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Nuclear Energy News 13 January 2026 - 29 January 2026

Oklo stock price drops 9% as nuclear trade cools; DOE deadline is the next tell

Oklo stock price drops 9% as nuclear trade cools; DOE deadline is the next tell

Oklo Inc shares fell 9.3% to $85.59 Thursday, reversing gains after a surge on a new Buy rating and $138 price target from Texas Capital Securities. The drop hit peers, with NuScale Power down 8%. Oklo recently finalized a land deal with Meta for a 1.2-gigawatt nuclear campus in Ohio. The Energy Department on Wednesday sought state input on sites for “Nuclear Lifecycle Innovation Campuses.”
29 January 2026
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Oklo stock jumps nearly 11% on new Buy coverage as nuclear trade wakes up again

Oklo stock jumps nearly 11% on new Buy coverage as nuclear trade wakes up again

Oklo shares jumped 10.8% to $94.39 after Texas Capital Securities began coverage with a Buy rating and a $138 price target. The stock hit $95.25 intraday. Analysts cited Oklo’s Meta deal and Aurora reactor design but warned of risks tied to permitting and project timelines. Investors remain cautious as Oklo is still pre-revenue and in the build phase.
29 January 2026
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Oklo stock swings late as Bank of America upgrades OKLO on Meta nuclear campus deal

Oklo stock swings late as Bank of America upgrades OKLO on Meta nuclear campus deal

Oklo shares rose about 1% to $90.78 in after-hours trading Wednesday after Bank of America upgraded the stock to Buy and raised its price target to $127. Trading volume hit 24.2 million shares, with prices swinging between $86.04 and $100.10 during the day. Investors are watching the timing of power contracts, licensing progress, and funding needs.
22 January 2026
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NuScale Power stock whipsaws after BlackRock filing as investors scan fresh SMR economics study

NuScale Power stock whipsaws after BlackRock filing as investors scan fresh SMR economics study

NuScale Power shares fell 2.5% to $18.52 Wednesday after an early surge, with heavy trading volume. BlackRock disclosed a 3.4% passive stake in NuScale, holding 9.73 million shares as of Dec. 31. A study with Oak Ridge National Laboratory found positive economics for pairing NuScale reactors with a U.S. chemical plant, but no new contracts were announced.
21 January 2026
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NuScale Power stock pops as White House presses PJM on data-center power — what SMR investors watch next

NuScale Power stock pops as White House presses PJM on data-center power — what SMR investors watch next

New York, Jan 18, 2026, 08:29 EST — Market closed NuScale Power Corporation shares closed Friday around 7% higher, settling at $20.19. The stock fluctuated between $18.88 and $20.53 during the session, with roughly 34.9 million shares traded. Investors responded sharply to new signals from Washington about the U.S. power crunch driven by surging electricity demand from data centers. The White House called on PJM Interconnection to conduct an “emergency” procurement auction and backed a plan requiring data centers to cover the costs of new generation built for them — a concept known as “bring your own generation,” or BYOG.
18 January 2026
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Centrus Energy (LEU) stock price jumps into long weekend as nuclear fuel trade stays in focus

Centrus Energy (LEU) stock price jumps into long weekend as nuclear fuel trade stays in focus

NEW YORK, Jan 17, 2026, 08:24 (EST) — Market closed. Centrus Energy Corp (LEU) shares climbed 8.2% on Friday, closing at $331.03. Trading volume hit roughly 1.6 million shares, with prices swinging between $298.10 and $333.30 during the session. The bounce is significant since Centrus operates in a crucial segment of the nuclear supply chain: uranium enrichment. This process raises the uranium concentration for reactor fuel—a bottleneck investors are keenly watching. Friday brought a flurry of nuclear news. The U.S. inked a civil nuclear power deal with Slovakia, aiming to cut ties to Russian-designed reactors. The agreement centers on a
17 January 2026
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Oklo stock rises into long weekend as OKLO traders stay glued to Meta nuclear deal

Oklo stock rises into long weekend as OKLO traders stay glued to Meta nuclear deal

New York, Jan 16, 2026, 19:37 EST — After-hours Shares of Oklo Inc (OKLO.N) climbed nearly 4% on Friday, holding steady in after-hours trading. The nuclear developer enters the extended U.S. market weekend with its stock still reacting to data-center power agreements. This shift is critical now as Oklo has become a high-beta indicator for whether hyperscalers will truly invest in new nuclear generation—not just pay lip service. As a result, even minor headlines can jolt the stock, even if the company stays silent. The long weekend throws a curveball. With one less trading day next week, U.S. investors have
17 January 2026
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Oklo (OKLO) stock jumps as traders eye Meta nuclear campus timeline and insider sales

Oklo (OKLO) stock jumps as traders eye Meta nuclear campus timeline and insider sales

