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Shares of nuclear energy companies surged on Monday amid geopolitical uncertainty following President Trump's intervention in Venezuela. Companies producing small modular reactors (SMRs), including Nuscale, Oklo, and Nano Nuclear, saw double-digit gains.

Nuclear fuel suppliers such as Lightbridge, Critical Metals, Centrus Energy, and Energy Fuels also reported significant increases. The intervention's impact on Venezuelan President Maduro's imprisonment could disrupt U.S.-China agreements on rare earth metal access, including uranium, potentially tightening supplies and raising prices.

This shift may enhance the value of new nuclear technologies and suppliers, alongside increasing U.S. investments in domestic uranium producers. Rising electricity demand related to AI is also expected to further boost uranium prices and nuclear power usage in the coming years.