NuScale And Oklo Heat Up, These Leveraged Nuclear ETFs Are Soaring Past 30%
ETFs tied to NuScale surged more than 30% Tuesday as renewed investor interest in nuclear energy sent SMR, Oklo shares higher.
Stocks · News reference
Piper Sandler Initiates Coverage On Oklo with Overweight Rating, Announces Price Target of $55
Reference Details
Connected Markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Checked
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related Headlines
Small Modular Reactors (SMRs) Market Demand Insights Innovation
The SMR market has fundamentally shifted from proving technological feasibility to securing manufacturing capacity, fuel supply, and regulatory approval. Non-utility buyers like hyperscalers and industrial operators are now driving demand, with fabrication slots and HALEU fuel supply emerging as critical bottlenecks. The market is projected to reach $11.7 billion by 2033 at 9.2% CAGR, but only a narrow set of approved designs will capture disproportionate market share as latecomers face structurally disadvantaged economics.
Better Small Modular Reactor Stock to Buy After the Sell-Off: Oklo vs. NuScale Power
Both Oklo and NuScale Power have experienced significant stock declines in 2026 (down 45% and 37% respectively) despite growing demand for nuclear power from AI data centers. The article recommends Oklo as the better investment due to its vertically integrated business model, Meta partnership, and stronger cash position ($3B vs $1.9B), with analysts setting a median one-year price target of $80 per share representing potential 97% upside.