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NYSE:CCJ 10 December 2025 - 23 June 2026

Trump Eyes $17.5 Billion Nuclear Push as AI Energy Demand Jumps

Trump Eyes $17.5 Billion Nuclear Push as AI Energy Demand Jumps

U.S. to Offer $17.5 Billion in Loans for Nuclear Reactors, Energy Dept. Says The Trump administration said Tuesday it's putting up $17.5 billion in conditional loans to boost orders for 10 big nuclear reactors, aiming to revive U.S. nuclear construction as AI and data centers add pressure to the power grid. The Energy Department said the funding would back up to five projects, each using two Westinghouse AP1000 reactors. U.S. power demand is picking up now after a long stretch of flat growth, driven in part by data centers running cloud and AI. These big facilities are among the top new pressures on regional grids. Energy Secretary Chris Wright told reporters that loans got strong interest from data-center “hyperscalers”, as well as utilities and energy firms.
Cameco (CCJ) Drops 7% as Uranium Stocks See Investors Step Back

Cameco (CCJ) Drops 7% as Uranium Stocks See Investors Step Back

Cameco Corporation shares dropped hard Wednesday, with CCJ pulling back more than the market after investors reduced positions in the uranium name. The stock last traded at $94.74, down $7.53, or 7.4%. Shares opened at $99.93 and fell as low as $93.85. Volume topped 5.8 million shares. Big drop for Cameco, much larger than the overall market slip. Reuters showed Canada’s S&P/TSX composite down just 0.07% in mid-morning, citing Middle East tensions and the Bank of Canada’s rate decision as the main issues. Cameco’s Toronto shares, per the company’s own site, were at C$132.10, off C$10.41.
10 June 2026
Cameco Stock Is Back in Focus After a Mine Restart — What Investors Watch Next

Cameco Stock Is Back in Focus After a Mine Restart — What Investors Watch Next

Cameco shares head into the new week with fresh momentum after the uranium producer restarted full production at its McArthur River mine and Key Lake mill in northern Saskatchewan and kept its 2026 output outlook intact. With markets closed for the weekend, the story is last week’s repair trade. Cameco’s TSX shares ended Friday at C$154.91, up from C$144.63 a week earlier, while its NYSE line closed at $112.70, up from $104.75 on May 22, company market data showed.
Cameco Trades Higher in Toronto as U.S. Markets Closed; Uranium Trade Eyes What’s Next

Cameco Trades Higher in Toronto as U.S. Markets Closed; Uranium Trade Eyes What’s Next

Cameco Corp.’s Toronto shares moved up Monday as the New York line didn't trade due to the U.S. Memorial Day holiday, putting the focus on its Canadian listing for uranium watchers. Cameco’s website showed TSX: CCO up C$2.33 at C$146.96. The NYSE: CCJ quote was at $104.75, off $0.58; the New York Stock Exchange noted Memorial Day, May 25, as a holiday in 2026. Canadian stocks were catching a bid again. The S&P/TSX Composite Index broke to a record on Monday, up 0.7% at 34,778.98 by 10:21 a.m. ET, with miners in front. Investors grew more optimistic as hopes for U.S.-Iran peace took hold. “Even a non-zero chance the conflict ends is enough,” Brian Madden, chief investment officer at First Avenue Investment Counsel, told Reuters.
Cameco Corporation Earnings Countdown: The Uranium Stock Test Investors Are Watching

Cameco Corporation Earnings Countdown: The Uranium Stock Test Investors Are Watching

Cameco Corp. is set to deliver its first-quarter numbers before Tuesday’s bell, following a drop in its shares across both primary exchanges. Investors are watching for clarity on demand, deliveries, and Westinghouse as they await the report. The uranium producer has lined up its results for May 5, with senior management taking questions on a call at 8 a.m. Eastern. Timing’s key here: Cameco is no longer valued just as a miner. The company now spans uranium production, fuel services, and—via Westinghouse—reactor technology, right as governments and utilities scramble to lock down fuel for both current and upcoming nuclear plants.
Cameco Corporation Stock Slips Before Q1 Results — Why Uranium Investors Are Watching May 5

