We recently published 10 Stocks Beating Wall Street at its Own Game. Oklo Inc. (NYSE:OKLO) is one of the best-performing stocks on Wednesday. Oklo rallied for a second day on Wednesday, jumping 6.45 percent to close at $102.86 apiece as investors took heart from its recent partnership with Siemens Energy to accelerate the deployment of Aurora powerhouses. In a statement, Oklo Inc. (NYSE:OKLO) said it tapped Siemens Energy to begin engineering and design for a condensing SST-600 steam turbine, an SGen-100 ...

Key Points Siemens Energy will begin procuring components for Oklo's Aurora powerhouse project at Idaho National Laboratory. The company is targeting late 2027 or early 2028 for the first deployment of the Aurora powerhouse. There is still considerable risk with Oklo stock, so investors may feel more comfortable with a nuclear energy ETF. 10 stocks we like better than Oklo › After dipping lower on Monday and Tuesday, the S&P 500 shows signs of reversing course today, staying in positive territory ...

Core Viewpoint - Oklo is developing small, modular nuclear reactors aimed at providing reliable power, particularly for artificial intelligence applications, but it is still in the early stages of development and lacks regulatory approval for commercial operation [3][4][12]. Company Overview - Oklo is a nuclear start-up focused on creating a small, fast-spectrum reactor with fuel recycling capabilities, intending to revolutionize nuclear power by offering clean energy under long-term contracts [3][4]. - The company's current market capitalization is approximately $16 billion, despite having no revenue and no operational reactors, which is considered extraordinary for a start-up in the research and development phase [12]. Market Opportunity - The primary market opportunity for Oklo lies in powering AI data centers, as its reactors can provide continuous, reliable energy, making them suitable for high-demand applications [4]. - Other potential customers include mining companies, military camps, research bases, and disaster-relief zones, where traditional grid access is limited or costly [6]. Regulatory Progress - Oklo is progressing towards regulatory approval, having cleared phase 1 of the pre-application readiness review with the Nuclear Regulatory Commission (NRC) in July 2025 [7]. - The company is among those whose reactor designs have been fast-tracked for deployment due to recent legislative changes aimed at accelerating the approval process for advanced nuclear reactors [9][10]. Future Projections - If all goes well, Oklo could potentially activate its first commercial reactor by 2027, following the groundbreaking of its first Aurora powerhouse at Idaho National Laboratory [11]. - Revenue projections for Oklo are modest, with estimates suggesting only $15 million in total revenue by 2027, indicating a long wait for significant top-line growth [13]. Investment Considerations - Oklo's stock is currently trading about 40% lower than its mid-October highs, presenting a potential buying opportunity, but it remains a speculative investment due to its lack of operational revenue and high market valuation [12]. - Investors should be aware of the capital costs associated with securing fuel, building production facilities, and compliance with NRC regulations, which may pressure the company's financials before it becomes profitable [15].

Oklo (OKLO) closed higher on Nov. 12 after achieving a transformative regulatory milestone that outweighed its disappointing earnings for the third financial quarter (Q3). The nuclear-tech firm has secured approval for its Aurora Fuel Fabrication Facility from the Department of Energy (DOE), marking the first authorization under the agency’s Advanced Nuclear Fuel Line Pilot Projects. More News from Barchart Despite today’s rally, OKLO shares are down some 43% versus their year-to-date high in October. ...

Eighty years after J. Robert Oppenheimer's chain reaction lit up the New Mexico desert, Oklo Inc (NYSE:OKLO) is channeling that spirit. But this time it’s to build power data centers, not bombs. Oklo CEO Jacob DeWitte told investors the company's Idaho project is moving at "Manhattan Project–level speeds.”Track OKLO stock here.On the company’s third-quarter earnings call, DeWitte acknowledged a Department of Energy fast-track that allows Oklo to build reactors while it's still being licensed.Related: Oklo V ...

Key Points Oklo is designing a small modular reactor that could become artificial intelligence's go-to source for power. The company's tallest hurdle is getting regulatory approval to operate commercially. The White House is working with Oklo to accelerate the licensing process. 10 stocks we like better than Oklo › The clean energy narrative has shifted fast since President Trump took office this year. Once attached to solar and wind, clean energy is becoming more and more reimagined as nuclear ...

