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Trump’s trade war is pushing Canada toward the EU. Here are the ETFs and stocks tied to defense, uranium and critical minerals.
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(NASDAQ:CAE) (TSX:CAE) – CAE USA announced today that it has been awarded a $300 million competitive recompete contract by the United States Air Force (USAF) to continue delivering mission-critical C-130H aircrew
The global air traffic control market is projected to grow from USD 11.83 billion in 2026 to USD 25.89 billion by 2035, with a CAGR of 8.14%. Growth is driven by rising aviation traffic, airport modernization, UAV integration, and adoption of AI, machine learning, digital towers, and satellite-based navigation. North America leads the market, while challenges include complex technology integration and workforce shortages.
RBC Capital analyst James McGarragle upgrades CAE (NASDAQ:CAE) from Sector Perform to Outperform and raises the price target from $36 to $46.
The Department of Energy announced a $4.2 billion loan commitment to Vistra to extend and upgrade three nuclear plants in Pennsylvania and Ohio, preserving 4 GW of power and adding 433 MW of new capacity. This deal is part of Trump's broader initiative to quadruple U.S. nuclear capacity to 400 GW by 2050. Meta has already signed a 20-year power purchase agreement with Vistra for 2,609 MW from these plants, highlighting how existing reactor owners are positioned to benefit most from the nuclear renaissance driven by AI energy demands.
Constellation Energy stock rises 8% after Google signs a 20-year nuclear power deal. Nuclear stocks rally, but CEG is still down 18% in 2026.