Oklo's stock has retreated 15% as investors weigh the company's ambitious AI power goals against significant fuel supply gaps. The firm lacks NRC approval and operational reactors, leaving a multi-year window of speculation.
- Stock down 15% in three months following 2025 rally
- Aurora reactors target AI data centers and remote industrial sites
- Meta partnership involves a 1.2 GW nuclear campus in Ohio
- NRC approval still pending; first reactors expected 2027-2028
- U.S. HALEU fuel supply is currently insufficient for full-scale deployment
- Recycled fuel facility not expected until the early 2030s
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