Themes Uranium & Nuclear ETF

CITIC Securities Asset Management Reduces CGN Power Stake by 4.23M Shares on May 19, Raising Approx. HKD 14.44M

CGN Power Q1 2026 Revenue and Profit Dip as Fuel Replacement and Major Overhaul Weigh on Earnings

Oklo Inc. Q1 Earnings: Loss Widens, Shares Drop 15%, Analysts Remain Bullish

JPMorgan Updates Mainland Renewable Energy Stock Model: Prefers Goldwind & Sungrow, Downgrades Longi Green Energy

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

Jefferies Lowers American Electric Power Price Target to $147 from $152

Constellation Energy Acquires Minority Stake in Five Pine Creek RNG Facilities

Oklo Reports Q1 Net Loss of $33.1 Million

Ameritas Advisory Services LLC Increased Holdings in Duke Energy

Oklo Reports Expanded Q1 Loss Per Share and Partnerships with Nvidia and Others

Cantor Fitzgerald and H.C. Wainwright Maintain Buy Rating on Oklo

J.P. Morgan Analyst Reiterates Neutral Rating on Duke Energy

American Electric Power Issues 20 Million Common Shares

Oklo released FY2026 Q1 earnings on May 12 After-Market (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -0.1941 (forecast USD -0.1837)

Constellation Energy Submits Term Sheet for $2.2 Billion Senior Notes

Duke Energy Executive Sells Company Stocks

Oklo Releases Progress Update on Aurora Reactor

AEP Proposes to Repurchase $2.6 Billion of Common Stock

American Electric Power issues $2.6 billion common stock offering

Micware

Silexion Therapeutics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

GCL Global

Linkage Global

Jupiter Neurosciences

Capstone

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

BiomX

LTBR

NUKZ

URAN

Lightbridge Corporation held its 2026 Annual Meeting of Stockholders on May 14, 2026, where shareholders approved the election of six directors, including CEO Seth Grae, and ratified the compensation of named executive officers. Additionally, BDO USA, P.C. was ratified as the independent auditor for fiscal year 2026. Despite a neutral rating from Spark due to weak financial performance, the company focuses on advanced nuclear fuel solutions to enhance nuclear power efficiency.

Tip Ranks

Lightbridge

Range Nuclear Renaissance ETF

Lightbridge Shareholders Approve Directors, Executive Pay and Auditor

RCTR

URNM

The U.S. needs to invest $105-$170 billion to secure a full domestic nuclear fuel supply chain, supporting current operations and 300 GW of new capacity by 2050. The report by McKinsey highlights the need for rebuilding mining, milling, conversion, enrichment, fabrication, and reprocessing capacities. Currently, the U.S. imports 99% of its uranium, exposing utilities to geopolitical risks. Progress is being made with nearly $3 billion awarded for enrichment projects and private sector initiatives. However, McKinsey emphasizes that capital alone is insufficient; reforms and workforce development are crucial for success.

ZeroHedge

First Trust Bloomberg Nuclear Power ETF

VanEck Uranium + Nuclear Energy ETF

Global X Uranium

Sprott Uranium Miners ETF

Centrus Energy

Oklo

Uranium Energy

Goldman Sachs

GS Hldg R

Up To $170 Billion Needed To Secure Full Domestic Nuclear Fuel Supply Chain

URAA

Nuclear stocks are making big moves this week on AI-fueled earnings and key announcements

Direxion Daily Uranium Industry Bull 2X Shares

Uranium stock rises near buy point. AI fuels nuclear earnings

NUCL

UUUU

URAX

Iranian Foreign Ministry spokesperson stated that current discussions regarding uranium enrichment are speculative. According to Odaily, the ongoing negotiations do not include other matters, focusing solely on ending the war. Talks are underway with Oman to establish a protocol for the safe passage of ships through the Strait of Hormuz.

