---
title: "Data Center Nuclear Demand Pushes Uranium to USD 90 as Energy Infrastructure Sees Revaluation"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/297317655.md"
description: "Surging nuclear power demand from data centers has driven uranium prices to multi-month highs, boosting interest in leveraged ETFs. Concurrently, ongoing M&A and resilient infrastructure earnings are reshaping capital flows across the broader energy sector."
datetime: "2026-08-28T11:32:22.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/297317655.md)
  - [en](https://longbridge.com/en/news/297317655.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/297317655.md)
generator: "portal-rs"
---

# Data Center Nuclear Demand Pushes Uranium to USD 90 as Energy Infrastructure Sees Revaluation

Capital allocation across energy resources and underlying infrastructure is accelerating, driven by the surging power demands of data centers. According to recent market data and multinational policy shifts, sustained investment in nuclear power and supporting industrial infrastructure is fundamentally reshaping earnings profiles and capital flows for companies across the supply chain.

### Direxion Daily Uranium Industry Bull 2X Shares (URAA.US)

Exposure to uranium assets has gained significant traction this year as global data center buildouts demand reliable baseload power. In August 2026, uranium futures reached a six-month high of **USD 90** per pound, fueled by supply bottlenecks and supportive measures from the US and Japan. According to recent market analyses, capital continues to flow into URAA, a leveraged ETF targeting the sector. Industry participants note that as countries like Italy signal interest in reviving nuclear legal frameworks, companies engaged in uranium mining and nuclear component production are poised for a broad valuation reset.

### Lindsay (LNN.US)

In the agricultural and infrastructure equipment space, capital concentration toward established players is intensifying. For its fiscal third quarter of 2026, the company reported total revenue of **USD 160.8 million**. While overall revenue declined 5% year-over-year, its infrastructure segment posted an **8%** revenue increase. The company delivered EPS of **USD 1.53**, comfortably topping the consensus estimate of USD 1.14. Highlighting institutional confidence, BlackRock Inc. acquired approximately 1.77 million shares valued at roughly **USD 219 million**, securing a 17.42% stake, while the company raised its quarterly dividend by 3% to **USD 0.38**.

### Profire Energy (POEL.US)

The energy technology sector is also experiencing tangible consolidation. Profire Energy, an oilfield technology firm specializing in burner management systems, has officially concluded its independent operations. According to a January 2, 2025 announcement, CECO Environmental successfully completed its acquisition of Profire in a deal valued at approximately **USD 125 million**. The company is now operating as a wholly-owned subsidiary, signaling a broader consolidation of market share among industrial combustion solution providers.

*This article does not constitute investment advice.*

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- [LNN.US](https://longbridge.com/en/quote/LNN.US.md)

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**