Oklo vs. NuScale: Which One Actually Has Paying Customers Lined Up?

Both Oklo and NuScale Power remain in pre-revenue stages despite regulatory progress, with commercialization years away. Oklo projects only $1.1M in revenue this year and $5.7M by 2027, while NuScale's commercial applications remain in negotiation. Both companies face significant cash burn and dilution risks, with valuations that appear to price in future growth as near certainties. Analysts suggest waiting for more favorable entry points before investing in either stock.

07/30/2026, 6:05 PM • The Motley Fool

This Nuclear Stock Just Dropped Nearly 46% -- Screaming Buy or Warning Sign?

Oklo, an advanced nuclear company, has plunged 46% this year and 80% since October despite improving fundamentals. The company now has a 14+ gigawatt project pipeline, received DOE authorization to load fuel into its Groves Reactor, and benefits from supportive federal policy for nuclear power in AI data centers. With experienced MIT-trained leadership and $2.6 billion in liquid assets, the author views it as a compelling buy at current prices, though acknowledges the stock's steep decline wasn't entirely unwarranted given its previous lofty valuation.

07/30/2026, 6:05 AM • The Motley Fool

Oklo vs. Plug Power: Which Utilities Stock Is a Better Buy in 2026?

The article compares two clean energy companies: Oklo, a pre-revenue nuclear developer with advanced small modular reactors and zero debt, versus Plug Power, an established hydrogen ecosystem provider generating $710M in revenue but burning significant cash. While Plug Power shows near-term progress toward profitability, Oklo is recommended for patient, long-term investors due to its more differentiated business model and momentum in advanced nuclear for AI data centers, despite being years away from commercial operations.

07/29/2026, 5:17 PM • The Motley Fool

3 Nuclear Stocks to Watch as AI Strains the Electric Grid

As AI data centers strain the electric grid, three nuclear companies—Oklo, NuScale Power, and NANO Nuclear Energy—are competing to provide private nuclear power solutions. While the opportunity is substantial, success will depend on factors including fuel access, regulatory approval, financing, and construction capabilities.

07/28/2026, 1:19 PM • The Motley Fool

The Crowd Is Dumping Oklo. Here's Why I'd Be Buying It Down 44%.

Oklo, a small modular nuclear reactor company, has seen its stock plummet over 75% from its October peak as investors remain skeptical about its long-term profitability. However, the author argues the stock is worth reconsidering, noting that Oklo only needs a few successful projects—such as its 1.2-gigawatt nuclear power campus deal with Meta in Ohio—to generate billions in recurring revenue as AI data centers and industrial sites face growing power demands.

07/25/2026, 1:05 PM • The Motley Fool

OpenAI's Sam Altman Is Betting Big on Nuclear -- Should You Follow Him Into Oklo?

Oklo, a nuclear energy startup backed by Sam Altman, has seen its stock plummet 75% from its 2025 peak despite bullish AI data center power demand. The company lacks regulatory approval for its reactor design, generates zero revenue, has negative free cash flow of $154 million annually, and trades at a $7.6 billion market cap with no operational power plants. Analysts recommend avoiding the stock despite the sharp decline, citing years or decades before potential profitability.

07/25/2026, 2:05 AM • The Motley Fool

The Trump Administration Launches "Project Prometheus" With These Nuclear Energy Stocks (Hint: NuScale Didn't Make the Cut)

The Trump Administration announced Project Prometheus, an AI-focused nuclear development initiative receiving $60 million in federal funding over three years. Three nuclear companies were selected as partners: X-Energy (Tier 1 partner committing $10 million), Oklo, and Standard Nuclear. NuScale was notably excluded from the project, continuing its lack of DoE support since 2019.

07/24/2026, 6:34 AM • The Motley Fool

Why Constellation Energy Stock Blasted Higher on Wednesday

Constellation Energy stock surged nearly 5% on Wednesday following the Trump administration's announcement of a 30-year nuclear cooperation deal with Saudi Arabia and reports of a new $200 million domestic program to support power plant construction for AI data centers. As the largest operator of U.S. nuclear plants, Constellation is positioned to benefit from these government initiatives promoting nuclear energy.

