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NuScale Jumps as Nuclear Stocks Rally to Start 2026

Traders cite a planned House hearing on nuclear deployment as the latest catalyst.

Overview

  • NuScale shares rose roughly 15% over the first 2026 trading sessions, following a 15.1% gain on Friday.
  • The advance tracked a broader upswing in nuclear names, with Centrus Energy, Oklo, and BWX Technologies also higher.
  • Politico reported the House Energy Subcommittee will hold a hearing this month on easing nuclear deployment and implementing President Trump’s May executive orders.
  • Market coverage highlighted heavy options activity and speculative momentum, with no new company announcements since November 6.
  • Caution persists as S&P Global Market Intelligence surveys show most analysts do not expect profits before 2030, and traders point to upcoming jobs and inflation data as a test of the move.