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Oklo and Newcleo plan to use surplus US plutonium for advanced reactor fuel under a DOE program.

Energy stocks declined Tuesday afternoon with the NYSE Energy Sector Index falling 1.6% and the Stat

Oklo and newcleo aim to convert surplus plutonium stockpiles into bridge fuel for advanced reactors

Oklo (NYSE:OKLO) shares jumped on Tuesday after the company said it has been selected by the US Department of Energy (DOE) for advanced negotiations under the Surplus Plutonium Utilization Program, a federal initiative aimed at converting designated surplus plutonium into fuel for advanced...

Oklo shares jumped Tuesday following news the company is in advanced talks with the Energy Department for a fuel program.

Oklo needs fuel, and the U.S. needs to get rid of some plutonium. Is this a match made in heaven?

Oklo (NYSE:OKLO) has become a poster child for the nuclear renaissance powering the AI buildout, and the advanced fission developer just stacked another regulatory and fuel-supply win onto a thesis built entirely on future revenue. The Santa Clara company has been selected by the U.S. Department of Energy for advanced negotiations under the Surplus Plutonium ... Oklo Moves One Step Closer to Commercialization

Oklo stock surged on Tuesday as the company said it was in talks with the US government to use surplus plutonium, a radioactive material produced during the Cold War, in its next-generation nuclear reactors.

The company stated that the Surplus Plutonium Utilization program aims to make designated surplus plutonium material available to industry participants and enable its conversion into fuel for advanced nuclear reactors.

Oklo is one of five companies selected for advanced negotiations under the Energy Department’s Surplus Plutonium Utilization Program.

NuScale targets hyperscale AI data centers with NRC-approved behind-the-meter SMRs, LEU fuel, and partners to meet surging 24/7 power demand.

Oklo (NASDAQ:OKLO) said on Tuesday that it has been chosen by the U. S.

SMR's dual NRC Part 52 approvals give it a licensing head start that could speed deployments for AI sites and industry.

Oklo (NYSE:OKLO) received accelerated Nuclear Regulatory Commission approval for its Aurora reactor design, an uncommon outcome for the sector. The company signed a nuclear power agreement with Meta for up to 1.2 gigawatts to support large scale data and AI operations. Oklo also entered new government partnerships and expanded its customer pipeline with major data and AI companies. For investors tracking NYSE:OKLO, these regulatory and commercial updates arrive with the stock at $65.88 and...

On Friday, Bank of America analyst Rinny Singh reinstated coverage of Oklo with a ‘Buy’ rating and $80 price target on the stock, indicating an upside of more than 21% from its last close.

SMR is building an edge by locking in fuel and long-lead parts early, with Framatome and Doosan partnerships boosting deployment readiness.

NuScale says TVA-ENTRA1 could bring up to 6 GW of SMR builds; a pending PPA may speed licensing, pre-FEED and module contracts.

Riding a fresh wave of nuclear enthusiasm thanks to AI, the two companies are vying for investor dollars.

The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.

Fervo Energy a geothermal startup that made its public debut this month, is closer than many to fulfilling that promise. Its initial public offering was a success: Fervo’s shares are up 42% from its IPO price, with a market cap of $12.4 billion. Oklo, backed by OpenAI’s Sam Altman, and Amazon.com -backed X-Energy are each valued at around $11.5 billion.

Investing.com -- Bank of America reinstated coverage of two leading small modular reactor companies in notes on Friday, initiating a Buy rating on Oklo and a Neutral rating on NuScale Power, drawing a distinction between the two based on commercial traction and business model differentiation.

Oklo (NYSE:OKLO) has partnered with Idaho National Laboratory to apply AI tools to advanced reactor and fuel system design. The collaboration includes work on Oklo’s Pluto reactor concept, using AI-enabled engineering workflows to speed up design and testing. This effort focuses on combining nuclear engineering expertise with digital tools for reactor development and fuel cycle analysis. Oklo, trading at $62.58, sits at the intersection of nuclear power and digital engineering. This...

Oklo (NYSE:OKLO) sits at a fascinating inflection point. After peaking near $171.56 in October 2025 and giving back most of those gains, the advanced nuclear story is back to a price where the risk/reward looks asymmetric to me. Our 24/7 Wall St. price target for Oklo is $98.78, implying 76.77% upside from a current price ... Prediction: Oklo Stock Will Surge 75% This Year

OKLO is betting $1.68B on a private Oak Ridge fuel-recycling plant to unlock unused nuclear energy and supply its Aurora reactors.

Oklo may seem like a promising growth investment, but it comes with some significant risks and question marks.

The nuclear and uranium trade is unraveling for a second straight week. Oklo (NYSE:OKLO) is down 5% in Tuesday trading, Uranium Energy (NYSE:UEC) is off 9%, and Energy Fuels (NYSE:UUUU) is sliding 6%. The complex is in full retreat. Today’s moves cap a brutal stretch. Oklo stock heading into the session was down 25% over ... Oklo Sinks 5%, Uranium Energy Tumbles 9%, Energy Fuels Slides 6%: The Nuclear Trade Goes Cold

Investing.com -- Wolfe Research initiated coverage of X-Energy and Oklo on Tuesday, assigning both new nuclear companies Peer Perform ratings while expressing a clear preference for X-Energy based on its business model and ties to Amazon.

Analyst initiates coverage on Oklo -- but doesn't see much potential for profit.

The market is discounting revenue that will arrive years later, but the discount is too large to ignore now for two reasons.

OKLO beat Q1 loss expectations, sits on some $2.5B liquidity, and advances NRC work plus META and NVIDIA tie-ins to AI data-center power.