Yahoo Finance • 10 days ago

Uranium ETFs Just Crashed 30 Percent While AI Power Demand Keeps Breaking Records

Quick Read URA and URNM have fallen roughly 30% from their highs even as AI-driven data centers race toward 12% of U.S. electricity demand by 2028. NLR's nuclear utility holdings, including Constellation Energy and PSEG, capture AI power... Full story

Yahoo Finance • 11 days ago

Google, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.

If there was any worry that spending on artificial intelligence (AI) was finally set to slow down, it's just been wiped away. Not only are big tech companies not dialing back their aggressive investments in AI infrastructure, but they're r... Full story

Yahoo Finance • 15 days ago

4 Nuclear Stocks Riding the AI Power Boom Into 2027 and Beyond

The electricity demand from artificial intelligence has created an immense power problem, and nuclear has emerged as one of the best solutions. Hyperscalers need constant, carbon-free electricity to run their data centers. Nuclear develope... Full story

Yahoo Finance • 19 days ago

Only 2 of These 5 Nuclear Stocks Sell Fuel Today. Here's What the Market Pays for the Other 3.

Five stocks carry most of the market's nuclear enthusiasm: Cameco (NYSE: CCJ), Centrus Energy (NYSE: LEU), Oklo (NYSE: OKLO), NuScale Power (NYSE: SMR), and Nano Nuclear Energy (NASDAQ: NNE). Only two of them sell nuclear fuel today. The o... Full story

Yahoo Finance • 20 days ago

Why Cameco's Ugly Earnings Miss Might Be Good News in Disguise

Cameco (NYSE: CCJ) recently reported ugly second-quarter results. The nuclear fuel supplier's revenue fell 7%, while its adjusted earnings per share missed the analysts' consensus estimate by a mile (0.18 Canadian dollars per share vs. CA$... Full story

Yahoo Finance • 20 days ago

Cameco (CCJ) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Friday, July 31, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Vice President, Investor Relations - Cory KosChief Executive Officer - Timothy GitzelPresident and Chief Operating Officer - Grant IsaacSenior... Full story

Yahoo Finance • 22 days ago

2 Nuclear Energy Stocks to Buy Hand Over Fist in August

Nuclear energy is experiencing a resurgence, as more entities turn to the power source to address growing energy demands while meeting carbon-reduction goals. At the UN Climate Change Conference (COP28), numerous countries, including the U... Full story

Yahoo Finance • 24 days ago

Cosa Announces Results of Partner Funded Airborne Radiometric Survey at the Aurora Uranium Project, Athabasca Basin, Saskatchewan

Vancouver, British Columbia--(Newsfile Corp. - August 4, 2026) - Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU) ("Cosa" or the "Company") is pleased to report results of a property-wide airborne radiometric survey at the Auro... Full story

Yahoo Finance • 28 days ago

Cameco Q2 Earnings Call Highlights

Key Points Interested in Cameco Corporation? Here are five stocks we like better. Cameco maintained its 2026 production outlook of 19.5 million to 21.5 million pounds of U3O8 despite weather-related disruptions at Key Lake and McArthur Ri... Full story

Yahoo Finance • 28 days ago

Nuclear power giant Westinghouse confidentially files for US IPO

Investing.com -- Westinghouse Electric Company has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission for a proposed initial public offering of its common stock, the nuclear tech... Full story

Yahoo Finance • 28 days ago

Cameco Announces Westinghouse’s Confidential Submission of Draft Registration Statement for Proposed Initial Public Offering

All amounts in Canadian dollars unless specified otherwise SASKATOON, Saskatchewan, July 31, 2026--(BUSINESS WIRE)--Cameco (TSX: CCO; NYSE: CCJ) announced today that Westinghouse Electric Company, which is owned jointly by Cameco and Broo... Full story

Yahoo Finance • 28 days ago

Pre-Market Earnings Report for July 31, 2026 : XOM, ABBV, CVX, LIN, ETN, ENB, CL, IMO, D, CCJ, CBOE, FTS

The following companies are expected to report earnings prior to market open on 07/31/2026. Visit our Earnings Calendar for a full list of expected earnings releases. ExxonMobil Holdings Corporation (XOM)is reporting for the quarter en... Full story

Yahoo Finance • last month

Quant snapshot: Bandwidth and Centene Corporation lead top-rated names as Bank of Marin Bancorp and Axos Financial Dynamics lag

Quant rankings for the upcoming earnings calendar show strength concentrated across information technology, energy, and materials, while weakness is more pronounced in industrials, financials, and real estate. A total of 966 companies are... Full story

Yahoo Finance • last month

Earnings week ahead: AAPL. MSFT, AMZN, META, XOM, PYPL, CVX, F, KO, ABBV, V, QCOM, BA, MO, SOFI, and more

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] As earnings season reaches one of its busiest and most consequential weeks, investors will be watching a broad lineup of corporate bellwethers spanning technolo... Full story

Yahoo Finance • last month

Nuclear Energy Is Winning Repeated Government Backing and Investors Should Take Notice

Nuclear power is carbon-free, so it is technically a clean power source. And it is always on, so it is a reliable base-load power source. With power demand expected to grow 60% over the next 20 years, up from 10% over the last 20 years, nu... Full story

Yahoo Finance • last month

Uranium Holds at $85 as AI Data Centers Go Nuclear

Quick Read URA has dropped 18% in one month while spot uranium holds at $85, revealing a stark disconnect between miner equity prices and commodity reality. Cameco, roughly 20% of URA's portfolio, has fallen 19% in a month and is the prim... Full story

Yahoo Finance • last month

Which Is the Better Energy ETF for the AI Era: State Street's XLE or VanEck's Nuclear NLR?

The State Street Energy Select Sector SPDR ETF (NYSEMKT:XLE) offers a lower-cost route to traditional fossil fuel giants, while the VanEck Uranium and Nuclear ETF (NYSEMKT:NLR) provides niche exposure to the global nuclear power ecosystem.... Full story

Yahoo Finance • last month

Prediction: This Is What $5,000 Invested in These 2 Nuclear Energy Stocks Will Be Worth in 10 Years

U.S. electricity use is expected to reach a record 4,269 billion kilowatt-hours in 2026 and rise further to 4,399 billion kilowatt-hours in 2027, according to the U.S. Energy Information Administration. The Trump Administration aims to qu... Full story

Yahoo Finance • last month

Which Is the Better Energy ETF, VanEck's Nuclear-Focused NLR or State Street's XOP Targeting Oil and Gas?

The VanEck Uranium and Nuclear ETF (NYSEMKT:NLR) provides concentrated exposure to the nuclear fuel cycle and power generation, while the State Street SPDR S&P Oil & Gas Exploration & Production ETF (NYSEMKT:XOP) offers equal-weighted acce... Full story

Yahoo Finance • 2 months ago

Uranium runs hot as BofA slashes forecasts everywhere else

Uranium runs hot as BofA slashes forecasts everywhere else Proactive uses images sourced from Shutterstock BofA is turning more cautious on commodities broadly, but uranium is bucking the trend as the firm's top conviction call for 2026.... Full story