Key Points As data centers expand to meet surging AI demand, energy consumption is expected to rise significantly. Energy demand is projected to grow five times faster over the next decade than over the previous one. Bloom Energy and Oklo develop modular, onsite power solutions that provide reliable energy. 10 stocks we like better than Bloom Energy › As we exit 2025 and enter 2026, one of the ongoing investment themes is energy. The reason is the growing data center buildout to accommodate incr ...

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 ...

公司概况与市场表现 - Oklo是一家由Sam Altman支持的下一代反应堆设计公司 被定位为“数据中心核能”的代表 其“Aurora powerhouse”旨在为AI基础设施供电 [1] - 公司股票在2025年表现极为突出 年内涨幅超过275% [1] - 截至当前 公司股价为76.92美元 单日下跌5.40% 市值为120亿美元 日交易区间为76.16至80.35美元 52周区间为17.42至193.84美元 当日成交量为710万股 [2] 业务与财务现状 - 公司目前处于无营收状态 业务发展处于非常早期阶段 尚未获得美国核管理委员会（NRC）的商业建造许可 [2] - 公司预计在2027年之前不会产生收入 即使到2027年 其预计收入也仅为约1600万美元 [2] - 以当前约82美元的股价计算 公司市值约120亿美元 其估值约为预计2027年销售额的750倍 [5] 行业对比与估值分析 - 与同行相比 Oklo的估值远高于一家商业化进程更靠前的公司 例如 NuScale Power拥有NRC批准的小型模块化反应堆设计 市值约为50亿美元 交易价格约为其预计2027年收入的16倍 [6] - Oklo的估值水平仿佛其反应堆已准备好部署 而NuScale的估值则更符合其作为开发者的现状 即仍在试图证明微反应堆在当今能源格局中的地位 [8] 行业发展机遇与挑战 - 美国能源部（DOE）指出 核能驱动数据中心的优势包括：24/7供电、紧凑设计、脱离电网的能力以及灵活性 [9] - 行业发展面临挑战 美国国内铀燃料供应链仍在建设中 尤其是许多先进反应堆所需的高丰度低浓铀（HALEU） [10] - 建造新反应堆技术的资本成本可能非常高昂 许可和部署的时间表仍然漫长且不确定 美国能源部预计广泛的商业反应堆要到2030年代才会出现 [10]

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]