Nuclear energy stocks are glowing green and emerging as top contenders in the 2025 “Trump Trades” arena. Experts note that the current administration’s pro-energy agenda could jumpstart a much-needed recovery in the nuclear industry, long hampered by regulatory delays and aging infrastructure. At the same time, Big Tech’s growing power demands are driving increased investments in reliable, clean electricity.
Oklo (OKLO) and Centrus Energy (LEU) stand out as outperformers as President Donald Trump backs AI and data center infrastructure in the U.S. Oklo is gaining traction with its cutting-edge small modular reactor technology and an innovative “build, own, operate” model that aims to secure long-term revenue through strategic power purchase agreements. Meanwhile, Centrus Energy positions itself to benefit from new domestic initiatives designed to modernize the uranium enrichment sector, reduce reliance on foreign supplies, and strengthen energy independence.
