Electricity demand is on the rise globally thanks to electrification, adoption of electric vehicles, wider use of air conditioning, and the rise of AI-related data centers. In the U.S., data centers are expected to drive roughly half of the overall increase in power demand to 2030, according to the International Energy Agency (IEA). In base case projections, the IEA expects U.S. data center power consumption to increase by 130% from 2024 to 2030. For context, a typical hyperscale AI data center uses the sam ...

Oklo Inc. (NYSE:OKLO) is one of the Best WallStreetBets Stocks to Invest In. On September 25, Goldman Sachs initiated coverage of the company’s stock with a “Neutral” rating and a price objective of $117, as reported by The Fly. Against the backdrop of the growing nuclear small modular reactor race in the US, Oklo Inc. (NYSE:OKLO) continues to advance its sodium-cooled fast fission nuclear reactor, the Aurora Powerhouse, with a target to reach commercialization by late-2027/early-2028, added the firm’s ana ...

We recently published 10 Big Names Investors Are Dumping. Oklo Inc. (NYSE:OKLO) is one of the companies that heavily bled in Thursday’s trading. Shares of Oklo dropped for a second day on Thursday, shedding 9.18 percent to close at $119.13 apiece, as investor sentiment was dampened by a combination of insider selling and an investment firm’s cautious coverage for the company. In a market note on Wednesday, Goldman Sachs urged investors to position their portfolios on Oklo Inc. (NYSE:OKLO) with caution, s ...

Jacob DeWitte, Co-Founder and CEO of Oklo, speaks in the Oval Office as he attends the signing of an executive order by U.S. President Donald Trump, at the White House in Washington, D.C., U.S., May 23, 2025.Oklo has also seen a cluster of insider selling over the past few days. CEO Jacob DeWitte unloaded $3 million of stock in the form of a gift this week and Oklo director Michael Klein dumped $6.7 million worth of shares, according to Verity data. CFO Craig Bealmear sold $9.4 million of stock at the end o ...

Core Viewpoint - Oklo Inc's stock has experienced a decline of 7.8% to $120.87 following Goldman Sachs' initiation of coverage with a "neutral" rating and a price target of $117, despite acknowledging the company's advancements in its Aurora Powerhouse and highlighting risks associated with its "own-and-operate" model [1] Group 1 - Oklo Inc had recently reached a record high of $144.49, benefiting from the AI trend, but is still up approximately 63.3% over the last month and has a year-to-date increase of 464.7% [2] - There has been significant activity in options trading, with 108,000 puts exchanged, which is quadruple the intraday average, compared to 47,000 calls, indicating bearish sentiment [2] - The most popular options include the weekly 9/26 100-strike put and the 110-strike put, with new positions being opened in both [2] Group 2 - The put/call volume ratio for Oklo Inc is 1.40, ranking higher than 87% of readings from the past year, indicating increased bearish activity [3] - Oklo's stock has landed on the short sell restricted (SSR) list amid the price drop, with short interest representing 14% of the stock's available float [3] - Prior to the rating adjustments, eight out of 15 analysts rated the stock as a "buy" or better, six as a "hold," and one as a "strong sell," suggesting potential for rating changes in either direction [4]

Core Insights - Oklo is advancing in the energy sector with the construction of its first Aurora Powerhouse, aimed at providing clean and sustainable energy solutions [1] - Analysts maintain a positive outlook for Oklo, with Wedbush keeping an "Outperform" rating and a stock price of $135.23 as of September 22, 2025 [2] - Wedbush raised its price target for Oklo from $80 to $150, indicating significant growth potential driven by advancements in clean energy technology [3] - Oklo's stock reached a high of $138.82, reflecting investor optimism and the company's promising trajectory in the energy sector [4] - The Aurora Powerhouse project is central to Oklo's mission, showcasing its commitment to sustainable and reliable energy solutions [5]

Core Viewpoint - The nuclear energy start-up Oklo has seen its stock price surge by 1,980% over the past year, driven by increasing demand for electricity from AI data centers, despite currently generating no revenue and facing a lengthy approval process for its nuclear power plants [1][2][11]. Company Overview - Oklo is a nuclear energy start-up focused on developing "fast fission" technology and is in the planning and certification stages for a nuclear power plant design, nuclear waste recycling, and radioisotope production [1][3]. - The company's Aurora Powerhouse is a modular nuclear reactor capable of generating over 75 megawatts (MW) of power, which can supply electricity to thousands of homes [3]. Projects and Developments - In addition to the Aurora Powerhouse, Oklo is working on a nuclear fuel recycling project in Tennessee, aimed at producing fuel for its reactors [4]. - Analysts predict that the U.S. will require over 80 gigawatts (GW) of new energy capacity in the next 20 years, presenting a significant opportunity for nuclear energy companies like Oklo [5]. Financial Status - Currently, Oklo is not generating any revenue and is experiencing a cash burn of $53 million, which is expected to increase as research and certification spending scales up [7][8]. - The company has over $500 million in cash and equivalents, providing a buffer against immediate financial distress, but it is unlikely to generate revenue in the near term [8]. Market Capitalization and Valuation - Oklo's market capitalization has reached $19.2 billion after a nearly 2,000% increase in stock price over the past year, but the stock is considered overvalued given the lack of revenue generation [10][12]. - The company is not expected to generate revenue in the next five years, as it has not yet received approval from the Nuclear Regulatory Commission (NRC) for its Aurora plant [11].

Oklo (OKLO) is an advanced nuclear technology company focused on developing next-generation fission power plants for clean, reliable, and affordable energy at scale. Oklo specializes in compact fast reactors, including the Aurora Powerhouse, which utilizes recycled nuclear waste as fuel and features inherent safety mechanisms. The company has secured major customer agreements in the data center sector and plans to deploy its first commercial plant by 2027. Oklo remains a key innovator, aiming to transform ...

Core Insights - Oklo Inc.'s first commercial Aurora Powerhouse is set to launch between late 2027 and early 2028, designed to produce up to 75 MW of power and operate for 10 years without refueling [1][10] - Construction planning is underway with Kiewit Nuclear Solutions to support design and procurement, leveraging non-nuclear construction expertise to control costs and accelerate timelines [2] - Oklo has agreements to supply over 14 GW of power to U.S. partners and is exploring global opportunities, aiming to provide a flexible model for next-generation clean energy [3] Company Context - NuScale Power is advancing its small modular reactor technology, designed for scalable power delivery in increments of 77 MW per module, with U.S. Nuclear Regulatory Commission approval [4] - BWX Technologies is developing advanced nuclear solutions, focusing on transportable, factory-built microreactors for niche markets requiring rapid and flexible clean power [5] Market Performance - Oklo's shares have surged nearly 265% this year, indicating strong market interest [8] - The company is trading at a significant premium in terms of the trailing 12-month price-to-book (P/B) ratio compared to the industry average [9]

Group 1 - Oklo's shares increased by 11.4% following positive market movements and news regarding small modular reactors (SMRs) in Europe [1][2] - The U.K. and Czech Republic partnership aims to deploy up to six SMRs manufactured by Rolls-Royce, supported by a $2.5 billion investment from the U.K. government [2] - The momentum in the nuclear industry is further validated by this partnership, benefiting SMR developers like Oklo [2] Group 2 - Oklo is collaborating with the U.S. Air Force to potentially deploy an SMR at an Air Force base in Alaska, which would enhance the base's energy independence [4] - SMRs are particularly advantageous for critical infrastructure and data centers, aligning with the needs of modern technology [5] - The successful development of a safe and operational SMR model by Oklo could lead to significant success in the market [6]