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Oklo (OKLO) is back in focus after the Trump administration selected the company for a US$200 million federal program that links advanced nuclear reactors to AI data centers, alongside Microsoft and Nvidia. See our latest analysis for Oklo. The federal backing has arrived after a difficult stretch for Oklo’s stock, with the share price down 42.8% year to date and 41.8% over 90 days, even though the 5 year total shareholder return is up more than fourfold. Recent momentum has been fading...

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 gap is a warning sign or a generational entry point comes down to one critical timeline.

The Energy Department program targets faster licensing and construction for AI data center power

Earlier this week, the Trump administration selected Oklo and X-energy to participate in a US$200 million federal initiative to fast-track advanced nuclear reactors for powering AI data centers, alongside technology partners such as Microsoft and Nvidia, with support routed through the Department of Energy and national laboratories. This move places Oklo at the center of a federally backed effort to link next-generation nuclear power with AI infrastructure, potentially influencing how...

State, federal and industry leaders gathered Thursday morning at the Centrus Energy facility in Piketon to celebrate a milestone for Southern Ohio and the future of American energy production. At approximately 10:15 a.m. on June 18, Oklo Inc. and Centrus Energy announced the signing of a Letter of Intent that would allow Centrus to provide domestically produced high-assay low-enriched uranium ...

The U.S. Department of Energy’s Idaho Operations Office recently approved Oklo’s Preliminary Documented Safety Analysis for its Aurora powerhouse at Idaho National Laboratory, advancing the project within the DOE’s Reactor Pilot Program but stopping short of authorizing commercial operation. This regulatory milestone reduces a key source of uncertainty around Oklo’s first fast fission plant and reinforces the company’s progress in aligning its technology with federal safety and oversight...

Earlier this week, Oklo announced it has been selected by the U.S. Department of Energy for advanced negotiations in the Surplus Plutonium Utilization Program, aiming to convert Cold War–era plutonium into fuel for its advanced reactors in partnership with European developer newcleo. This prospective fuel pathway could help address Oklo’s long-term fuel supply constraints while tightening its relationship with the federal government, a potentially important lever for future reactor...

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...

Stocks were mostly higher this week as investors were reminded that earnings are the signal; inflation and geopolitics is noise

Inflation complicates Fed’s rate plans, Trump’s global tariffs get a reprieve, plastic prices are surging, and more news to start your day.

Micron, Nvidia, and Qualcomm rise as investors pile back into chip stocks, while EchoStar surges after the FCC approves a spectrum sale.

8.45am: US CPI rises to three-year high US inflation last month was the highest in three years, due to rising energy, housing and food prices. The US consumer price index was up 3.8% year on year in April, up from 3.26% the month before. Month-on-month, CPI increased 0.6%, easing from...

Markets Await Key Inflation Data This Week.

We'll see new inflation data the same week the Senate is likely to confirm Kevin Warsh - an advocate of cutting interest rates - as Fed Chair.

Pre-Market Stock Futures: Futures are trading mixed as we get set to start the new trading week, as reports indicate that President Trump declined Iran’s counteroffer for peace. This comes after a remarkable Friday, when stocks roared to record highs, driven primarily by a stronger-than-expected April jobs report that eased economic concerns and by a ... Here Are Monday’s Top Wall Street Analyst Research Calls: Dell Technologies, BioMarin Pharmaceutical, Disney, HubSpot, Klarna, Oklo, Pitney Bow

June S&P 500 E-Mini futures (ESM26) are down -0.03%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.04% this morning, pointing to a muted open on Wall Street as oil prices and bond yields climbed after U.S. President Donald Trump slammed Iran’s response to a U.S. peace proposal.