Tag: Oklo

Why Nuclear Stocks Are So Volatile Despite the AI Power Boom

The bullish case for nuclear power has become unusually easy to understand. Artificial intelligence needs data centers, data centers need enormous quantities of electricity, and the technology industry increasingly wants power that is both reliable and low-carbon. The numbers are large enough to change the electricity market. Lawrence Berkeley National Laboratory estimated in 2026 that […]

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Oklo Explained: How Its Advanced Nuclear Business Model Works

Oklo is usually described as an advanced nuclear reactor developer. That description misses the part of the company that most directly determines whether its economics can work: Oklo intends to own the plants it builds and sell the electricity itself. That is a meaningful departure from the familiar nuclear model in which a reactor vendor […]

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Oklo plunges 9% as nuclear stocks extend a brutal selloff

Oklo just reminded investors that the nuclear renaissance trade can be radioactive in more ways than one. Shares of the advanced reactor developer fell 9.18% on Friday, September 11, closing at $36.22, as concerns over shareholder dilution collided with another ugly session for nuclear and uranium stocks. The pressure was not limited to Oklo. The […]

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Nuclear Power Is Becoming AI’s Real-Life Arc Reactor

AI has spent the past two years wearing a very expensive Nvidia jacket. Every conversation about the boom seems to orbit GPUs, accelerators, networking chips and the glorious heat death of enterprise cloud budgets. But the machine has another dependency that is less glamorous and much harder to fake: electricity. Not metaphorical electricity. Not “energy” […]

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