EXCLUSIVE: Nuclear Power Could Quadruple by 2050—Its Fuel Chain May Need to Grow 10x

Shares of uranium and nuclear-related companies are trading lower amid multiple catalysts including reports suggesting Oracle has issued a "force majeure" notice regarding potential timeline slippage of Project Jupiter in New Mexico, which may imply slower data center development. Also, Google's launch of Project Suncatcher to deploy AI compute capacity in space may dampen expectations for nuclear power needs.

Trump, Greenland Deal Puts Rare-Earth ETFs In Focus: Funds to Watch as US Targets China’s Supply Chain

Stocks related to Greenland surged after the new U.S.-Greenland deal. Here’s what it could mean for rare-earth and critical-minerals ETFs.

The Fed Is Watching AI Inflation. Here's What ETF Investors Should Watch

ETF investors should take note of rising data-center demand for power, copper and infrastructure as AI investment fuels inflation.

CCJ stock has given up its prior gain. Cameco shares were trading higher after reports suggesting that its nuclear engineering JV Westinghouse may be valued at over $50 billion in its U.S. IPO.

EXCLUSIVE: Google Is Racing to Secure Nuclear Power for AI—The Fuel Problem Comes Next

Google is locking up nuclear power for AI, but a uranium expert warns Big Tech may need to invest more in the fuel supply chain.

UEC Gears Up to Report Q4 Earnings: What's in Store for the Stock?

Uranium Energy (UEC) is expected to report $9 million in Q4 revenues versus nil a year ago, but still post a loss of four cents per share. While uranium prices rose 16% year-over-year, higher operating, exploration, and development costs are expected to offset revenue gains. The company's shares have declined 18.1% over the past year.