$Centrus Energy(LEU.US) surged over seven points, and $X-Energy(XE.US) also rose six points, with the nuclear fuel sector leading the gains. $Centrus Energy(LEU.US) secured a $900 million fixed-price HALEU contract and is set to be included in the S&P 600 in mid-July, making its catalysts even stronger; $X-Energy(XE.US) moved more in line with the sentiment of the nuclear energy sector. $Constellation Energy(CEG.US) edged up, supported by steady growth in data center long-term power purchase agreement prices; $Oklo(OKLO.US) and $NuScale Power(SMR.US) saw slight pullbacks from their previous gains.

The underlying logic for this batch is the same—AI data center power demand has revalued nuclear power and SMRs. However, the nuclear fuel side has tangible contracts in place, while the SMR side is still waiting for the next commercialization milestone, leading to a performance divergence within the same supply chain.