Oklo wins big with Aurora reactor as U.S. Air Force taps nuclear power for Alaska base

Oklo Inc. just hit the nuclear jackpot. The U.S. Defence Logistics Agency Energy has issued a Notice of Intent to award the startup a deal to deploy its advanced Aurora powerhouse at Alaska¡¯s Eielson Air Force Base. Translation: the military just picked Oklo to fuel its Arctic ops with next-gen fission energy.

$OKLO ... Oklo Inc. (NYSE: OKLO), an advanced nuclear technology company, has been issued a Notice of Intent to Award (NOITA) by the Defense Logistics Agency Energy (DLA Energy), on behalf of the Department of the Air Force (DAF) and the U.S. Department of Defense, to provide¡­ pic.twitter.com/pDckmMwpxx

¡ª Marty Chargin (@MartyChargin) June 11, 2025

Oklo¡¯s nuclear dream gets a military green light

With a $7.3 billion market cap and a stock that has exploded over 450% in the last year, Oklo is not just riding the nuclear wave¡ªit is leading it. The Aurora reactor, a sleek, sci-fi-ready microreactor, promises to deliver continuous energy, off-grid capabilities, and that hot fusion of electricity and heat needed in the frosty wilds of Alaska.

This deal is part of the Department of the Air Force¡¯s microreactor pilot program aimed at powering up critical defence infrastructure. Oklo is not just building the plant¡ªthey will design it, own it, operate it, and supply power under a long-term contract. It is like signing a lifetime Netflix subscription, except it is nuclear.

Is that loco enough for you?$OKLO ? +26% https://t.co/0DEMAYoJ5t pic.twitter.com/YKdmZrT5si

¡ª TrendSpider (@TrendSpider) June 11, 2025

Oklo¡¯s CEO Jacob DeWitte made it clear this partnership reflects confidence in their ability to deliver clean and secure energy for mission-critical installations. Translation? The government trusts them to not mess this up.

Stock soars, but analysts urge caution

While Oklo¡¯s stock has shown crazy momentum¡ªup 173% in just six months¡ªInvestingPro has gently tapped the brakes. According to their data, Oklo¡¯s shares may be trading above fair value. But hey, when your company is literally changing the nuclear game, investors tend to get giddy.

Oklo is also turning heads at the U.S. Nuclear Regulatory Commission, where their Licensed Operator Topical Report is now under review. This move could fast-track the licensing process and give Aurora reactors a serious advantage in upcoming projects.

$OKLO has been picked by the U.S. Department of Defense to deliver clean power to Eielson AFB in Alaska through its Aurora microreactor under a long-term PPA.

The project supports the Air Force¡¯s energy resilience push.$SMR $BWXT $RTX $LMT $GE pic.twitter.com/BNOqYiq1r1

¡ª Stock Market Insights (@TheStockSignals) June 11, 2025

They are also aligning with Washington¡¯s pro-nuclear vibes. Oklo supports the White House¡¯s executive orders to accelerate deployment of advanced nuclear tech, perfectly syncing with its vision to push America¡¯s energy independence agenda.

Boardroom buzz and wall street love

At its recent stockholder meeting, Oklo re-elected Michael Klein and Lt. Gen. (ret.) John Jansen to the board and locked in Deloitte & Touche LLP as its independent auditor. Wall Street is loving the momentum, William Blair just slapped an ¡°Outperform¡± rating on the company, while Craig Hallum sees major upside in Oklo¡¯s reactor revolution.