DOE Launches Plan to Boost U.S. Nuclear Fuel Supply
The U.S. Department of Energy will seek state partners for “Nuclear Lifecycle Innovation Campuses” to support nuclear fuel recycling and advanced reactors.
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Bank of America Turns Bullish on Oklo After Major Meta Deal
Bank of America upgraded Oklo stock to Buy after a binding deal with Meta to build a 1.2 GW nuclear campus, highlighting growing data center demand.
Meta Becomes America's Biggest Corporate Nuclear Power Buyer with 6.6 GW Deal
Meta announces major nuclear energy partnerships with Vistra, TerraPower, and Oklo to power AI data centers with up to 6.6 gigawatts by 2035.
Seaport Research Turns Bullish on Oklo with $150 Target
Seaport Research upgrades Oklo to Buy with a $150 price target, citing strong Q3 updates and projected 2032 EBITDA of $1.59B.
AI Energy Stocks Jump as Call Buying Explodes
AI-linked energy stocks surged Thursday as traders piled into call options on Oklo, NuScale, and Bloom Energy. Nuclear hype and renewed speculative interest are driving the move.
Oklo and Siemens Energy Advance Aurora Powerhouse with New Contract
Oklo and Siemens Energy sign a binding contract to design and deliver the power conversion system for the Aurora powerhouse, marking a major step toward deploying advanced nuclear energy.