Why Oklo -The share jumped 96% in January

Shares of Oklo (Oklo 19.18%? Voared last month when Sam Altman-supported atomic energy company benefits from two news events.

First the announcement of the Stargate project (which Altman joined to President Trump and Oracle Founder Larry Ellison in the White House) signaled at least $ 100 billion investments in AI data centers, which is likely to burn the demand for energy. It gained investors’ interest in the core energy lager, as nuclear is seen as a valuable energy source for power data centers in the future.

Like the rest of the AI ​​sector, Oklo faced a setback from the Deepseek launch, which poses a threat to the AI ​​infrastructure ecosystem that companies like Oklo fit in. Later that week, the stock jumped when it signed an agreement morandum for a fuel -making facility , and after that got a purchase rating from an analyst.

In total, the stock ended the month by 96%, according to data from S&P Global Market Intelligence. As you can see from the chart below, the stock winnings came in the second half of the month.

Oklo Data of Ycharts.

Oklos Momentum continues

Oklo was one of a handful of stocks that focused on small modular reactors (SMRs) that rose last year, including Nuscale Power and Nano core energyAnd the performance in January shows that investors continue to be bullish in that sector.

The Oklo share began collecting on January 17 and won 7.5%after it signed a memorandum to understand the WTH RPOWER to speed up the power availability of data centers.

The stock then rose after the inauguration and jumped on the Stargate message, which seems to favor Oklo, as Altman is the chairman of the company. Openai, AI startup, for which Altman is CEO, has promised to invest $ 19 billion in Stargate-Joint Venture, although there are no direct consequences for Oklo for now, as SMR technology is still under development.

Finally, after a withdrawal on Deepseek News, Oklo jumped again after getting a purchase rating from Craig-Hallum, which believed the stock could hit $ 80 per day. Stock or more as it is likely to play a key role in the transition to nuclear.

Image source: Getty Images.

What is the next one for oklo

Currently, investors should expect Oklo Stock to move in accordance with wider expectations around AI. For example, the stock achieved Wednesday in response to the news that Alphabet Understands capital costs of $ 75 billion this year, up from $ 52.5 billion in 2024, which shows that it intends to spend significantly more money on AI.

The company also aims to insert its first Aurora Power Center in 2027, so investors should keep an eye on the development around it as well, but this looks like a geared game at AI hope in the meantime.