Core Viewpoint - Oklo Inc. is recognized as a notable AI stock, with a Neutral rating from UBS analyst Jon Windham and a price target of $95.00, reflecting cautious optimism due to execution risks and development timelines [1] Group 1: Strategic Developments - Oklo has entered a clean energy agreement with Meta, which is expected to advance the development of a 1.2 gigawatt campus in Pike County, Ohio, providing financial support for Oklo's early-stage advanced reactor projects [2][4] - Meta will prepay for power and provide funding to support the development of Oklo's projects, with the first phase anticipated to reach commercial operation by 2030 [3] Group 2: Market Context - The agreement highlights the scarcity of clean energy supply needed to meet the increasing electricity demand from tech companies, indicating a growing market for Oklo's advanced nuclear power solutions [4] - Oklo's Aurora-INL project is expected to deliver significant initial construction cost data in 2026, which will be crucial for the company's reactor projects [3][4]