$OKLO (Oklo Inc.) — investor discussion on X

Earnings report

Aurora-Idaho项目已获得DOE初步文件安全分析（PDSA）批准，现场施工已进入结构钢安装阶段，目标2027年完成首个燃料组件。

TD Cowen Initiates Hold on Oklo, PT $26

Analyst sees disruptive potential but flags cost, execution, and recycling economics concerns; rare institutional rating amid selloff.

Oklo Hits New 52-Week Low, Down Over 60% YTD

Stock under pressure with multiple PT cuts; market watches pipeline and regulatory progress

Oklo Launches Another $1B Stock Sale, Dilution Reaches 37%

Second large offering this year, further diluting existing shareholders

Oklo Selected by DOE to Advance Groves 2 Forge

Company announcement confirms DOE selection, expanding into medical isotope business

DOE announces $4.2B nuclear investment; Oklo among beneficiaries

Federal funding for PA/OH nuclear expansion supports sector

Google's 20-Year Nuclear Deal with Constellation Boosts Oklo and Nuclear Stocks

Google's 890MW nuclear deal underscores long-term power demand from AI data centers, benefiting Oklo and peers

UBS Cuts Oklo PT to $41, Maintains Neutral

UBS trims PT on near-term execution risk, cites strong policy support

Holtec Cancels IPO, Easing Competitive Pressure on Oklo

Holtec cancels $900M IPO due to weak sentiment, plans to retry in 3-6 months; near-term positive for Oklo

Oklo Hits 70-Week Low After $1B Stock Sale Announcement

Dilution concerns weigh on shares, highlighting execution risks

EIB Backs SMRs, Potential Boost for Oklo and Peers

European institutional funding validates SMR sector, aiding Oklo

Oklo CEO sells 120k shares for $4.6M; fresh $1B ATM same week

CEO sale on Sept 1 precedes fresh ATM launch; timing proximity noted

8-K: Item 1.01, Item 1.02, Item 9.01

PJM Pulls Oklo's Ohio Project, Grid Link May Delay 14 Months

PJM removes Oklo's Ohio project from grid review, delaying timeline by at least 14 months

Oklo Posts $81.6M Q2 Net Loss; Aurora Reactor Construction Underway

Co. in early construction phase of first SMR posts Q2 loss; Meta 1.2-GW Ohio project pre-construction 2027, general construction late 2028

Oklo Shares Rebound as Nuclear Sector Recovers

Premarket up ~4%, extending 12% prior gain; SMR stocks see investor return, though NuScale fell 7%

Oklo Reports First Revenue, Reactor Criticality, and Centrus LOI

New LOI with Centrus for HALEU to power up to 5 Aurora plants

Oklo Raises 2026 Spending Guidance, Q2 Loss Misses on Higher Costs

Higher spending to protect Aurora INL 2028 startup; Q2 loss widened Y/Y and missed estimates

Earnings report

Oklo的Groves同位素反应堆在破土动工后约11个月内实现首次临界，成为史上从绿地到临界最快的私营全尺寸反应堆。

Analysts See Nuclear Renaissance, Oklo Named Pure-Play SMR Pick

Motley Fool compares Oklo among SMR stocks, citing AI data center power demand

Oklo's Groves Reactor Achieves First Criticality, Construction-to-Operation in Under a Year

CEO says milestone proves advanced nuclear can move from construction to operation in under a year, serving as a model for scaling future reactors and isotope production.

Earnings report

Oklo的Groves同位素反应堆在破土动工后约11个月内实现首次临界，成为史上从绿地到临界最快的私营全尺寸反应堆。

Oklo Receives DOE Startup Authorization for Groves Reactor

Reactor reached criticality in under a year after groundbreaking, first DoE Reactor Pilot Program project on private greenfield site to do so

Oklo to Report Earnings Next Week, AI Power Demand in Focus

Multiple financial media and traders flag Oklo's earnings week, with AI power demand as key focus

Insider selling $10.4M (3)

8-K: Item 5.02

Oklo Joins Federal AI Nuclear Push

Report says Oklo joins federal effort to speed nuclear for AI data centers

Oklo Announces Date for Q2 2026 Financial Results and Business Update Call

Company confirms upcoming Q2 results and business update