Uranium funds just shed nearly a third of their value at the exact moment AI power demand is shattering records, and the reason that contradiction matters comes down to which of three very different ETFs an investor happens to own.

The only company news on the day was a board appointment, and the results that could test the price do not arrive until later in August.

Cameco's Q2 results weaken as lower uranium sales and Westinghouse earnings weigh on growth, but firm uranium prices support its longer-term outlook.

Constellation Energy represents a great, stable utility that uses nuclear power, while Cameco Corporation is a North America-based uranium miner that supplies nuclear facilities.

Energy Fuels' uranium growth and rare earth expansion offer long-term potential, but a stretched valuation and expected 2026 loss weigh on its near-term appeal.

Should you invest in the diversified leader or the higher-growth "clean mining" company?

Cameco stock has delivered a very large 5 year return, yet the current checks suggest investors are now paying a premium. Both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples point in the same direction, which raises questions about how much optimism is already in the price. Cameco has returned roughly 7x over the past 5 years, which puts the recent valuation signals under closer scrutiny. Recent upgrades tied to a stronger uranium demand story and the planned...

Energy Fuels (TSE:EFR) reported a second-quarter net loss of $33.6 million as transaction and development spending weighed on results, while its uranium business generated $25 million in revenue, approximately $14 million in gross profit and a 57% gross margin. President and Chief Executive Officer

Urban Edge Properties (NYSE:UE) reported second-quarter results that exceeded its internal expectations, driven by higher leasing spreads, same-property net operating income growth and contributions from redevelopment activity. The retail real estate investment trust raised its full-year funds from

What does $12 billion of market value buy when combined sales run about $12 million?

Westinghouse is a hidden asset for Cameco.

Uranium prices hit decade highs as nuclear demand accelerates globally.

Hyperscalers are signing decade-long power deals that would have seemed absurd three years ago, and three nuclear stocks sit at the center of that shift as an operator, a fuel producer, and a components maker each tell a very different story about risk and reward.

Lightbridge (NASDAQ:LTBR) reported progress in its nuclear fuel development program during the second quarter and first half of 2026, including the removal of its first irradiated fuel material samples from Idaho National Laboratory’s Advanced Test Reactor and steps toward commercial-scale fabricati

CCJ shares jump 7% despite a Q2 earnings miss, as investors weighed Westinghouse IPO plans, resilient guidance and a stretched valuation.

Centrus Energy beats Q2 earnings and revenue estimates, but higher administrative and technology costs sharply compress margins.

UUUU heads into Q2 earnings with revenues expected to surge on higher uranium sales, even as it is projected to post another quarterly loss.

Dominique Minière has resigned from Cameco’s Board of Directors after roughly three years of service. Minière recently served as chair of the Safety, Health and Environment Committee for TSX:CCO. The change affects board oversight of key environmental and safety matters at the uranium producer. Cameco is a major uranium producer, so its board oversight of safety, health, and environmental issues is central to how many investors assess long term risk. The departure of Dominique Minière...

Cameco keeps 2026 uranium output intact, protects contract value and ties Westinghouse's 91-reactor AP1000 pipeline to durable fuel-cycle demand.

Catch up on the stories we’re following today

Despite a year-over-year earnings dip, Cameco Corp (CCJ) leverages decade-high uranium prices, a robust contract portfolio, and a growing AP1000 pipeline to position for sustained growth.

Westinghouse Electric says it plans to start construction on 10 new reactors in the U.S. by 2030. Its IPO could be a blockbuster.

Cameco (NYSE:CCJ) said its 2026 annual plan remains intact as it navigates temporary operational disruptions at its Saskatchewan uranium assets and sees strengthening conditions in long-term uranium contracting and nuclear-power development. Chief Executive Officer Tim Gitzel said the company is on

Nuclear power pioneer Westinghouse Electric Company has taken the initial step toward going public by submitting a confidential Form S-1 draft registration statement to the U. S.

Nuclear technology and services supplier Westinghouse Electric has confidentially filed a draft registration statement with the Securities and Exchange Commission for a proposed initial public offering of its common stock

The site covers approximately 35,029ha across 22 mineral claims in the Athabasca Basin in northern Saskatchewan, Canada.

