Browsing Tag
Jacob DeWitte
5 posts
Nuclear and uranium stocks jump as Urenco expands US enrichment to replace Russian supply
Nuclear and uranium stocks jumped as Urenco moves to expand the only US enrichment plant by ~50%, racing to replace Russian fuel before the 2028 import ban.
Oklo (NYSE: OKLO) sits at $66 as nuclear bull case meets execution reality
Data centers need power faster than utilities can build it. Oklo has 14GW of demand and an NRC win, but almost none of the pipeline is binding.
Oklo, NVIDIA and Los Alamos turn nuclear fuel validation into an AI infrastructure test case
AI needs power faster than grids can deliver. Oklo, NVIDIA and Los Alamos are testing whether nuclear fuel validation can close the gap.
Oklo and Atomic Alchemy land DOE reactor pilot projects in push to fast-track U.S. nuclear power
Oklo Inc. and Atomic Alchemy have landed three projects under the DOE’s Reactor Pilot Program. Explore what this signals for U.S. nuclear innovation.
US Air Force partners with Oklo Inc. for micro-reactor pilot program
The Defense Logistics Agency Energy, acting on behalf of the United States Air Force, has issued a Notice…