Nuclear power is experiencing a resurgence in the U.S. due to its efficiency, reliability, and zero emissions, with a focus on recommissioning old plants, building new ones, and developing small modular reactors (SMRs). Companies like Oklo (NYSE: OKLO) and Centrus Energy (NYSEMKT: LEU) have seen significant stock gains of 365% and 252%, respectively, outpacing the S&P 500’s 13% return. While both are nuclear operators, they occupy different segments of the nuclear value chain. Investors should consider their distinct business models when evaluating these stocks.
