Oklo Inc. (NYSE: OKLO) shares are now on sale. Since 2026, shares have fallen in value by nearly 40%. The company’s market cap is now under $9 billion, even though the nuclear company is chasing a $10 trillion global opportunity.
Analysts expect the company to report its next quarterly earnings announcement early next month. That earnings announcement could come with several positive surprises. There are two reasons in particular to buy before the numbers drop.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
According to Bank of America analysts, we’re now entering a $10 trillion nuclear renaissance. “[N]uclear energy has, in many ways, been recently ‘rediscovered’ amid surging electricity demand,” a report from the bank recently concluded. “Compared with other energy sources, it offers reliable baseload power, a smaller carbon footprint, and a higher energy return on investment.”
Surging electricity demand has largely stemmed from one source: the rising energy needs of data centers that serve the AI industry. Over the next few years, trillions of dollars will be spent to expand AI data center infrastructure globally.
Oklo’s specific approach to nuclear energy, which consists of small modular reactors (SMRs), will only command a slice of this $10 trillion opportunity. But after a sharp correction, Oklo’s market cap is now under $9 billion. The upside potential of even a few new deals, or even additional traction on its existing deal flow, could have an outsize impact on the market’s confidence that the company will play a valuable role in this energy revolution.
Even if there isn’t a major announcement revealed during next quarter’s earnings call, Oklo is still a promising long-term buy. That’s because the company’s growth tailwinds — namely, rising demand from the AI data center market — aren’t going away anytime soon.
“Capital is pouring into data center development, but … incumbents can’t meet demand for power,” observes a recent report from McKinsey & Co. As long as the requisite power can be sourced, McKinsey & Co. analysts believe $7 trillion will be spent on building new data center capacity over the next four years. This breakneck speed of construction may extend through 2040, or even 2050, with compounding energy demand challenges.