Hilary Kramer looks at payment stocks; she likes Klarna (KLAR) because of its relationship with Amazon (AMZN), and Jefferson Capital (JCAP). In energy, she likes Oklo (OKLO), citing pressures on the grid.
OKLO's meteoric rise has dazzled Wall Street, but deep losses, dilution risk, and slow regulatory paths may test investor patience.
Oklo Inc. (NYSE: OKLO), the advanced nuclear technology firm developing small modular reactors (SMRs), has emerged as one of the most remarkable stock market narratives of 2025. Shares are currently trading at approximately $168, having increased more than seven times year-to-date, as investors speculate on nuclear's capability to power AI data centers, industrial sites, and the overall transition to clean energy.
Canaccord Genuity initiates coverage on shares of the nuclear start-up with a Buy rating.
Nuclear technology stock Oklo Inc (NYSE:OKLO) is on the rise today, up 3.6% at $139.38 at last glance, after Canaccord Genuity initiated coverage with a "buy" rating and price target of $175.
DOE's selection propels OKLO into a leading role in U.S. nuclear fuel development, bolstering its growth and clean energy ambitions.
Oklo (NYSE: OKLO) is ripping 9% today, October 6th on ongoing enthusiasm about the future of nuclear power generation in the US.
Investors looking for the next Oklo might want to buy Zacks Rank #1 (Strong Buy) energy storage company Microvast, which trades for under $5 a share, and speculative microreactor stock Nano Nuclear Energy.
Thus far, 2025 has been another good year for the stock market. The last month in particular has been especially strong, with the S&P 500 now up just over 15% year-to-date.
While analysts at BofA see justified optimism for nuclear energy over the long run, they're worried that valuations for Oklo and NuScale shares “leave little room for error.”
OKLO's valuation now tops peers despite no revenue until at least 2027, raising doubts over how long investor patience can last.
OpenAI just hit a major milestone. According to CFO Sarah Friar, in July, the company notched its first billion-dollar revenue month.