Lightbridge Corporation stock surges in 2025 amid AI and nuclear fuel advancements

Lightbridge Corporation (NASDAQ:LTBR) has seen significant stock gains in 2025, driven by trends in artificial intelligence and nuclear fuel technology. The company focuses on metallic fuel rods that lower reactor temperatures and reduce nuclear waste. A recent partnership with Oklo, another reactor company, aims to cut costs for both firms, contributing to the rise in LTBR shares. Despite these gains, Lightbridge remains pre-revenue and reported a net loss of $2.7 million in Q3 2024. The company had $26.6 million in cash but faces a high cash burn rate of $7.85 million year-to-date, which may lead to future dilution.