Small modular reactor stocks jump as nuclear sector shows signs of recovery amid market selloff.

Stocks of small modular reactor developers NuScale Power and Oklo rose sharply by 13% and 7% respectively, signaling renewed investor interest in the nuclear energy sector despite a broadly declining market. This rally comes without new company-specific news but reflects a rotation back into nuclear stocks after a summer selloff. NuScale remains down 24% and Oklo down 39% year-to-date, indicating the sector still faces challenges. Investors are watching for sustained gains in uranium-related ETFs and fuel companies like Centrus Energy to confirm a lasting recovery in nuclear stocks.