Oklo

OKLO

Market cap $10.1B

Oklo (OKLO +8.85%) and NuScale (SMR +8.19%) are both targeting the next wave of nuclear power demand, but their paths are very different. NuScale has the regulatory head start, while Oklo's ownership model could create decades of recurring power revenue if it can execute.

For years, governments and industry have discussed the energy trilemma, which is the need for secure, affordable, and low-carbon energy. Following the Paris Climate Accord in 2015, significant emphasis was placed on the low-carbon component as countries and corporations set net-zero emission targets.

For years, governments and industry have discussed the energy trilemma, which is the need for secure, affordable, and low-carbon energy. Following the Paris Climate Accord in 2015, significant emphasis was placed on the low-carbon component as countries and corporations set net-zero emission targets.

Nuclear power can benefit from the AI revolution. Two innovative nuclear stocks are positioned to benefit.

Oklo CEO Jacob DeWitte joins 'Mornings with Maria' to discuss the rising AI energy demand, a major Meta partnership and President Donald Trump's nuclear agenda are accelerating America's nuclear future.

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.

Developers of small modular reactors have a second and important line of business in reactor fuels.

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.

Oklo stock climbed Tuesday after the company took a key step towards securing fuel for its nuclear reactors.

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.