Trump’s Nuclear Push Ignites Uranium Stocks: Oklo, Cameco, and Beyond

Trump’s Nuclear Ambitions Fuel a Surge in Uranium Stocks and Small Modular Reactor Innovators

Editorial Team (ET)May 29, 2025

The nuclear energy sector is positively radiating with excitement, and it’s no wonder why. On May 23, 2025, President Donald Trump put pen to paper, signing a series of executive orders that have sent uranium and nuclear energy stocks soaring like a reactor hitting critical mass. These bold moves, aimed at turbocharging America’s nuclear industry, have investors buzzing with optimism, and the market is responding with a fervor that’s hard to ignore. From small modular reactor (SMR) innovators to uranium mining giants, companies like Oklo, NuScale, Constellation Energy, Cameco, Uranium Energy, Energy Fuels, Centrus Energy, and the Global X Uranium ETF are basking in the glow of this policy shift. Let’s dive into the action and see why these stocks are the talk of Wall Street.

The catalyst for this nuclear renaissance is a set of executive orders that read like a love letter to the industry. Trump’s directives are a multi-pronged assault on regulatory red tape, aiming to fast-track reactor licensing, bolster national security through AI-integrated nuclear projects, and revive America’s nuclear fuel cycle. The Nuclear Regulatory Commission (NRC) has been given a tight 18-month deadline to greenlight reactor applications, a move that’s got critics fretting about oversight but has investors cheering the prospect of speedier project rollouts. Add to that a push to recycle uranium and plutonium, a nod to powering AI data centers with nuclear energy, and a plan to export U.S. nuclear tech globally, and you’ve got a recipe for a sector-wide boom.

Leading the charge is Oklo, the Sam Altman-backed startup that’s making waves in the SMR space. Its stock (NYSE:OKLO) skyrocketed 23% in the wake of the orders, and as of May 27, 2025, it’s up another 2.5%, trading at $50.048. Oklo’s Aurora model, designed to churn out 15 megawatts of power using recycled waste, is positioning the company as a frontrunner in the race to deploy next-gen reactors by 2027. Investors are betting big on Oklo’s regulatory traction and its potential to power everything from remote communities to, yes, those power-hungry AI data centers that seem to be popping up faster than memes on X.

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