OKLO catalysts
Catalysts and events linked to OKLO, newest first.
OKLO stock catalysts and risks
Latest published review: 2026-10-20
| Development | Transmission channel | Evidence | Condition to watch |
|---|---|---|---|
| Small Modular Reactor Backlogs Expand as Uranium Consolidates Near $85/lb 2026-10-04 · Watch | conversion of 18.1 GW pipeline into binding off-take agreements | Oklo maintains an 18.1 GW backlog tied to data center power demand. | Not recorded |
| Small Modular Reactor Backlogs Mount as AI Data Centers Seek Dedicated Power 2026-10-04 · Watch | commercial conversion of nonbinding power pipeline | Oklo holds an 18.1 GW backlog supporting future nuclear deployment. | Not recorded |
| Small Modular Reactor Backlogs Build Out Led by Oklo 18.1 GW and NuScale 7 GW 2026-10-04 · Watch | commercial conversion of 18.1 GW nonbinding SMR backlog | Oklo reported 18.1 GW backlog tied to AI datacenter power demand. | Not recorded |
| Small Modular Reactor Backlogs Expand Led by Oklo at 18.1 GW for Data Center Power Needs 2026-10-04 · Mixed | pipeline expansion versus execution risk on nonbinding customer letters of intent | Oklo has the largest backlog (18.1 GW) but much is nonbinding | Not recorded |
| SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demand 2026-10-04 · Mixed | commercial power backlog growth offset by nonbinding contract terms | Source notes Oklo's 18.1 GW backlog is largely nonbinding. | Not recorded |
| SMR Developers Accumulate Power Backlogs as Uranium Equities Pull Back 2026-10-04 · Mixed | commercial conversion of 18.1 GW non-binding backlog into definitive PPAs | Oklo leads SMR backlogs with 18.1 GW, though commitments remain non-binding. | Not recorded |
| Uranium Equities Rebound as AI Data Center Demand Drives SMR Backlogs 2026-10-04 · Mixed | commercial conversion rate of nonbinding SMR pipeline | Oklo holds 18.1 GW backlog with high proportion of nonbinding agreements. | Not recorded |
| Small Modular Reactor Backlogs Diverge as Oklo Logs 18.1 GW in Nonbinding Pipeline 2026-10-04 · Mixed | contract conversion rate impacting forward enterprise value multiples | Oklo holds an 18.1 GW backlog that remains predominantly nonbinding. | Not recorded |
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DateCardAvg 5d
- 2026-10-04Cameco Retraces to $85 as AI Data Center Nuclear Backlogs Expand to 18 GWCCJ OKLO SMR
- 2026-10-04Small Modular Reactor Backlogs Expand as Uranium Consolidates Near $85/lbCCJ OKLO SMR
- 2026-10-04Small Modular Reactor Backlogs Expand Led by Oklo at 18.1 GW for Data Center Power NeedsCCJ OKLO
- 2026-10-04SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demandCCJ OKLO SMR
- 2026-10-04SMR Developers Accumulate Power Backlogs as Uranium Equities Pull BackCCJ OKLO SMR
- 2026-10-04Uranium Equities Rebound as AI Data Center Demand Drives SMR BacklogsCCJ GEV OKLO+0.13%
- 2026-10-04Small Modular Reactor Backlogs Diverge as Oklo Logs 18.1 GW in Nonbinding PipelineGEV OKLO SMR+0.13%
- 2026-10-04Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical LoadAPLD CCJ OKLO
- 2026-10-04Small Modular Reactor Backlogs Mount as AI Data Centers Seek Dedicated PowerCCJ OKLO SMR
- 2026-10-04Small Modular Reactor Backlogs Build Out Led by Oklo 18.1 GW and NuScale 7 GWCCJ OKLO SMR
- 2026-09-16University Study Projects Small Modular Reactor Costs at $93/MWh vs $45 Market PricesOKLO
- 2026-09-16University Study Projects Small Modular Reactor Costs at $93/MWh vs $45 Market PricesOKLO SMR
- 2026-09-16University Study Projects Small Modular Reactor Costs at $93/MWh vs $45 Market PricesOKLO SMR
