White House Launches Space Nuclear Initiative, Boosting Oklo Shares

The White House Office of Science and Technology Policy (OSTP) has issued a memorandum establishing the National Initiative for American Space Nuclear Power. This new government entity is tasked with deploying nuclear power plants in Earth's orbit and on the surface of the Moon to strengthen the United States' strategic presence in space. This initiative builds upon an executive order issued in December 2025, which directed a significant expansion of American space capabilities. The OSTP memorandum outlines a coordinated effort between the National Aeronautics and Space Administration (NASA) and the Department of Defense to achieve these objectives. A primary goal of the program is the deployment of a lunar surface reactor ready for launch by 2030. While the timeline is ambitious, the federal government's commitment to space-based nuclear energy provides a critical tailwind for companies specializing in modular nuclear reactor (MNR) technology. Oklo (NYSE: OKLO), a pre-revenue MNR specialist, has emerged as a primary beneficiary of the policy shift. According to data from S&P Global Market Intelligence, the company's shares rose nearly 28% week-to-date as investors reacted to the company's alignment with federal strategic goals.