DASHBOARDCONTRACTORSOKLO
OKLONuclear / Energy

Oklo Inc

Advanced fission microreactor developer backed by Sam Altman. Aurora powerhouse design targets DoD forward bases, data centers, and remote industrial sites. NRC site permit secured for Idaho deployment.

$31.08
$1.61 (+5.44%)

◆ KEY PROGRAMS

Aurora 15MWe MicroreactorIdaho National Lab SiteDoD Forward Base PowerData Center Nuclear PowerNRC Combined License ApplicationUsed Fuel Recycling

◆ RECENT CONTRACTS

DoD Pilot Microreactor — Idaho

DoD / OSD · 2026-03-12
$200M

Hyperscaler Power Agreement (Undisclosed)

Commercial · 2026-02-08
$800M+

INL Site Use Agreement

DoE / INL · 2025-12-20
$24M

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◆ GEOPOLITICAL HEADWINDS (5)

Taiwan Strait: PLA Navy Conducts Largest Exercise Since 2024

SEV 9

Satellite imagery confirms 47-vessel PLA Navy exercise in Taiwan Strait with live-fire components. Japan raises alert level. US 7th Fleet repositions.

EU Expands Russia Sanctions — 14th Package Targets Defence Supply Chains

SEV 7

New EU sanctions package targets Russian microelectronics procurement networks. Secondary sanctions on third-country intermediaries.

Middle East: Houthi Anti-Ship Missile Hits Commercial Vessel

SEV 8

Greek-flagged tanker struck in Red Sea. USN Destroyer USS Laboon intercepts 2 additional missiles. Oil futures spike 2.1%.

DPRK Tests Hypersonic Glide Vehicle — 8th Launch This Year

SEV 7

North Korea launches HGV variant from mobile TEL. Trajectory indicates Mach 10+ terminal speed. Japan activates J-Alert.

US-China Chip Export Controls Tightened — ASML Restrictions Expanded

SEV 6

Commerce Dept expands entity list. ASML barred from servicing DUV systems in China. Beijing retaliates with rare earth export controls.

◆ FINANCIALS

Revenue$0M (pre-revenue)
Ebitda-$48M
Backlog$1.4B
P/E Ratio-84.2
Div Yield0%

◆ RISK FACTORS

NRC licensing timeline uncertainty
First-of-kind construction risk
Capital intensity pre-revenue
Public perception of nuclear

◆ RELATED

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

Powell Press Conference: "Patient Approach Remains Appropriate"

SPEECHHAWKISH

Fed Governor Waller: Data Supports Holding Through Q3

SPEECHHAWKISH
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