New York, Jan 16, 2026, 19:37 EST — After-hours
- Oklo shares rose 3.8% by Friday’s close but showed no movement in after-hours trading
- The stock is still tied closely to forecasts surrounding Big Tech-supported nuclear projects for data centers
- U.S. markets will be closed Monday; trading resumes Tuesday
Shares of Oklo Inc (OKLO.N) climbed nearly 4% on Friday, holding steady in after-hours trading. The nuclear developer enters the extended U.S. market weekend with its stock still reacting to data-center power agreements.
This shift is critical now as Oklo has become a high-beta indicator for whether hyperscalers will truly invest in new nuclear generation—not just pay lip service. As a result, even minor headlines can jolt the stock, even if the company stays silent.
The long weekend throws a curveball. With one less trading day next week, U.S. investors have limited time to digest fresh filings, remarks, or deal updates. Oklo is trading like a stock ready to gap on sparse volume.
Oklo closed the regular session at $94.95, climbing $3.48 on roughly 15.4 million shares changing hands, after fluctuating between $89.37 and $96.64. Nuclear-linked stocks showed varied moves: NuScale Power jumped around 7%, Centrus Energy added about 8%, but Vistra dropped close to 7%, and Constellation Energy dipped nearly 10%.
Meta Platforms revealed last week it secured 20-year power purchase agreements with existing nuclear plants and plans to back small modular reactor projects alongside Oklo and TerraPower. The company aims to tap up to 6.6 gigawatts of nuclear energy by 2035. (Reuters)
Oklo announced that its deal with Meta allows the tech giant to prepay for power and bankroll early development of a planned 1.2-gigawatt nuclear campus in Pike County, Ohio. Pre-construction work and site characterization are expected to kick off in 2026, with a first phase aiming for 2030 and full-scale expansion to 1.2 GW by 2034, Oklo said. “Two years ago, Oklo shared its vision … today, that vision is becoming a reality,” CEO Jacob DeWitte noted. Meta’s global energy lead, Urvi Parekh, added the project will back its regional operations, including the “AI supercluster” in New Albany. (Oklo)
Small modular reactors are compact nuclear units that developers aim to replicate and roll out more quickly than the big plants in operation now. Investors are banking on rising data-center demand to drive these projects ahead — and on private capital arriving early enough to prevent delays.
On the flip side, the risks are straightforward and well-known: licensing and execution. The U.S. Nuclear Regulatory Commission rejected Oklo’s operating license in 2022. Any more regulatory setbacks, rising costs, or funding problems could derail timelines and weigh on a stock that’s already valued in years of forward momentum. (Reuters)
Traders will be closely monitoring any fresh disclosures on the Meta deal next week, along with updates on permitting and fuel supply. They’ll also be watching to see if the wider nuclear sector can stay steady after a turbulent period.
U.S. stock markets are closed Monday in observance of Martin Luther King Jr. Day and will resume trading on Tuesday, Jan. 20 — marking the next key moment to gauge OKLO’s momentum following the holiday break. (Nyse)
