Key Points A string of positive news over the past few weeks is continuing to drive Oklo shares higher as the energy needs of AI data centers are front and center in the minds of many investors. Most recently, the company was chosen by the U.S. Department of Energy for a new pilot program. 10 stocks we like better than Oklo › Shares of Oklo (NYSE: OKLO) are climbing on Monday, up 11% as of 1:30 p.m. ET. The spike comes as the S&P 500 is up 0.3% and the Nasdaq Composite is up 0.6%. The nuclear energ ...

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 ...

GE Hitachi Nuclear Energy's BWRX-300 small modular reactor incorporates proven components.Courtesy: GE VernovaVan Buren County is a rural redoubt in southwestern Michigan, a quiet corner of a swing state. Pillow soft sand dunes shift and shape along the shores of Lake Michigan. And the county seat – Paw Paw – is named after a quintessentially Midwestern fruit."It is a beautiful natural environment with gorgeous sand dunes that you don't see in other parts of the world," says Daywi Cook, whose family has liv ...

Key Points NuScale is the only SMR developer with design approval from the NRC. The company has potential partnerships that could lead to its first big sale. 10 stocks we like better than NuScale Power › NuScale Power (NYSE: SMR) sells exactly what artificial intelligence (AI) needs: reliable 24/7 power generation from small modular reactors (SMRs). These SMRs can be built near data centers, producing electricity in places where the grid doesn't reach. The matchup seems like it was destined in the ...

The red-hot stock has more than doubled in 2025.Hardly anyone knew about NuScale Power (SMR 0.42%) until last year. The company went public in 2022 via a SPAC merger. Between its day of listing on May 3, 2022, and Dec. 31, 2023, shares of NuScale Power had plunged 69%. But if you had waited a few months, watched the stock reverse course, and then invested $1,000, in NuScale Power stock this time one year ago, your money would have more than tripled by now to nearly $3,100.NuScale Power hasn't even commercia ...

The SMR developer's stock is falling; here's why.Shares of NuScale (SMR 0.66%) fell this week, finishing down 18.8%. The drop comes as the S&P 500 and the Nasdaq-100 lost 0.3% and 0.5%, respectively.The nuclear energy company and developer of small modular reactors (SMRs) is seeing its shares pressured by major selling from one of its largest shareholders.Fluor is selling SMR stockEngineering and construction company Fluor was an early investor in NuScale and is one of its largest shareholders. The two comp ...

CANADA - 2025/05/13: In this photo illustration, the Oklo logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesOklo Inc. (NYSE: OKLO), the innovative nuclear technology firm developing small modular reactors (SMRs), has witnessed a significant boost in its stock in 2025. Shares are now trading around $120, sharply up year-to-date, having increased over 5x, as enthusiasm grows about nuclear's poten ...

Key Points Oklo is developing advanced nuclear energy solutions known as small modular reactors (SMRs). Shares of Oklo have soared in 2025, but the company is still waiting to receive the necessary regulatory approvals to start operations. Investors with lower tolerances for risk may want to consider investing in a nuclear energy ETF. 10 stocks we like better than Oklo › When the market's fervor sends growth stocks soaring, sometimes it feels that the rides will last forever. Of course, they wo ...

Group 1: Industry Overview - The global economy is experiencing a significant transformation driven by mass electrification and the AI revolution, leading to a permanent increase in electricity demand [1] - The existing electrical grid is outdated and unable to handle the increased loads, creating a bottleneck that renewables alone cannot address [2] - Nuclear energy is positioned to provide reliable, carbon-free baseload power, with technologies like Small Modular Reactors (SMRs) offering localized generation solutions [2][3] Group 2: Company Highlights - Cameco Corporation is a key player in the nuclear value chain, essential for uranium supply, with a stock price increase of over 94% in the past year and over 700% in five years [4] - The uranium market is tight, with rising demand leading to higher revenues and improved margins for Cameco, supported by a consensus Buy rating and an average price target of $89.55 [6] - BWX Technologies is a critical supplier of high-tech components for the nuclear ecosystem, with a stock gain of 69% over the past year, benefiting from its monopoly in supplying reactors for the U.S. Navy [8][10] - Constellation Energy is the largest operator of nuclear power plants in the U.S., capitalizing on the demand for carbon-free power, with a stock increase of nearly 525% since its IPO [12][13] - NuScale Power is focused on SMR technology, which offers a competitive advantage with its certified design, aiming to solve grid infrastructure issues through localized energy generation [16][17][18] Group 3: Investment Strategy - The convergence of electrification and AI creates a long-term demand for clean energy, making the revitalization of nuclear power a strategic investment opportunity [22] - The investment strategy encompasses essential fuel supply from Cameco, high-tech components from BWX Technologies, immediate demand from Constellation Energy, and future growth through NuScale Power's SMR technology [23]

Market Overview - The Federal Reserve has cut interest rates while stocks are at elevated valuations, raising concerns about potential market corrections due to high expectations for future growth [1][2] - Historical analysis shows that rate cuts at high valuations are rare, with only three instances: 1992, 1998, and the current cycle starting in 2024/25 [2][3] - Following the 1992 and 1998 rate cuts, stock performance diverged significantly, with 1992 leading to a prolonged bull market and 1998 resulting in a crash [3] Investment Opportunities - Oklo (OKLO), a nuclear technology company, has seen significant gains, with a 70% profit reported in just three weeks, and a recent 20% increase in one day [6][7] - The quantum computing sector is experiencing substantial growth, with stocks like QUBT and RGTI showing over 3,200% and 3,300% increases respectively over the past year [10][11] - The advancements in quantum computing are expected to revolutionize various industries, including drug discovery and supply chain management, although the sector remains speculative and volatile [14][15][16] Rare Earth Elements - MP Materials (MP) has emerged as a key player in the rare earth minerals market, benefiting from a $400 million Pentagon investment, leading to a 51% stock increase in one day [21] - NioCorp Developments Ltd. (NB) is also positioned well in the rare earth sector, with a 46% increase since being featured, driven by rising demand in defense and energy [23][25] - The U.S. government's push for securing domestic supply chains for rare earth elements suggests a long-term growth trajectory for companies like NioCorp [25]