn its application for a construction permit for the Meitner-1 facility to prioritize this project [4] Group 2: Strategic Importance - Oklo views the Reactor Pilot Program (RPP) as a means to enhance U.S. energy security, healthcare infrastructure, and industrial leadership through advanced nuclear technologies [5] - The company is developing fast fission power plants to provide clean, reliable, and affordable energy while establishing a domestic supply chain for critical radioisotopes and advancing nuclear fuel recycling [6]

Group 1: AI as a Technological Breakthrough - Artificial intelligence is recognized as the most significant technological breakthrough since the internet, with implications across various sectors including healthcare, software, shopping, and education [1] - The economic and defense consequences of AI are substantial, with companies like Palantir experiencing a ~1,800% increase since their 2020 IPO, indicating a productivity boom for leading nations in AI [1] Group 2: Energy Demands of AI - The AI buildout is expected to drive a significant increase in electricity demand, with projections indicating that the share of AI LLM data centers in total commercial electricity demand will rise from 3% in 2022 to 12% by 2027 [2] - The energy needs for AI development will lead big tech companies to utilize various energy sources, with a notable preference for nuclear energy and small modular reactors (SMRs) as indicated by the Trump Administration [6] Group 3: Nuclear Energy and SMRs - SMRs are favored for their off-grid capabilities, which help avoid increased energy costs for local households and reduce reliance on the aging U.S. electric grid [6] - Several nuclear stocks have seen price increases amid government actions to promote nuclear energy, with Oklo being highlighted as a leading SMR stock that has shown significant returns in the past [7][8] - Centrus Energy received $900 million from the U.S. government to develop next-generation nuclear fuel, aiming to decrease reliance on Russian uranium [11] - Constellation Energy has established a predictable revenue stream by signing a 20-year agreement to restart the "Three Mile Island" nuclear plant for Microsoft’s data centers [12] Group 4: Market Dynamics - The convergence of AI's processing needs and the push for nuclear energy creates a unique opportunity for the energy sector, marking a shift from software to the physical infrastructure that supports AI [13]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - Oklo Inc. (NYSE:OKLO) has shown significant stock performance, surging 14.83% to close at $89.34, driven by positive developments in the nuclear sector and government support for industry growth [1][2]. Industry Developments - The House of Representatives' Energy subcommittee has initiated a review of the current status of the US nuclear sector, which is expected to address licensing, deployment, and the impact of recent laws and policies on industry growth [2][3]. - This initiative aligns with President Trump's executive order aimed at expanding the nuclear industry to meet rising energy demands from sectors like artificial intelligence and domestic manufacturing [4]. Company Initiatives - Oklo Inc. has secured multiple contracts with the Department of Energy to support the Fuel Line Pilot and Reactor Pilot programs, which focus on establishing a domestic nuclear fuel supply chain for testing new reactors [4].

Group 1: Oklo Overview - Oklo is a designer of small modular reactors that could become a critical energy source for AI processes, but it is currently a prerevenue, speculative stock [1] - Oklo's shares more than tripled last year, but it has no commercial revenue and an $11 billion market cap, which is significant for a company without revenue [2] Group 2: Comfort Systems USA Overview - Comfort Systems USA is benefiting from the AI boom and generates billions in revenue each quarter, contrasting with Oklo's prerevenue status [3] - The company has a market cap of $35 billion and has seen its stock price increase significantly, more than doubling in 2025 and up approximately 1,900% over the past five years [8][9] - Comfort Systems USA has a growing backlog of $9.38 billion, with a same-store backlog growth of 62% year over year [10] Group 3: Financial Performance - Revenue for Comfort Systems USA jumped by 35% in Q3, with net income nearly doubling, indicating a rising profit margin [11] - The company has been able to increase its dividend due to solid organic growth and regular acquisitions, which help expand its market share [12] Group 4: Industry Demand - The demand for AI chips necessitates cool environments to prevent overheating, leading to increased demand for Comfort Systems USA's HVAC services [6][12] - CEO Brian Lane noted "unprecedented demand" for the company's services, highlighting the positive impact of the AI boom on its operations [11]

