Shares of Oklo Inc. (OKLO) surged 5.1% in the pre-market session on Monday, as investors piled into nuclear stocks on growing optimism over the sector's prospects.
The rally in nuclear stocks was fueled by analysts' increasing confidence in the industry's potential to benefit from rising demand for electricity at artificial intelligence (AI) data centers. Major technology companies have recently signed deals with nuclear power companies to provide electricity for their future data center needs.
According to UBS analyst William Appicelli, "Independent power companies should benefit from strong demand and energy/capacity prices in 2025." Appicelli reiterated his Buy ratings for nuclear power firms Vistra and Constellation Energy, citing their strong positioning as major independent nuclear power plant owners.
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