Is the "sell America" trade back?Shares of Oklo Inc (OKLO 5.29%) fell on Tuesday, finishing the day down 5.3%. The drop came as the S&P 500 and the Nasdaq Composite both had their worst day in months, sliding 2.1% and 2.4%, respectively.Oklo, which is developing small modular reactors (SMRs), saw its stock decline along with most of the market as investors react to President Trump's attempts to gain control of Greenland.NYSE : OKLOOkloToday's Change( -5.29 %) $ -5.02Current Price$ 89.93Key Data PointsMarket ...

The Global X Uranium exchange-traded fund is still simmering after its massive advance for much of last year. ...

Though claiming a company could be the next Nvidia (NASDAQ: NVDA) might have become somewhat tired by early 2026, there is a genuine and strong bull case for the nuclear reactor company Oklo (NYSE: OKLO) amidst both the artificial intelligence (AI) boom and the troubles it has brought upon the world.Specifically, an increasingly important factor in the ongoing drive to accelerate AI capacity has been the ability of the U.S. and other energy grids to power the voracious data centers.So far, the matter has be ...

Sizewell C Program and Project Delivery Framework to support new low-carbon nuclear power station in Suffolk through 2030 DALLAS, Jan. 20, 2026 /PRNewswire/ -- Jacobs (NYSE: J) has been selected by Sizewell C for its Professional Services Framework, supporting the delivery of a new nuclear power station on the Suffolk coast of England. The five-year framework will provide key program management and project delivery services for one of the United Kingdom's most significant low-carbon energy developments. Abo ...

CHANTILLY, Va.--(BUSINESS WIRE)--Amentum (NYSE: AMTM), a global leader in advanced engineering and technology solutions, has been selected as the program delivery partner for the first deployments of the Rolls-Royce Small Modular Reactor (SMR). In the UK, Rolls-Royce SMR will deliver up to 1.5GW of low- carbon energy to the grid, supporting the UK's net zero goals and creating more than 8,000 quality long-term British jobs. "By working with Amentum, an established and experienced global nuclear leader, we a ...

Core Insights - Oklo Inc. (OKLO) has experienced significant volatility in its stock price, particularly following a major agreement with Meta Platforms (META), leading to sharp price movements as investors reassess the company's fundamentals [1][2][6]. Overview of the META Agreement - The agreement with META involves the development of a 1.2-gigawatt advanced nuclear power campus in Pike County, OH, aimed at supporting META's data center and AI infrastructure, with pre-construction activities starting in 2026 and full delivery targeted by 2034 [3]. - The deal includes a prepayment mechanism from META, providing upfront funding to OKLO, which enhances project certainty and capital visibility, facilitating the advancement of OKLO's Aurora technology towards commercialization [4][5]. Recent Share Price Movement - Following the announcement of the META agreement, OKLO shares surged over 45%, but subsequently pulled back approximately 10% within a week, indicating a cooling period after initial excitement [6][11]. - Despite the recent pullback, OKLO shares are still up about 265% over the past year, although they have declined around 40% in the last three months, highlighting the stock's sensitivity to investor sentiment [7]. Drivers of the Pullback - The recent decline in share price appears to be more related to profit-taking rather than a deterioration in fundamentals, as the project timeline and the significance of the META agreement remain unchanged [11][12]. - OKLO's valuation reflects high expectations for future success, making it susceptible to short-term fluctuations in investor sentiment [12]. Business Risk Profile and Earnings History - OKLO is classified as a high-risk investment, being pre-revenue and reporting a loss of $0.20 per share in Q3 2025, with negative earnings estimates expected to widen before narrowing as milestones are achieved [13]. - The company's earnings history has been inconsistent, missing consensus estimates in three of the last four quarters, contributing to its volatility and highlighting execution risks [14]. Investor Perspective - The META agreement reduces uncertainty regarding future demand and funding, enhancing OKLO's credibility in the advanced nuclear power sector, as demand for clean energy from data centers increases [17]. - However, near-term volatility is anticipated due to OKLO's pre-revenue status, ongoing losses, and a valuation that leaves little margin for error, contrasting with established companies like Constellation Energy that offer lower-risk exposure to nuclear energy [18]. Future Outlook - Looking ahead to 2026, OKLO presents a high-upside but high-risk investment opportunity linked to advanced nuclear power, with the META agreement bolstering its long-term narrative [20]. - Recent price movements indicate that enthusiasm can diminish quickly when expectations exceed fundamentals, suggesting that patience is necessary for potential investors [20].

