Power & Energy · Report

Nuclear stocks fell sharply as NuScale Power dropped.

The sell-off in small modular reactor names suggests investors are reassessing how quickly nuclear power can supply AI data centers.

Trade pressSlicast · October 12, 2026 at 15:53 UTC · US · Source: Pluang

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Nuclear reactor stocks fell sharply, led by NuScale Power, Oklo, and Centrus Energy. NuScale dropped 7% and is now down 53% year-to-date. The selloff reflects investor concerns about long construction timelines, limited firm orders, and ongoing cash burn, particularly at NuScale and Oklo, which have yet to generate reactor revenue. Centrus Energy, which earns revenue from uranium enrichment, saw a smaller decline. The sector's retreat contrasts with a flat broader market, pointing to company-specific worries about nuclear project delays.

Trading data on Pluang as of October 12, 2026, 22:51 WIB shows NuScale Power down 6.53% at USD 6.73, Oklo down 5.75% at USD 32.70, and Centrus Energy down 3.58% at USD 137.34, reflecting continued volatility in nuclear-related stocks on the platform.

Investors will be watching for signed commercial reactor orders and project milestones to gauge the sector's future prospects.

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