The gains in NuScale Power (NYSE:SMR) and Oklo (NYSE:OKLO) were part of a complex-wide rotation into nuclear names, with the Global X Uranium ETF (NYSEARCA:URA) up 4% against a falling broad market. Analysts noted no fresh company-specific catalysts for the move, and both stocks remain significantly down year-to-date, with NuScale still 24% and Oklo 39% in the red for 2026.