Oklo partners with Newcleo to advance nuclear energy applications
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 26 2026
0mins
Source: stocktwits
Oklo Inc. saw its stock rise by 5.07% as it crossed above the 5-day SMA, reflecting positive market sentiment. The company has entered into a partnership with Newcleo, which is set to go public via a merger with NewHold Investment Corp III, valued at $2.4 billion. This collaboration aims to utilize surplus plutonium from the Cold War era as nuclear reactor fuel, showcasing Oklo's expertise in the nuclear energy sector and potentially enhancing its market position amid growing demand for clean energy solutions.
The partnership with Newcleo is expected to provide significant advancements in nuclear energy applications, particularly for data centers and artificial intelligence. This strategic move comes at a time when nuclear energy is gaining traction as a viable solution to meet increasing power demands. The merger is anticipated to bolster investor confidence in both companies, especially as they navigate the evolving landscape of nuclear energy.
As Oklo continues to develop its Aurora small nuclear reactor technology, this partnership could lead to substantial growth opportunities. With the U.S. Department of Energy projecting a significant increase in power demand from data centers, Oklo's innovative solutions may play a crucial role in addressing these challenges, positioning the company favorably in the market.
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Analyst Views on OKLO
Wall Street analysts forecast OKLO stock price to rise
12 Analyst Rating
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 58.820
Low
90.00
Averages
125.11
High
175.00
Current: 58.820
Low
90.00
Averages
125.11
High
175.00
About OKLO
Oklo Inc. is an advanced nuclear technology company. The Company is engaged in developing fast fission power plants to provide clean, reliable, and affordable energy at scale. It focuses on producing electricity and heat from its Aurora powerhouses, which can run on fresh, recycled, or down-blended nuclear fuel. It is also commercializing nuclear fuel recycling technology that can convert used nuclear fuel into usable fuel for its powerhouses and those of others. Its Aurora powerhouse product line is designed with embedded safety features, to be able to run on fresh, recycled, or down-blended fuel, and to produce 15-75 megawatts of electric (MWe). Its radioisotope activities are to support domestic supply for medical, industrial, space, defense, and other critical applications. The Company's capabilities also include high-precision machining, prototyping, fabrication, inspection, procurement support, and mechanical engineering.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Fuel Advantages: The Aurora operates on metallic uranium fuel pellets that offer higher thermal resistance and lower fabrication costs compared to traditional uranium dioxide pellets, allowing for a decade of operation without refueling, thus enhancing operational efficiency and economic viability.
- Critical Testing Ahead: If Oklo passes the U.S. Department of Energy's criticality test by the July 4 deadline, it will accelerate its Reactor Pilot Program for nuclear testing, paving the way for the deployment of its first Powerhouse reactors in Idaho by 2027, marking a significant milestone.
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See More
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- New Nuclear Construction Model: Duke Energy's proposal for big tech companies to fund new nuclear power plants aims to accelerate nuclear energy development while minimizing risks for utility companies, addressing the growing electricity demand from data centers.
- Win-Win Collaboration: Should big tech firms embrace this proposal, utility companies could capitalize on the data center trend, while early-stage nuclear firms would gain opportunities, particularly in deploying small modular reactor (SMR) technology.
- Market Potential Emerges: Oklo, as an early-stage nuclear company with ties to tech giants like Meta, could become a preferred technology provider for big tech firms in nuclear construction, despite still being in startup mode.
- Stock Price Volatility Risk: While Oklo's market cap reflects its commercialization potential, Duke's proposal could significantly impact its stock price, making it a speculative growth stock, even if it doesn't return to its historical highs.
See More
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- Rising Electricity Demand: The boom in AI data centers is driving hyperscalers to seek carbon-free electricity sources, making nuclear power a viable option and fostering growth for nuclear technology startups.
- Market Potential Unveiled: Although Oklo remains in startup mode and relies on dilutive stock sales for funding, if Duke's proposal succeeds, Oklo's market cap could significantly rise, making it a hot growth stock for investors to watch.
See More
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- Surging Power Demand: The International Energy Agency (IEA) forecasts that global electricity consumption for data centers will exceed 945 terawatt-hours (TWh) by 2030, doubling Japan's current annual consumption, highlighting the immense power requirements driven by AI infrastructure.
- BWX Technologies Overview: BWX Technologies focuses on manufacturing nuclear components, with government operations expected to generate $2.3 billion in revenue by 2025, underscoring its strong market position and stable revenue streams in the nuclear sector.
- Oklo Microreactor Design: Oklo is designing a microreactor called Aurora that can utilize nuclear waste as fuel and provide power in remote areas; although it has yet to receive commercialization certification, its technology holds potential to meet the electricity demands of AI data centers.
- Competitive Industry Pressure: Oklo faces competition from other energy companies, such as Bloom Energy, which is already deploying fuel cell systems to support AI; while its future remains uncertain, Oklo's technology could become a critical component of AI infrastructure if it receives approval from the Nuclear Regulatory Commission.
See More
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- BWX Technologies' Market Position: BWX Technologies (BWXT), a manufacturer of nuclear and defense components, is projected to generate $2.3 billion from its government operations segment in 2025, highlighting its strong market position and technical moat in the nuclear sector, with a backlog of $8.6 billion as of March 2026 indicating future growth potential.
- Oklo's Innovative Potential: Oklo is designing a fast-fission microreactor called Aurora, which, while not yet commercialized, could meet the substantial electricity demands of data centers and can be deployed directly in rural areas, addressing infrastructure shortages.
- Intensifying Industry Competition: Despite Oklo's promising technology, it faces competition from other energy companies like Bloom Energy, which is already deploying fuel cell systems to support AI, making Oklo's future reliant on Nuclear Regulatory Commission certification and market acceptance.
See More
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- Significant Price Surge: Centrus Energy Corp. (LEU) shares rallied 12.4% to close at $191.39, with trading volume notably higher than usual, indicating strong market optimism regarding its future prospects.
- Key Supply Agreement: Centrus has signed a Letter of Intent with Oklo Inc. to supply high-assay low-enriched uranium (HALEU) starting in 2029 for up to five Aurora powerhouses, which will enhance Centrus's position in the nuclear energy market.
- Earnings Outlook Decline: Despite the positive market sentiment, Centrus is expected to report quarterly earnings of $0.90 per share, reflecting a 43.4% year-over-year decline, with revenues projected at $143.92 million, down 6.9% from the previous year, indicating short-term challenges.
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See More
