Nuclear reactor developers Oklo, NuScale Power, and Uranium Energy saw their stocks rise 3-5% Monday following a sharp selloff last week. The gains are driven by renewed investor interest linked to policy expectations rather than company-specific news or operational progress. Oklo and NuScale, both small modular reactor developers, led the rebound, reflecting their sensitivity to policy changes, while Uranium Energy, a fuel supplier, gained less. Investors are advised to view this as a volatile, policy-driven trade rather than a sign of fundamental business improvement, with caution recommended before increasing exposure.
Oklo trades at USD 40.44 on Pluang, up 6.42% as of Sep 21, 2026 21:32 WIB, showing strong recovery momentum. NuScale Power also rose 5.39%, priced at USD 8.71 with high trading volume. Uranium Energy gained 2.24%, trading at USD 10.03, reflecting more modest investor interest compared to the others.
Shares of NuScale Power fell 7% after a recent policy-driven rally reversed, with the stock now down 40% year-to-date. The decline follows the House passing the Ratepayer Protection Act, which initially boosted nuclear developers by shifting energy c...
Shares of nuclear developers Oklo and NuScale Power surged 13% and 10% respectively following a House vote on the Ratepayer Protection Act, which would require large data centers to pay for their own power generation and grid upgrades. This policy co...
