Shares of uranium and nuclear-related companies are trading lower as surging energy prices lead to higher bond yields and rate expectations, which may dampen the outlook for newbuild projects that will require billions of dollars in public and private investments.

Shares of uranium and nuclear-related companies are trading lower amid catalysts for the sector including UBS's downgrade of NuScale Power to Sell over concerns about project timelines and cash burn, as well as Oklo's $1 billion at-the-market equity offering.

Shares of uranium and nuclear-related companies are trading higher amid multiple catalysts including reciprocal Canadian tariffs on U.S. imports, which may hinder Canadian uranium exports to the U.S. if the trade dispute worsens. Also, the U.S. Department of Energy's extension of a $1.9 billion loan to NextEra Energy to restart an Iowa nuclear facility helps to underpin both future demand and government commitment to the sector.

Jefferies Initiates Coverage On enCore Energy with Buy Rating, Announces Price Target of $1.44

Jefferies analyst Laurence Alexander initiates coverage on enCore Energy (NASDAQ:EU) with a Buy rating and announces Price Target of $1.44.

8-K filing — CENTRUS ENERGY CORP (LEU)

Filed: 2026-09-11 AccNo: 0001104659-26-107103 Size: 1 MB Item 1.01: Entry into a Material Definitive Agreement Item 7.01: Regulation FD Disclosure Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits

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%.

NANO Nuclear Energy Announces Non-Binding MOU With Engineering Services Firm Enveniam To Explore Collaboration Across Nuclear Fuel Cycle, Microreactor Commercialization, And Manufacturing