Core Viewpoint - Oklo has experienced a significant stock price increase of over 525% in 2025, driven by data center demands and supportive U.S. government policies aimed at increasing nuclear energy capacity by 2050 [2][3] Company Overview - Oklo is an advanced nuclear technology company focused on developing small nuclear reactors, specifically the Aurora powerhouse, which utilizes liquid sodium as a coolant [5][6] - The company currently holds a market capitalization of $20 billion, with a stock price of $132.56 [4] Market Position and Future Prospects - The demand for clean energy solutions positions Oklo favorably, as the world seeks to increase power generation while reducing carbon emissions [3] - Oklo has been selected for three pilot projects by the Department of Energy (DoE) and has begun construction on its first reactor, expected to be operational by mid-2026 [7][8] Financial Performance and Challenges - Oklo is currently a pre-revenue company with no commercial profits, and it is unprofitable, requiring approval from the Nuclear Regulatory Commission (NRC) for commercial operations [9][11] - The company is projected to continue burning cash for several years, with commercial operations not expected until 2027 or later [9][11] Investment Considerations - Given the current market valuation and lack of revenue, there is caution regarding immediate investment in Oklo, as the stock's rise may be driven more by speculation than fundamentals [12] - While there is potential for long-term returns, it may be prudent to monitor the company until it achieves revenue or operational milestones [13]

Policy Shift - The U.S. is opening its Cold War-era stockpile of weapons-grade plutonium to private nuclear energy companies, with the Department of Energy (DOE) accepting applications for approximately 20 metric tons of this material [2][8] - This initiative aims to accelerate the development of advanced nuclear reactors and enhance energy security, stemming from President Trump's May 2025 executive order [2][8] Industry Impact - The program's primary goal is to provide a domestic fuel source for advanced reactor designs, reducing reliance on foreign uranium, especially from Russia, and addressing the increasing electricity demand from sectors like AI data centers [3][8] - Companies such as Oklo Inc. and TerraPower are expected to benefit, with Oklo developing advanced fission power plants and TerraPower working on the Natrium reactor [4][8] Economic Considerations - While the plutonium will be provided at minimal or no cost, participating companies will bear all associated expenses, including transportation, design, and construction of facilities, which could pose significant financial challenges [4][8] - Concerns have been raised regarding the economic viability of processing plutonium for fuel, with some analyses indicating it may be more expensive than current disposal methods [5][8] Criticism and Concerns - The plan has faced criticism from non-proliferation experts and lawmakers, who warn about the risks of nuclear proliferation and the potential misuse of accessible weapons-grade material [5][8] - The technology for utilizing this specific plutonium in advanced reactor designs remains unproven and unlicensed, raising further questions about the initiative's feasibility [5][8] Strategic Shift - This policy marks a significant departure from the U.S.'s historical focus on the dilution and disposal of surplus plutonium, emphasizing a renewed commitment to domestic nuclear energy production and innovation [6][8] - Potential investment opportunities may arise in reprocessing technology and advanced reactor construction, with companies like Cameco Corporation, Uranium Energy Corp, and NuScale Power likely to see indirect benefits from a revitalized domestic nuclear sector [6][8]

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]

Core Viewpoint - Oklo is an advanced nuclear technology company focused on developing next-generation fission power plants, aiming for clean, safe, and affordable energy solutions [1][4] Company Overview - Founded in 2013, Oklo is based in Santa Clara, California [2] Stock Performance - Oklo shares have seen remarkable returns, increasing by 24% over the past five days, 107% over one month, 630% over six months, and over 1,190% in the last 52 weeks, significantly outperforming the Russell 2000 benchmark [3] Financial Performance - In Q2 2025, Oklo reported a wider-than-expected loss with earnings per share of -$0.18, missing the analyst consensus estimate of -$0.11, and generated no revenue as it remains in the pre-commercial phase [5] - The company reported an operating loss of $28 million and a net loss of $24.7 million for the quarter, but maintains a strong balance sheet with $683 million in cash and equivalents following a major equity raise [6] - Cash burn for the first half of 2025 was $30.7 million, aligning with management's projections, and the company has minimal liabilities to support ongoing reactor development [6] Future Outlook - Oklo plans to deploy its first Aurora power plant between late 2027 and early 2028, with ongoing regulatory progress and partnerships with industry and government stakeholders [7] - Current cash reserves are expected to sustain development for at least the next year, focusing on commercial readiness and market expansion [7]