Grant Bishop

Tuesday, 10 November 2026 · Markets closed · Edition 20

Oklo

OKLO

Oklo designs small modular nuclear reactors that aim to supply electricity to data centers and other large power users. We follow it because the power needed to run AI, not the chips, now sets the pace of the build, and Oklo's business supplies that power.

Checked against the company's own business description in its latest annual filing. · entry updated 2026-10-19
Ticker
OKLO
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Last refreshed from 10-Q filed (EDGAR)

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The living report

Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.

last revised 19 Oct 2026 · next scheduled disclosure 10 Nov 2026 · results for the quarter ending Sep 2026
The full report

Members: queues this company for a report on a coming night.

The market record

Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.

Last close$26.84
close of 9 Nov 2026 · Massive and Yahoo agree
The day's range$22.73 – $27.73
9 Nov 2026 · both providers agree
Market value$5.2 billion
the 9 Nov 2026 close × 195,289,593 shares outstanding on the 10-Q cover, as of 4 Nov 2026

Filings

Newest first, from EDGAR. Where a piece read a filing, one line of what it said.

6 Nov 202610-Q · period ending 30 Sep 2026
11 Sep 20268-K · period ending 10 Sep 2026
7 Aug 202610-Q · period ending 30 Jun 2026
28 Jul 20268-K · period ending 22 Jul 2026
17 Jun 202610-Q/A · period ending 31 Mar 2026
8 Jun 20268-K · period ending 3 Jun 2026
13 May 20268-K · period ending 13 May 2026
12 May 202610-Q · period ending 31 Mar 2026
14 Apr 20268-K · period ending 10 Apr 2026
17 Mar 202610-K · period ending 31 Dec 2025
4 Dec 20258-K · period ending 4 Dec 2025
12 Nov 202510-Q · period ending 30 Sep 2025
3 Sep 20258-K · period ending 3 Sep 2025
11 Aug 202510-Q · period ending 30 Jun 2025
16 Jun 20258-K · period ending 12 Jun 2025
9 Jun 20258-K · period ending 4 Jun 2025
13 May 202510-Q · period ending 31 Mar 2025
22 Apr 20258-K · period ending 22 Apr 2025
24 Mar 202510-K · period ending 31 Dec 2024
24 Mar 20258-K · period ending 24 Mar 2025
7 Mar 20258-K · period ending 4 Mar 2025
5 Feb 20258-K · period ending 5 Feb 2025
17 Jan 20258-K · period ending 13 Jan 2025
27 Dec 20248-K · period ending 27 Dec 2024
14 Nov 20248-K · period ending 14 Nov 2024
14 Nov 202410-Q · period ending 30 Sep 2024
13 Nov 20248-K · period ending 13 Nov 2024
13 Nov 20248-K · period ending 12 Nov 2024
6 Nov 20248-K · period ending 5 Nov 2024

Where it sits in the frame

Reports next

10 Nov 2026 · expected, per Nasdaq · results, quarter to Sep 2026

What it bears on

Latest disclosed

10-Q · filed 2026-08-07 · period ending 2026-06-30

Read the filing

Machine-readable

/index/OKLO.json

What it has disclosed

Newest first. Every figure traces to a filing; "Show sources" shows which.

—No figure from this company appears in a committed piece yet.

Mentioned in

Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.

—No piece names this company yet.

Same question

Other companies under Who supplies the power?

This entry

19 Oct 2026Entry rewritten in plain words: what the company sells, and why we follow it.
12 Oct 2026Verified against the 10-Q filed 2026-08-07 at launch.

Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.

Follow Oklo. The weekly piece, and a note when a filing moves it.

Record

Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.

Verification
multi-source verified, machine-drafted, human-gated
As of
2026-08-07
Position disclosure
The publisher holds index-level U.S. equity exposure and no direct position in any single name discussed.
Not advice
General commentary for a general audience. Not advice for your situation.
Sources (12)