OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale
Published . Updated .
Covered by 2 outlets: TradingView, Yahoo Finance.
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This report is about uranium and nuclear power and AI and big tech.
Directly affected
- OKLO Oklo+7.2% 9d
Named in this report.
- NNE Nano Nuclear Energy-32.0% 30d
Named in this report.
- SMR Nuscale Power
Named in this report.
Indirectly affected
- URA Global X Uranium ETF
Global X Uranium ETF: it holds uranium and nuclear-power companies. Linked by “smr” (uranium and nuclear power) in this story.
- NLR VanEck Uranium and Nuclear ETF
VanEck Uranium and Nuclear ETF: it holds uranium and nuclear-power companies. Linked by “smr” (uranium and nuclear power) in this story.
- QQQ Invesco QQQ-2.0% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- CCJ Cameco-8.7% 30d
Cameco (miscellaneous metal ores): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “smr” (uranium and nuclear power) in this story.
- NXE NexGen Energy
NexGen Energy (miscellaneous metal ores): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “smr” (uranium and nuclear power) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- LEU Centrus Energy-25.8% 30d
Centrus Energy (mining and quarrying of nonmetallic minerals (no fuels)): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “smr” (uranium and nuclear power) in this story.
- GOOGL Alphabet
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| OKLO | +16.20% | +13.79% | base | after close | after close | after close | after close |
| NNE | +12.49% | +11.35% | base | after close | after close | after close | after close |
| SMR | +6.92% | +10.76% | base | after close | after close | after close | after close |
| URA | +8.94% | +8.55% | base | after close | after close | after close | after close |
| NLR | +6.05% | +6.51% | base | after close | after close | after close | after close |
| QQQ | +5.87% | +5.02% | base | after close | after close | after close | after close |
| CCJ | +12.30% | +13.87% | base | after close | after close | after close | after close |
| NXE | +11.60% | +9.58% | base | after close | after close | after close | after close |
| MSFT | +4.85% | +4.61% | base | after close | after close | after close | after close |
| LEU | +15.62% | +16.67% | base | after close | after close | after close | after close |
| GOOGL | +14.89% | +1.62% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale TradingView
Source: TradingView
The price since 3 Nov 2026: Global X Fds (URA) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Cameco (CCJ) | three days earlier | +13.87% | final price |
| Cameco (CCJ) | five days earlier | +12.30% | final price |
| GOOGL | three days earlier | +1.62% | final price |
| GOOGL | five days earlier | +14.89% | final price |
| Centrus Energy (LEU) | three days earlier | +16.67% | final price |
| Centrus Energy (LEU) | five days earlier | +15.62% | final price |
| Microsoft (MSFT) | three days earlier | +4.61% | final price |
| Microsoft (MSFT) | five days earlier | +4.85% | final price |
| NLR | three days earlier | +6.51% | final price |
| NLR | five days earlier | +6.05% | final price |
| NNE | three days earlier | +11.35% | final price |
| NNE | five days earlier | +12.49% | final price |
| NXE | three days earlier | +9.58% | final price |
| NXE | five days earlier | +11.60% | final price |
| OKLO | three days earlier | +13.79% | final price |
| OKLO | five days earlier | +16.20% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | +5.02% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +5.87% | final price |
| SMR | three days earlier | +10.76% | final price |
| SMR | five days earlier | +6.92% | final price |
| Global X Fds (URA) | three days earlier | +8.55% | final price |
| Global X Fds (URA) | five days earlier | +8.94% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought OKLO, worth $15,001 - $50,000 on 28 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 36 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 50 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 60 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 68 days before publication. Filed 12 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Constellation Energy (CEG), worth $1,001 - $15,000 on 24 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Constellation Energy (CEG), worth $100,001 - $250,000 on 21 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Sen. John Boozman sold Constellation Energy (CEG) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 82 days before publication. Filed 11 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Vistra (VST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Vistra (VST), worth $15,001 - $50,000 on 28 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
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 Global X Fds (URA)
Companies tied to this story
- URA Global X Fds
In “OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale,” Global X Fds (URA) is linked, with no stored direction, medium confidence. Reason on file: Global X Uranium ETF: it holds uranium and nuclear-power companies. Linked by “smr” (uranium and nuclear power) in this story
- NLR
In “OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale,” NLR is linked, with no stored direction, medium confidence. Reason on file: VanEck Uranium and Nuclear ETF: it holds uranium and nuclear-power companies. Linked by “smr” (uranium and nuclear power) in this story
- QQQ Invesco Qqq Trust, Series 1
In “OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- CEG Constellation Energy
Constellation Energy (CEG) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale.” Reason on file: Constellation Energy (electric services): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “smr” (uranium and nuclear power) in this story
- VST Vistra
Vistra (VST) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale.” Reason on file: Vistra (electric services): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “smr” (uranium and nuclear power) in this story
- CCJ Cameco
Cameco (CCJ) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale.” Reason on file: Cameco (miscellaneous metal ores): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “smr” (uranium and nuclear power) in this story
- MSFT Microsoft
In “OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- LEU Centrus Energy
In “OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale,” Centrus Energy (LEU) is linked, with no stored direction, medium confidence. Reason on file: Centrus Energy (mining and quarrying of nonmetallic minerals (no fuels)): nuclear-power and uranium firms gain when nuclear plans grow. Linked by “smr” (uranium and nuclear power) in this story
Global X Fds (URA)
The 3 Nov 2026 story “OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale” names Global X Fds (URA) because of this story.
What ties Global X Fds (URA) to the headline is this: Global X Uranium ETF: it holds uranium and nuclear-power companies. Linked by “smr” (uranium and nuclear power) in this story
Also listed, NLR: VanEck Uranium and Nuclear ETF: it holds uranium and nuclear-power companies. Linked by “smr” (uranium and nuclear power) in this story
Price levels for Global X Fds (URA)
NLR traded between 104.77 and 111.10 across 2 sessions. The latest close on file is 105.24. QQQ traded between 683.47 and 762.84 across 20 sessions. The latest close on file is 690.51.
What the saved facts support for Global X Fds (URA)
54 out of 100
“OKLO, NNE, SMR Stocks In Focus: Wedbush Picks Oklo, Nano Nuclear As AI Power Demand Fuels Bull Case, Warns On NuScale” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.