Key Points Oklo is a pre-revenue company developing advanced nuclear reactors. Nuclear energy could play a key role in meeting AI-driven data center electricity demand. A steady stream of catalysts has pushed Oklo’s stock price to an all-time high. 10 stocks we like better than Oklo › Oklo stock (NYSE: OKLO) is on some kind of run. As of Sept. 17, shares of the next-generation nuclear power company were up nearly 350% year to date, making mincemeat of the S&P 500's 12% gain. And Oklo has catapulte ...

Group 1 - Speculative stocks can be a part of an investment portfolio, but investors should be cautious and aware of the risks involved [1][2] - Speculative stocks are defined as companies with high valuations that may not be highly profitable, presenting high-risk but potentially high-reward opportunities [1][3] - Younger investors are particularly encouraged to consider speculative investments [1] Group 2 - A diverse portfolio is recommended, ideally including only one or two speculative stocks, and investors should manage gains carefully by scaling out gradually [2] - Types of speculative stocks include profitable companies with high price-to-earnings multiples, such as Palantir, and "thesis stocks" that align with current market trends [3] Group 3 - The energy sector is seeing increased interest, with companies like Bloom Energy and Oklo providing hydrogen fuel cells and nuclear power, respectively [4] - In the aerospace sector, Rocket Lab and Joby Aviation are highlighted as key players, while quantum computing stocks like IONQ, D-Wave Quantum, and Rigetti Computing are noted for their potential to rally on positive news [4] Group 4 - The current market is characterized as being "supercharged by speculation," but this does not necessarily indicate an overall market danger [5] - High-risk stocks mentioned have already experienced significant gains, and missing out on these opportunities could lead to missed rallies [5]

Core Viewpoint - Amentum plans to create 3,000 new jobs over the next four years, driven by growth in nuclear power and defense sectors in the UK [1] Company Summary - Amentum is a global leader in advanced engineering and innovative technology solutions [1] - The announcement of job creation aligns with the company's strategic focus on expanding its operations in the UK [1] Industry Summary - The growth in nuclear power and defense sectors is expected to contribute significantly to job creation and economic development in the UK [1] - The UK-U.S. partnership is highlighted as a key factor in supporting Amentum's expansion plans [1]

After years of prevarication, the world’s most populous country could be about to make it easier for investors to bet on nuclear power, writes @rajeshsing13 https://t.co/yKTHg5KTe3 ...

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]

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 ...

Core Viewpoint - A new trend has emerged in the market with small-cap stocks outperforming larger counterparts, indicating a shift in investor appetite towards riskier investments [1][2]. Market Performance - Since August 11th, the Russell 2000 index has gained 8.1%, outperforming the Dow Jones (4.2%), Nasdaq Composite (3.5%), and S&P 500 (3.3%) [3]. - The Russell 2000 has historically been viewed as a bullish economic indicator, as smaller companies are generally more vulnerable during economic downturns [5]. Participation and Trends - The rally in small caps has seen broad participation, with over 150 stocks in the Russell 2000 rising by 25% or more in the past 30 days [6]. - Despite recent gains, the Russell 2000 has lagged behind large-cap peers on a year-to-date and multi-year basis [8]. Economic Context - Recent economic indicators, including weak job data and inflation signs, have led to increased hopes for rate cuts, encouraging investors to take risks on small-cap stocks [2][9]. Notable Small-Cap Performers - Mineralys Therapeutics has seen a 140% increase in shares, with a market value of over $2.6 billion, driven by insider buying and positive earnings [12]. - Vita Coco's shares rose 22% in the past month and 47% over the past year, with a market cap of $2.3 billion, following strong sales growth [13]. - Oklo Inc has gained 21% in the past month and 1300% over the past year, with a market value of $12.8 billion, supported by improved earnings and new project awards [14]. Sector Insights - Many leading small-cap stocks are in the technology sector, benefiting from trends related to the AI revolution [15].

Core Insights - Oracle's strong revenue forecasts have positively impacted investor sentiment and boosted interest in related tech stocks, particularly in the context of the AI and cloud-computing sectors [1][2] Company Highlights - Bloom Energy has formed a partnership with Oracle to supply fuel cell technology for its data centers, which is expected to significantly enhance Bloom's growth prospects [2][9] - Morgan Stanley has raised its price target for Bloom Energy shares to $88, indicating a potential 16% increase from recent trading levels, reflecting confidence in Bloom's role in the tech sector's data center expansion [3][9] Market Trends - The demand for power driven by new data centers is increasing, with Bloom Energy positioned advantageously due to its ability to quickly scale manufacturing and deliver products [8][9] - Energy stocks, particularly those focused on nuclear power, are gaining traction as alternative investments linked to the AI boom, with significant rallies observed in companies like Oklo and Nucor [10]

Core Insights - Artificial intelligence (AI) is projected to drive spending on chips, data centers, and enterprise software to exceed $500 billion by 2030, with Nvidia being a prominent player in the AI sector [1] - Investors are encouraged to explore a range of companies across hardware, software, energy, and quantum technologies to identify potential winners in the AI landscape [1][2] Quantum AI Frontier - IonQ is developing quantum computers that can solve problems beyond the capabilities of traditional silicon, significantly speeding up machine-learning model training [4] - The company's quantum systems excel in optimization problems crucial for AI, such as feature selection and hyperparameter tuning [5] - IonQ's revenue was approximately $43 million in 2024, with projections of $91 million in 2025 and $171 million in 2026 as quantum service adoption increases [6] - The long-term potential of quantum computing lies in its ability to train complex AI models, presenting both high upside and risk [7] Energy Wild Card - The AI boom encompasses various sectors including semiconductors, energy, robotics, and enterprise software, creating diverse investment opportunities [9] - Oklo is developing compact nuclear reactors aimed at providing continuous clean power to AI data centers, addressing the significant electricity demands of AI technologies [10]

Core Insights - Mirion Technology Inc (NYSE: MIR) is well-positioned to benefit from policies that promote nuclear power as global energy demand is expected to increase by over 20% by 2030 [1] Company Summary - Mirion Technology Inc is likely to gain from the growing emphasis on nuclear energy, which is seen as a crucial component in meeting the rising global power needs [1]