Why Oklo Stock Is Soaring On Friday

By Johnny Rice – Dec 19, 2025 at 2:25PM ESTKey PointsThe November inflation report showed prices rising just 2.7% annually, well below the 3.1% consensus forecast, though economists have raised concerns about data quality due to the government shutdown.Micron Technology's blowout earnings helped ease market fears of an AI bubble. Oklo's positioning as a potential supplier of clean, reliable power for AI data centers has driven significant investor interest, even as the company remains pre-revenue and faces a multi-year path to commercial operations.These 10 Stocks Could Mint the Next Wave of Millionaires ›NYSE: OKLOOkloMarket Cap$12BToday's Changeangle-down(8.63%) $6.71Current Price$84.43Price as of December 19, 2025 at 3:29 PM ETOklo is riding the AI wave higher.Shares of Oklo Inc (OKLO +8.63%) are soaring today, up 9.1% as of 2:20 ET. The jump comes as the S&P 500 and Nasdaq Composite gained 0.9% and 1.1%, respectively. The nuclear energy company's stock is rising today as part of a broader rally in the artificial intelligence trade, spurred by a soft inflation report and massive earnings from a key supplier in the AI value chain. ExpandNYSE: OKLOOkloToday's Change(8.63%) $6.71Current Price$84.43Key Data PointsMarket Cap$12BDay's Range$78.57 - $85.2552wk Range$17.42 - $193.84Volume462KAvg Vol19M AI investors get some relief On Thursday, the Bureau of Labor Statistics released its much-anticipated inflation report for November. The report was delayed due to difficulty accounting for the lapse in data caused by the recent government shutdown. While many economists are questioning the report's accuracy given the lack of key data, the 2.7% annual inflation rate -- well below the 3.1% expected -- was enough to boost stocks across the market, especially those in capital-intensive industries like nuclear energy. Image source: Getty Images. Beyond the inflation reading, Micron Technology's earnings release on Wednesday was strong enough to help alleviate fears of an AI bubble and lift Oklo shares. Bridging the AI power supply gap is central to Oklo's strategy and the reason its stock trades at such a premium. There are a lot of challenges ahead for Oklo This is a highly volatile stock, and while there is enormous opportunity, I think investors have gotten ahead of themselves. Oklo still faces significant challenges in developing its reactors and gaining regulatory approval. Even if the company clears these hurdles, building nuclear reactors is extremely expensive and time-consuming, and investors should expect potentially significant share dilution.Read NextDec 16, 2025 •By Steven Porrello3 Nuclear Energy Stocks to Buy Before 2026Dec 15, 2025 •By Rick OrfordOklo Investors Need to Know This Before 2026Dec 15, 2025 •By Catie HoganThe 1 Big Reason Oklo Will Skyrocket Again in 2026Dec 12, 2025 •By Steven Porrello3 Growth Stocks to Buy and Hold for the Next DecadeDec 11, 2025 •By Rich SmithOklo Stock First Dropped -- Then Popped TodayDec 9, 2025 •By John BromelsShould You Buy Oklo Stock Even Though It's Over $100?About the AuthorJohnny Rice is a contributing writer for The Motley Fool covering tech stocks. He previously contributed to various financial publications.TMFJohnnyRiceStocks MentionedOkloNYSE: OKLO$84.43 (+0.09%) $+6.71Micron TechnologyNASDAQ: MU$267.79 (+0.08%) $+19.24*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.Advertisement