Oklo Inc. OKLO

Oklo Inc. es una empresa de tecnología de fisión y reciclaje de combustible nuclear. La empresa se dedica al desarrollo de plantas de energía de fisión rápida para proporcionar energía limpia y asequible a gran escala. Está desarrollando tecnologías avanzadas de reciclaje de combustible en colaboración con el Departamento de Energía de los Estados Unidos y los Laboratorios Nacionales de los Estados Unidos. La empresa proporciona energía limpia las 24 horas del día, los 7 días de la semana a centros de datos, fábricas, sitios industriales, comunidades e instalaciones de defensa. Ofrece calor y energía a través de acuerdos de compra de energía. Sus reactores pueden convertir el combustible nuclear usado en energía limpia. Produce plantas de energía escalables que van desde 15 megavatios (MW) hasta 50 (MW) de energía eléctrica. Está enfocada en suministrar energía limpia y asequible a clientes en los mercados de inteligencia artificial, centros de datos, energía, defensa e industrial, entre otros.

• The Motley Fool 4 oct

  Cameco Trades Near $85. Here's Why the Uranium Giant Might Be the Safest Way to Play the Nuclear Comeback

  Cameco's stock has fallen from $134 to $85 after initial investor enthusiasm for nuclear power waned. However, the article argues this presents an opportunity, as nuclear power is experiencing a genuine renaissance driven by surging electricity demand from AI and electric vehicles. With uranium supply expected to fall short of demand in the early 2030s and Cameco owning half of Westinghouse, the company is well-positioned to benefit from the nuclear comeback.

  

• The Motley Fool 3 oct

  NuScale vs. Oklo vs. GE Vernova: Ranking 3 Nuclear Stocks By Backlog, Not Hype.

  Three publicly traded small modular reactor (SMR) companies are positioned to benefit from AI data center power demands. Oklo has the largest backlog (18.1 GW) but much is nonbinding; NuScale offers traditional utility-focused approach with 6-7 GW backlog concentrated with one customer; GE Vernova has the highest quality backlog with active construction projects but weakest SMR exposure at under 3% of sales.

  

• The Motley Fool 2 oct

  The Nuclear Renaissance Explained: 3 Ways to Invest

  Wall Street firms predict a nuclear energy renaissance driven by AI data center demand, which is expected to increase power consumption by 175% by 2030. Investors can gain exposure through three approaches: small modular reactor (SMR) developers like NuScale and Oklo, nuclear utility operators like Constellation Energy, or uranium ETFs.

  

• The Motley Fool 2 oct

  Prediction: This Nuclear Stock Outperforms Oklo and NuScale Through 2030 (Hint: It Already Has Revenue)

  BWX Technologies is positioned to outperform nuclear peers Oklo and NuScale through 2030 due to its established $3.2 billion revenue base and decades of nuclear manufacturing experience. While Oklo and NuScale are still commercializing reactor technologies, BWXT generates revenue from U.S. Navy contracts, TRISO fuel production, medical isotopes, and is developing advanced reactors and microreactors. The company raised its 2026 revenue guidance to $3.8 billion with 19% growth expected.

  

• Zacks Investment Research 2 oct

  GE Vernova's BWRX-300 Secures First US Construction Permit

  GE Vernova received the first U.S. construction permit for its 300-MW BWRX-300 small modular reactor design from the NRC for a Tennessee Valley Authority project in Tennessee. The approval removes a major regulatory hurdle and establishes a foundation for standardized deployment across multiple projects in the U.S. and Canada. The company expects long-term revenue opportunities from fuel, maintenance, and services across the reactor lifecycle.