Fact Sheet: President Donald J. Trump Deploys Advanced Nuclear Reactor Technologies for National Security

Fact sheetInvestment or subsidyPublished 25/05/23Open the original

Summary

President Trump directs the Secretary of the Army to build a reactor at a domestic military installation operating within three years, has DOE deploy advanced reactors with the private sector to power AI infrastructure at its sites within 30 months, and releases at least 20 metric tons of high-assay low-enriched uranium for private projects.

By industry

Nuclear Power1 trading day+7.8%p15 stocks5 trading days+6.7%p15 stocks20 trading days+16.9%p15 stocks
“rapidly deploy advanced nuclear technologies to support national security objectives”
Defense1 trading day−1.1%p15 stocks5 trading days−1.8%p15 stocks20 trading days−1.1%p15 stocks
“build a nuclear reactor at a domestic military installation”

Day by day after the announcement

Nuclear Power stocks and the S&P 500 after the announcement, cumulative %
Day	Nuclear Power stocks	S&P 500
25/05/22	0.0%	0.0%
25/05/23	+7.0%	−0.8%
25/05/27	+11.1%	+1.4%
25/05/28	+9.8%	+2.1%
25/05/29	+7.6%	+1.1%
25/05/30	+7.7%	+1.0%
25/06/02	+8.1%	+1.7%
25/06/03	+10.1%	+2.1%
25/06/04	+9.9%	+2.1%
25/06/05	+8.3%	+1.6%
25/06/06	+11.1%	+2.8%
25/06/09	+12.8%	+2.8%
25/06/10	+10.8%	+3.3%
25/06/11	+17.1%	+3.1%
25/06/12	+17.1%	+3.4%
25/06/13	+16.8%	+2.3%
25/06/16	+20.3%	+3.3%
25/06/17	+19.2%	+2.4%
25/06/18	+20.8%	+2.5%
25/06/20	+19.9%	+2.0%
25/06/23	+20.3%	+3.5%

Korean stocks in these industries

Doosan Enerbility 034020
Hyundai E&C 000720
KEPCO E&C 052690
KEPCO 015760
Hanwha Aerospace 012450
Korea Aerospace Industries 047810
LIG Defense & Aerospace 079550
Hyundai Rotem 064350

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Eric M. DemarcoPresident & CEO
BuyKratos Defense & Security Solutions
Buy
Kratos Defense & Security Solutions
KTOS
$250.4K
7,455 sh
$250.4K
Filed 25/05/12
Traded 25/05/12
James A. Winnefeld Jr.Director
BuyRTX
Buy
RTX
RTX
$23.6K
200 sh
$23.6K
Filed 25/04/23
Traded 25/04/23
Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$50.3M
177,611 sh
$50.3M
Filed 25/06/17
Traded 25/06/13
Stephanie F. PopeEVP, Pres. & CEO, BCA
SellBoeing
Sell
Boeing
BA
$3.1M
16,768.13 sh
$3.1M
Filed 25/05/05
Traded 25/05/01
Carrie Lee KirbyEVP and Chief Admin. Officer
SellVistra
Sell
Vistra
VST
$16.9M
107,494 sh
$16.9M
Filed 25/05/21
Traded 25/05/19
Michael Stuart KleinDirector
SellOklo
Sell
Oklo
OKLO
$9.4M
150,000 sh
$9.4M
Filed 25/06/23
Traded 25/06/20
M. Klein AssociatesDirector
SellOklo
Sell
Oklo
OKLO
$9.4M
150,000 sh
$9.4M
Filed 25/06/23
Traded 25/06/20
Scott A. HudsonEVP & President Vistra Retail
SellVistra
Sell
Vistra
VST
$8.8M
56,000 sh
$8.8M
Filed 25/05/22
Traded 25/05/20
Scott B. HelmDirector
SellVistra
Sell
Vistra
VST
$8.6M
50,000 sh
$8.6M
Filed 25/06/06
Traded 25/06/05
Christopher E. KubasikChair and CEO
SellL3HARRIS Technologies
Sell
L3HARRIS Technologies
LHX
$8.2M
33,061 sh
$8.2M
Filed 25/06/13
Traded 25/06/12
David Christopher RaymondEVP, Pres. & CEO, BGS
SellBoeing
Sell
Boeing
BA
$729.2K
3,899 sh
$729.2K
Filed 25/05/05
Traded 25/05/02
Kristopher E. MoldovanEVP and CFO
Sell10b5-1 planVistra
Sell10b5-1 plan
Vistra
VST
$7.2M
45,000 sh
$7.2M
Filed 25/05/29
Traded 25/05/27
Kristopher E. MoldovanEVP and CFO
Sell10b5-1 planVistra
Sell10b5-1 plan
Vistra
VST
$7M
49,668 sh
$7M
Filed 25/05/02
Traded 25/05/01
M. Klein AssociatesDirector
SellOklo
Sell
Oklo
OKLO
$6.4M
100,000 sh
$6.4M
Filed 25/06/23
Traded 25/06/18
Michael Stuart KleinDirector
SellOklo
Sell
Oklo
OKLO
$6.4M
100,000 sh
$6.4M
Filed 25/06/23
Traded 25/06/18
Kristopher E. MoldovanEVP and CFO
Sell10b5-1 planVistra
Sell10b5-1 plan
Vistra
VST
$6.3M
34,944 sh
$6.3M
Filed 25/06/18
Traded 25/06/17
Stephanie Zapata MooreEVP and General Counsel
SellVistra
Sell
Vistra
VST
$5.7M
35,000 sh
$5.7M
Filed 25/05/29
Traded 25/05/27
John R. SultDirector
SellVistra
Sell
Vistra
VST
$4.3M
25,000 sh
$4.3M
Filed 25/06/10
Traded 25/06/06
John Lawrence HopkinsCEO
SellNuscale Power
Sell
Nuscale Power
SMR
$379.6K
22,674 sh
$379.6K
Filed 25/05/09
Traded 25/05/08
Srinivas AttiliEVP, Civilian
BuyScience Applications International
Buy
Science Applications International
SAIC
$10.2K
100 sh
$10.2K
Filed 25/06/05
Traded 25/06/03