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Nuclear stocks fall sharply as 10-year Treasury yield hits 5.26%, with Energy Fuels down 9%.

Market News
14 Oct 2026
24/7 Wall Street
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Bearish
Nuclear stocks fall sharply as 10-year Treasury yield hits 5.26%, with Energy Fuels down 9%.

Nuclear energy stocks, including NuScale Power, Energy Fuels, and Oklo, have dropped significantly due to rising long-term Treasury yields, which reached 5.26%. This increase raises borrowing costs and lowers the present value of future earnings, hitting nuclear developers hard since their projects are capital-intensive and returns are often years away. Energy Fuels, which sells physical uranium products today, saw the steepest decline at 9%, showing that even companies with current revenue are affected. The sector faces ongoing challenges as financing costs rise, impacting project viability and investor sentiment.

NuScale Power trades at USD 5.94 on Pluang, down 8.55% as of Oct 14, 2026 22:41 WIB. Energy Fuels also fell sharply, priced at USD 8.35 with a 9.92% drop. Oklo shares are at USD 29.70, down 6.54%, showing continued selling pressure in nuclear stocks on the platform.

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