Overview
- Shares have surged more than 500% in 2025 but fell over 15% this week before a Friday bounce, following a critical report on the lofty market value.
- Cathie Wood’s ARK Autonomous Tech ETF sold about 53,353 shares (roughly $8.5 million), adding to near‑term selling pressure.
- Oklo reported zero revenue and a $24 million Q2 net loss, holds about $683 million in cash, and targets first Aurora operations in 2027–2028 with an NRC filing expected by year‑end 2025.
- Recent developments include alliances with newcleo and Blykalla to build U.S. fuel infrastructure with up to $2 billion of support, plus Defense Department program involvement and HALEU supply agreements.
- Analyst views remain mixed with a reported ‘Moderate Buy’ consensus and targets implying downside, while the Financial Times and Jim Cramer highlighted risks tied to valuation, licensing and scale.