Nuclear Stocks Surge After Trump’s 2025 Executive Orders
- ProfitOnTheStreet
- May 23
- 4 min read
As of May 25, 2025, the energy sector is buzzing following Donald Trump's newly signed executive orders aimed at reviving America’s nuclear energy industry. These orders, signed on May 23, 2025, streamline the federal licensing process for nuclear plants, encourage domestic uranium mining, and support the development of advanced nuclear technologies like small modular reactors (SMRs).
With Washington now clearly backing a nuclear renaissance, investors are turning their attention to the best nuclear stocks that could benefit from this shift in U.S. energy policy. Below is a breakdown of the top nuclear energy stocks to watch right now.
1. Oklo Inc. (NYSE: OKLO)
Why It's a Top Nuclear Stock: Oklo is leading the next generation of microreactor and SMR technology, aiming to deliver clean, reliable power in compact form. Unlike traditional reactors, Oklo's Aurora powerhouses are designed to run for 10+ years without refueling and with minimal waste.
Recent Catalysts:
Went public via SPAC in 2024, now up over 400% since debut.
Received advanced reactor demonstration funding from the Department of Energy (DOE).
Partnered with data centers to supply AI-driven energy demands.
Why It Will Benefit:Trump’s executive orders include provisions to fast-track advanced nuclear projects—a clear win for Oklo’s innovation-focused model. Oklo is positioning itself to dominate the decentralized energy market.
2. Centrus Energy Corp. (NYSEAMERICAN: LEU)
Why It's a Top Nuclear Stock: Centrus is the only U.S.-based company licensed to produce High-Assay Low-Enriched Uranium (HALEU), which is essential fuel for many next-generation reactors, including Oklo's.
Recent Catalysts:
Completed its first production of HALEU in Ohio.
Signed multi-year supply contracts with SMR developers.
Gained inclusion in several nuclear-focused ETFs.
Why It Will Benefit:The Trump administration’s push to reduce dependence on Russian uranium plays directly into Centrus’s strength as a domestic nuclear fuel supplier. Expect more federal contracts and grants.
3. Constellation Energy (NASDAQ: CEG)
Why It's a Top Nuclear Stock: Constellation is the largest producer of carbon-free nuclear energy in the U.S., operating over 20 nuclear power plants across the country.
Recent Catalysts:
Signed an $840 million deal to power federal AI data centers.
Joined Microsoft and OpenAI in a coalition to meet growing power demands from AI infrastructure.
Launched initiatives to modernize existing nuclear assets.
Why It Will Benefit: Constellation’s existing infrastructure and ability to deliver base-load,
emissions-free power make it the cornerstone of Trump’s pro-nuclear strategy.
4. NuScale Power Corporation (NYSE: SMR)
Why It's a Top Nuclear Stock: NuScale is a pioneer in small modular reactors (SMRs) that are factory-built, cost-effective, and designed for rapid deployment. Its design is the first and only SMR to receive NRC approval.
Recent Catalysts:
Announced a new commercial agreement with Utah Associated Municipal Power Systems.
Secured over $1 billion in federal support.
Working with international partners for global deployment.
Why It Will Benefit: Trump’s executive orders specifically call for "accelerated deployment" of modular nuclear systems—making NuScale one of the most direct beneficiaries of the legislation.
5. Cameco Corporation (NYSE: CCJ)
Why It's a Top Nuclear Stock: Based in Canada, Cameco is one of the world’s largest uranium producers, supplying nearly 20% of global uranium demand.
Recent Catalysts:
Reopened McArthur River mine due to increasing uranium prices.
Entered new long-term contracts with utilities in the U.S. and Europe.
Strong balance sheet and reduced long-term debt.
Why It Will Benefit: As the U.S. seeks non-Russian uranium suppliers, Cameco is a prime alternative. It’s a blue-chip pick for investors looking for stable exposure to uranium prices.
6. Snow Lake Energy (NASDAQ: LITM)
Why It's a Top Nuclear Stock: Formerly a lithium-focused miner, Snow Lake Energy pivoted to uranium exploration, acquiring the Pine Ridge Uranium Project in Wyoming.
Recent Catalysts:
Filed updated resource estimates for Pine Ridge, indicating rich uranium veins.
Expected to receive fast-track permitting under Trump’s new order.
Partnering with domestic SMR developers for supply chain security.
Why It Will Benefit: As a junior uranium miner operating on U.S. soil, Snow Lake is now eligible for new federal funding and infrastructure support—potentially making it a sleeper hit in 2025.
7. Energy Fuels Inc. (NYSEAMERICAN: UUUU)
Why It's a Top Nuclear Stock: Energy Fuels is the largest uranium producer in the U.S., with assets in Utah, Arizona, and Colorado. The company also produces rare earth elements, adding a second growth vector.
Recent Catalysts:
Restarted mining operations at several uranium sites.
Signed MOUs with advanced reactor developers.
Positioned as a key node in the domestic uranium supply chain.
Why It Will Benefit: Trump’s orders favor “American energy dominance”—and Energy Fuels checks every box: domestic, scalable, and strategically vital.
Final Thoughts: Are Nuclear Stocks the Next Big Thing?
With bipartisan calls for energy independence, AI-driven electricity needs, and the return of pro-nuclear federal policy, this moment could mark the turning point for U.S. nuclear energy—and for the best nuclear stocks leading the charge.
From innovators like Oklo and NuScale, to fuel suppliers like Centrus and Energy Fuels, investors have a broad range of high-upside options in 2025.
📈 Investment Tip:Keep an eye on ETF alternatives like the Global X Uranium ETF (URA) and VanEck Uranium+Nuclear Energy ETF (NLR) for diversified exposure to these nuclear leaders.
Comments