Is NuScale a Safer Nuclear Stock Than Pre-Revenue OKLO?
Nuclear power has moved back into the center of the energy conversation, and the reason is not hard to see. Data centers, artificial intelligence (‘AI') workloads and industrial electrification all need steady electricity, not just intermittent power.
Oklo gains after being selected for DOE for Surplus Plutonium Utilization Program
Oklo (NYSE:OKLO) shares jumped on Tuesday after the company said it has been selected by the US Department of Energy (DOE) for advanced negotiations under the Surplus Plutonium Utilization Program, a federal initiative aimed at converting designated surplus plutonium into fuel for advanced nuclear reactors. The program is designed to make surplus plutonium available to selected industry participants, subject to US security, safeguards and material accountability requirements, and enable its conversion into reactor fuel as part of broader advanced nuclear development efforts.
Nuclear Energy Startup Oklo's Stock Is Surging Tuesday—Here's Why
Oklo stock climbed Tuesday after the company took a key step towards securing fuel for its nuclear reactors.
DOE announcement sends OKLO stock up 10%
OKLO is pushing higher today on a major regulatory and strategic milestone – the US Department of Energy (DOE) has selected it for advanced negotiations under the Surplus Plutonium Utilization Program. This federal initiative is designed to convert, designate, Cold War-era surplus “weapons-grade” plutonium into commercial fuel for advanced nuclear reactors.
Oklo Moves One Step Closer to Commercialization
Oklo (NYSE:OKLO | OKLO Price Prediction) has become a poster child for the nuclear renaissance powering the AI buildout, and the advanced fission developer just stacked another regulatory and fuel-supply win onto a thesis built entirely on future revenue.
Nuclear Energy Stock Breaks Out After DoE Nod
Oklo Inc (NYSE:OKLO) stock is up 8.7% to trade at $71.72 today, after the nuclear energy company was selected by the Department of Energy (DoE) for advanced talks to join the Surplus Plutonium Utilization Program.
Advanced Reactors Hit Key Commercialization Milestones
The nuclear sector is delivering concrete progress on multiple advanced reactor programs. Recent weeks brought a positive environmental determination for an X-energy (XE) project, Nuclear Regulatory Commission (NRC) approvals for key technical documents from Oklo (OKLO) and Terrestrial Energy (IMSR), and the start of prototype manufacturing for critical reactor components.
A Buy Rating For Oklo As AI Data Centers Run Into The Power Wall
I am rating Oklo (OKLO) a Buy because I believe AI infrastructure is moving into a power constraint, and OKLO is building directly into that bottleneck through nuclear, fuel,& isotopes. The biggest growth driver is Aurora-Ohio, where I estimate about $249Mn of annual EBITDA using 660 MW of risk-adjusted capacity, 90% capacity factor, $136.53/MWh pricing and 35% EBITDA margin. Aurora-INL, Eielson, Fuel and Isotopes bring my total normalized EBITDA estimate to about $435Mn.
Oklo Sinks 5%, Uranium Energy Tumbles 9%, Energy Fuels Slides 6%: The Nuclear Trade Goes Cold
The nuclear and uranium trade is unraveling for a second straight week. Oklo (NYSE:OKLO | OKLO Price Prediction) is down 5% in Tuesday trading, Uranium Energy (NYSE:UEC) is off 9%, and Energy Fuels (NYSE:UUUU) is sliding 6%.
Oklo plunges 6%: why this analyst is cautious on the stock
Shares of Oklo (OKLO) fell sharply on Tuesday after Wolfe Research initiated coverage on the advanced nuclear reactor company with a cautious “Peer Perform” (hold) rating, raising fresh concerns about valuation, execution risks, and the company's long path toward commercialization. Oklo stock dropped more than 6% in morning trading after Wolfe analyst Steve Fleishman outlined a fair valuation range of roughly $51 to $71 per share.
Analyzing OKLO Post Q1 Results and Fresh AI-Nuclear Milestones
OKLO beat Q1 loss expectations, sits on some $2.5B liquidity, and advances NRC work plus META and NVIDIA tie-ins to AI data-center power.
Oklo shares fall on wider-than-expected Q1 loss
Oklo (NYSE:OKLO) shares fell about 6% on Wednesday after the advanced nuclear technology company reported a wider first-quarter loss as spending increased to support development of its Aurora powerhouse program and related infrastructure projects. The company posted a Q1 net loss of $33.1 million, compared with a loss of $17.9 million a year earlier.
