Nuclear energy stocks jumped in morning trading. NANO Nuclear Energy rose 17%; Lightbridge rose 8%; Energy Fuels and Oklo rose 7%; NuScale Power and Nexgen Energy rose 5%; Cameco rose 4%; Denison Mines rose 3%;

Nuclear energy has emerged as a top pick for Big Tech hyperscalers seeking to power artifcialintelligence data centers. The result, what some are calling a "nuclear renaissance" has pushednuclear stocks higher.

Nuclear energy stocks surged 40% year-to-date through 2025 as technology giants, including Microsoft, Amazon, and Google signed multibillion-dollar power agreements to fuel AI data centers. Nuclear operators and uranium producers are seeing their strongest growth cycle in decades.

This is due to generative AI, which consumes 10 times more energy than traditional web searches. Trump administration policies are targeting a quadrupling of U.S. nuclear capacity to 400 gigawatts by 2050. Technology companies are projected to invest $250 billion in AI infrastructure in 2025 alone, with Microsoft allocating $80 billion. The result? Urgent demand for reliable baseload power that intermittent renewables can’t match.

US President Trump’s four executive orders signed in May 2025 mandate regulatory reform, expedited licensing, and major federal support for nuclear infrastructure. The Department of Energy relaunched its $900 million SMR support program and is actively facilitating reactor restarts and power uprates. Pretty sharp reversal from decades of nuclear stagnation.