Oklo’s $2 Billion Nuclear Partnership Fuels 650% Stock Surge in 2025
Oklo's stock has skyrocketed 664% year-to-date following a landmark $2 billion partnership with Europe's newcleo. The deal aims to establish advanced nuclear fuel infrastructure in the U.S., leveraging surplus plutonium as interim fuel while uranium capacity scales up.
The transatlantic collaboration signals strong government support, with Sweden's Blykalla potentially joining as co-investor. Nuclear energy stocks are riding a perfect storm of AI-driven power demand and political tailwinds, including former President Trump's 2050 capacity expansion targets.
Oklo's fast-fission reactor technology positions it at the forefront of a nuclear renaissance. The company's existing collaborations with newcleo and Blykalla create a vertically integrated nuclear ecosystem spanning fuel production to reactor deployment.
