Global X Uranium

US DOE Approves Preliminary Safety Analysis for Oklo Inc.'s Aurora Plant Project

Energy Fuels Expected to Meet 2026 Uranium Production Guidance, Advance White Mesa REE Retrofit

Uranium Energy 在 2026 年 6 月 9 日盘前 (美东时间) 发布了 FY2026 前 9 个月业绩，实际营收 20.2 M USD，实际 EPS -0.162 USD

Uranium Energy 在 2026 年 6 月 9 日盘前 (美东时间) 发布 FY2026 Q3 业绩，实际营收 0 USD (预期 4.25 M USD)，实际 EPS -0.11 USD (预期 -0.03 USD)

CanAlaska and Cameco Launch $15M Summer Uranium Drilling at West MacArthur

Oklo Agrees to Acquire ARMEC to Expand Nuclear Manufacturing Capabilities

Oklo CFO Richard Craig Bealmear Sells $4.69M in Stock

Uranium Energy 将于 6 月 9 日盘前 (美东时间) 发布 FY2026 Q3 财报，预测营收 4.25M USD，EPS -0.03 USD

Cameco and Orano Acquire 5% Stake in Cigar Lake from TEPCO

Cameco Announces Macarthur River/Kintyre Operations Resume Production

OKLO Announces Partnership with Newcleo for Up to $2 Billion Investment

OKLO Selected by U.S. DOE for Deep Consultations on Plutonium-Based Nuclear Fuel

Oklo Inc. Average Stock Price Target Cut to $88.37, 22 Analysts Maintain Buy Consensus

Bank of America initiates Oklo coverage with Buy rating, stock rises 2%

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

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

Oklo Reports Q1 Net Loss of $33.1 Million

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

Freecast

Cuprina

U-BX Tech

HORIZON SPACE ACQUISITION II CORP COM USD0.0001 30/03/2026(SUB/RIGHTS)

Defiance Pure Space Dly 2X Strat ETF

VS MEDIA

Everbright Digital

Park Ha Biological Tech

Friedman Industries

Defiance Daily Target 2X Short ASTS ETF

The article questions US energy security by highlighting a potential mismanaged reserve of roughly 95,000 metric tons of nuclear fuel accumulating for decades. It contrasts this with the Strategic Petroleum Reserve's proven value against energy shocks from conflicts in Ukraine and Iran, suggesting the US is losing the nuclear fuel race to Russia and China.

Pro Ultr Bloomberg Crude Oil

Russia and China are winning the nuclear fuel race. We have the answer sitting in storage

GRID

URNJ

1625

URNM

NUKZ

ENFR

Japan's METI proposes rebuilding 2-5 aging nuclear reactors by the 2040s and up to 14 by the 2050s to ensure stable power supply amid rising demand from AI data centers. This policy shift aims to reduce costly fuel imports and increase nuclear's share in the energy mix to 20% by 2040, despite public safety concerns following the Fukushima disaster.

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Sprott Junior Uranium Miners ETF

VanEck Uranium + Nuclear Energy ETF

Nomura Holdings, Inc.

Sprott Uranium Miners ETF

Select Sect Spdr Util

Range Nuclear Renaissance ETF

ISHRS S&P Glb Utilities

Alerian Energy Infrastructure ETF

Chubu Electric Power Company,Incorporated

Japan proposes rebuilding ageing nuclear plants to meet power demand

URAN

SMUP

OKLL

The Trump administration announced that a small modular nuclear reactor achieved a significant milestone. This development advances nuclear technology as a potential solution for clean and efficient energy production, paving the way for further innovations and deployment of modular reactors to diversify energy sources.

CoinLive

Themes Uranium & Nuclear ETF

Tradr 2X Long SMR Daily ETF

T-REX 2X Long SMR Daily Target ETF

Defiance Daily Target 2X Long OKLO ETF

Trump Administration Announces Milestone for Small Modular Nuclear Reactor

GOAU

DUST

561330

PICK

Former Lehman Bros. trader Larry McDonald warns of a massive market rotation away from tech, citing stretched valuations and looming inflation driven by energy demand. He predicts capital will shift to hard assets like uranium and gold miners, comparing the current tech dominance to pre-COVID 2020 conditions.

