--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42311281.md" description: "$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." datetime: "2026-06-30T10:02:35.000Z" locales: - [en](https://longbridge.com/en/topics/42311281.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42311281.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42311281.md) author: "[日富一日](https://longbridge.com/en/profiles/27514703.md)" --- # $Oklo(OKLO.US) and $GE Vernova(GEV.US) both rose o… ### Related Stocks - [GEV.US](https://longbridge.com/en/quote/GEV.US.md) - [XE.US](https://longbridge.com/en/quote/XE.US.md) - [CEG.US](https://longbridge.com/en/quote/CEG.US.md) - [OKLO.US](https://longbridge.com/en/quote/OKLO.US.md) - [SMR.WS.US](https://longbridge.com/en/quote/SMR.WS.US.md) - [SMR.US](https://longbridge.com/en/quote/SMR.US.md) ## Comments (2) - **楚瀛 · 2026-06-30T21:50:22.000Z**: Bought Oklo in June, and SMR has been falling ever since, down nearly 30% - **新用户_xaQVKh · 2026-06-30T13:47:06.000Z**: This piece of junk stock can go to hell