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Oklo Vs. X-Energy: Is the New Nuclear IPO the Better Buy?

After its IPO, X-Energy's shares are up nearly 20% so far this month. Will they crush Oklo's?

Oklo Vs. X-Energy: Is the New Nuclear IPO the Better Buy?

Published August 19, 2026 · Category: Finance

Overview

Sometimes it's good to be the hot new stock in an industry ripe for disruption. And that's exactly what Oklo (NYSE: OKLO) was when it went public in May 2024 through a SPAC (special purpose acquisition company) merger. The small modular reactor (SMR) company had a compelling plan focused on artificial intelligence (AI), support from AI guru Sam Altman, and an incoming nuclear-friendly presidential administration.

But one problem with being the hot new stock is that you eventually become the not-so-new stock, leaving room for another company to assume that role.

Details

That's exactly what happened in April when X-Energy (NASDAQ: XE) went public. This new SMR company has a compelling AI-focused plan, support from AI hyperscaler Amazon (NASDAQ: AMZN), and a nuclear-friendly presidential administration. Wait a minute... this sounds familiar!

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Source

Originally published at www.fool.com.

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