3 Nuclear Energy Stocks Powering the AI Boom in August
Hyperscalers are signing decade-long power deals that would have seemed absurd three years ago, and three nuclear stocks sit at the center of that shift as an operator, a fuel producer, and…
Cameco Corporation produces and sells uranium. The company is headquartered in Saskatoon, Canada.
Hyperscalers are signing decade-long power deals that would have seemed absurd three years ago, and three nuclear stocks sit at the center of that shift as an operator, a fuel producer, and…
Nuclear just landed on the U.S. Critical Minerals List, 38 countries have pledged to triple capacity by 2050, and a Section 232 decision this month could reshape the entire uranium supply chain.…
Uranium miners are selling off hard while the commodity itself barely flinches, and that disconnect points to a specific pressure point that will determine whether URA recovers or breaks further.
IBM's surprise earnings warning is dragging the Dow lower while a cooler-than-expected inflation print gives the S&P 500 room to recover. Find out which analyst upgrades and bold price targets are shaping…
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.…
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…
The choice between the Global X Uranium ETF (NYSEARCA:URA) and the Sprott Uranium Miners ETF (NYSEARCA:URNM) looks academic until the uranium spot price moves. Both funds promise exposure to the nuclear revival…
Nuclear’s narrative shifted from theory to commitment this spring, and June is where capital flows show up in fundamentals. Thirty-eight countries have pledged to triple nuclear capacity by 2050, Meta has signed…
AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT | MSFT Price Prediction), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) are collectively guiding to…
Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade…
The narrative was irresistible. AI data centers need power, nuclear is the answer, and the Range Nuclear Renaissance Index ETF (NASDAQ:NUKZ) wears the trade right on the label. Launched in 2024, NUKZ…
Shares of NANO Nuclear Energy (NASDAQ:NNE) are down 10% midday Thursday, trading near $26. Oklo (NYSE:OKLO | OKLO Price Prediction) stock is off about 8%, while Cameco (NYSE:CCJ) is slipping 4%. The…
Shares of Oklo (NYSE:OKLO | OKLO Price Prediction) are up roughly 13% in midday trading Wednesday after the U.S. Nuclear Regulatory Commission (NRC) approved the Principal Design Criteria for the company’s Aurora…
Cameco (NYSE:CCJ | CCJ Price Prediction) stock just earned a fresh vote of confidence from Bay Street. Scotiabank analyst Orest Wowkodaw raised his CCJ stock price target to $175 from $150, keeping…
The Themes Uranium & Nuclear ETF (NYSEARCA:URAN) has handed investors a nearly 75% gain over the past year, riding a thesis that ties artificial intelligence power demand, government support for nuclear, and…