Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer was focused on. When suggesting nuclear stocks, Cramer mentioned the company and said: “What [are] examples of what speculation means?… Second kind of speculation, thesis stocks. Case in point, America’s short on power. We need every kind of energy… We need nuclear? That’s Oklo.” Photo by Frédéric Paulussen on Unsplash Oklo Inc. (NYSE:OKLO) develops advanced fission power plants to deliver scalable clean energy and commercializes nuclear fuel recyc ...

Stock for the nuclear energy start-up is trading up 1,980% compared to a year ago.Nuclear energy has come back from the dead, led by the soaring demand for electricity from artificial intelligence (AI) data centers. Oklo (OKLO 29.42%) is a nuclear energy start-up trying to take advantage of this great need. As a so-called "fast fission" developer, the company is in the middle of planning and certification for a nuclear power plant design, nuclear waste recycling, and producing radioisotopes.Investors have t ...

Future electricity demand is expected to grow by 78% by 2050 -- and this nuclear energy company is getting ready for it.When you think of stock market winners over the last three years, artificial intelligence (AI) stocks probably jump to mind. NVIDIA, for instance, has climbed around 1,085% since the start of 2023 to the time of writing, while analytics software winner Palantir soared above 2,500% over the same period.While both are impressive runs, one pre-revenue startup has shot up 1,383% year over year ...

公司财务表现 - OpenAI在7月实现首个10亿美元单月收入里程碑[1] - 公司收入潜力受资源限制 CEO表示将在"不远未来"投入数万亿美元开发[1] 行业瓶颈与需求 - AI行业目前面临最大障碍是计算资源和电力供应短缺[3] - 对英伟达GPU和数据中心电力需求呈现"贪婪"状态 公司长期处于"算力不足"状况[3] - 当前电力系统不可持续 需要创新方式为数据中心供电[3] 能源解决方案现状 - 微软已投资110亿美元建设太阳能农场为数据中心供电[5] - 多家AI公司与核电站运营商签订发电容量保障协议[5] - 部分数据中心选址靠近水电站以确保电力和冷却水供应[5] - 煤电和天然气电厂仍是美国电网主要电力来源[5] 新兴能源技术 - Oklo提出小型模块化核反应堆(SMR)作为数据中心新型供电方案[6] - 与传统核设施相比 SMR占地面积显著缩小[6] - 公司与Vertiv合作开发集成冷却系统 可同时为服务器和反应堆降温[6] 技术开发进展 - 多家企业正在研发SMR技术 但尚未产生可运行原型[7] - 核能领域监管流程通常需要多年时间[7] - Oklo预计2026或2027年实现工作原型[9] 企业合作关系 - Oklo通过与Sam Altman的SPAC合并上市[8] - Altman曾担任Oklo董事会主席直至2023年4月[8] - 现有联系使Oklo可能优先获得OpenAI投资[7]

This nuclear stock was on a tear late this week. Here's why.Shares of Oklo (OKLO 28.83%) flew higher this week, finishing up 63.5%. The jump comes as the S&P 500 (^GSPC 0.49%) and the Nasdaq-100 gained 1.2% and 2.2%.The advanced nuclear reactor developer's stock surged after the U.K. and U.S. announced they will work together to advance nuclear energy technology and slash permitting wait times.U.K. and U.S. partner to boost nuclear energyA memorandum of understanding between the two countries was made publi ...

