AI exacerbates supply and demand tightness, and Uranium prices hit a record high.

Recently, the price of Uranium reactor fuel has soared to a historic high.

Zhitong FinanceJan 12 14:26

Cameco Option Alert: Feb 21 $60 Calls Sweep (3) Near the Ask: 1823 @ $0.84 Vs 3703 OI; Earnings 2/20 Before Open Ref=$50.9189

BenzingaJan 10 23:42

Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...

Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.

wallstreetcnJan 10 16:47

Major companies are clustering to develop "micro reactors", is the spring of the nuclear energy Industry coming?

The goal of micro-reactors is to replace diesel and Henry Hub Natural Gas generators, which are widely used in Datacenters, remote Communities, and offshore Oil & Gas platforms. The output power of micro-reactors is typically around 20 megawatts, sufficient to power approximately 20,000 households.

wallstreetcnJan 10 07:12

Cameco Corp. Stock Falls Thursday, Underperforms Market

Dow JonesJan 10 05:31

Westinghouse CEO Patrick Fragman to Step Down

WSJJan 9 20:12