Texas Capital lowered the price target on Oklo, NuScale Power, and Nano Nuclear Energy following their quarterly results, and named Oklo as its top pick.

Nuclear stocks are getting hit hard Thursday even as the long-term case for atomic power looks stronger than ever, and the reasons behind the selloff reveal a tension that could keep the sector volatile for months.

After its IPO, X-Energy's shares are up nearly 20% so far this month. Will they crush Oklo's?

Nuclear stocks cratered Tuesday even as broader utilities caught a bid, and the reason has nothing to do with reactors. A collision of rising long rates and shaken AI spending confidence is rewriting how the market prices the entire sector.

Renewed interest in atomic energy and AI mania are colliding at the Idaho National Lab—where Oklo and rivals hope to revive the long-stagnant industry.

NuScale just posted quarterly revenue that would embarrass a lemonade stand, yet the company holds something no other SMR developer in America can claim. Here is what that paradox means for investors weighing a stock already down sharply this year.

The microreactor maker plans to deploy new reactors at a "world record" speed.

NuScale Power aims to decarbonize industrial heat with modular reactors supplying high-temperature steam for chemicals, fuels and other industries.

The nuclear start-up's stock is down about 77% from its 52-week high. Its operating record went the other direction.

Oklo stock has delivered a very large 351.5% return over the past 5 years, yet the current checks point to a company that screens as expensive rather than a clear bargain. With the share price at US$44.38 and the value score at the bottom of the scale, investors are weighing past gains against fresh concerns about losses, cash burn and execution risk on its reactor plans. Over 5 years, Oklo has returned 351.5%, which many investors may see as setting a high bar for future returns after such...

GE Vernova is quietly building embedded value with its long-term SMR investments.

SCHG, VUG, and QQQ each take a different structural approach to large-cap growth, and those differences compound into a significant performance gap over ten years. One fund has a defensible claim as the best vehicle for the AI era, but the case involves real tradeoffs most investors overlook.

Stocks eye a third winning week as strong earnings from SoundHound, Albemarle and CAVA offset mixed results, with MarketBeat analysts covering NVIDIA, Lockheed Martin, GE Vernova and more.

Oklo's next-gen nuclear technology could deliver massive long-term returns, but investors should know a few things before diving into the stock.

Oklo had a disastrous market debut. Investors who held on to their shares, however, have had the last laugh.

Both energy stocks are attracting significant attention, but one is clearly the better buy.

Forecasts are rising for how much money Big Tech will throw at the AI data center build-out this year. But money may not get the job done if chips, skilled labor, and power bottlenecks stand in the way.

Oklo's Groves reactor milestone adds real-world nuclear operating experience, but larger Aurora projects still face regulatory and execution hurdles.

Oklo's nuclear opportunity is expanding, but rising spending and execution risks cloud its path to recurring power revenues.

SpaceX is the largest space company, while Oklo is an early-stage energy company.

As AI fuels demand for power, these companies are well-positioned to meet the moment.

A nuclear energy company made a big breakthrough. Will it lead to bigger profits for these nuclear energy ETFs?

SMR's proposed TVA program could unlock licensing, engineering and equipment work tied to up to 6 GW of new nuclear capacity.

SMR's regulatory head start and $1.9B liquidity support commercialization, but its rich valuation raises the stakes for contract conversion.

OKLO's nuclear ambitions gained traction with first revenues and key project milestones, but rising costs and widening losses remain major hurdles.

Oklo Inc. has already achieved first criticality at its Groves low-power test reactor on private land in Texas and reported its first-ever quarterly sales of US$1.21 million, even as its quarterly net loss widened to US$48.54 million with a basic loss per share of US$0.28. This combination of technical progress and initial revenue, built on a greenfield site under the U.S. Department of Energy’s Reactor Pilot Program, is beginning to translate Oklo’s advanced reactor vision into real-world...

NuScale holds a regulatory edge no other SMR company can claim, yet its stock has shed nearly a third of its value in 2026 alone. Find out what specific catalysts would need to align before a return to $15 becomes a real conversation.

The sale sounds like a lot, but the CEO still has skin in the game with nearly 472,000 shares owned directly.

There's one thing you must know before you buy Oklo stock.

The company also revealed that its nuclear facility in Texas reached criticality.

Oklo just hit a nuclear milestone that took under a year to achieve, while AST SpaceMobile absorbed a nine-figure launch loss and kept building anyway. One bet runs on atoms, the other on orbits, and only one of them makes sense to own right now.

It's a bit of a speculative investment right now, but there are encouraging signs.

Oklo received a series of price target cuts from Wall Street analysts, even as retail sentiment on Stocktwits fell from ‘extremely bullish’ to ‘bullish’ over the past 24 hours.

Oklo just reported its first-ever quarterly revenue.

Uranium Energy and Oklo stand to benefit from powerful tailwinds behind the nuclear energy industry, but only one stock stands out as a better play right now.

OKLO's Q2 performance reflects rising project execution costs, emerging acquisition-driven revenues and increased spending as nuclear development accelerates.

SMR's regulatory progress, supplier network and $1.9B liquidity support its outlook despite weak revenues and execution risks.

Oklo Inc. (NYSE:OKLO) just proved it can build a nuclear reactor as fast as it promised. On August 6, the company announced its Groves Isotope Test Reactor in Lockhart, Texas, achieved first criticality, a controlled, self-sustaining nuclear chain reaction, less than a year after groundbreaking. It’s the first project under the US Department of Energy’s […]

Oklo (NYSE:OKLO) announced a broad refresh of its executive leadership team, adding new heads across Product, Staff, Legal, Engineering, and Accounting. The company highlighted experience from organizations including the U.S. Nuclear Regulatory Commission, National Grid, and Joby Aviation among the new appointees. The reshaped leadership group is intended to support Oklo as it moves from pilot milestones toward commercial isotope production and closer regulatory engagement. For readers...

Oklo (NYSE:OKLO) reported a year-to-date net loss of $81.6 million through the second quarter of 2026 while outlining progress across its power, fuel and isotope businesses, including first criticality at its Groves isotope facility in Texas and continued development of its Aurora powerhouse project

What does $12 billion of market value buy when combined sales run about $12 million?

Centrus Energy (NYSE:LEU) reported second-quarter 2026 revenue growth and expanded its commercial backlog as the company advanced plans to build U.S. uranium-enrichment capacity for low-enriched uranium, or LEU, and high-assay low-enriched uranium, or HALEU. Revenue for the quarter ended June 30 ro

Groves facility reaches first criticality in under 11 months.

Moby summary of Oklo Inc.'s Q2 2026 earnings call

Oklo Inc (OKLO) reports a $81.6 million net loss but achieves first criticality at Groves facility and secures key DOE award, positioning for 2028 Aurora startup.

Energy stocks were lower late Friday afternoon, with the NYSE Energy Sector Index falling 1.1% and t

Oklo just posted its first real quarterly revenue and the stock surged, yet shares still sit 33% in the red for the year. A return to triple digits is mathematically possible, but it hinges on a very specific stack of catalysts falling into place.

Oklo (OKLO) just reached first criticality at its Groves low power test reactor in Texas, achieving a controlled, self sustaining nuclear chain reaction less than a year after breaking ground. See our latest analysis for Oklo. Despite the Groves milestone, Oklo’s recent price action has been weak, with the share price down about 46% year to date and the 1 year total shareholder return also declining by about 47%, even after a strong multi year total shareholder return above 300%. If this kind...

With virtually no revenue line to judge, four things decide this report.

High expectations leave little room for disappointment.