zerohedge|May 26, 2026 12:47
Market rotating back into nuclear stocks again, which were crushed in recent months:
Nano Nuclear Energy +10.4% after it acquired nuclear logistics and transportation company Secured Transportation Services LLC for $13 million. Secured Transportation will allow Nano Nuclear to scale through spent fuel, HALEU fuel and advanced reactor components transportation, according to a release
Oklo +10% after the DOE selected it for advanced negotiations under the Surplus Plutonium Utilization Program. The program will give Oklo surplus plutonium for conversion into nuclear fuel “This program creates a pathway to use existing surplus material as bridge fuel for advanced reactors to bring more reactors online sooner,” CEO Jacob DeWitte wrote in a release
Vicor Corp. +7.7% after it raised its 2Q revenue guidance to $142 million from $126 million. Vicor received a new licensee for its power system technology, which is expected to raise product revenues and royalties, according to a release
Other nuclear stocks also gained: NuScale +5.4%, Vertiv +5.1%(zerohedge)
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