This Nuclear Stock is Surging Even While Losing Money: Here's the Reason
Oklo Inc's Financial Performance: Oklo Inc reported a wider-than-expected loss of $0.20 per share for its fiscal third quarter, missing estimates, but its shares rose over 8% due to optimism surrounding regulatory approvals and government support for nuclear energy projects.
Regulatory Progress and Strategic Milestones: Analysts noted Oklo's significant progress in gaining regulatory approvals, including a fast-tracked pilot program for its Aurora project, which could expedite the construction of its first nuclear facility.
Future Plans and Challenges: While Oklo is advancing in regulatory aspects, analysts emphasize the importance of execution and scalability, with expectations for significant reactor capacity deployment not anticipated until the early 2030s.
Nuclear Energy Market Outlook: Long-term strategists remain bullish on nuclear energy, highlighting its potential to address global power shortages and the advantages of small modular reactors (SMRs) in terms of cost, safety, and environmental impact.
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- DuPont Earnings Expectations: DuPont is expected to report earnings of $0.43 per share and revenue of $1.69 billion for Q4 2025, with analysts noting ongoing pressure in short-cycle businesses, while slight improvements in the automotive sector may influence investor sentiment.
- Cisco's AI Focus: Cisco anticipates earnings of $1.02 per share and revenue of $15.1 billion for Q2 FY2026, with CEO highlighting a major multi-year campus networking refresh, making AI infrastructure demand a critical growth driver.
- Importance of Employment Report: The January employment report is expected to show an addition of 80,000 nonfarm payrolls and an unchanged unemployment rate of 4.4%, directly impacting private consumption and U.S. GDP, making it crucial for investors to monitor.
- Consumer Price Index Insights: The January CPI is projected to increase by 2.5% year-over-year, with core CPI rising by 2.6%, providing essential inflation details despite not being the Fed's preferred measure, particularly regarding persistent shelter cost inflation.

- Market Performance: The Dow Jones Industrial Average rose by 2.5% and closed above 50,000 for the first time.
- Nasdaq Struggles: In contrast, the Nasdaq Composite ended the week down 1.8%, despite a strong rally on Friday.
- Job Data Expectations: The U.S. is expected to add 60,000 jobs in January, up from 50,000 in December, which could influence the Fed's monetary policy direction amidst ongoing economic uncertainty.
- Inflation Metrics Analysis: The January Consumer Price Index is projected to rise by 0.29% month-over-month and 2.5% year-over-year, showing improvement but still falling short of the Fed's 2% target, potentially affecting investor rate expectations.
- Market Reaction and Risks: Recent signs of labor market weakness, including an ADP report indicating only 22,000 new private sector jobs, may heighten expectations for further Fed rate cuts, although investors remain optimistic about economic resilience.
- Stock Market Rotation Trend: A significant rotation within the stock market is underway, with the Dow Jones Industrial Average rising over 2% this week, reflecting confidence in economic recovery, despite ongoing weakness in tech stocks.
- Community Initiative Success: GENYOUth, in collaboration with Oakland Unified School District and others, successfully completed the Super Schools initiative, providing nutrition equipment and NFL FLAG-In-School kits to 60 Bay Area schools, significantly enhancing students' nutrition and physical activity opportunities.
- Meal Access Improvement: The initiative increases access to approximately 9 million school meals annually for around 33,000 students, directly improving the quality of students' diets and helping them achieve better academic outcomes.
- Enriching Experience Activities: At the celebration event at Grass Valley Elementary, students and parents engaged in interactive learning activities and NFL FLAG-In-School flag football training, emphasizing the critical link between nutrition and physical activity for student success.
- Long-Term Impact Outlook: GENYOUth's efforts not only address childhood hunger but also help students establish lifelong healthy habits through the provision of nutritious meals and physical activity opportunities, promoting overall well-being for Bay Area students.
- Successful Community Initiative: GENYOUth celebrated the successful completion of its Super Schools community initiative at Grass Valley Elementary in Oakland, providing nutrition equipment grants and NFL FLAG-In-School kits to 60 Bay Area schools, significantly enhancing student nutrition and physical activity opportunities.
- Increased Meal Access: The initiative increases access to approximately 9 million school meals annually for over 33,000 students, addressing childhood hunger in the Bay Area, particularly among impoverished children, thereby improving their learning and quality of life.
- Enriched Activity Experience: During the celebration, students and parents engaged in interactive learning activities, nutritious food packing, and NFL FLAG-In-School flag football training, experiencing firsthand the impact of the Super Schools initiative and fostering community involvement.
- Support from Partners: The initiative received backing from corporate partners including Amazon, PepsiCo, and the NFL Foundation, showcasing the importance of cross-industry collaboration in enhancing student health and well-being, and promoting social responsibility.
- Electrification Solution: PG&E's collaboration with SPAN introduces the SPAN Edge device, enabling customers to electrify their homes at a lower cost while avoiding delays and expenses associated with traditional panel upgrades, with over 600,000 homes projected to need service upgrades in the next decade.
- PanelBoost Initiative: Through the newly launched PanelBoost program, PG&E will integrate next-generation metering infrastructure to reduce upgrade costs for customers adopting electric vehicles, heat pumps, and other high-efficiency technologies, thereby facilitating the clean energy transition.
- Rapid Installation and Cost Efficiency: The installation cost for SPAN Edge devices ranges from $500 to $2,000, significantly lower than the $6,000 to $40,000 for traditional service upgrades, enhancing customer affordability and grid reliability.
- Scalability and Market Outlook: PG&E plans to roll out SPAN Edge devices in summer 2026, initially targeting thousands of customers, with plans for further scaling in the coming years to meet California's growing energy demands.










