Geopolitics Alpha

House Data Center Power Bill Lifts Nuclear Stocks: Here's Why

Published . Updated .

OKLO, SMR and NNE surged after a House bill shifted data-center power costs toward operators, spotlighting advanced nuclear as dedicated supply.

Directly affected

  • OKLO Oklo

    Named in this report.

Indirectly affected

  • ABAT AMERICAN BATTERY TECHNOLOGY

    GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACM AECOM TECHNOLOGY CORP

    GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS

    GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AQN Algonquin Power & Utilities Corp

    GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CRDO CREDO TECHNOLOGY GROUP HOLDING

    GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • DJT TRUMP MEDIA & TECHNOLOGY GROUP COM

    GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
OKLO———————
ABAT———————
ACM———————
AOSL———————
AQN———————
CRDO———————
DJT———————

OKLO, SMR and NNE surged after a House bill shifted data-center power costs toward operators, spotlighting advanced nuclear as dedicated supply.

Source: Nasdaq Markets

The price since 18 Sep 2026: American Battery Technology (ABAT) versus the S&P 500

Since the first closing price after “House Data Center Power Bill Lifts Nuclear Stocks: Here's Why,” American Battery Technology (ABAT) is -38.33%. The S&P 500 fund (SPY) is -0.89% over the same days, a -37.44% difference versus the market.

ABAT
SPY

Who reported a American Battery Technology (ABAT) trade near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around American Battery Technology (ABAT)

Companies carried with this story

  • ABAT American Battery Technology

    For “House Data Center Power Bill Lifts Nuclear Stocks: Here's Why,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    For “House Data Center Power Bill Lifts Nuclear Stocks: Here's Why,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOSL Alpha & Omega Semiconductor

    Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “House Data Center Power Bill Lifts Nuclear Stocks: Here's Why.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AQN Algonquin Power & Utilities

    Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “House Data Center Power Bill Lifts Nuclear Stocks: Here's Why.” Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CRDO Credo Technology Group Holding

    Credo Technology Group Holding (CRDO) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “House Data Center Power Bill Lifts Nuclear Stocks: Here's Why.” Reason on file: GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DJT Trump Media & Technology Group

    Trump Media & Technology Group (DJT) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “House Data Center Power Bill Lifts Nuclear Stocks: Here's Why.” Reason on file: GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

American Battery Technology (ABAT)

American Battery Technology (ABAT) is the company in “House Data Center Power Bill Lifts Nuclear Stocks: Here's Why,” the 18 Sep 2026 this story story.

American Battery Technology (ABAT) is on the page because GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Aecom (ACM) is here too. Its reason reads: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for American Battery Technology (ABAT)

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59.

A simple score for American Battery Technology (ABAT)

46 out of 100

“House Data Center Power Bill Lifts Nuclear Stocks: Here's Why” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.