Nuclear Stocks Rally as Google's Reactor Deal Lifts the Sector

Google has signed a long-term deal with Constellation Energy to increase output from existing nuclear reactors, boosting stocks of small modular reactor developers like NANO Nuclear Energy, Oklo, and NuScale Power despite their reactors being in development. NuScale Power holds a regulatory advantage with a certified design but commercial deployments for these companies remain pending.

This Wire brief sits within Fusion42's coverage of Climate Tech.