Oklo (OKLO) Shares Surge 3.75% as U.S.-U.K. Nuclear Deal Fuels Sector Optimism

Oklo Inc. (OKLO) shares surged 3.75% on Monday, extending its three-day winning streak with a cumulative gain of 47.23%. The stock reached an intraday high of 5.63%, marking its highest level since September 2025. This rally reflects growing investor confidence in the nuclear energy sector and Oklo’s strategic positioning in advanced reactor development.

The U.S.-U.K. $350 billion nuclear investment deal, announced in late August, has catalyzed optimism for Oklo’s long-term prospects. While the firm isn’t directly involved in the agreement, the deal’s focus on HALEU (High-Assay Low-Enriched Uranium) supply chains is critical for Oklo’s reactor designs. A separate $5.3 million HALEU supply agreement between U.S. and U.K. firms underscores the fuel’s importance for advanced nuclear technologies. Broader industry momentum around nuclear energy’s role in decarbonization and AI infrastructure has further bolstered sentiment.

Oklo’s $1.68 billion Tennessee expansion, announced in September, has also driven investor enthusiasm. The project includes a private nuclear fuel recycling facility in Oak Ridge, aiming to repurpose spent fuel and align with U.S. Department of Energy priorities. The facility, expected to create 800 jobs, highlights Oklo’s alignment with domestic energy security goals. The company has secured grants from Tennessee’s nuclear innovation fund, reinforcing its role in addressing supply chain vulnerabilities through recycling technology.

The stock’s performance aligns with the global shift toward small modular reactors and advanced nuclear solutions. Oklo’s reactors are positioned to meet rising energy demands from AI infrastructure, a market segment gaining traction. However, challenges remain, including regulatory hurdles and a commercialization timeline extending beyond 2030. The company’s reliance on HALEU availability and regulatory approvals underscores the speculative nature of its growth trajectory, requiring sustained investment and policy support to realize long-term value.