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Nuclear stocks are reversing hard today even as NuScale announced a real operational win, and the gap between improving fundamentals and falling share prices points to something more unsettling happening beneath the surface.
Oklo, X-Energy, NuScale Power, Nano Nuclear Energy and Uranium Energy lost between 8% and 9% on Thursday due to a combination of valuation concerns, profit-taking, and AI-related worries.
Nuclear stocks looked unstoppable just weeks ago, but a brutal month-long selloff has split the sector into two very different stories, and knowing which side you are on could determine whether you hold, buy the dip, or walk away entirely.
UEC misses Q3 fiscal 2026 earnings estimates as operating costs surge, reflecting spending on mine development and broader U.S. fuel-cycle plans.
Uranium Energy bides its time, waiting for great prices to emerge before selling its uranium.
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