Oklo stock down 40% ahead of earnings. Nuclear energy company positioned in $10 trillion market opportunity driven by AI data center demand. Bank of America analysts highlight nuclear renaissance as electricity needs surge. Oklo's small modular reactors target reliable baseload power with smaller carbon footprint. Upcoming quarterly earnings could reveal significant project pipeline updates and new deals. McKinsey projects $7 trillion spending on data center capacity over next four years, extending through 2050. Rising power demand from AI infrastructure remains structural tailwind regardless of near-term announcements. Company already secured agreements with major technology firms and data center operators positioning it for long-term growth.