- 2026-09-14Small Modular Reactor Developers Advance Nuclear Power Plans Amid Grid Queue DelaysOKLO SMR
- 2026-08-30Nuclear SMR Developers Face Data Center Backlash and Natural Gas CompetitionOKLO SMR
- 2026-08-30SMR Developers Face Public Backlash and Natural Gas Bridge CompetitionOKLO SMR
- 2026-08-30SMR Developers Face Public Backlash and Natural Gas Bridge CompetitionOKLO SMR
- 2026-08-30Nuclear SMR Developers Face Data Center Backlash and Natural Gas CompetitionOKLO SMR
- 2026-08-30Small Modular Reactor Delays and Backlash Shift Data Center Power to Natural GasOKLO SMR UNG+2.23%
- 2026-08-30SMR Developers Oklo and NuScale Face Data Center Backlash and Timeline HeadwindsOKLO SMR
- 2026-08-30Datacenter Nuclear Push Faces Community Opposition as Gas Generation Fills Near-Term GapCAT OKLO SMR
- 2026-08-30SMR Nuclear Developers Face Local Datacenter Opposition and Gas ShiftOKLO SMR
- 2026-08-30Datacenter Nuclear Push Faces Community Opposition as Gas Generation Fills Near-Term GapCAT OKLO SMR
- 2026-08-30SMR Nuclear Developers Face Local Datacenter Opposition and Gas ShiftOKLO SMR
- 2026-08-30Nuclear SMR Developers Face Data Center Backlash and Natural Gas CompetitionOKLO SMR
- 2026-08-30SMR Nuclear Developers Face Public Backlash and Permitting DelaysOKLO SMR
- 2026-08-30SMR Nuclear Developers Face Public Opposition and Natural Gas CompetitionOKLO SMR
- 2026-08-30SMR Developers Oklo and NuScale Face Data Center Backlash and Timeline HeadwindsOKLO SMR
- 2026-08-30SMR Developers Face Public Backlash and Natural Gas Bridge CompetitionOKLO SMR
- 2026-08-30SMR Nuclear Developers Face Local Pushback and Competition from Natural GasOKLO SMR
- 2026-08-30Small Modular Reactor Delays and Backlash Shift Data Center Power to Natural GasOKLO SMR UNG+2.23%
- 2026-08-28Oklo and Meta Agree to Develop 1.2-GW Nuclear Power Facility in OhioCEG OKLO
- 2026-08-28Oklo enters agreement with Meta for 1.2GW nuclear plant in OhioOKLO
- 2026-08-28Meta Partners With Oklo for 1.2-Gigawatt Nuclear Power Project in OhioOKLO
- 2026-08-28Oklo enters agreement with Meta for 1.2GW nuclear plant in OhioCEG META OKLO+6.70%
- 2026-08-28Meta Partners With Oklo for 1.2-Gigawatt Nuclear Power Project in OhioMETA OKLO+6.70%
- 2026-08-28Oklo and Meta Agree to Develop 1.2-GW Nuclear Power Facility in OhioCEG META OKLO+6.70%
- 2026-08-20Morgan Stanley Warns of 38-Gigawatt AI Power ShortfallOKLO
- 2026-08-20Morgan Stanley Warns of 38-Gigawatt AI Power ShortfallGEV OKLO-1.26%
- 2026-08-20Morgan Stanley Warns of 38-Gigawatt AI Power ShortfallGEV OKLO-1.26%
- 2026-08-19Oklo and X-Energy SMR IPOs are pre-commercial; Oklo slightly ahead in timelineOKLO XE
- 2026-08-07Oklo Reports Q2 Results with Focus on Reactor Timelines and Cash BurnOKLO
- 2026-08-07Oklo Set to Report Q2 Results with Focus on Reactor TimelinesOKLO
- 2026-07-24Trump Admin Launches 'Project Prometheus' for AI-Focused Nuclear PowerOKLO SMR
- 2026-07-24Trump Admin Launches 'Project Prometheus' for AI-Focused Nuclear PowerOKLO SMR
- 2026-07-23Trump Admin Inks 30-Year Nuclear Deal with Saudi Arabia; CEG SurgesCEG OKLO
- 2026-07-23Trump Admin Inks 30-Year Nuclear Deal with Saudi Arabia; CEG SurgesCEG OKLO
- 2026-07-23US-Saudi Nuclear Deal and $200M AI Power Program Boost Constellation EnergyCEG OKLO
- 2026-07-05Oklo Stock Slumps 22% on $1B Equity Offering and Dilution ConcernsOKLO
- 2026-07-05Oklo Stock Slumps 22% on $1B Equity Offering and Dilution ConcernsOKLO
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