NEW YORK, Jan 16, 2026, 12:38 EST — Regular session Oklo Inc. shares climbed 2.9% to close at $94.14 on Friday, after fluctuating between $89.37 and $96.64 during the day. This move is significant as Oklo has turned into a high-beta play on the “power for AI” theme. Big tech firms are scrambling to secure long-term electricity contracts, pushing the market to revalue all assets linked to new energy generation. Sentiment is shifting quickly. Oklo dipped Wednesday amid a drop in U.S. stocks, though its slide was mild compared to the wider market selloff. (The Motley Fool) Oklo’s key driver
16 January 2026
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Oklo stock slips after insider sales filing; CEO flags labor crunch for nuclear buildout

Oklo stock slips after insider sales filing; CEO flags labor crunch for nuclear buildout

New York, Jan 14, 2026, 20:44 EST — Market closed. Oklo Inc. shares fell 1.2% on Wednesday and were last at $95.97, as investors weighed an insider sales filing and fresh comments on a tight labor market for new U.S. power plants. About 11.5 million shares changed hands. The stock has become a lightning rod in a trade built around data-center electricity demand and the scramble for “baseload” supply — power that runs around the clock, regardless of weather. That’s pulled small nuclear developers into the same tape as big tech and utilities, for better or worse. For Oklo, the
15 January 2026
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NASA’s Moon Nuclear Reactor Push Meets DOE Safety Rule Shake-Up — What Space and Nuclear Stocks Are Watching

NASA’s Moon Nuclear Reactor Push Meets DOE Safety Rule Shake-Up — What Space and Nuclear Stocks Are Watching

WASHINGTON, January 14, 2026, 03:25 EST NASA and the U.S. Department of Energy announced plans to develop a nuclear reactor for the Moon’s surface by 2030, reviving a partnership that places fission power at the heart of America’s lunar ambitions. Why it matters now: a reactor could provide a reliable power source during the Moon’s long periods of darkness, a key challenge for bases dependent on solar panels and batteries. This comes as the Energy Department revises sections of its nuclear regulations, a move that could change the timeline and expenses for projects dealing with radioactive materials — ranging from
14 January 2026
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Oklo stock slides in late trade as Meta nuclear deal meets insider selling and long timelines

Oklo stock slides in late trade as Meta nuclear deal meets insider selling and long timelines

New York, January 13, 2026, 3:27 PM ET — Regular session Oklo Inc. shares (OKLO) were down 3.3% at $99.10 in late afternoon trading on Tuesday, after swinging from an intraday high of $107.55 to a low of $98.04. The stock closed at $102.50 in the prior session. The pullback comes as nuclear-linked stocks stay headline-driven, with Big Tech hunting for round-the-clock power to run data centers and AI workloads. Meta Platforms last week lined up nuclear agreements with Vistra and also teamed with Oklo and Bill Gates-backed TerraPower to develop small modular reactors (SMRs) — smaller nuclear units meant
13 January 2026
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Vistra stock in focus as VST prices $2.25 billion notes; analysts cite Meta nuclear deal

Vistra stock in focus as VST prices $2.25 billion notes; analysts cite Meta nuclear deal

New York, Jan 13, 2026, 15:24 (EST) — Regular session Shares of Vistra Corp (VST.N) nudged up 0.2% to $172.95 on Tuesday, following the announcement that the power producer priced $2.25 billion in senior secured notes. The move aims to back its planned acquisition of Cogentrix. Vistra’s stock fluctuated between $170.85 and $177.76 during the session. The newly issued notes, maturing in 2031 and 2036, carry interest rates of 4.700% and 5.350%, respectively, with a closing date set for Jan. 22, according to the company. (Vistra Corp. Investor Relations) The debt sale puts Vistra’s balance sheet under the microscope as
13 January 2026
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Stock Market Today

iFAST share price drops 3% as markets shut; earnings next week in focus

iFAST share price drops 3% as markets shut; earnings next week in focus

7 February 2026
iFAST shares fell 3.2% to S$9.64 in heavy trading Friday, closing near the day’s low as investors awaited FY2025 results due Feb. 12. The stock is about 13% below its 52-week high. iFAST recently agreed to buy a 30% stake in Financial Alliance for S$19.6 million, pending regulatory approval. Assets under administration stood at S$30.62 billion as of Sept. 30.
Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

7 February 2026
Sembcorp shares closed at S$6.05 on Friday, down 0.33%, as Singapore’s STI dropped 0.8%. Shareholders approved the A$6.5 billion Alinta Energy takeover on Jan 30, but the deal still faces regulatory and closing conditions. Sembcorp will release FY2025 results on Feb 25 before market open. Trading volume reached about 4.3 million shares.
Hongkong Land share price drops 4% despite fresh buyback — what investors watch next

Hongkong Land share price drops 4% despite fresh buyback — what investors watch next

7 February 2026
Hongkong Land shares fell 4.2% to US$8.18 in Singapore on Friday after the company disclosed a buyback of 170,000 shares at US$8.5252 each on Feb. 5, with plans to cancel them. The drop followed a volatile week marked by a new Singapore real estate fund launch and an expanded buyback programme. Investors are watching for the group’s annual results on March 5.
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