Sprott Uranium Miners ETF

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

Denison Mines released FY2026 Q1 earnings on May 12 After-Market EST, actual revenue USD 793.97 K (forecast USD 806.55 K), actual EPS USD -0.0933 (forecast USD -0.0211)

US Department of Energy Plans to Provide Financing for Long-Lead Items for Large Nuclear Reactors

US Bank Securities Reiterates Buy Rating on Cameco

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

Cameco Announces Plans to Build Up to 20 AP1000 Nuclear Reactors

Shaw and Partners Maintains Buy Rating on NexGen Energy

Energy Fuels reports quarterly EPS below expectations with revenue growth

NexGen Energy Receives Final Federal Permit for Rook I Project

Energy Fuels released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 35.84 M (forecast USD 31.17 M), actual EPS USD -0.04 (forecast USD -0.015)

Nexgen Energy released FY2026 Q1 earnings on May 5 After-Market (EST), actual revenue USD 0 (forecast USD --), actual EPS USD -0.1722 (forecast USD -0.0264)

FactSet Raises 2026 EPS Forecast for Cameco

Cameco released FY2026 Q1 earnings on May 5 Pre-Market EST, actual revenue USD 606.87 M (forecast USD 585.16 M), actual EPS USD 0.2153 (forecast USD 0.2706)

Canadian Uranium Producer Cameco Reports 7% Q1 Revenue Growth, Maintains 2026 Production Guidance

Denison Mines to release FY2026 Q1 earnings on May 12 After-Market EST, forecast revenue USD 806.55 K, EPS USD -0.0215

Government Pushes Restart of Nuclear Three Reactor with Self-Inspection Underway

Robertson Stephens Reduces Holdings in Energy Fuels Inc

FactSet: NexGen Energy's 2026 EPS Forecast Median Remains Unchanged

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

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.

ZeroHedge

Cameco

NuScale Power

Sprott Junior Uranium Miners ETF

VanEck Uranium + Nuclear Energy ETF

Global X Uranium

Goldman Sachs

Duke Energy

Brookfield

Brookfield Asset

Oklo

Centrus Energy

NANO Nuclear Energy

ASP Isotopes

GS Hldg R

DUKE ENERGY CORP 5.75% DEP SHS REPSTG 1/1000TH PREP PFD A

Duke Energy Pref Shares DUKB 5.625 09/15/2078

Nuclear Buildout Accelerates With Goldman Now Including SMRs Into Forecast

URAN

RCTR

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.

Themes Uranium & Nuclear ETF

First Trust Bloomberg Nuclear Power ETF

Uranium Energy

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

Denison Mines GAAP EPS of -C$0.13, revenue of C$1.11M

businessinsider

Denison Mines

Denison Mines GAAP EPS of -C$0.13, revenue of C$1.11M

Denison Mines Corp. reported its Q1 2026 financial results, highlighting the commencement of site preparation for the Phoenix ISR uranium mine, which received all necessary regulatory approvals. The company mobilized its project management team to begin early construction activities, including tree clearing and facility installations. Denison also noted minimal mining activity at its McClean Lake operation but secured significant uranium sales commitments, reflecting strong market fundamentals. The company aims for first uranium production by mid-2028, despite potential disruptions from flooding in northern Saskatchewan.

StockTitan

Denison Reports Financial and Operational Results for Q1 2026, Highlighted by Commencement of Site Preparation and Early Works for the Phoenix ISR Uranium Mine, and the Results of its Shareholder Meeting | DNN Stock News

UROY

URAA

URAX

Uranium One Mining Corp. has issued a clarification regarding its compliance with NI 43-101 following a review by the British Columbia Securities Commission. The company retracted misleading statements from previous news releases and committed to ensuring accurate future disclosures. It clarified that certain technical reports were filed voluntarily and do not validate project merits. The company is focused on uranium and battery metals projects in Canada, Paraguay, and Argentina, aiming to meet the growing demand for nuclear energy.

TheNewswire

Uranium Royalty

Direxion Daily Uranium Industry Bull 2X Shares

Defiance Daily Target 2X Lng Uranium ETF

Uranium One Announces Clarifications to its NI 43-101 Compliance Disclosure

NUCL

UUUU

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

Ur Energy

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

CPER

COPP

Renaud Saleur, CEO of Anaconda Invest, is focusing on electrification and natural resources, predicting high returns over the next decade. He emphasizes the need for copper and aluminum for energy infrastructure, as global electricity consumption is expected to rise significantly. Saleur also highlights uranium's potential, forecasting its price to reach $200 per pound by 2027 due to a supply shortage. He believes oil service companies will benefit from future repairs and rising oil prices, projecting Brent crude could reach $80 to $100 depending on geopolitical stability.

Dow Jones

ERO Copper

VanEck Oil Services ETF

iShares US Oil Equip & Svcs

United States Copper Index

Sprott Copper Miners ETF

Borr Drilling

Transocean

Why this Soros alum is betting on copper and cables over AI chips

The Uranium Shortage: 78 Gigawatts Under Construction and Not Enough Fuel | CCJ Stock News

The Uranium Shortage: 78 Gigawatts Under Construction and Not Enough Fuel | CCJ Stock News

SOXQ

SOXL

Shares of nuclear and uranium-related companies are trading lower amid possible sympathy with technology companies in the hyperscaler, chip and data center industries following reports that OpenAI missed internal usership and sales targets, which may fuel concerns over electricity demand.

Sprott Uranium Miners ETF(URNM.US)

Nuclear Buildout Accelerates With Goldman Now Including SMRs Into Forecast

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

Denison Mines GAAP EPS of -C$0.13, revenue of C$1.11M

Denison Reports Financial and Operational Results for Q1 2026, Highlighted by Commencement of Site Preparation and Early Works for the Phoenix ISR Uranium Mine, and the Results of its Shareholder Meeting | DNN Stock News

Uranium One Announces Clarifications to its NI 43-101 Compliance Disclosure