Dow Jones

Us Gbl GLD & Met

Direxion Daily Gold Miners Bear 2X

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Microsectors Gold Miners 3x Leveraged ETN

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EFUND GOLD MI ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Global X Silver Miner

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EFUND GOLD MI-R

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iShares MSCI Global Gold Miners

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

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GLOBAL X Gold Explorers

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EFUND GOLD MI-U

Roundhill Gold Miners Weeklypay ETF

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VanEck Gold Miners ETF

Sprott JR Gold Miners ETF

ISHRS MSCI Glb Slct Met & Mining

Broadcom

NASDAQ-100

OpenAI

Meta Platforms

Microsoft

NVIDIA

S&P 500

Agnico Eagle Mines

NVIDIA Corporation

Tech is flashing a warning sign last seen in 2020. Strategist Larry McDonald sees a massive rotation coming.

Centrus Energy (LEU) exceeded Q1 profit estimates and raised its full-year 2026 revenue guidance to $450-$500 million, supported by a contracted backlog extending through 2040. The company also secured a $900 million DOE task order for Piketon HALEU production. While the upbeat results support the investment narrative, execution risks and margin pressures remain concerns for investors.

Simplywall

Centrus Energy

Invesco Dorsey Wright Energy Momentum ETF

SPDR S&P Mtls & Mng

The Bull Case For Centrus Energy (LEU) Could Change Following Its Upbeat Q1 And Raised 2026 Outlook

OKLO

The AI boom is driving record electricity demand, creating investment opportunities in nuclear power. Companies like Oklo and NuScale are targeting small modular reactor deployments for data centers, while Fluor, Uranium Energy, and Cameco bolster supply chains. Global nuclear capacity is expected to rise significantly by 2050 as U.S. states and corporations increase investments in reliable, low-emission energy sources.

Fluor

NuScale Power

Oklo

Uranium Energy

Cameco

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Spdr Select Indu

Global X Robotics & Artificial

iShares S&P Global Clean Energy

VG Industr

ALPS Nautilus SMR, Nuclear & Tech ETF

Ark Innovation ETF

iShares S&P Global Infra

ROBO Global Robotics

Glob X US Infra

ISHRS S&P Glb Indus

iShares Future AI & Tech ETF

AI boom fuels nuclear stock opportunities in 2026

CRAK

Motley Fool highlights energy stocks as favorable conditions persist due to elevated oil prices, geopolitical risks, and low inventories. Key picks include Chevron, Brookfield Renewable, Constellation Energy, and nuclear-linked firms like Fluor. The sector shows strong momentum, with energy ETFs and diversified players gaining over 30% year-to-date while maintaining above-market dividend yields.

Brookfield Renewable Partners

Chevron

Constellation Energy

Brookfield Renewable

Occidental Petroleum

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VanEck Oil Refiners ETF

VG Energy

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Us Natural Gas

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Global X MLP

GLOBAL X MLP & Energy Infra

iShares US Oil & Gas Expl & Prod

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Us Brent Oil

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United States Oil Fund LP

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iShares US Infra

SPDR Energy Select

ISHRS S&P Glb Engy

First Trust North American Energy Infra Fd

SPDR O&G Equip

Alerian MLP

Tradr 2X Long CEG Daily ETF

Motley Fool spotlights energy stocks amid market volatility

Trump is considering a 60-day truce extension with Iran to reopen the Strait of Hormuz and address uranium stockpiles. While hopes for the reopening have eased oil prices, failure to finalize the deal could lead to price spikes. Republican hawks caution that the deal may concede too much by delaying nuclear program limits, complicating Trump's political situation.

Trump weighs Iran truce deal amid Strait reopening pushback

Nuclear energy stocks are gaining attention as the U.S. aims to expand its nuclear capacity significantly by 2050. Companies like Oklo and NuScale Power are at the forefront, with Oklo developing a small fast reactor and NuScale having achieved NRC approval for its small modular reactors. Both companies face challenges but hold potential for growth in the evolving energy landscape, particularly with increasing demand from AI and data centers.

nasdaq

Intel

The Best Nuclear Energy Stocks to Buy and Hold for Decades

Cosa Resources Corp. announces its largest drill program at Murphy Lake North, set to begin mid-June 2026. The program will include approximately 6,000 meters across 15 drill holes, focusing on uranium mineralization previously identified. Denison Mines will participate in funding to maintain its 30% interest in the joint venture. The drilling aims to explore significant untested areas and follow up on promising results from winter 2026.

StockTitan

Denison Mines

IsoEnergy

Cosa Announces Largest Drill Program to Date at Murphy Lake North with Participation from Denison Mines | DNN Stock News

Global X Uranium(URA.US)