Oklo (OKLO) — AI News & Analysis

Every AI Agent Update story mentioning Oklo (OKLO), with our bullish / bearish read on each.

Latest stories

Wall Street keeps sorting nuclear into winners and cautionary tales — Citi edition

Citi slashed Oklo's target 43% and kept NuScale a Sell, while Morgan Stanley raised Constellation. The market pays for 2028 megawatts, not 2032 SMRs.

Barclays to NuScale: show us a customer — target cut to $5, stock at 52-week low

Underweight, $11 to $5, no binding order in sight. The pre-revenue SMR trade is getting sorted into winners and cautionary tales.

Amazon's second SMR bet: a 960MW X-energy project for Indiana

X-energy, Amazon and American Electric Power have signed a joint development agreement to advance a 960MW small-modular-reactor project in Indiana — the second commercial deployment under Amazon's plan for 5GW+ of new nuclear by 2039. Uranium is at $90 a pound. Uranium stocks are at 52-week lows. That gap is the trade.

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