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NYSE:CCJ News 12 October 2025 - 29 October 2025

Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

Details of the Nuclear Pact Under the deal, the U.S. will help finance and fast-track licensing for new Westinghouse AP1000 reactors on U.S. soil reuters.com washingtonpost.com. Westinghouse — owned 51% by Brookfield and 49% by Cameco — will build the plants. In return for arranging loans and permits, the government gets a piece of the upside (20% of earnings above $17.5B) reuters.com. If Westinghouse ultimately IPOs at >$30B value, the U.S. could end up with a 20% stake reuters.com. This structure is intended to give taxpayers a return on investment once projects are profitable. The deal grew out of Trump’s
29 October 2025
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Cameco Stock Rockets on $80B US Nuclear Reactor Deal — Is the Uranium Bull Market Here to Stay?

Cameco Stock Rockets on $80B US Nuclear Reactor Deal — Is the Uranium Bull Market Here to Stay?

In sum, Cameco is squarely in the spotlight of today’s nuclear energy boom. The U.S. reactor pact and robust uranium fundamentals have driven a powerful rally. Industry watchers say Cameco’s vast reserves and fuel-cycle assets make it a go-to name for playing the “second act” of nuclear power ts2.tech ts2.tech. However, as one commentator puts it, investors should still “weigh valuations and monitor” policy and supply trends ts2.tech. With uranium prices up and governments supporting nuclear, Cameco’s near-term outlook is bright – but execution of these big reactor plans and any global supply shifts will ultimately determine whether CCJ can
28 October 2025
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AI Ignites a Nuclear Renaissance: How Tech Titans, Policy Shifts and New Reactors Are Powering the Next Energy Revolution

Cameco vs. Oklo: Which Nuclear Stock Will Ignite Your Portfolio?

Nuclear’s Second Act: Clean Power Gains Momentum After decades of stagnation, nuclear power is enjoying a dramatic comeback. In 2024–2025, dozens of governments have either restarted plants or greenlit new ones to meet climate and energy-security goals. The U.S. Congress funneled record funding into nuclear R&D and fuel (doubling enrichment and building HALEU supply) as part of a clean-energy spending bill energy.gov energy.gov. Likewise, Congress passed bipartisan laws (the 2024 ADVANCE Act) to speed up licensing of new reactor designs nrc.gov. Globally, countries from France and the UK to China, India, and even some historically anti-nuclear nations (Italy, Serbia, etc.)
12 October 2025
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