Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
BofA is turning more cautious on commodities broadly, but uranium is bucking the trend as the firm's top conviction call for 2026. The bank's commodities team cut 32 price objectives across its coverage, including 21 in precious metals, five in base metals and four in steel, and lowered 2026...
UEC's U.S. uranium capacity, conversion push and critical-minerals exposure sharpen its strategic identity, but execution and timing remain key.
UEC has no debt, $794M in liquid assets and growing ISR capacity, but wider losses, uneven sales and premium valuation keep caution alive.
UEC's two-hub ISR platform gives investors a clearer production base, but approvals, costs and sales timing keep near-term execution uneven.
Investors have an opportunity to buy the dip in a top nuclear industry stock.
Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector’s growth math. The EIA now models commercial data-center server electricity use growing ... 3 Powerful Nuclear Energy Stocks to Buy in July
The latest trading day saw Cameco (CCJ) settling at $94.67, representing a -2.9% change from its previous close.
CCJ suspends Cigar Lake operations after McClean Lake mill issues. The company does not expect any impact on expected output for 2026.
The AI infrastructure story has been about chips, but the actual bottleneck is electricity, and that shift has done more for the Global X Uranium ETF (NYSEARCA:URA) than any fund marketing team could have engineered. URA sits at the intersection of two forces the market cannot ignore. Data centers need staggering amounts of always-on power, ... AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade
With a short percentage of shares outstanding of 1.42%, Cameco Corporation (NYSE:CCJ) is among the 7 Best Fusion Energy Development Stocks to Buy. On June 29, RBC Capital raised its price target on Cameco Corporation (NYSE:CCJ) to C$175 from C$160 while maintaining an Outperform rating on the shares. The firm believes Cameco is exceptionally well-positioned to benefit […]
Cameco's premium valuation, strong Q1 uranium results, Cigar Lake stake boost and DOE-backed nuclear upside shape its case for waiting.
Cameco stock has delivered very large gains over the past five years, yet its broader valuation checks now lean expensive. The question is whether the recent pullback is offering better value or simply easing off a stretched price. Cameco has returned about 5.2x over the past five years, which sets a high bar for any new investment case at today’s valuation. The U.S. and Canadian nuclear build out, including Cameco’s 49% stake in Westinghouse and its increased interest in the Cigar Lake...
Cameco temporarily suspended production at its Cigar Lake uranium mine after an operational outage at the McClean Lake mill. The company also agreed to acquire an additional interest in the Cigar Lake Joint Venture, lifting its ownership to more than 57%. These developments affect one of the world's largest uranium mines and increase Cameco's direct exposure to the asset. Cameco, traded as TSX:CCO, is in focus after pausing output at Cigar Lake because milling operations at McClean Lake...
The pause in mining follows operational difficulties with the sulphuric acid plant at the McClean Lake facility.
Cameco Corporation (NYSE:CCJ) is one of the 10 Best AI Power Grid Stocks to Buy According to Analysts. On June 29, RBC Capital raised its price target on Cameco Corporation (NYSE:CCJ) to C$175 from C$160. The firm maintained an “Outperform” rating on the shares. RBC Capital said the company stands to benefit from improving uranium […]
UUUU's 18% decline in the past three months highlights a key investor dilemma: strong uranium and rare earth growth drivers face valuation, loss and execution risks.
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside […]
BWXT's commercial nuclear business is accelerating with acquisitions, rising backlog, and surging revenues on demand growth for components and nuclear services.
Production paused following equipment failure at McClean LakeCameco (NYSE:CCJ) has temporarily halted mining activities at its Cigar Lake uranium operation in northern Saskatchewan after an equipment failure at Orano’s McClean Lake processing facility interrupted ore treatment. The disruption stems from a shutdown of the sulfuric acid plant at the McClean Lake mill, where uranium ore from Cigar Lake is processed.
In the closing of the recent trading day, Cameco (CCJ) stood at $101.86, denoting a -1.56% move from the preceding trading day.
CCJ posts strong EBITDA growth, with Q1 2026 up 44% YoY, driven by uranium pricing strength and Westinghouse momentum.
The U.S. Department of Energy’s Office of Energy Dominance Financing previously issued a conditional commitment for up to US$17.50 billion in loans to support Westinghouse’s purchase of long-lead items for as many as 10 AP1000 nuclear reactors in the United States. This move strengthens the nuclear reactor supply chain and is particularly important for Cameco, which owns 49% of Westinghouse and is closely tied to expanding global reactor deployment. We’ll now examine how this substantial...
Plus, why the U.S. dollar continues to dominate global currency markets
US Department of Energy issues a conditional commitment of up to US$17.5b in loans to support deployment of Westinghouse AP1000 reactors. Funding aims to secure long-lead components and speed construction of up to 10 AP1000 units across the United States. Cameco (TSX:CCO), as a major stakeholder in Westinghouse, gains direct exposure to expanded reactor deployment and related fuel supply needs. Cameco, one of the largest uranium-focused companies globally, now sits closer to the center of...
AI's real bottleneck isn't chips, it's power. Meet the stocks delivering the electricity, grid, and equipment behind every data center, from Constellation to GE Vernova.
Federal low-interest credit and long-term corporate purchase agreements are fundamentally transforming nuclear energy into a highly stable growth sector.
Carney government bets big on the power source, but there may be little room for error
The Department of Energy announced a splashy new program to encourage build-outs of nuclear power generation assets in this country.
Strathmore Plus Uranium (SUU.CN) on Wednesday said it plans a five-hole exploration-drilling program
The DOE's office of energy dominance financing is willing to back up to 10 nuclear reactor projects to revive large-scale commercial reactors.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.