Dimple Gosai, Bank of America clean energy analyst, joins 'Power Lunch' to discuss why Oklo's gains are likely not done, the SMR technology and much more.
Oklo (OKLO) shares surged Tuesday, as Bank of America analysts initiated coverage with a "buy" rating, citing the nuclear energy startup's edge “powering the AI era."
Nuclear energy is gaining interest due to data center demand and policy support, but current stock valuations, especially that of Oklo Inc., are in bubble territory. While nuclear will grow its share, energy markets are cyclical and no single source remains dominant; macro factors will shift the balance over time. SMRs offer promise for faster, safer nuclear deployment, but high upfront costs and regulatory hurdles limit near-term financial upside.
OKLO's bold nuclear vision contrasts with CEG's proven scale, revenue strength, and long-term deals with tech giants.
Oklo (NYSE: OKLO), the nuclear startup, has increased by 265% in 2025, significantly surpassing the S&P 500's 10% rise. This growth is attributed to a combination of factors: federal project approvals, the increasing energy needs of AI and data infrastructure, strategic alliances, and a regulatory environment that is becoming more favorable to nuclear energy.
OKLO advances its first Aurora reactor toward a 2028 launch, targeting 75 MW output and 10 years of operation without refueling.
Oklo's NYSE: OKLO stock is poised for a correction in mid-Q3 because its explosive stock price increase attracted a fair number of short sellers, and the Q2 earnings release did not accelerate the timeline. The release was good, chock full of juicy news to keep investors interested, but no concrete changes or improvements to the revenue timeline.
Oklo (NYSE:OKLO) provided investors an update on its strategic progress along with its Q2 financial results, targeting commercial operations between 2027 and early 2028. The pre-revenue nuclear energy company reported a net loss of $28 million for the quarter.
Oklo Inc. (NYSE:OKLO ) Q2 2025 Earnings Conference Call August 11, 2025 5:00 PM ET Company Participants Jacob Dewitte - Co-Founder, CEO & Chairman Richard Craig Bealmear - Chief Financial Officer Sam Doane - Director of Investor Relations Conference Call Participants Craig Kenneth Shere - Tuohy Brothers Investment Research, Inc. Derek John Soderberg - Cantor Fitzgerald & Co., Research Division Eric Stine - Craig-Hallum Capital Group LLC, Research Division Jeffrey Leon Campbell - Seaport Research Partners Jonathan Dorsheimer - William Blair & Company L.L.C., Research Division Maxwell Ayers Hopkins - CLSA Limited, Research Division Ryan James Pfingst - B.
Marley Kayden says Oklo Inc. (OKLO) has plenty of promise, though its lack of revenue and continuing burn rate make it a volatile play on the A.I. race. She considers President's Trump's executive order on nuclear power a plus for Oklo and related companies, especially with an energy deficit in the U.S. Marley believes it just needs a path to profitability before it can deliver on long-term projections.
Cardinal Health, Madison Square Garden, and Applied Materials are also among companies reporting earnings. And we'll see several data sets on inflation this week.
OKLO's fuel recycling tech turns nuclear waste into power- reshaping energy, slashing costs, and beating rivals.