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Trump's Nuclear Orders Just Triggered a 30% Stock Surge — But the Real Catalyst Is Still 75 Days Away

Nuclear Energy Stock Market Chart
Small modular reactor companies explode higher as President invokes Cold War-era powers to fast-track AI data center energy solutions
EDITOR'S NOTE:

While mainstream media focuses on yesterday's immediate 30% nuclear stock gains, industry insiders are positioning for what could happen when Trump's 90-day China trade truce expires on August 12th. The confluence of accelerated nuclear approvals and potential renewed trade tensions could create the perfect storm for energy independence stocks.

Early investors may have just witnessed the opening act of what could be the most significant nuclear build-out in U.S. history — and the window for establishing positions at these levels may close quickly once institutional buying accelerates.

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Trump's Final Reset
The secret "wealth war" behind the tariff havoc
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President Donald Trump's sweeping nuclear energy executive orders, signed Friday in the Oval Office, have sent small modular reactor (SMR) stocks soaring as investors bet on a new era of expedited nuclear approvals to power America's artificial intelligence boom.

The market response was immediate and dramatic, with nuclear technology companies posting some of their largest single-day gains in months on Friday.

Now, as the dust settles from Friday's historic session, the focus shifts to identifying which companies are best positioned to capitalize on the new regulatory landscape over the coming months.

Nuclear Stocks Exploded on Regulatory Fast-Track Promise

30%+ Nano Nuclear Energy Gains
23% Oklo Jump
19% NuScale Surge
Key Changes:
  • NRC must decide on license applications within 18 months
  • Complete overhaul of Nuclear Regulatory Commission planned
  • Most aggressive pro-nuclear stance from U.S. administration in decades

This represents a fundamental shift that could slash years off regulatory timelines that have historically stalled nuclear projects. Constellation CEO Joe Dominguez and Oklo CEO Jacob DeWitte joined Trump at Friday's signing ceremony.

Defense Production Act Invoked for Energy Independence

Trump invokes Cold War-era Defense Production Act to declare national emergency over reliance on Russia and China for nuclear materials.
What This Means:
  • Federal agencies directed to identify suitable lands for nuclear development
  • Streamlined permitting processes
  • DOE and Defense authorized to build reactors on federal land
  • Nuclear energy treated as national security imperative

The timing is critical as U.S. power consumption is estimated to reach record highs in 2025 and 2026, after stagnating for nearly two decades. Power-hungry AI data centers and crypto miners are driving unprecedented demand, with the August trade deadline now just 78 days away.

"Our confidence in the AI revolution data center buildout is increasing under the Trump administration, with nuclear energy ultimately playing a key role in powering data centers," Wedbush analysts said.

Robotics Revolution Modal
Editor's Note:

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Nuclear Investment Ad
Trusted Partner Presentation
The Trump Nuclear MEGA-Boom!

"For AI... We have to produce massive electricity that we don't have. Nuclear has become very safe, very good." - President Trump

Here's why nuclear stocks are expected to skyrocket under Trump's second term.

Nuclear Plant
Watch Now - Get Nuclear Investment Insights
Nuclear Article with Sidebar - Block 4

SMR Technology Positioned for Massive Market Expansion

$278M Market Size by 2033
48.7% Annual Growth Rate
300MW SMR Capacity
Major Tech Deals Already Signed:
  • Amazon: Agreements with Energy Northwest
  • Google: 500MW from Kairos Power across six reactors
  • AWS: 5GW+ of new nuclear projects by 2039

SMRs are prefabricated units that can be transported and installed on-site, making them more affordable and faster to build than traditional nuclear plants. This explosive growth reflects the perfect alignment between AI's energy appetite and SMR's reliable, carbon-free baseload power.

✓ Trusted Partner Presentation

The No.1 Stock for Trump Bump Profits

Those who move today could 10X Their Money.

Money & Markets' Chief Investment Strategist, Adam O'Dell, just unveiled his No. 1 stock to capitalize on the 'Trump Bump' in the markets.

"On the cusp of exploding upwards… as a direct result of Trump's latest move."

Leading Companies Race for First-Mover Advantage

NuScale Power (SMR):
  • First SMR design approved by NRC
  • 77 MWe generation capacity
  • Standard Power deal for Ohio/Pennsylvania plants (2 GW by 2029)
Oklo (OKLO) - Sam Altman-backed:
  • 75-MW reactor design in development
  • Q4 2025 formal license application target
  • "Pre-application readiness assessment" with NRC underway
Nano Nuclear Energy (NNE):
  • ZEUS and ODIN microreactor products
  • Focus on transportable, remote location reactors
  • Clean, efficient, on-demand energy solutions

What This Could Mean for Investors

The combination of Trump's nuclear acceleration orders and the approaching August 12th expiration of the China trade truce creates a unique convergence that could dramatically reshape the energy sector.
Key Investment Catalysts:
  • Regulatory approval timelines potentially cut in half
  • Federal land now available for development
  • Nuclear tax credits preserved in Trump's spending bill
  • August trade deadline just 78 days away adds urgency to energy independence

This represents a rare opportunity to position ahead of what could be the most significant nuclear build-out in U.S. history.

Smart investors are watching for companies with existing NRC relationships, proven technology designs, and strategic partnerships with major data center operators — a perfect storm of regulatory momentum, technological readiness, and customer demand.
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  • CNBC - Nuclear stocks rally as Trump signs executive orders to support industry
  • Reuters - Nuclear stocks surge after Trump signs orders to boost industry
  • OilPrice - Nuclear Stocks Surge on Trump Reactor Approval Plans
  • Data Center Dynamics - Nuclear power and SMRs: the solution to data center energy woes?
  • BIS Research - Small Modular Reactor Market for Data Centers Expected to Reach $278 Million by 2033
If this article makes sense,
YOU NEED TO WATCH THIS BELOW...
Trump's Energy Mega-Boom

"I'm shocked."

Donald Trump has a problem.

As his close advisor Elon Musk points out, new AI is growing by a factor of 10 every six months.

We've never seen any tech grow this fast.

And the problem is… this AI requires MASSIVE amounts of electricity.

Barron's reports that Artificial Intelligence is "devouring enormous amounts of electricity."

The Washington Post writes that "artificial intelligence, data centers and the boom in clean-tech manufacturing are pushing America's aging power grid to the brink."

And Forbes confirms, "AI is pushing the world toward an energy crisis."

When Trump saw the magnitude of this problem, he was "shocked."

"We have to produce massive electricity that we don't have," says Trump.

But that's why I'm writing you today.

President Trump has a plan to unleash huge amounts of energy in the first year of his term.

And that could be very profitable for the companies that provide it.

And in fact, one type of energy has caught Trump's eye.

It is more efficient than coal or natural gas.

It's cleaner than solar or wind.

And a brand new technology is set to make it faster and more mobile than ever before.

Nvidia, Amazon, Microsoft, OpenAI, and others are investing heavily in the energy Trump is targeting.

And investors who move now could potentially make anywhere from 1,000% to 4,000% over the next four years.

Don't Miss This Opportunity!

Get Details on the Three Best American Companies →

Discover which companies could profit from this situation

Sincerely,


Marc Lichtenfeld

Author of Get Rich with Dividends and Chief Income Strategist of The Oxford Club

P.S. One of these American companies has already seen operating income jump 10X from where it was three years ago.

These are very fast moving.

So get the breakdown of all three companies right here.

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