The U.S. nuclear energy sector experienced a surge in stock prices as companies like Oklo, NuScale Power, and Nano Nuclear Energy saw significant increases following the Treasury Department and IRS's release of revised rules for hydrogen production tax credits. The market responded positively to the new tax incentives, with enthusiasm towards clean energy initiatives. The policy changes aim to lower barriers for deploying technologies like hydrogen production from nuclear sources, thus supporting the development of small modular reactors (SMRs) and enhancing the profitability of existing nuclear plants. The revised tax credit rules align with the growing focus on sustainable energy solutions, highlighting nuclear power's importance, especially through SMRs, in meeting energy demands with reduced emissions. Companies like Constellation Energy and Vistra also witnessed stock surges, indicating the broader market's approval of policies favoring clean energy. While the immediate impact is promising, the article emphasizes the importance of scaling operations, securing investments, and navigating regulatory complexities for sustained success in the transitioning energy landscape. Despite the market optimism, the article underscores the need for effective execution to realize the potential benefits of the policy changes.