Tortoise Nuclear Renaissance ETF

Wells Fargo and Oppenheimer Reiterate Buy Rating on Talen Energy Corp

Wells Fargo Analyst Maintains Buy Rating on Vistra Corp with $259 Target

Cameco Reports Strong Q1 2026 Earnings, Forecasts $4.6 Billion Revenue by 2029

Ananym Capital Urges BWXT to Revive mPower Reactor Design to Meet Data Center Power Needs

FactSet Survey: 12 Analysts Raise BWX Tech Price Target to $242.5

US DOE Awards Over $94 Million to 8 Firms to Accelerate SMR Deployment

Constellation Energy Acquires Minority Stake in Five Pine Creek RNG Facilities

Constellation Energy Submits Term Sheet for $2.2 Billion Senior Notes

BWX Technologies CFO sells company stocks

CFRA Maintains Buy Rating on Talen Energy and Raises Target Price to $453

Morgan Stanley Reiterates Buy Rating on Constellation Energy

US Bank Securities Reiterates Buy Rating on Cameco

Constellation Energy Awaits Regulatory Decision on Restarting Nuclear Plant in June

Constellation Energy to Deliver Power to FreeStone Data Center by Q4

Constellation Energy released FY2026 Q1 earnings on May 11 Pre-Market (EST), actual revenue USD 11.12 B (forecast USD 8.71 B), actual EPS USD 4.49 (forecast USD 2.6006)

Constellation Energy Reports Q1 2026 Earnings, EPS Beats Expectations

Raymond James Predicts Constellation Energy Q1 2026 EPS

Cameco Halts Production at Key Lake Plant and Cuts Back McArthur River Mine Activities

Cameco's Annual Meeting Emphasizes Growing Global Support for Nuclear Energy

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Northwestern Mutual Wealth Management Co. increased its stake in Curtiss-Wright Corporation (NYSE:CW) by 39,282.3% in Q4, owning 64,587 shares valued at $35.6 million. Other hedge funds also adjusted their positions. CEO Lynn M. Bamford sold 3,225 shares, reducing her stake by 5.99%. Analysts have set a consensus target price of $746.67 for the stock, which has a market cap of $26.25 billion and a P/E ratio of 52.07.

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Curtiss Wright

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Clearway Energy-C

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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Clearway Energy

Curtiss-Wright Corporation $CW Shares Bought by Northwestern Mutual Wealth Management Co.

BWXT

ENFR

Nextpower and BWX Technologies are growing faster than many other energy companies.

BWX Tech

Nextpower

Alerian Energy Infrastructure ETF

2 top energy growth stocks to buy before it's too late

Cameco Corporation reported a strong Q1 2026, with net income rising to CA$130.75 million and earnings per share at CA$0.30. The company is enhancing its role in the nuclear value chain through uranium supply agreements with India and partnerships for Westinghouse reactor deployments. Despite positive earnings, investors must consider risks related to reactor decision delays. Cameco projects CA$4.6 billion in revenue and CA$1.6 billion in earnings by 2029, indicating a potential 21% upside to its current stock price.

Simplywall

Cameco

Is Cameco (TSX:CCO) Quietly Recasting Its Nuclear Value Chain Role With Stronger Q1 Earnings?

The Department of Energy has awarded over $94 million to eight companies to address regulatory, engineering, and supply-chain challenges hindering the commercial deployment of small modular nuclear reactors in the U.S.

Constellation Energy

The Department of Energy awarded $94 million to speed up small modular reactor deployments across the United States

CEGX

Wells Fargo analyst Shahriar Pourreza has maintained a Buy rating for Constellation Energy Corporation (CEG) with a price target of $516.00, while the shares closed at $275.26. Pourreza has a 63.49% success rate on his recommendations. Additionally, BMO Capital also issued a Buy rating, while Mizuho Securities maintained a Hold rating on the stock.

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WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

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Sempra Energy Pref Share SREA 5.75 07/01/79

Wells Fargo Sticks to Its Buy Rating for Constellation Energy Corporation (CEG)

iA Global Asset Management Inc. reduced its position in Curtiss-Wright Corporation (NYSE:CW) by 32.9% in Q4, now holding 12,620 shares valued at $6.96 million. Other institutional investors have also adjusted their stakes. Analysts have set price targets for CW shares, with a consensus rating of 'Moderate Buy' and a target of $738.83. Insider transactions show executives selling shares, and the stock opened at $715.22, with a market cap of $26.42 billion.

Atlantic Union Bankshares

First Horizon

Stifel Financial

ATLANTIC UNION BANKSHARES CORP 6.875% DEP SH RP 1/400 NON CU PR PF SR A

Atlantic Union Bankshares Corporation

FIRST HORIZON CORPORATION 6.50% DEP SHS REP 1/4000 PER PFD SER E

FIRST HORIZON CORPORATION DEP SHS REP 1/400 NON CUM PER PFD SER C

FIRST HORIZON CORPORATION DEP SHS REP 1/400 NON CUM PER PFD SER B

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FIRST HORIZON CORPORATION DEP SHS REPSTG 1/4000TH PERP PFD SER F

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

Curtiss-Wright Corporation $CW Position Reduced by iA Global Asset Management Inc.

Revenue growth isn't explosive, but it's steady because of BWX's nuclear moat.

BWXT stock is up nearly 100% in a year and just announced a major acquisition. Is the nuclear rally just getting started?

The U.S. Navy has announced that the upcoming Trump class battleships will be powered by nuclear energy. This choice is expected to increase the need for the unique reactors produced by BWX Technologies for these ships. As a result, the stock of the company has surged by 100%. This development has attracted attention from an activist investor and is set to have a significant impact on the naval warfare sector.

Unusual Whales

Nuclear Stock Up 100%, Gets Boost From Trump Battleships, Activist Investor

Ananym Capital is urging BWXT to revive its mPower small modular reactor design, abandoned in 2017, to leverage its experience in reactor production. BWXT currently produces reactors for U.S. naval applications and could adapt existing technology for commercial use, particularly in data centers. The proposal suggests increasing production rates rather than developing new reactor designs, which may face regulatory challenges. The focus is on utilizing BWXT's established capabilities to meet growing demand for reliable power.

ZeroHedge

BWXT Holds A Realistic Path To Expanding Nuclear Capacity

URNJ

URNM

Goldman's latest report highlights the acceleration of nuclear power buildouts, including small modular reactors (SMRs), amid a looming uranium supply deficit. Key developments include agreements in Canada for large reactor technologies and extended operational approvals for U.S. nuclear plants. The addition of SMRs to Goldman's forecasts predicts a 6% increase in nuclear generation by 2045, raising uranium demand significantly. Analysts warn of a cumulative uranium supply deficit of 2.3 billion pounds by 2045, with prices expected to rise.

Tortoise Nuclear Renaissance ETF(TNUK.US)

Curtiss-Wright Corporation $CW Shares Bought by Northwestern Mutual Wealth Management Co.

2 top energy growth stocks to buy before it's too late

Is Cameco (TSX:CCO) Quietly Recasting Its Nuclear Value Chain Role With Stronger Q1 Earnings?

The Department of Energy awarded $94 million to speed up small modular reactor deployments across the United States

Wells Fargo Sticks to Its Buy Rating for Constellation Energy Corporation (CEG)