Oklo Stock Jumps Following Nvidia CEO’s Nuclear Comments

TLDR

• Oklo Inc stock rallied 24% this week after Nvidia CEO endorsed small nuclear reactors for AI
• Shares gained 15.59% in latest session with year-to-date returns hitting 342.06%
• Company’s Small Modular Reactor technology targets growing AI data center power demands
• Analysts lifted price targets despite company posting higher net losses in recent quarter
• Market cap reached $14.35 billion as nuclear energy gains traction in tech sector

Oklo Inc shares rocketed higher this week after Nvidia’s CEO made bullish comments about nuclear energy. The stock gained 15.59% in Wednesday’s session alone. Over the past five trading days, shares climbed 24%.

Oklo Inc., OKLO

Jensen Huang told investors that small nuclear reactors will power the future of artificial intelligence. His endorsement triggered immediate buying in nuclear energy stocks. Oklo emerged as a primary beneficiary of the remarks.

The company has posted eye-popping returns in 2025. Year-to-date gains stand at 342.06%. Average daily volume reached 19.6 million shares as retail traders pile in.

Technical indicators show a buy signal for the stock. Market capitalization hit $14.35 billion. The momentum reflects growing interest in alternative energy solutions for tech infrastructure.

Small Modular Reactors Meet AI’s Power Hunger

Oklo develops Small Modular Reactor technology for commercial use. These compact nuclear systems offer a fresh approach to power generation. SMRs promise easier deployment than traditional nuclear facilities.

The company’s pilot reactor represents its path to commercialization. Wall Street analysts view successful testing as crucial. A working prototype could unlock contracts with major tech players.

AI data centers consume massive amounts of electricity. Traditional power grids struggle to meet peak demands. Nuclear energy provides constant output regardless of weather conditions.

Tech giants are scrambling for reliable power sources. Their AI ambitions depend on 24/7 electricity access. Oklo’s technology directly addresses this pain point.

Huang’s comments validated what investors already suspected. Nuclear power solves AI’s energy equation. The timing couldn’t be better for companies like Oklo.

Financial Reality Clashes With Market Optimism

Recent earnings painted a different picture than the stock price suggests. Net losses increased in the latest quarter. Development costs and regulatory expenses continue mounting.

Insider transactions raised some eyebrows. Company executives sold shares in recent months. These sales typically signal caution about near-term prospects.

Yet analysts bumped up their price targets anyway. They’re betting on long-term potential over current profitability. The market agrees with this forward-looking view.

Oklo trades on expectations rather than earnings. Investors are pricing in future revenue from reactor deployments. Current losses take a back seat to growth possibilities.

Regulatory Hurdles Remain

Nuclear projects face strict government oversight. Federal and state agencies scrutinize every aspect. Oklo must clear multiple approval stages before generating meaningful revenue.

The regulatory timeline adds uncertainty to the investment thesis. Delays could pressure the stock price. Success depends partly on factors outside management’s control.

High trading volume indicates strong retail participation. Individual investors drive much of the daily action. This creates swings in both directions as sentiment shifts.

Huang specifically mentioned small nuclear reactors during AI infrastructure discussions. He argued traditional energy sources can’t scale fast enough. Nuclear technology offers the only viable solution for coming power needs.

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