A New Nuclear Materials Rush Is Underway and Wall Street Is Starting to Notice

"Although it was successfully contained and did not turn into a Chernobyl type of disaster, it scared enough people to shy away from nuclear power to further explore solar and wind power. A series of rock concerts were organized by Orleans founder and guitarist John Hall (later Rep. John Hall D-NY) under the moniker "No Nukes", featuring Bruce Springsteen, Crosby, Stills, & Nash, James Taylor, Bonnie Raitt, The Doobie Brothers, Jackson Browne, Chaka Khan, Tom Petty, and Ry Cooder"

"Nearly 50 years later, solar and wind have gobbled up countless billions of dollars in R&D, leaving environmental hazards to wildlife and an inconsistency that is incompatible for today's power demands, especially from AI and their data centers. Nuclear has come back with a vengeance, and Wall Street has taken note. A joint directive from several governors and President Trump to PJM Interconnection urged the power grid operator to demand that data centers incur the cost for their own power generation."

"The key to nuclear power is through radioactive isotopes, production of which Oklo is a major player in the industry. However, isotope applications are not limited solely to nuclear energy; they are also used in the production of medical diagnostics and oncology, semiconductor manufacturing, oil and gas monitoring, and other applications. Several companies in the sector that also bear watching are: Oklo, Inc. Oklo specializes in designing Small Modular Reactors (SMR)."

Partial meltdown at Three Mile Island in 1979 prompted public fear and a shift toward solar and wind, energized by mass "No Nukes" concerts. Over decades renewables attracted billions in R&D but present wildlife hazards and intermittency that challenge continuous, high-demand loads such as AI data centers. Nuclear power is experiencing renewed investment and policy support. Governors and President Trump urged PJM to require data centers to bear generation costs. Meta advanced nuclear deployment by paying Oklo $25 million for phase 1 of an Ohio reactor. Oklo focuses on SMR designs and isotope production through Atomic Alchemy; isotopes serve medical, semiconductor, and oil-and-gas applications.

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