CoinLive

Eagle Nuclear Energy

Energy Fuels

Paladin Energy Ltd

Nexgen Energy

Cameco

Ur Energy

Denison Mines

Uranium Royalty

Defiance Daily Target 2X Lng Uranium ETF

Sprott Junior Uranium Miners ETF

Iranian Foreign Ministry Addresses Uranium Enrichment Speculation

Hadron Energy has secured a Uranium Conversion Services Agreement with ConverDyn, the only supplier of domestically produced uranium hexafluoride in the U.S. This agreement is a significant milestone for Hadron as it prepares for the deployment of its Halo Micro-Modular Reactor (MMR) and aims for a $600 million valuation by May 2026. The partnership establishes a reliable domestic fuel supply, reducing geopolitical risks and enhancing regulatory credibility for Hadron's advanced reactor program. The collaboration is crucial for the commercialization of the Halo MMR, supporting its transition from design to operational status.

Unusual Whales

Solstice Advanced Materials

Solstice Advanced Materials - WI

Hadron Energy Secures U.S. Uranium Conversion Agreement with ConverDyn, Locking In Domestic Fuel Supply for the Halo Micro-Modular Reactor

Lightbridge Corporation (NASDAQ:LTBR) held its Q1 2026 earnings call, reporting a cash increase to $215.7 million, attributed to an $18.6 million equity offering. The company expanded its intellectual property with new patent allowances in the U.S., Canada, and Europe, enhancing its fuel technology. Despite a net loss increase to $6.3 million due to higher R&D and G&A expenses, Lightbridge is advancing its fuel qualification program and growing its engineering team, now employing over two dozen engineers. The call included forward-looking statements regarding the company's future goals and developments.

fidelity

Lightbridge Q1 2026 Earnings Call: Complete Transcript

UCLE

Four companies have been selected for the Nuclear Energy Launch Pad (NELP) initiative, aimed at advancing nuclear technology from concept to commercial deployment. The selected companies are General Matter, Radiant Nuclear, Deployable Energy, and NuCube Energy. General Matter focuses on uranium enrichment, while Radiant Nuclear continues its project under the Reactor Pilot Program. Deployable Energy and NuCube Energy are developing microreactors for various applications. The NELP is a successor to previous programs, providing streamlined pathways for nuclear developers.

NANO Nuclear Energy

US Nuclear Corp.

Wabtec

Four Nuclear Companies Selected For High-Speed Project Development

UraniumX Discovery has entered into a letter of intent with Pond Technologies Holdings to form an option agreement for the Zoo Bay Uranium project. This agreement will facilitate a change of business and reverse takeover (RTO) under TSX Venture Exchange policies. Following the announcement, shares of UraniumX Discovery fell 4% to $0.12 on the Canadian Securities Exchange.

Fidelity

UraniumX Discovery Enters Into Option Agreement With Pond Technologies Regarding Zoo Bay Uranium Project

Lightbridge (NASDAQ:LTBR) reported quarterly earnings of ($0.20) per share. The stock rose 4.1% to $13.13, with a market cap of $454.95 million. Analysts have a consensus "Sell" rating on the stock, with recent downgrades from Weiss Ratings and Wall Street Zen. Insider Andrey Mushakov sold 30,289 shares, reducing ownership by 7.22%. Institutional investors hold 9.14% of shares. Lightbridge focuses on advanced nuclear fuel technology to improve reactor performance.

Market Beat

Invesco

Lightbridge (NASDAQ:LTBR) Posts Quarterly Earnings Results

SMRF

The International Atomic Energy Agency has raised its global nuclear power capacity projections for the fifth consecutive year, anticipating a doubling of capacity by 2050. Despite this growth, many investors remain unaware of the complexities of the nuclear fuel supply chain, which includes mining, enrichment, fabrication, reactor operation, and waste disposal.

ALPS Nautilus SMR, Nuclear & Tech ETF

3 overlooked nuclear fuel supply chain winners

$NVIDIA(NVDA.US) Jensen Huang: The demand for renewable energy in data centers is growing rapidly, and nuclear power is a good option.Jensen's endorsement might give nuclear energy stocks a short-term boost next week$Themes Uranium &amp; Nuclear ETF(URAN.US)$VanEck Uranium + Nuclear Energy ETF(NLR.US)$NANO Nuclear Energy(NNE.US)

NVIDIA