Core Insights - Rolls-Royce is positioning itself as a key player in providing electricity for AI data centers, particularly through its small modular reactors (SMR) business segment [1][5][11] Industry Overview - The global electricity consumption by data centers is projected to double by 2030, highlighting the increasing demand for power infrastructure in AI development [2] - Europe is emerging as a significant area for data center construction, facing similar power challenges as the United States [2][3] Company Developments - Rolls-Royce's SMR can generate up to 470 megawatts of power, equivalent to 150 onshore wind turbines, and has a lifespan of up to 60 years [6] - The company has secured partnerships with CEZ Group in the Czech Republic and Siemens for the development and deployment of SMRs [6][7] Financial Performance - In the first half of 2025, Rolls-Royce reported a 13% increase in total revenue compared to the same period in 2024, with gross profit and operating profit growing by 33% and 50% respectively [8] - The power systems business, particularly the SMR segment, saw a revenue increase of 23%, with the power generation subset growing by 26% [9][10]

Core Insights - The rapid growth of artificial intelligence (AI) will significantly increase global electricity consumption, with the International Energy Agency (IEA) projecting it could exceed 945 terawatt hours (TWh) by 2030 [2] - Oklo, an advanced nuclear company, is developing small, fast-spectrum nuclear reactors designed to meet the energy demands of data centers and other industrial customers [3][4] Company Overview - Oklo is focused on creating small nuclear reactors, referred to as "Aurora powerhouses," which are designed to provide continuous power and can operate for a decade before needing refueling [5] - The Aurora design can generate up to 75 megawatts (MWe) of power, sufficient for large and hyperscale data centers [5] - Unlike traditional reactor companies, Oklo plans to own and operate its reactors, aiming for a business model similar to utilities with recurring revenue [6] Commercial Developments - Oklo has not yet constructed an Aurora powerhouse but has established tentative partnerships in the data center sector, including collaborations with Equinix and Switch [7] - A recent partnership with Meta aims to develop a 1.2 gigawatt (GW) power campus in Ohio to support Meta's data centers [7] Regulatory Challenges - Despite its potential as a power source for AI, Oklo currently lacks the regulatory approval necessary for commercial operation of its reactors [8] - The company is not expected to generate significant revenue until at least 2027 due to the need for licensing [9]

The share price of Oklo Inc. (NYSE:OKLO) fell by 9.84% between January 9 and January 16, 2026, putting it among the Energy Stocks that Lost the Most This Week. Oklo (OKLO) Fell This Week. Here is Why dan-meyers-xXbQIrWH2_A-unsplash Backed by OpenAI’s Sam Altman, Oklo Inc. (NYSE:OKLO) develops advanced fission power plants to provide clean, reliable, and affordable energy at scale to customers in the United States. Oklo Inc. (NYSE:OKLO) jumped by almost 47% earlier this month after the company struck a ...

Global Equity Markets - Major global stock indices closed the week lower, with the Dow Jones Industrial Average (DJIA) falling 0.54% to 49087, NASDAQ Composite (IXIC) dropping 0.82% to 25319, and S&P 500 (SPX) declining 0.38% [2][8] - European markets mirrored this trend, with Germany's DAX falling 0.97% to 25077, FTSE 100 dropping 0.83% to 10171, and Hang Seng Index shedding 0.61% to 26469 [3][8] - Despite solid earnings from major banks, investor sentiment was affected by diminishing expectations for Federal Reserve interest rate cuts, with the probability of a 25-basis-point cut in March easing to 23% from 30% [2][8] Commodities Market - Commodities saw gains, with Gold (XAU) rising 0.55% to $4623 and US Oil (CL=F) increasing 0.64% to $5964, driven by softer U.S. inflation data and ongoing geopolitical tensions [4][8] - The EUR/USD currency pair experienced a slight dip of 0.18% to 11577 [4] Geopolitical Developments - The Syrian army announced control over the Koniko natural gas field, a significant energy asset previously capable of producing up to 13 million cubic meters of natural gas per day, following the withdrawal of US forces [5][8] - The European Union warned of a "dangerous downward spiral" in transatlantic trade relations due to former President Trump's proposed tariffs on European countries, starting at 10% from February 1st and potentially rising to 25% in June [6][7][8] Turkey's Honey Industry - Turkey's honey industry is facing severe pressure from fake honey products, leading to intense price competition, with fake honey selling for approximately EUR1.60 per kilogram compared to authentic honey reaching up to EUR8 per kilogram [9][10] - Authorities have seized 8,150 tons of glucose, fructose, and sugar used in counterfeit production, along with 100,000 fake honey labels, highlighting the industry's struggle with reputation and quality [10] Japan's Nuclear Energy Policy - Japan is moving forward with the restart of its nuclear power plants, including the Kashiwazaki-Kariwa plant, aiming for nuclear power to account for 20% of its energy supply by 2041 [11] - This shift in energy policy follows substantial safety upgrades and a 1.2 trillion yen investment by TEPCO [11]