The nuclear power industry might seem like a slow-growth market dominated by energy giants like NextEra Energy and Duke Energy. From 2024 to 2029, Markets and Markets expects the nuclear power market to only grow at a compound annual growth rate (CAGR) of 2.9% -- so it doesn't seem like a fertile market for speculative or higher-growth stocks.
Shares of Oklo Inc. (NYSE: OKLO) have soared 137% over the past month, gaining traction as a strong bet on nuclear energy's role in powering AI-driven infrastructure.
Though many of the stocks linked with the artificial intelligence (AI) boom regained lost ground following the initial DeepSeek shock, with the nuclear energy company Oklo Inc (NYSE: OKLO) being a particular trailblazer, Nvidia (NASDAQ: NVDA) is yet to return into the green in 2025.
In late January 2025, nuclear energy stocks appeared at risk of a major collapse as the release of DeepSeek – and its reported low costs – cast much doubt upon the hundreds of billions invested in artificial intelligence (AI) and related infrastructure.
Shares of Oklo (OKLO 7.70%) soared last month as the Sam Altman-backed nuclear energy company benefited from two news events.
Investors interested in OKLO stock should wait for a better entry point, considering the downward revision in its earnings estimate and a negative ROE.
Is there a bull run coming? Kevin Green points to today's turnaround and supporting technicals that could signal green shoots to come.
The global demand for clean, reliable baseload energy is reaching unprecedented levels, driven by the voracious needs of data centers, cryptocurrency, the artificial intelligence (AI) revolution, and a worldwide commitment to decarbonization. Oklo NYSE: OKLO is a pioneering company in the advanced nuclear power sector, and it has been attracting significant attention due to its recent strategic moves.
Oklo Inc. (OKLO) is one nuclear power company that has gained steam off optimism nuclear energy will fuel the A.I. boom. However, as Kevin Green notes, the emergence of DeepSeek has investors worried A.I.
Oklo (OKLO 7.84%), a nuclear power start-up backed by OpenAI CEO Sam Altman, went public by merging with a special purpose acquisition company (SPAC) on May 10, 2024. The stock opened at $15.50 on its first day but eventually plunged and closed at $8.45.
Oklo (OKLO) shares surged to another record high Friday as investors continue to bid up nuclear energy companies on expectations of growing energy demand to support artificial intelligence infrastructure.
Just a few short years ago, the general consensus, both among the public and market analysts, was that nuclear energy was dead — a thing of the past. Even the most optimistic cases had it relegated to a mere supplement to other green or renewable sources of energy, such as wind and solar.