Nuclear Energy Makes a Comeback: Oklo's $25M Deal with Meta and the Rise of Radioactive Isotopes

Wall Street is taking notice of the resurgence of nuclear power, driven by the need for reliable and consistent energy sources. Oklo, a nuclear reactor designer, received a $25M upfront fee from Meta Platforms for phase 1 of its Ohio reactor. Oklo's isotope business is expected to generate revenue in Q1 2026. Other companies in the sector, such as ASP Isotopes and Lantheus Holdings, are also gaining attention.