Oklo Surges 6.41% on AI-Driven Nuclear Hype Volume Jumps 47% to $1.34B Ranks 48th Despite Regulatory Risks and High Burn Rate

On August 28, 2025, Oklo (OKLO) surged 6.41% to close at $78.40, with a trading volume of $1.34 billion, up 47.43% from the previous day, ranking 48th in market activity. The stock has gained over 1,000% in the past year amid growing interest in nuclear energy for AI-driven data centers.

Recent developments include a strategic partnership with ABB to enhance automation and remote monitoring for Oklo’s Aurora Powerhouse. The company also commissioned a digital monitoring room in California to support its reactor operations, signaling progress in operational readiness.

Analyst sentiment remains mixed. UBS initiated coverage with a “neutral” rating and $65 price target, while Wedbush reaffirmed an “outperform” stance. However, some firms, including Seaport Research, cut earnings estimates for 2025, highlighting risks from delayed regulatory approvals and high capital requirements.

Oklo faces significant hurdles, including a projected 2027-2028 timeline for its first operational reactor and a pending Nuclear Regulatory Commission review. The company’s pre-revenue status and high cash burn—$65-$80 million annually—raise concerns about sustainability. At a 14.67 price-to-book ratio, the stock trades at a premium to peers despite no near-term revenue visibility.

On August 28, 2025, Oklo’s shares closed at $78.40, reflecting a 6.41% gain. Trading volume reached $1.34 billion, marking a 47.43% increase from the prior day, with the stock maintaining a strong upward trajectory amid sector-specific momentum.