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Oklo Inc. (OKLO) has seen its stock surge nearly 100% in one month, attributed to increased demand for nuclear energy driven by AI expansion. The U.S. government is also aiming to quadruple nuclear energy capacity by 2050 to meet rising energy demands, projected to grow by approximately 75% by 2050.
In contrast, Rolls-Royce (RYCEY) has skyrocketed 1,700% in the past three years, spurred by a new CEO focused on profitability and growth. Rolls-Royce trades approximately 23% below its average price target at $15.70, positioning it favorably as a more stable investment in the nuclear sector.
Both companies are capitalizing on the nuclear revival linked to AI technologies, with Rolls-Royce entering contracts to build small modular reactors, supported by £2.5 billion in funding through 2029, and set to fulfill contracts as the preferred SMR supplier in the Czech Republic.
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