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Better Nuclear Energy Stock: Cameco vs. Oklo
The Motley Fool· 2025-10-12 09:27
Core Insights - Nuclear energy is gaining traction as a reliable power source, with stocks in the industry, particularly Cameco and Oklo, experiencing significant growth [1][2] - The demand for power from data centers, driven by AI, is projected to increase by 165% by 2030, highlighting the need for reliable energy sources like nuclear [1] Group 1: Industry Overview - Nuclear energy is experiencing a global revival, driven by the shift towards low-carbon baseload power and increasing interest in nuclear technology [4] - The nuclear sector requires substantial upfront capital, long lead times, and extensive regulatory oversight for projects such as mining, fuel cycling, and reactor development [4] Group 2: Company Comparisons Cameco - Cameco is one of the world's largest uranium providers, controlling significant high-grade mineral reserves and operating in two segments: uranium and fuel services [5] - The uranium segment includes exploration, mining, milling, and trading of uranium concentrate, with major stakes in the McArthur River and Key Lake mines, as well as Cigar Lake and a joint venture in Kazakhstan [6][7] - Cameco operates the largest commercial uranium refinery in Blind River, Ontario, and holds a 49% interest in Westinghouse, a nuclear reactor technology OEM [8] Oklo - Oklo, founded in 2013, is an early-stage company focused on developing advanced fission power plants with metal-fueled fast-reactor technology [9] - The Aurora powerhouse, Oklo's core product, is designed for compact, scalable electricity production, initially targeting outputs of 15 MWe and 75 MWe, with potential expansion [9][10] - As a pre-revenue company, Oklo reported an operating loss of $45.9 million in the first half of the year, with expected cash usage of $65 million to $80 million for the full year 2025 [11] Group 3: Investment Considerations - Cameco is positioned to benefit from rising uranium prices due to years of underinvestment and mine depletion, with a strong stake in Westinghouse enhancing its market position [13] - Oklo's potential lies in successfully deploying its Aurora reactors, which could serve areas where grid extension is uneconomical [14] - Both companies have seen significant stock price increases, with Cameco rising by 68% and Oklo by 1,119% over the past year, but Cameco is viewed as a better buy due to its established market presence and revenue generation timeline [16][17]
Trump Just Gave Oklo Stock a Boost. Should You Buy OKLO Here?
Yahoo Finance· 2025-10-06 18:16
Oklo (OKLO) is an advanced nuclear technology company focused on designing and deploying next-generation fission power plants to deliver clean, safe, and affordable energy. Oklo has pioneered compact fast reactors, including its flagship Aurora powerhouse, which is capable of reliably producing between 15 and 75 MW of power. The company aims to serve off-grid applications such as data centers, remote industrial sites, and military bases, with plans for its first commercial deployment in 2027. Founded in 2 ...
Oklo (OKLO) Soars 11% from New DOE Deal
Yahoo Finance· 2025-10-03 18:15
We recently published 10 Stocks With Double-Digit Upsides. Oklo Inc. (NYSE:OKLO) is one of the top performers on Thursday. Oklo grew its share prices by 11.10 percent on Thursday, a second straight day, to finish at $128.80 apiece after it was named by the Department of Energy (DOE) as one of the four companies to build advanced nuclear power line projects. In a statement on Tuesday, Oklo Inc. (NYSE:OKLO) said it was chosen by the DOE to help build and operate three fuel-fabrication facilities to support ...
Why Is Oklo Stock Dipping Right Now?
Yahoo Finance· 2025-09-29 10:29
Key Points Oklo is a nuclear energy start-up that aims to provide energy to mining sites, data centers, and remote areas. The stock has soared over 400% on the year, but has hit a slight dip recently. Insider trading doesn't always signal bad news to come. 10 stocks we like better than Oklo › When it rains, it pours, as they say, and for Oklo (NYSE: OKLO) stock, the plummet is on. Since closing at a high of $142.65 on Sept. 23, Oklo has now fallen over 22%. Indeed, in the last two days of last w ...
