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NYSE:CCJ 12 October 2025 - 3 February 2026

Energy Fuels stock jumps 13% as Trump’s ‘Project Vault’ fuels rare earth, uranium rally

Energy Fuels stock jumps 13% as Trump’s ‘Project Vault’ fuels rare earth, uranium rally

Energy Fuels Inc. shares jumped 13.4% to $23.83 by 1:01 p.m. ET after President Trump announced “Project Vault,” a $12 billion U.S. plan to stockpile critical minerals. The U.S. Export-Import Bank approved up to $10 billion in direct loans for the effort. Investors also lifted MP Materials and USA Rare Earth. A ministerial on critical minerals is set for Feb. 4 in Washington.
3 February 2026
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Denison Mines stock drops 4% as uranium shares slide on fresh supply news — what to watch next

Denison Mines stock drops 4% as uranium shares slide on fresh supply news — what to watch next

Denison Mines shares dropped 4.4% to $3.78 early Tuesday in New York, tracking declines across uranium stocks after Uzbekistan announced higher production and new mines. UxC Uranium futures hovered near $99 per pound. Denison awaits Canadian federal approvals to begin construction at its Phoenix ISR mine, targeting a mid-2028 production start if permits arrive this quarter.
3 February 2026
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Centrus Energy (LEU) stock price jumps into long weekend as nuclear fuel trade stays in focus

Centrus Energy (LEU) stock price jumps into long weekend as nuclear fuel trade stays in focus

Centrus Energy shares surged 8.2% to $331.03 Friday, with trading volume near 1.6 million, after the U.S. signed a civil nuclear deal with Slovakia and investors focused on government-backed reactor plans. Cameco rose 3.2%, BWX Technologies 2.2%, and NuScale Power 7.0%. Centrus recently secured a $900 million Department of Energy contract to expand uranium enrichment in Ohio. U.S. markets reopen Tuesday.
17 January 2026
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NuScale Power stock jumps as Washington’s AI power plan puts new reactors back in play

NuScale Power stock jumps as Washington’s AI power plan puts new reactors back in play

NuScale Power shares climbed about 6% to $20.03 by midday Friday, leading U.S. power stocks after White House efforts to shift more grid costs to data center operators. PJM grid states prepared to sign a two-year price cap deal at the White House, sources said. Traders watched for possible PJM auction changes affecting nuclear project economics. Volume in NuScale topped 20 million shares by early afternoon.
16 January 2026
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Denison Mines stock jumps with uranium names as Phoenix approvals come into focus

Denison Mines stock jumps with uranium names as Phoenix approvals come into focus

Denison Mines shares rose about 4.1% to $3.70 Friday morning, trading as high as $3.80, as uranium stocks advanced. Cameco gained 3.8% and Uranium Energy jumped 4.6%. Investors are watching for final approvals on Denison’s Phoenix uranium mine in Canada, which could start construction this year. Around 7.3 million Denison shares changed hands by mid-morning.
16 January 2026
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Oklo stock jumps toward $100 as DOE’s $2.7 billion uranium move lifts nuclear plays

Oklo stock jumps toward $100 as DOE’s $2.7 billion uranium move lifts nuclear plays

Oklo Inc. shares climbed 7% to $95.60 in after-hours trading Tuesday after the U.S. Department of Energy awarded $2.7 billion in enrichment contracts to boost domestic nuclear fuel supply. The stock hit $96.82 earlier, with 20 million shares traded. Other nuclear-linked stocks, including NuScale Power and Centrus Energy, also advanced. The DOE awards do not fund Oklo’s reactor construction.
7 January 2026
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Oklo stock jumps nearly 15% as DOE backs uranium enrichment — what’s next for OKLO

Oklo stock jumps nearly 15% as DOE backs uranium enrichment — what’s next for OKLO

Oklo shares jumped 14.8% to $89.34 Monday, tracking gains across nuclear-linked stocks after the U.S. Energy Department announced $2.7 billion in uranium-enrichment contracts. The awards aim to boost domestic supply of high-assay low-enriched uranium, a key fuel for advanced reactors. Oklo’s after-hours trading was flat. Traders are watching for further federal fuel awards and Friday’s U.S. jobs data.
6 January 2026
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Cameco Stock (CCJ) Weekend Update: Unusual Options Activity, Uranium Price Backdrop, and Analyst Targets Ahead of Monday’s Open

Cameco Stock (CCJ) Weekend Update: Unusual Options Activity, Uranium Price Backdrop, and Analyst Targets Ahead of Monday’s Open

Cameco (NYSE: CCJ) closed Friday at $92.84, down $0.50, with Toronto shares at C$127.48. Unusual options activity saw put volume surge to 28,210 contracts, up 942% from average, according to MarketBeat. Uranium prices hovered near $81.40 per pound on Dec. 26, supporting sector sentiment. U.S. markets resume trading Monday.
27 December 2025
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Cameco Stock (CCJ) Outlook on December 10, 2025: Can the Uranium Leader Sustain Its Nuclear and AI-Fueled Rally?

Cameco Stock (CCJ) Outlook on December 10, 2025: Can the Uranium Leader Sustain Its Nuclear and AI-Fueled Rally?

Cameco shares closed at $90.64 in New York on December 10, down for the day but up about 80% year-to-date and over 300% in four years. The uranium producer’s market cap stands near $41 billion, with a P/E above 100. Recent 13F filings show Intact and Guggenheim increasing stakes, while Ossiam and XTX Topco cut positions. Shares remain about 15% below their 52-week high.
10 December 2025
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Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

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

The U.S. government reached an $80 billion deal with Brookfield and Cameco to build new nuclear reactors, announced Oct. 28 during President Trump’s Asia trip. Japan pledged up to $332 billion for U.S. infrastructure, including Westinghouse AP1000 reactors. Cameco shares surged up to 25% on the news. The government will arrange financing and permits in exchange for a 20% profit share and possible equity stake.
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?

Cameco and Brookfield announced an $80 billion U.S.-backed deal to build new Westinghouse nuclear reactors. CCJ shares jumped 10–15% on the news, extending a rally that has lifted the stock up 65–80% year-to-date. Uranium prices remain near multi-year highs as supply tightens and global pro-nuclear policies accelerate new projects. Wall Street analysts maintain a consensus “Buy” rating on Cameco.
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?

Cameco shares jumped about 65% in 2025 as uranium prices hit multi-year highs, driven by global nuclear restarts and new reactor plans. Oklo, a startup backed by Sam Altman, surged over 550% after going public in May, despite being pre-revenue. U.S. and international policies boosted sector momentum. Cameco remains profitable; Oklo targets first power by 2027–2028.
12 October 2025
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