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Citi says Trump’s nuclear orders more positive than expected

Citi says President Trump on Friday signed four Executive Orders targeting faster nuclear deployment, driving nuclear stocks sharply higher. The announcements were more positive than expected with actionable guidance and mandated target, the analyst tells investors in a research note. Citi believes the political support, regulatory tone, and sentiment remain constructive for nuclear. That said, much of this is priced into shares of Oklo (OKLO) and Centrus Energy (LEU), contends the firm. Citi keeps Neutral ratings on both stocks.

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