New York, Jan 14, 2026, 20:44 EST — Market closed.
Oklo Inc. shares fell 1.2% on Wednesday and were last at $95.97, as investors weighed an insider sales filing and fresh comments on a tight labor market for new U.S. power plants. About 11.5 million shares changed hands.
The stock has become a lightning rod in a trade built around data-center electricity demand and the scramble for “baseload” supply — power that runs around the clock, regardless of weather. That’s pulled small nuclear developers into the same tape as big tech and utilities, for better or worse.
For Oklo, the near-term story is less about quarterly numbers and more about the long road to building plants: permits, staffing and funding. Small changes in that outlook can move the stock fast.
A Form 4 filed on Tuesday showed co-founder and Chief Operating Officer Caroline Cochran sold 26,741 shares on Jan. 9 at a weighted-average price of $111.38. The filing listed additional sales through trusts tied to Cochran and to holdings linked to her spouse, Oklo CEO Jacob DeWitte, and said the transactions were made under a Rule 10b5-1 plan adopted on March 31, 2025 — a preset trading plan often used to avoid the appearance of trading on inside information. (SEC)
Separately, DeWitte said on Bloomberg TV that shortages of skilled workers could become a bottleneck for the buildout of new power plants, and that Oklo’s Ohio site was picked in part for worker availability. He said the first of the company’s small reactors may go into service there by 2030. (Bloomberg Tax)
Oklo last week said it had an agreement with Meta Platforms that would allow Meta to prepay for power and fund early work on a planned 1.2-gigawatt campus in Pike County, Ohio. “Meta’s funding commitment in support of early procurement and development activity is a major step in moving advanced nuclear forward,” DeWitte said in the statement. (Oklo)
The broader backdrop was soft for risk assets. The Nasdaq 100 tracker QQQ fell 1.1% and Meta dropped 2.4%. Vistra fell 1.5%, while NuScale Power rose 3.2%.
But the risks are not hard to sketch. Labor constraints, regulatory reviews and financing needs can stretch schedules and raise costs — a problem for companies that need capital years before they can sell electricity.
What’s next is a mix of macro and company news. Traders will watch Thursday’s 8:30 a.m. ET batch of U.S. releases, including weekly jobless claims and the Empire State manufacturing survey, for any shift in rates and risk appetite. (Newyorkfed)
