Company Overview - Oklo Inc. (NYSE:OKLO) designs advanced fission power plants aimed at delivering scalable clean energy and develops nuclear fuel recycling technology that converts waste into usable reactor fuel [1] Investment Sentiment - Jim Cramer recently advised selling Oklo stock, indicating that the favorable conditions for investing in such stocks have ended [1] - Cramer also mentioned that Oklo is a pre-revenue company facing significant losses, which raises concerns about its financial viability [1] Market Context - The potential for Oklo's nuclear projects is acknowledged, but the timeline for development is lengthy, potentially taking a decade, and is often accompanied by substantial cost overruns [1] - There is a comparison made with AI stocks, suggesting that certain AI investments may offer better upside potential and lower downside risk than Oklo [2]

Core Viewpoint - Oklo, Inc. has entered into an equity distribution agreement to offer up to $1.5 billion of common stock, leading to a decline in its stock price during extended trading hours [1][2]. Group 1: Stock Performance - Oklo's stock fell 7.26% to $103.54 in Thursday's extended trading after the announcement, despite having climbed over 15% during the regular session earlier that day [3]. - Year-to-date, Oklo's stock has increased by 410.98%, indicating significant growth compared to the average stock market return of approximately 10% per year [5]. Group 2: Analyst Insights - Wall Street analysts have set an average 12-month price target of $132.22 for Oklo, with the highest target at $175 and the lowest at $95. The majority of analysts have positive or neutral ratings, with no negative ratings reported [4]. - Recent adjustments in price targets by four analysts suggest that there may be further upside potential for Oklo's stock [5].

Core Viewpoint - The U.S. Department of Energy's announcement of a $400 million award to the Tennessee Valley Authority has positively impacted BWX Technologies' stock, which specializes in components for nuclear power plants [1][2]. Group 1: Project Details - The Clinch River site will host the installation of America's first "Gen III+ SMR," specifically the BWRX-300 model, developed by GE Vernova Hitachi [2]. - The project involves collaboration with several organizations, including Duke Energy, Oak Ridge Associated Universities, and BWX Technologies, among others [3]. - Clinch River is positioned as a national model for the safe, efficient, and affordable deployment of small modular reactors (SMRs), indicating its role as a pilot project with potential for future contracts [3]. Group 2: Financial Metrics - BWX Technologies' stock price increased by 3.5% to $5.90 following the announcement [4]. - The company's market capitalization stands at $16 billion, with a current price of $180.61 and a price-to-earnings ratio exceeding 52 times earnings [5][6]. - Analysts project that BWX's earnings growth will not exceed 12% annually over the next five years, raising concerns about the stock's valuation [6].

Core Insights - NuScale Power's stock has seen an increase of 15.14% recently, driven by positive sentiment regarding nuclear power's role in the AI industry [2][4] - Jensen Huang, CEO of Nvidia, emphasized the importance of nuclear energy for meeting the power demands of AI computing during a podcast appearance, which has positively influenced investor interest in NuScale Power [5][6] Company Overview - NuScale Power's current stock price is $23.19, with a market capitalization of $6 billion [4] - The stock has experienced a 52-week range of $11.08 to $57.42, indicating significant volatility [5] Industry Context - Jensen Huang predicts that small nuclear reactors will become more prevalent in the next six to seven years to support AI computing needs [5] - Huang's comments highlight the potential of nuclear power to alleviate pressure on the energy grid and contribute to energy supply, which aligns with NuScale Power's offerings of small modular reactors [5][6]

Oklo stock went up a lot in 2025. Maybe... too much?Start-up atomic technology stock Oklo (OKLO +0.40%), one of the breakout stars of 2025, jumped 5% in early trading Wednesday morning after UBS analyst Jon Windham raised his price target on the nuclear stock from $65 to $95. By early afternoon, however, Oklo had completely flipped, given back its gains -- and as of 12:40 p.m. ET lies exactly flat against yesterday's close: No gain. No loss. But why? What UBS said about OkloIn his note this morning, Windham ...

The company's joint venture received a major boost for its Tennessee nuclear power facility.On Tuesday, GE Venova (GEV +4.28%) announced some positive news regarding a nuclear project in Tennessee. That, combined with an analyst's price target raise, drove its stock price more than 4% that trading session.Going nuclearGE Venova announced that the U.S. Department of Energy (DoE) is awarding a $400 million grant to the Tennessee Valley Authority (TVA). This is earmarked for the continued development of a smal ...

Microreactor startup Antares raises $96M for land, sea, and space-based nuclear power https://t.co/BNq0pupndT ...

We recently published 10 Stocks Already Hurting in December. NuScale Power Corporation (NYSE:SMR) is one of the top performers on Monday. NuScale Power declined for a second day on Monday, shedding 9.60 percent to close at $18.08 apiece, with sentiment dampened by an overall market sell-off following the recent holiday boost. Additionally, investors went in a wait-and-see mode amid the lack of fresh catalysts to fuel buying appetite. NuScale Power Corporation (NYSE:SMR) is engaged in providing small mod ...

Core Viewpoint - Nuclear power stocks experienced a collective surge, indicating a positive market sentiment towards the sector [1] Group 1: Stock Performance - Oklo (OKLO.US) saw an increase of over 8% [1] - NANO Nuclear Energy (NNE.US) rose by more than 7% [1] - Centrus Energy (LEU.US) increased by over 5.7% [1] - NuScale Power (SMR.US) gained more than 5.9% [1]

Core Viewpoint - BWX Technologies, Inc. will provide Owner's Engineer services for Bulgaria's New Build Kozloduy Nuclear Power Plant, Units 7 & 8, as part of a consortium valued at hundreds of millions of euros [1] Group 1: Company Involvement - BWX Technologies, Inc. is collaborating with Laurentis Energy Partners and its subsidiary Canadian Nuclear Partners S.A. in this project [1] - The contract duration is approximately ten years, indicating a long-term commitment to the project [1] Group 2: Project Details - The project involves the construction of two new nuclear units at the Kozloduy Nuclear Power Plant in Bulgaria [1] - The Bulgarian government is actively proposing the development of these new units, reflecting a strategic move towards nuclear energy [1]