OKLO's one-step NRC licensing strategy could speed up deployment by reusing approvals across future sites.
Oklo is designing small, compact reactors that can supply continuous power to data centers. The company is pre-revenue, yet is a large-cap stock.
With nuclear demand climbing, OKLO is gaining ground in small modular reactors with a scalable model, while SMR works through execution risks.
OKLO advances fast-reactor tech using surplus plutonium, turning Cold War waste into a nuclear energy asset.
Oklo CEO Jacob DeWitte joins ‘Squawk on the Street' following to discuss turning plutonium stockpiles into energy, Oklo's reactor concept and more.
Oklo's regulatory pathway shifted after DOE Reactor Pilot Program selection, allowing construction to proceed while NRC commercial licensing continues in parallel. DOE approval of the Aurora fuel fabrication safety document enables assembly at Idaho National Laboratory, directly addressing nuclear fuel bottlenecks. Oklo's diversified fuel strategy spans government legacy fuel, enrichment partnerships, and a future Advanced Fuel Center, reducing Generation IV supply risks.
OKLO soared over 300% in 2025, but mounting risks from dilution and delays may test investor conviction.
Oklo (NYSE: OKLO) and NuScale Power (NYSE: SMR) both operate in the small modular reactor space, but their recent quarterly results reveal two companies at radically different stages.
OKLO's new $1.5B ATM program adds major financing flexibility as the company accelerates reactor deployment, fuel recycling, and isotope production.
The nuclear energy companies, which include the likes of reactor innovator Oklo (NASDAQ:OKLO) and Canadian uranium producer Cameco (NYSE:CCJ), have been a pretty popular way to bet on the great AI race without betting on the technological innovators themselves.
OKLO's volatile microreactor ambitions and D's steady nuclear backbone offer a stark contrast as both vie for a growing clean-power future.
OKLO jumps as its binding Siemens Energy deal pushes the Aurora project into construction and cuts major supply-chain risk.