Oklo股价表现 - Oklo公司股价近一个月飙升近100% 受益于人工智能驱动的能源繁荣 [1] - 股价近期上涨后可能过热 包括周五早盘上涨20% [2] - 交易价格处于12个月来最超买的相对强弱指数水平 远高于50日移动平均线 [2] 人工智能与核能行业趋势 - 人工智能超大规模企业和美国政府推动核能复兴 以满足AI扩张带来的能源需求激增 [1] - 生成式AI平台能耗是普通谷歌搜索的10倍 大型数据中心耗电量相当于中等规模城市 [9] - 美国电力需求预计到205年增长约75% 政府目标是将核能产能翻两番 [9][10] 罗尔斯罗伊斯公司优势 - 作为多元化工业巨头提供稳定性 同时具备下一代核能的爆发潜力 [4] - 利用数十年核潜艇推进系统经验开发小型模块化核反应堆(SMR) [4] - 与英国政府达成变革性核能协议 建设SMR 击败多个竞争对手获得首份同类合同 [11] 罗尔斯罗伊斯财务表现 - 过去三年股价暴涨1700% 新任CEO专注于盈利和精简增长 [5] - 2024年业绩表现强劲 提前实现财务目标 恢复股息并宣布10亿英镑股票回购计划 [5][15] - 预计2025财年调整后每股收益增长50% 2026财年增长17% 达到每股0.45美元 [16] 罗尔斯罗伊斯估值分析 - 当前股价较平均目标价15.70美元低23% 具备突破潜力 [8][17] - 远期市盈率35.7倍 与航空航天板块基本持平 较历史高点有67%折扣 [20] - 较2013年末/2014年初高点仍低约26% [17] 核能行业发展动态 - 美国和英国近期达成战略核能与AI合作伙伴关系 [10] - 从亚马逊到Meta等AI巨头都已达成重大核能协议 积极支持SMR开发 [10] - 罗尔斯罗伊斯获得英国政府25亿英镑资金承诺 到2029年建设前三座SMR [14]

Time now for our cash tag segment. For that, we want to bring in our next guest, and that is Andy Swan, co-founder of Likefolio. All right, Andy, you've got fresh data on Oaklow.I saw you've got several charts that you're bringing with us and the overall power picture as well. So, look, Oakllo has done very, very well. I mean, that's like an understatement uh in its terms of its performance.What does your latest data tell you. Yeah, the whole world is shifting towards uh what Oaklow does. Um nuclear is clea ...

公司股价表现 - Oklo股价年初至今上涨近350% 远超标普500指数12%的涨幅 [1] - 过去12个月股价飙升1400% 尽管公司尚未产生任何收入 [1] - 英美政府加速核能设施建设的声明推动股价创历史新高 [2] 行业表现对比 - 下一代核能技术公司均呈现强劲涨势 NuScale Power和NANO Nuclear Energy过去12个月分别上涨297%和189% [3] - 核能组件供应商BWX Technologies同期上涨74% [3] 人工智能驱动能源需求 - 美国数据中心数量从2018年1000家激增至2025年3月的5400家以上 [5] - 超大规模数据中心数量过去五年翻倍 主要受生成式AI基础设施需求驱动 [5] - 专注AI的数据中心耗电量相当于10万户家庭 最大型数据中心耗电量达20倍于此 [6] 能源基础设施挑战 - 全球数据中心电力消耗预计到2030年翻倍至945太瓦时 相当于日本当前总用电量 [6] - 美国电网未来五年无法满足国内数据中心预期电力需求 [7] - 爱尔兰、荷兰和新加坡因电力基础设施不足暂停多个数据中心项目 [8] 核能行业机遇 - 核能可能在满足AI驱动数据中心电力需求方面发挥关键作用 [7] - 公司正在开发先进核反应堆 目前处于收入前阶段 [7]

It's time for the big three. We've got three stocks, three charts, and three trades. Rick Ducat joining us in studio here to take us through the charts. And here to take us through the trades is Tim Bowen, the chief technical trainer at stockstotrade.com. Thank you both for being with us today. Great to see you and have you.Now, Tim, let's dive right into your first trade, Regetti Computing. They got a big boost off of this Air Force Research Laboratory deal, but walk us through this pick. Yeah.So, this has ...

Santa Clara-headquartered Oklo Inc (NYSE: OKLO) surged another 20% this morning – extending a blistering rally that now has the nuclear-tech firm trading at 4.5x its price at the start of 2025. The la... ...