Market Overview - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by over 500 points on Monday [1] Company Highlights - Altimmune Inc (NASDAQ:ALT) saw a significant increase of 23.6%, reaching $4.34, following the FDA's grant of Breakthrough Therapy Designation for Pemvidutide in MASH [1] - GH Research PLC (NASDAQ:GHRS) surged by 33.8% to $17.72 after the FDA lifted the clinical hold on its Investigational New Drug Application for GH001 [2] - Vicor Corp (NASDAQ:VICR) rose by 20.7% to $141.08 [2] - Critical Metals Corp (NASDAQ:CRML) increased by 19.6% to $9.71 [2] - Kosmos Energy Ltd (NYSE:KOS) gained 19.3% to $1.06 after issuing an operational and financial update [2] - TRON Inc (NASDAQ:TRON) increased by 16.9% to $1.59 [2] - Nuscale Power Corp (NYSE:SMR) rose by 15.7% to $18.88 [2] - Regencell Bioscience Holdings Ltd (NASDAQ:RGC) increased by 15.4% to $23.71 [2] - Rayonier Advanced Materials Inc (NYSE:RYAM) gained 14.1% to $6.68, with the appointment of Scott M. Sutton as President and CEO [2] - Aduro Clean Technologies Inc (NASDAQ:ADUR) rose by 14% to $12.05 [2] - Gyre Therapeutics Inc (NASDAQ:GYRE) increased by 12.7% to $7.67, announcing alignment with China's CDE on conditional approval pathway for hydronidone [2] - Endeavour Silver Corp (NYSE:EXK) gained 12.5% to $10.16 [2] - Allegro MicroSystems Inc (NASDAQ:ALGM) surged by 11.9% to $30.12 [2] - United States Antimony Corp (NYSE:UAMY) rose by 11.7% to $6.69 [2] - Oklo Inc (NYSE:OKLO) gained 11.5% to $86.82 [2] - Figure Technology Solutions Inc (NASDAQ:FIGR) increased by 11.3% to $48.66 [2] - Valero Energy Corp (NYSE:VLO) rose by 9.6% to $181.21 [2] - AeroVironment, Inc. (NASDAQ:AVAV) increased by 8.6% to $278.31 [2] - Coeur Mining Inc (NYSE:CDE) gained 8.5% to $19.05 [2] - Halliburton Co (NYSE:HAL) rose by 7.8% to $31.92, with U.S. energy stocks trading higher amid news of potential investments in Venezuela's oil industry [2] - Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) gained 7.7% to $85.39 [2] - Slb NV (NYSE:SLB) increased by 7.4% to $43.19 [2] - Amkor Technology Inc (NASDAQ:AMKR) rose by 7.3% to $46.05, with Needham analyst Charles Shi maintaining a Buy rating and raising the price target from $37 to $50 [2]

Core Insights - Oklo experienced a significant increase in stock value in 2025, with shares rising approximately 480% from $10,000 to about $58,000, before declining to around $23,850 by the end of the year [1][2] - The company is viewed as a potential investment opportunity, with a hypothetical $500 investment today potentially growing to about $1,690 if it replicates a 238% increase similar to 2025 [2] Company Overview - Oklo is recognized as a pioneer in advanced nuclear technology, particularly in developing microreactors aimed at meeting the energy demands of data centers and AI [4] - The company has a market capitalization of $12 billion, with current stock prices fluctuating between $72.13 and $77.92 [5][6] Government Support and Development - Oklo has received backing from the U.S. government, benefiting from pro-nuclear policies and is currently constructing its first Aurora powerhouse at the Idaho National Laboratory, which is expected to demonstrate criticality by July 4, 2026 [6] Regulatory Challenges - A key challenge for Oklo is obtaining approval from the Nuclear Regulatory Commission (NRC) to build and operate reactors commercially, which is essential for generating revenue [7] - Until regulatory approval is secured, the company's revenue generation capabilities will remain limited, and investors may face a prolonged wait for returns [7] Investment Considerations - Oklo is characterized as a speculative investment in the future of energy, with recommendations for long-term investors to consider a $500 investment, while more conservative investors might explore nuclear energy ETFs for diversified exposure [9]