Nuclear Stocks Plunge Tuesday: Oklo Down 5%, Constellation Energy Down 4%, NuScale Down 5%

Nuclear Stocks Plunge Tuesday: Oklo Down 5%, Constellation Energy Down 4%, NuScale Down 5%

Nuclear stocks cratered Tuesday even as broader utilities caught a bid, and the reason has nothing to do with reactors. A collision of rising long rates and shaken AI spending confidence is rewriting how the market prices the entire sector.