OKLO

Snapshot

mcap $4.7B · fwd P/E -24.0 · P/S 3881.8 · margin 0% · short 21.9% of float · beta 1.2 · earnings in 5d · 1% of 52w range

Active theses holding OKLO

Nuclear stack

The AI boom is straining energy infrastructure, driving growth in small modular nuclear reactors and existing nuclear operators in the U.S.

by Xaviar · 0 backers

0.50

AI sentiment

Φ 0.70

Recent news

Tech Giants Invest in Nuclear SMRs for AI Data Centers

Tech giants including Microsoft, Google, Amazon, Meta, and Oracle are investing in nuclear energy, particularly small modular reactors (SMRs), to power AI data centers requiring hundreds of megawatts. Key projects includ

Oct 29, 2026

Nuclear Power Stocks Split Between Signed Customers and Licensing Hurdles

Nuclear power stocks are split between companies with signed customers and those still facing licensing hurdles. Constellation Energy and Vistra have secured 20-year power purchase agreements with Meta and Microsoft, bac

Oct 29, 2026

Amazon's nuclear bet lifts NuScale, Constellation, Oklo stocks

Amazon's commitment to fund 12 small nuclear reactors at a former Indiana coal plant has energized the nuclear energy sector, boosting stocks like NuScale Power, Constellation Energy, and Oklo. NuScale, a $2.5 billion ma

Oct 20, 2026

Oklo advances domestic isotope supply with Groves reactor progress

Oklo Inc. is advancing its domestic isotope supply chain with the Groves-1 Isotope Test Reactor in Texas, which received startup authorization from the U.S. Department of Energy on July 23, 2026, and achieved first criti

Oct 13, 2026

Nuclear Utilities Offer Safer Path Amid Developer Collapse

Nuclear energy stocks have fallen sharply over the past year, with developers like NuScale Power down 82%, Oklo 75%, and Nano Nuclear 68%, as investors sour on long timelines and no revenue. In contrast, established nucl

Oct 12, 2026

3 Nuclear Stocks Gain as AI Drives Power Crunch

AI-driven electricity demand is tightening grid capacity, with hyperscalers signing multi-decade nuclear contracts. PJM's capacity auction cleared at $329.17/MW-day for 2026/27, and 2026 hyperscaler CapEx guidance exceed

Oct 01, 2026

Oklo and NuScale May Survive Market Crash, But Dilution Risk Looms

Bank of America projects nuclear energy as a $10 trillion global opportunity, with small modular reactors (SMRs) potentially supplying 20% of nuclear power by 2050. SMR stocks NuScale Power and Oklo have dropped roughly

Oct 01, 2026

NuScale Power Rises 4% Despite $750M Dilution Fears

NuScale Power shares rose 4% to $8.07 on Wednesday despite ongoing dilution concerns from a new $750 million at-the-market share-sale program. The company's diluted share count surged 173% year-over-year to about 365 mil

Sep 30, 2026

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