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Oklo Shares Fall as Investors Weigh Geothermal PPA After Meta-Driven Surge

The pullback likely reflects profit-taking after last week's Meta announcement, with attention on Ormat's 20-year power deal with Switch.

Overview

  • Oklo stock was down about 4.8% late Wednesday morning after closing lower on Monday and Tuesday following Friday’s jump.
  • Shares spiked last week on news of a partnership with Meta Platforms that briefly returned the stock to early-December levels.
  • No new company-specific disclosures have been reported to explain this week’s declines, according to the latest coverage.
  • Ormat announced a 20-year power purchase agreement with data center operator Switch, with CEO Doron Blachar highlighting potential expansion of the relationship.
  • Analysis suggests geothermal’s geographic limits constrain its broad applicability for data centers, while the article maintains the bull case for Oklo remains intact despite the pullback.