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Uranium News 28 January 2026 - 4 February 2026

Denison Mines stock jumps nearly 8% premarket as uranium names lift again

Denison Mines stock jumps nearly 8% premarket as uranium names lift again

Denison Mines shares jumped nearly 8% to $4.10 in U.S. premarket trading Wednesday, leading gains among uranium stocks after Uzbekistan announced a major production increase and new mines. Uranium prices recently topped $100 per pound, fueling sector interest. Investors are watching for permitting updates on Denison’s Phoenix project. Cameco, Uranium Energy, and Energy Fuels also rose before the open.
4 February 2026
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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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Denison Mines stock price slides as uranium shares retreat in commodity rout

Denison Mines stock price slides as uranium shares retreat in commodity rout

Denison Mines shares fell 4.2% to $3.80 in early U.S. trading Monday, tracking a broader selloff in uranium and commodity stocks after Donald Trump nominated Kevin Warsh as Federal Reserve chair. Around 15.8 million Denison shares changed hands. Uranium futures slipped to $99 a pound. Investors remain focused on Denison’s Phoenix project timeline and uranium price swings.
2 February 2026
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Denison Mines stock price: DNN drops 6.6% as uranium slips under $100 — what to watch Monday

Denison Mines stock price: DNN drops 6.6% as uranium slips under $100 — what to watch Monday

Denison Mines shares fell 6.6% to $3.96 Friday as uranium prices slipped to $99.25 a pound. Cameco dropped 7.7% and NexGen Energy lost 5.6%. Denison awaits a Canadian Nuclear Safety Commission ruling for its Phoenix mine, with a final investment decision pending. Sprott Physical Uranium Trust recently bought 500,000 pounds of uranium and raised $214 million, pushing prices above $100 earlier in the week.
1 February 2026
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Paladin Energy share price dips as uranium jumps above $100 and a big holder exits the 5% line

Paladin Energy share price dips as uranium jumps above $100 and a big holder exits the 5% line

Paladin Energy shares fell 2.1% to A$13.84 Friday as uranium spot prices climbed above $100 a pound after heavy buying by Sprott Physical Uranium Trust. Kopernik Global Investors disclosed it dropped below the 5% substantial holder threshold on Jan. 23. Paladin produced 1.23 million pounds of U3O8 in the December quarter, up 16%, and sold 1.43 million pounds at $71.8 per pound. Interim results are due Feb. 12.
31 January 2026
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Denison Mines stock slips as uranium tops $100; Phoenix permit decision back in focus

Denison Mines stock slips as uranium tops $100; Phoenix permit decision back in focus

Denison Mines shares fell 2.1% to $4.15 Friday amid heavy trading, following a recent surge tied to rising uranium prices. The company is still awaiting final approvals for its Phoenix ISR project in Saskatchewan. No new filings or earnings triggered the drop. Cosa Resources began drilling at nearby joint venture sites where Denison holds a 30% stake.
30 January 2026
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Denison Mines stock (DNN) rises in premarket after uranium jumps back above $100

Denison Mines stock (DNN) rises in premarket after uranium jumps back above $100

Denison Mines rose 2.1% to $4.40 in premarket trading Thursday after uranium’s spot price jumped to $100.25 per pound, its highest since 2022. Partner Cosa Resources began winter drilling at two Saskatchewan joint ventures. Denison aims to start building its Phoenix mine pending regulatory approval, with initial production targeted for mid-2028. Investors await Denison’s earnings on Feb. 26.
29 January 2026
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Paladin Energy share price rises as Kopernik slips below 5% stake, uranium hits $98

Paladin Energy share price rises as Kopernik slips below 5% stake, uranium hits $98

Paladin Energy shares closed up 1.4% at A$14.14 after Kopernik Global Investors disclosed it cut its stake below Australia’s 5% substantial holder threshold. Kopernik reported 8.7 million shares involved in the sale. Paladin’s stock is up about 45% year-to-date, tracking uranium prices, which hit US$98 a pound Thursday. The company reported a 16% jump in quarterly production and will release interim results Feb. 12.
29 January 2026
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Energy Fuels stock price jumps nearly 11% on Roth upgrade as uranium spot hits $91 — traders watch what comes next

Energy Fuels stock price jumps nearly 11% on Roth upgrade as uranium spot hits $91 — traders watch what comes next

Energy Fuels Inc. surged 10.7% to $26.74 after Roth MKM upgraded the stock and uranium prices hit $91.10 a pound. The company disclosed terms of its planned A$447 million takeover of Australian Strategic Materials, targeting a June 2026 close. Trading volume reached 12.8 million shares by early afternoon. Energy Fuels will report earnings around Feb. 25.
28 January 2026
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Paladin Energy share price jumps on uranium’s $91 rally — what to watch next for ASX:PDN

Paladin Energy share price jumps on uranium’s $91 rally — what to watch next for ASX:PDN

Sydney, Jan 28, 2026, 17:32 (AEDT) — The market has closed. Paladin Energy Ltd’s shares ended Wednesday 5.4% higher at A$13.94, hitting a session peak of A$13.99. The uranium producer is now trading close to the top of its 52-week range. (Investing.com) With the ASX closed today, Thursday’s key question is whether the uranium rally will hold or fade as swiftly as it appeared. Paladin, often seen as the go-to gauge for uranium sentiment in Australia, usually moves more sharply than the commodity itself. Uranium futures hovered near $91.15 a pound, hitting their highest point in nearly two years, MarketIndex
28 January 2026
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Stock Market Today

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

7 February 2026
Carvana shares rose 5.21% Friday to $403.67, rebounding after recent volatility sparked by a short-seller report from Gotham City Research. The company denied allegations of overstated earnings and undisclosed ties to DriveTime. Carvana will report Q4 and full-year 2025 results after markets close on Feb. 18. The January U.S. CPI report is scheduled for Feb. 13.
Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

7 February 2026
Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
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