Oklo has shed more than 70% from its peak while simultaneously landing federal AI-nuclear contracts and a massive hyperscaler pipeline that rivals see as the future of data center power. Whether that…
Nuclear stocks looked unstoppable just weeks ago, but a brutal month-long selloff has split the sector into two very different stories, and knowing which side you are on could determine whether you…
A $375 million convertible note offering sent Fermi America into a sharp Friday selloff, but the real question hanging over the pre-revenue power developer is whether it can land a binding tenant…
Oklo crashed from nearly $200 to a 52-week low while its operational milestones kept piling up, creating a gap between price action and reality that our model says the market has badly…
When a sitting administration’s top science advisor invokes Eisenhower’s 1953 Atoms for Peace speech to frame a present-day policy move, investors should pay attention. That is exactly what happened at the Operation…
Shares of Oklo (NYSE:OKLO | OKLO Price Prediction) are up roughly 13% in midday trading Wednesday after the U.S. Nuclear Regulatory Commission (NRC) approved the Principal Design Criteria for the company’s Aurora…
If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat…
If you want to get a piece of the data center buildout, the last thing I’d do is go knee-deep into overhyped stocks that already trade at triple-digit valuations. Data center stocks…
The nuclear sector is refusing to cool off. For the second straight session, small modular reactor stocks are posting meaningful gains, with NuScale Power (NYSE:SMR) stock leading the charge. SMR stock is…
Oklo (NYSE:OKLO | OKLO Price Prediction) stock jumped 8% in early trading today, leading a broad surge across the nuclear sector, before pulling back to $64. The catalyst is a sweeping federal…
Oklo (NYSE:OKLO | OKLO Price Prediction) stock advanced 5% Tuesday morning, with shares testing the $63 level after closing Monday at $59.69. In a more muted move, NuScale Power (NYSE:SMR) stock rose…
Over the last few months, the market has seen NuScale Power (NYSE:SMR) collapse from $57.42 to $14.24, erasing approximately 75% of shareholder value. You don’t even have to dig that deep to…
President Donald Trump addressed the World Economic Forum in Davos yesterday, where he praised nuclear energy for its safety improvements and affordability. He also announced an executive order directing agencies to approve…
Meta Platforms (NASDAQ:META) announced nuclear power agreements this morning with three companies to support its artificial intelligence (AI) data centers. The deals include 20-year power purchases from Vistra (NYSE:VST | VST Price…
Rich Duprey Oklo (NYSE | OKLO Price Prediction: OKLO) and NuScale Power (NYSE: SMR) both operate in the small modular reactor space, but their recent quarterly results reveal two companies at radically different stages.…
