Several nuclear-related stocks start the week with big gains, extending continued momentum following recent investments by Amazon Web Services and Google into nuclear energy as a power source for data centers.

In Monday's trading: Oklo (OKLO) +24%, Lightbridge (LTBR) +16%, NuScale Power (SMR) +15.4%, Nano Nuclear Energy (NNE) +9.4%, Centrus Energy (NYSE:LEU) +8.5%.

ETFs: (URA), (NLR), (URNM)

AWS recently announced three agreements to advance nuclear energy projects: a partnership with Energy Northwest in Washington, targeting an initial 320 MW of capacity with potential expansion to 960 MW; and partnership with Dominion Energy in Virginia to explore small modular reactor deployment near the North Anna nuclear station, aiming to generate at least 300 MW of power in the region; and an investment in X-energy to support SMR manufacturing, potentially generating 5 GW of nuclear capacity.

Alongside the Amazon deals, Google signed an agreement to purchase power from a series of small modular reactors developed by Kairos Power.

Centrus Energy (LEU) CEO Amir Vexler appeared on 60 Minutes last night to discuss continued U.S. dependence on Russia for enriched uranium to help fuel 94 nuclear reactors that provide ~20% of America's energy needs; in May, the U.S. Congress banned the import of Russian-enriched uranium, but the ban will not take full effect for another four years.

Vexler told 60 Minutes it will take 6-7 years for Centrus (LEU) to reach full capacity at the company's Piketon, Ohio, plant.