Key Points – Oklo reported an $81.6 million year-to-date net loss through Q2 2026 but ended the quarter with $3 billion in cash and marketable securities.
The company raised its 2026 operating cash-use outlook to $120 million–$150 million and capital-spending forecast to $400 million–$500 million as it accelerates project execution. – The Groves isotope reactor in Texas reached first criticality less than a year after groundbreaking, providing operational and construction experience for future projects
Oklo expects to complete commissioning over the next year, while initial isotope revenue is more likely to come from its Idaho laboratory beginning in early 2027. – Development of the Aurora reactor portfolio is advancing, including safety approval and site work at Aurora-INL, which remains targeted for a 2028 startup. Oklo is also pursuing a 1.2-gigawatt Ohio clean-energy campus for Meta and multiple fuel pathways, including HALEU, recovered materials and potential surplus plutonium. – Nano Nuclear’s Air Force Contract Puts Its Short-Squeeze Setup in Focus Oklo (NYSE:OKLO) reported a year-to-date net loss of $81.6 million through the second quarter of 2026 while outlining progress across its power, fuel and isotope businesses, including first criticality at its Groves isotope facility in Texas and continued development of its Aurora powerhouse projects. The company ended the quarter with $3 billion in cash and marketable securities, including $1.6 billion in cash and cash equivalents and $1.4 billion in marketable securities.
Chief Financial Officer Craig Bealmear said the balance included $1.9 billion raised through the company’s at-the-market programs during 2026. – The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Oklo increased its 2026 outlook for cash used in operating activities to between $120 million and $150 million, from a prior range of $80 million to $100 million. It also raised expected spending on property, plant and…