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Oklo's reactors are a seemingly perfect solution for AI's power needs.

Piper Sandler just split the advanced nuclear sector down the middle with opposing calls, and the market responded by punishing every name in the group equally, even the one that got a Buy.

OKLO's ambitious nuclear buildout faces a pivotal stretch as investors weigh timelines, spending needs and execution challenges.

One nuclear stock wins praise while another faces brutal downside

Piper Sandler initiated coverage of Oklo with an ‘Overweight’ rating and a $55 price target, implying an upside of about 29%.

The microreactor maker won't attract too many risk-seeking investors in this choppy market.

Uber initiated, Thermo Fisher upgraded: Wall Street's top analyst calls

Nuclear investors should weigh growth potential against a company's valuation.

Stocks took a beating Tuesday as surging oil prices and looming inflation data rattled every corner of the market, and now Wall Street analysts are reshuffling their calls on names ranging from nuclear energy upstart Oklo to retail giants Abercrombie and Ulta Beauty.

Despite its tumble this year, analysts see a brighter future for Oklo than for NuScale.

NuScale Power’s stock saw its prices climb most since April.

Holtec Nuclear is seeking to raise about $900 million as it prepares to restart the Palisades nuclear plant and expand into small modular reactors.

Small modular reactor stocks are surging against a red broad market, but with NuScale and Oklo still deep in the red for the year, the real question is whether this is a genuine bottom or just another bounce trap in a brutal downtrend.

Shay Boloor, chief market strategist at Futrum Equities, said in a post on X that a bigger opportunity for the company lies in its fuel cycle.

Oklo doesn't generate meaningful revenue, so an investment today is a bet on its future.

BWX Technologies is trading at a discount compared to its peers despite its military moat.

Two SMR stocks have wildly different valuations.

Choosing an SMR stock depends on how AI companies choose to adopt nuclear energy.

Energy driven price pressures remain in focus for central banks, which keeps reliable power sources in the spotlight. That puts nuclear linked energy stocks on many watchlists, as investors look for businesses tied to long term electricity demand rather than short term fuel price swings. This article walks through three stocks from our nuclear energy screener that represent different ways to tap into this theme. The three nuclear energy stocks covered below are only a starting sample, since...

One company stands out over the other because of the future revenue opportunities it could capture.

Oil driven inflation concerns are pushing government bond yields in major economies to multi year highs. That kind of pressure keeps energy security and stable power supply firmly in focus. Nuclear energy stocks, from uranium producers to reactor operators, sit at the crossroads of reliability and low carbon power. This article highlights three stocks from our nuclear themed screener that investors may want to keep on their watchlist. The three nuclear energy stocks below are just a starting...

Holtec Nuclear already makes money.

Central banks are signaling higher for longer interest rates as energy costs keep inflation sticky. For power hungry AI data centers, reliable carbon free electricity is becoming as critical as chips or servers. That creates a potential opening for investors looking at companies tied to nuclear power, which can run 24/7 without emissions. This article highlights three stocks from our nuclear infrastructure screener that align with this theme. The three stocks below are just a sample, and the...

Alexandra P. Renner, Chief Product Officer at Oklo, has sold 1,930 Class A shares worth approximately $74,110 on Sept. 1.

PJM yanked a Meta-backed nuclear campus from its grid queue, hitting Oklo with a company-specific blow on top of a sector already reeling from surging Treasury yields. How those two pressures compound tells investors something important about every pre-revenue reactor developer right now.

OKLO's Ohio energy project could face at least a 14-month delay after PJM removed it from the current grid-connection review process.

Oklo asked the Federal Energy Regulatory Commission to order the PJM Interconnection to reinstate its 750-MW, mixed-technology project. PJM reportedly told Oklo that it never showed the project could ride through a sudden drop in grid voltage.

AI data centers need power, not just chips. Oklo and X-Energy are racing to go nuclear. Here's who is likelier to produce first.

Nuclear energy faces several new growth challenges.

Clearway Energy is emerging as a key player in AI power.