Nuclear stocks are getting attention again, driven by a flurry of announcements around new reactor deals, including Brookfield Asset Management (BAM) teaming up with The Nuclear Company to roll out Westinghouse AP1000 and AP300 reactors, while Blue Energy (BUENF) works with GE Vernova (GEV) on a hybrid gas and nuclear design. At the same time, a recent Gallup poll shows record U.S. support for nuclear power, pointing to a shift where policy support and demand are starting to turn into actual projects, not just talk.
Oklo (OKLO) has been riding that momentum. Earlier this year, it secured a long-term power deal with Meta Platforms (META), which gave its small modular reactor model a real vote of confidence and pushed the stock higher. Then on June 4, 2026, Oklo said it had closed its acquisition of ARMEC, a precision manufacturing firm focused on high-tolerance nuclear components.
