$Oklo(OKLO.US) and $GE Vernova(GEV.US) both rose over five percentage points, $NuScale Power(SMR.US) edged up slightly, $X-Energy(XE.US) moved sideways, and $Constellation Energy(CEG.US) dipped slightly. The nuclear energy sector clearly split into two tiers today: the core of the AI power chain—small modular reactors (SMRs) and gas turbines—is rising, while traditional electric utilities are pulling back.

$Oklo(OKLO.US) is the most advanced in SMR commercialization and received DOE fuel permit progress on 6/24; $GE Vernova(GEV.US) continues to accumulate orders in the AI data center power order book; $NuScale Power(SMR.US) focuses on modular design standardization; $X-Energy(XE.US) follows the high-temperature gas-cooled reactor route; $Constellation Energy(CEG.US) is a nuclear power operator, growing through data center PPA long-term agreements. In the short term, focus on the SMR line; the next milestone is whether $Oklo(OKLO.US)'s second LOI will materialize in early September.