Cameco Corporation Stock Slips Before Q1 Results — Why Uranium Investors Are Watching May 5

Saskatoon, Saskatchewan—April 26, 2026, 07:02 CST Cameco Corporation’s U.S. stock wrapped up the week in the red, with attention turning to its May 5 results. Investors are sizing up the company’s momentum in the nuclear-fuel space, though the shares have already run up sharply. Cameco closed Friday at $122.15 on the NYSE, off $1.68, or 1.4%. Roughly 2.3 million shares changed hands.
Cameco Corporation Stock Faces a May 5 Test After Friday’s Uranium Pullback

Cameco Corporation Stock Faces a May 5 Test After Friday’s Uranium Pullback

Cameco Corp.’s U.S. shares slipped on Friday, taking some steam out of a strong run-up earlier in the week and shifting attention toward its upcoming earnings report. The NYSE-traded stock ended at $122.15, down $1.70. On the Toronto exchange, Cameco finished at C$167.02, a drop of C$2.45. Timing’s key here. Cameco plans to report first-quarter results ahead of the market open on May 5, with executives set for an 8:00 a.m. Eastern call to talk through market trends and how the company’s strategy is being executed.
Oklo Stock Surges as White House Space Nuclear Plan and Board Overhaul Lift Reactor Shares

Oklo Stock Surges as White House Space Nuclear Plan and Board Overhaul Lift Reactor Shares

Oklo traded up roughly 8.5% in midday action Friday, building on a rally among U.S. nuclear stocks after the company reshuffled its board and the White House rolled out a fresh push for faster space-reactor development. Shares changed hands at $69.69 as of 12:29 p.m. EDT. The rally’s significance comes into sharper focus as advanced nuclear firms receive clearer policy cues, coinciding with major tech companies seeking stable, long-term electricity contracts to power AI data centers. A White House memo directed NASA to get a mid-power reactor program off the ground within 30 days. The Department of Energy, meanwhile, faces a 60-day deadline to determine if the U.S. industrial base can deliver as many as four space reactors over the next five years.
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

New York, January 16, 2026, 12:36 PM EST — Regular session NuScale Power Corp shares rose about 6% on Friday, clawing back ground after a volatile start to the year as investors re-priced nuclear-linked names against fresh policy signals on how the U.S. will fund new power supply for data centers.
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 Corporation has become one of the most talked‑about energy stocks of 2025. The world’s second‑largest uranium producer now sits at the center of an $80 billion U.S. nuclear build‑out, surging AI‑driven power demand, and a fast‑tightening uranium market – but also carries a valuation that many analysts openly describe as “premium.” Ticker Nerd+3Cameco+3World Nuclear News+3 As of the close on December 10, 2025, Cameco shares trade around $90–91 in New York, down on the day but still dramatically higher than a year ago and well above their pre‑“nuclear renaissance” levels. Ticker Nerd+1

Stock Market Today

  • SPS Commerce (SPSC) Rallies 5.7% on Sale Rumors, Earnings in Focus
    June 29, 2026, 2:05 PM EDT. SPS Commerce (SPSC) closed up 5.7% at $58.87 after volume spiked and reports spread about a possible sale, tied to activist pressure for the company to consider strategic options. The supply chain software firm forecasts quarterly EPS of $1.08, up 8% from last year, and sees revenue at $195.14 million, up 4.1%. Consensus estimates for earnings didn't move in the last 30 days, which could cap upside ahead. SPSC sits at Zacks Rank #2 (Buy). Bowman Consulting (BWMN), another name in the group, climbed 2.3% but has seen its earnings estimates drop 14.6%; Zacks Rank is #3 (Hold). Market watching for shifts in earnings outlooks for clues on next moves.
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