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NYSE:BWXT News 1 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.”
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

Centrus Energy shares surged 8.2% to $331.03 Friday, with trading volume near 1.6 million, after the U.S. signed a civil nuclear deal with Slovakia and investors focused on government-backed reactor plans. Cameco rose 3.2%, BWX Technologies 2.2%, and NuScale Power 7.0%. Centrus recently secured a $900 million Department of Energy contract to expand uranium enrichment in Ohio. U.S. markets reopen Tuesday.
NuScale Power stock pops on BofA upgrade as Meta’s nuclear push puts SMR names back in play

NuScale Power stock pops on BofA upgrade as Meta’s nuclear push puts SMR names back in play

NuScale Power shares rose 4.4% to $20.51 Friday after Bank of America upgraded the stock to neutral and cut its price target to $28. The move followed Meta’s announcement of major nuclear power contracts for its data centers, which lifted several nuclear-related stocks. About 51 million NuScale shares traded hands. U.S. markets reopen Monday.
NuScale Power stock jumps 15% on nuclear policy buzz — what traders watch before Tuesday’s open

NuScale Power stock jumps 15% on nuclear policy buzz — what traders watch before Tuesday’s open

NuScale Power shares closed up 15% at $18.78, with trading volume surging to 62.6 million ahead of a U.S. House hearing on nuclear licensing set for Jan. 7. The stock has gained over 30% in two sessions. Oklo and Nano Nuclear Energy also advanced. Investors are watching for policy signals and any follow-on equity raise after NuScale doubled its authorized share count in December.
6 January 2026
NuScale Power stock jumps 15% to start 2026 as nuclear names rally — what to watch Monday

NuScale Power stock jumps 15% to start 2026 as nuclear names rally — what to watch Monday

NEW YORK, Jan 3, 2026, 18:56 ET — Market closed NuScale Power Corp (SMR) shares climbed 15.1% on Friday to $16.31, after trading between $14.33 and $16.73. Volume was about 31.1 million shares. The move put the spotlight back on small modular reactor developers, a corner of the market that has been driven as much by shifting risk appetite as by company-specific milestones. “Value is outperforming growth and AI infrastructure is up, and … energy probably too,” said Jed Ellerbroek, a portfolio manager at Argent Capital in St. Louis, describing the market tone on the first trading day of 2026.
NuScale stock jumps 15% to start 2026 trading — here’s what investors watch next

NuScale stock jumps 15% to start 2026 trading — here’s what investors watch next

NEW YORK, January 3, 2026, 10:17 ET — Market closed. NuScale Power Corp shares jumped 15.1% to end Friday at $16.31, outperforming the broader market on the first trading day of 2026. The move matters because NuScale is one of the most actively traded U.S. names tied to the “SMR” theme — small modular reactors — a class of smaller, factory-built nuclear reactors pitched as faster to deploy than traditional plants. Friday’s gain also came as U.S. stocks steadied after late-December weakness, with the Dow up 0.66% and the S&P 500 edging higher while the Nasdaq finished slightly lower. Reuters
Oklo stock ends 2025 near $72: what’s driving OKLO and what investors watch next

Oklo stock ends 2025 near $72: what’s driving OKLO and what investors watch next

NEW YORK, December 31, 2025, 21:05 ET — Market closed Oklo Inc. shares were last up about 0.2% at $71.76 on Wednesday after the U.S. market close, capping a muted year-end session for the nuclear start-up. The near-flat finish matters because Oklo’s stock has been driven less by current earnings and more by expectations for when it can license and deploy its first reactors. That puts investors’ attention on regulatory timelines and how the company funds its buildout. Oklo+1 Oklo is developing what it calls the Aurora “powerhouse,” part of a wave of so-called small modular reactors (SMRs) — smaller

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Samsung Electronics stock price slips to 158,600 won as tech selloff bites; Monday in focus

Samsung Electronics stock price slips to 158,600 won as tech selloff bites; Monday in focus

7 February 2026
SEOUL, Feb 8, 2026, 00:42 KST — Market closed. Samsung Electronics Co Ltd (005930.KS) shares last closed down 0.44% at 158,600 won on Friday, after swinging between 151,600 and 160,300 won, with about 36 million shares traded. (StockAnalysis) With Seoul markets shut for the weekend, the next read comes on Monday — and it will be less about a single headline than whether the AI trade can keep its footing. This matters now because Samsung has become a liquid proxy for a crowded bet: that artificial intelligence spending keeps lifting demand for memory chips, even as investors trim exposure to
Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

7 February 2026
Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
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