Oklo Inc. (NYSE:OKLO) is one of the hottest large-cap stocks of 2025. On December 8, Seaport Research analyst Jeff Campbell upgraded Oklo to Buy from Neutral with a $150 price target. This sentiment follows the company’s Q3 2025 earnings call, which the firm noted offered extensive detail on the multivariate progress of its business strategy. The new valuation is grounded in a 2032 EBITDA projection of $1.59 billion. Previously, on December 5, Needham initiated coverage of Oklo Inc. (NYSE:OKLO) with a Bu ...

Oklo Inc. (NYSE:OKLO) is included among the 11 Best Performing Energy Stocks in 2025. Cathie Wood's ARK Investment Acquires Stake in OKLO dan-meyers-xXbQIrWH2_A-unsplash Backed by OpenAI’s Sam Altman, Oklo Inc. (NYSE:OKLO) develops advanced fission power plants to provide clean, reliable, and affordable energy at scale to customers in the United States. With gains of over 252% since the beginning of 2025, Oklo Inc. (NYSE:OKLO) has become the poster child for ‘data center nuclear’. While the company’s A ...

2025 was volatile. While many sectors soared, specific stocks saw extreme price swings. Oklo Inc. is a prime example. The stock experienced a speculative surge in October, reaching nearly $193 per share. Since then, it has corrected significantly to the $70-$80 range. Investors who purchased shares near those highs are currently sitting on unrealized losses.This is the point in the year when the calendar can matter as much as the balance sheet. In the final trading days of December, tax-driven flows often d ...

Key Takeaways OKLO is using a combined license path to streamline NRC approvals for its advanced fission reactors.The approach enables reuse of safety and design documents to shorten future regulatory reviews.Progress at the Aurora-INL site and passive safety features support faster regulatory momentum.Regulatory execution is emerging as one of the most important gating factors for commercializing advanced nuclear technologies, where licensing timelines often determine whether projects advance or stall. For ...

This pre-revenue, pre-licensed large-cap looks plenty overvalued.Here's a number for you: $61 billion. Why's that significant? I'll tell you: It's the amount invested in the data center market in 2025. In short, not a small sum.Now here's another number for you -- 430 trillion. What's that mean? Well, according to The Washington Post, that's how many watt-hours data centers in the U.S. are projected to consume by 2030. Put differently, that wattage could power 16 Chicagos.At its current power generation cap ...

Oklo stock has soared triple digits on the year. Here's why investors should stay clear of this red-hot nuclear stock.Oklo (OKLO 5.40%) has been 2025's most exciting nuclear stocks, with a more than 275% gain on the year. The Sam Altman-backed company has been positioned as the poster child for "data center nuclear," a next-gen reactor designer whose "Aurora powerhouse" could power AI infrastructure.NYSE : OKLOOkloToday's Change( -5.40 %) $ -4.39Current Price$ 76.92Key Data PointsMarket Cap$12BDay's Range$ ...

Key Points Nuclear power has gained significant investor interest, with the Global X Uranium ETF rising 65% over the past year. Companies like Oklo and Nano Nuclear have garnered interest for their nuclear reactor technology. Utility provider Constellation Energy is the largest nuclear power operator in the U.S. and has secured some major deals. 10 stocks we like better than Constellation Energy › Nuclear power has become a hot topic this year, capturing investors' attention with its long-term p ...

SMR nuclear stocks may use uranium for energy in the future -- but they're burning cash already today.Nuclear power stocks went on a tear in 2025, with the Global X Uranium ETF (URA 1.46%), for example, rising an incredible 72% year to date, crushing the return of the S&P 500. Much of the credit for this performance goes to President Trump, who signed four executive orders in May promoting American nuclear power as a means of supplying artificial intelligence (AI) data centers with the electricity they need ...

公司股价表现与转折 - 公司股票在2024年5月上市首日暴跌超过50%，收于每股8.09美元，随后数月陷入横盘整理 [1] - 2024年晚些时候，在与美国能源部签署协议后，公司股价触底反弹，此后持续上涨 [1] - 若在一年前投资1500美元于公司股票，当前价值约为5700美元 [2] 股价上涨驱动因素 - 公司是2025年表现最佳的核能股之一，股价在2025年中期因前总统特朗普签署行政命令以推动美国“核能复兴”而受到投资者积极买入 [4] - 公司处于有利地位，正在建设名为Aurora的快速裂变核电站，并参与了能源部的多个反应堆试点项目 [5] - 2025年9月，公司在爱达荷国家实验室破土动工其首个核电站，作为能源部试点计划的一部分 [5] 公司业务进展与合作协议 - 公司通过建设田纳西州的燃料回收设施，在将过剩钚库存转化为核燃料的使命中扮演关键角色 [6] - 公司与法国newcleo签署了价值20亿美元的协议，以在美国开发燃料制造设施 [6] - 公司已签署一些重要的商业合作伙伴关系，包括与数据中心运营商Switch达成的12吉瓦协议 [6] 公司商业模式与竞争优势 - 公司的最终目标是通过销售其Aurora电站生产的电力来盈利 [9] - 公司的燃料回收能力是其重要的差异化优势，该业务补充了其核心业务，并使其成为一家能够内部为Aurora电站供应燃料的垂直整合公司 [9] - 公司丰富的合作阵容是高风险偏好投资者可能希望关注甚至建立长期头寸的最大原因之一 [9] 行业与政策环境 - 前总统特朗普正全力重振核能行业 [8] - 公司已从中受益，并且是美国能源部关键核能计划的一部分 [8] - 一些重大交易以及在核燃料回收领域的领先地位可能成为公司股票最大的催化剂 [8]

凯西·伍德及ARK投资公司交易动态 - ARK投资公司于12月22日调整其投资组合 减持了部分核心持仓 同时增持了规模较小、更具投机性的标的[1] - 具体买入操作包括：买入107,321股Oklo 价值约890万美元 买入446,848股Archer Aviation 价值约360万美元 买入520,697股WeRide 价值约460万美元 买入798,771股Pacific Biosciences 价值约150万美元 买入787,793股CRISPR Therapeutics 价值约440万美元 买入187,880股Intellia Therapeutics 价值约170万美元[7] - 具体卖出操作包括：卖出60,715股特斯拉 价值约2,920万美元 卖出232,425股Rocket Lab 价值约1,640万美元 卖出33,164股Shopify 价值约560万美元 卖出40,217股Roku 价值约440万美元[7] Oklo公司投资逻辑 - Oklo股价近期出现回调 过去三个月下跌38% 但年初至今仍上涨293% 此次回调后ARK进行了大额增持 显示出长期信念而非短期交易[1][2] - 公司业务契合“颠覆性创新”主题 其高能裂变技术有望成为重要的能源解决方案[2][3] - 随着人工智能计算规模扩大 对全天候电力的需求急剧增长 新一代核能可以弥补间歇性可再生能源的不足[4] 核能行业前景 - 美国银行预测核能将成为原子能趋势的最大受益者之一 该行认为这可能是一个潜在规模达10万亿美元的市场[3] - 为实现能源转型目标 全球反应堆产能到2050年可能需要增加两倍[3] - 电力需求结构正在变化 例如 据路透社报道 美国电力研究院估计到2030年数据中心用电量可能高达总发电量的9% 这类负荷需要全天候稳定的电力供应[4]