07/22/2026, 6:14 PM • The Motley Fool

Why Nuclear Stock Oklo Jumped Today

Oklo stock surged on two major developments: the Trump administration's $200 million Department of Energy initiative to power AI data centers with advanced nuclear reactors, and approval of a landmark 30-year nuclear power agreement with Saudi Arabia valued at tens of billions of dollars. While these represent significant growth opportunities for U.S. nuclear companies, analysts caution that no concrete orders have been announced yet and the stock remains speculative.

07/22/2026, 12:07 PM • The Motley Fool

Oklo Could Become a Huge Winner in the AI Power Boom

Oklo aims to supply reliable nuclear power to expanding AI data centers, positioning itself as a potential major beneficiary of the AI power boom. The company's pipeline, balance sheet, and influential relationships offer meaningful upside, but it faces significant risks including fuel sourcing, licensing, construction challenges, and valuation concerns before proving its business model.

07/22/2026, 7:15 AM • The Motley Fool

2 Nuclear Stocks Poised to Benefit From Rising AI Adoption

Rising AI adoption is driving massive energy demand from data centers, positioning nuclear energy—particularly small modular reactors (SMRs)—as an ideal solution. NuScale Power and Oklo are two early-stage SMR companies positioned to benefit from this trend, though both face regulatory hurdles and commercialization risks. Major investment banks including Goldman Sachs, Bank of America, and Morgan Stanley are bullish on nuclear's renaissance.

07/17/2026, 8:30 AM • The Motley Fool

The U.S. Has Accumulated 100,000 Metric Tons of Used Nuclear Fuel. Oklo Sees It as a Massive Potential Energy Resource.

Oklo is developing advanced fast reactors designed to utilize the U.S.'s accumulated 100,000 metric tons of spent nuclear fuel, potentially reducing waste and expanding domestic fuel supplies. The company is investing $1.7 billion in a Tennessee fuel recycling facility and has major projects underway, including a 75-MWe reactor at Idaho National Laboratory and a 1.2-GW clean energy campus for Meta in Ohio. However, the company faces regulatory risks and significant capital expenditures before achieving commercial viability.

07/15/2026, 4:05 AM • The Motley Fool

SpaceX Just Did Something NuScale Power Investors Should Be Watching

SpaceX plans to launch orbital data centers by 2027 to address AI's massive energy demands, but NuScale Power's small modular reactors (SMRs) may offer a more feasible and proven alternative. With data centers projected to consume 9% of U.S. electricity by 2030, NuScale's SMRs require less land, shorter construction times, and can be co-located directly with data centers, positioning it as a compelling investment opportunity in the growing AI energy sector.

07/13/2026, 4:30 PM • The Motley Fool

These Nuclear Energy Stocks Slumped in the First Half of 2026. Buy This 1 On the Dip.

Nuclear energy stocks experienced significant volatility in the first half of 2026 after surging in 2025. While Oklo and NuScale Power have declined sharply due to lengthy development timelines, Cameco stands out as a mature company positioned to benefit from growing uranium demand and its stake in Westinghouse. The article recommends Cameco as the best nuclear stock to buy on the dip, citing its established operations and near-term revenue potential compared to early-stage competitors.

07/08/2026, 9:15 AM • The Motley Fool

How Buying NuScale Power Stock Today Could 10X Your Money in 10 Years

NuScale Power, a small modular reactor (SMR) developer, has seen its valuation drop from $20 billion to below $4 billion following project delays. However, the article suggests significant upside potential if the company secures a power purchasing agreement by end of 2026 for its major 6-gigawatt SMR project. Growing AI data center demand and a projected $10 trillion global nuclear market could drive long-term growth, though execution risks remain.

07/05/2026, 9:23 AM • The Motley Fool