Up Over 500% This Year: Not Nearly Enough People Are Talking About This Stock
The Motley Fool· 2025-09-26 07:27
Oklo is up 533% on the year, and almost 90% in September -- is it a strong buy?It's not every year that a nuclear start-up surges 500% year to date and still gets less chatter than the latest artificial intelligence (AI) start-up.And yet here we are with advanced nuclear company Oklo (OKLO -9.13%).The stock has gone from relative obscurity to a $19 billion market valuation in under a year, outpacing not only rivals like NuScale (SMR -5.22%), but also Wall Street favorites like Nvidia and Palantir.Yet unlike ...
Oklo Inc. (OKLO) Soared to a Record High This Week. Here is Why.
Yahoo Finance· 2025-09-25 04:15
The share price of Oklo Inc. (NYSE:OKLO) surged by 48.86% between September 16 and September 23, 2025, putting it among the Energy Stocks that Gained the Most This Week. Oklo Inc. (OKLO) Soared to a Record High This Week. Here is Why. dan-meyers-xXbQIrWH2_A-unsplash Backed by OpenAI’s Sam Altman, Oklo Inc. (NYSE:OKLO) develops advanced fission power plants to provide clean, reliable, and affordable energy at scale to customers in the United States. Oklo Inc. (NYSE:OKLO) skyrocketed to an all-time high ...
Is Market Paying Too Much for OKLO's Distant Nuclear Future?
ZACKS· 2025-09-22 14:21
Key Takeaways Oklo remains pre-revenue, with its first unit unlikely before 2027-2028.Nuclear projects face complex licensing, construction, and safety hurdles.OKLO's market cap is 50% above NuScale's despite its earlier stage.Oklo Inc. ((OKLO) has captured headlines with its ambitious Aurora powerhouse plans, but the company remains firmly in the pre-revenue stage. Its commercialization pathway runs directly through the Nuclear Regulatory Commission, where approvals are known to take years. Even under opti ...
Archer Aviation ($ACHR) | Pony.ai ($PONY) | Fluence Energy ($FLNC) | Oklo ($OKLO)
Youtube· 2025-09-22 13:41
Group 1 - Archer Aviation's Midnight EV toll aircraft achieved a record altitude of 7,000 feet during a 45-minute test flight at over 120 mph, advancing its envelope expansion program [1][2] - Midnight's performance indicates its capability to operate beyond typical urban altitudes, enhancing flexibility for air traffic management and high elevation city operations [2] - Pony AI is set to launch autonomous vehicle services for daily commuting in Singapore, leveraging its experience from operating fully driverless robo taxis in China, where it has logged over 50 million autonomous kilometers with a user satisfaction score above 4.8% [2] Group 2 - Fluence Energy will provide battery storage systems for a 133 megawatt project in southern Poland, which is expected to become the largest battery facility in the Polish market by 2027, enhancing energy security and reducing costs [3] - Oaklo has commenced construction on its first Aurora powerhouse at Idaho National Laboratory, featuring a sodium-cooled fast reactor using metal fuel, as part of the DOE's new reactor pilot program [4]
OKLO Hit a Record High This Week. Here is Why.
Yahoo Finance· 2025-09-18 18:43
The share price of Oklo Inc. (NYSE:OKLO) surged by 29.55% between September 9 and September 16, 2025, putting it among the Energy Stocks that Gained the Most This Week. OKLO Hit a Record High 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) hit an all-time high this week after the company an ...
Why Oklo Stock Skyrocketed Over 11% to All-Time Highs Today
The Motley Fool· 2025-09-15 17:54
The red-hot nuclear energy stock is up a staggering 330% in 2025.With investor sentiment around nuclear energy gathering momentum by the day, Oklo (OKLO 12.02%) has become unstoppable. The nuclear energy stock surged 11.9% today to all-time highs of $92.48 per share, as of 1 p.m. ET Monday.Oklo stock has risen a jaw-dropping 330% in 2025 so far, as of this writing. Yes, you read that right, and today, you may thank President Donald Trump for sending the red-hot stock to a new all-time high. Nuclear power de ...