Micron and 15 Other Stocks To Play The AI Buildout Race: They Are Still 20% Below Highs

Albemarle’s Lithium Math Turns Brutal

Albemarle (ALB) stock dipped as JPMorgan cut earnings estimates and its price target to $140 over lower lithium prices.

Bitcoin Tops $80,000, Oil Sinks As Navy Clears Hormuz Mines: Stock Market Today

Wall Street clawed back Monday's AI selloff as Brent slid below $90 and 10-year yields eased from 20-month highs.

Albemarle shares are trading lower after JP Morgan maintained a Neutral rating on the stock and lowered its price target from $160 to $140.

JP Morgan Maintains Neutral on Albemarle, Lowers Price Target to $140

JP Morgan analyst Jeffrey Zekauskas maintains Albemarle (NYSE:ALB) with a Neutral and lowers the price target from $160 to $140.

CCJ's Uranium Production Down 5% in 1H26: Will 2026 Targets be Met?

Cameco Corporation reported a 5% decline in H1 2026 uranium production to 10.1 million pounds, with mixed performance across operations. McArthur River/Key Lake production rose 14% to 5.8 million pounds, but Cigar Lake output fell to 4.3 million pounds due to maintenance outages and operational challenges. Despite disruptions including flooding in Saskatchewan and equipment issues, Cameco maintained its 2026 production guidance at 19.5-21.5 million pounds. Energy Fuels made solid progress with 1.7 million pounds of finished uranium in H1, tracking toward its 2026 target of 1.5-2.5 million pounds.

QUICK SPARK: Nuclear Stocks Are Up 16% In August, 3 Names Rallied By Over 30%

The VanEck Uranium and Nuclear ETF is up 16% in August, its best month since January, with Energy Fuels, Uranium Energy and Denison Mines up over 30%.