Cameco (CCJ) delivered earnings and revenue surprises of -50.00% and +10.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Cameco Corp. (TSX: CCO; NYSE: CCJ) reported second quarter results that beat revenue expectations but fell short on earnings, with shares rising 3.3% premarket following the announcement.

Investing.com -- Westinghouse Electric Company has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission for a proposed initial public offering of its common stock, the nuclear technology and services supplier said Friday.

Cameco’s upcoming Q2 2026 earnings call on July 31 follows growing attention on its dual role as a uranium producer and 49% owner of reactor builder Westinghouse. This ownership ties Cameco directly to the proposed U.S.-Saudi nuclear agreement, which could expand long-term demand for Westinghouse’s reactors and related nuclear services if it proceeds. We’ll now explore how Cameco’s exposure to potential U.S.-Saudi reactor projects via Westinghouse could reshape its long-term investment...

Cameco’s exposure to U.S. Saudi nuclear deal through Westinghouse Cameco (TSX:CCO) is in focus after attention turned to its 49% stake in Westinghouse, which is supplying reactor technology central to the proposed U.S. Saudi nuclear cooperation deal. The potential agreement would permit U.S. companies to sell reactor technology and nuclear equipment into Saudi Arabia through Westinghouse. It remains subject to feasibility work as well as U.S. congressional and regional political...

Nuclear energy generation is expected to rise significantly.

Cameco isn’t just benefiting from higher uranium demand. It also owns part of the company building the reactors behind the next wave of nuclear growth.

LEU's Q2 report could reflect uranium price gains offset by weaker SWU volumes and rising costs, with earnings and revenues expected to decline year over year.

US-Saudi nuclear deal could reshape the energy landscape. See how nuclear ETFs may offer diversified exposure to companies positioned to benefit.

IPO Edge hosted a fireside chat with Noble Plains Uranium Corp. (TSXV: NOBL.V) (OTC: NBLXF) President and Chief Executive Officer Drew Zimmerman, moderated by IPO Edge Editor-in-Chief John Jannarone and Editor-at-Large Jarrett […]

IPO Edge hosted a fireside chat with Noble Plains Uranium Corp. (TSXV: NOBL.V) (OTC: NBLXF) President and Chief Executive Officer Drew Zimmerman, moderated by IPO Edge Editor-in-Chief John Jannarone and Editor-at-Large Jarrett […]

In the span of a few months, REalloys landed a landmark U.S. Army partnership, closed $100 million in institutional financing, joined the Russell 3000, locked in feedstock deals covering billions of tonnes of material, and initiated qualification of defense-grade rare earth materials

CCJ faces lower Q2 revenue and earnings expectations, but its long-term contracts and nuclear fuel strategy keep the stock in focus ahead of results.

Cameco Corporation (TSX:CCO) has been upgraded to Buy by UBS on a strengthened uranium bull case that analysts believe is not reflected in the producer's share price. The upgrade follows a pullback in the stock of 18% over the past month and 27% over the past six months, which UBS said...

Crescent Energy (CRGY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Cameco (CCJ) closed at $87.86 in the latest trading session, marking a -1.65% move from the prior day.

(Bloomberg) -- Donald Trump’s plans for a nuclear deal with Saudi Arabia are bringing tensions between US and South Korean reactor developers to the fore, surfacing details of a clash over market access that has garnered interest from regulators. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 6

Cameco (CCJ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SMR is pursuing major U.S. and Romania projects, but funding, weak revenues and dilution remain key hurdles.

Nuclear just landed on the U.S. Critical Minerals List, 38 countries have pledged to triple capacity by 2050, and a Section 232 decision this month could reshape the entire uranium supply chain. Three stocks sit directly in the path of that policy shockwave.

Cameco’s share price has delivered very strong gains over the past five years, yet the stock now screens as expensive on broad valuation checks. This sets up a clear tension between past returns and what investors are currently paying for the business. Over the last five years, Cameco has returned very close to 5x for shareholders, which puts extra focus on whether the current price already reflects much of that success. The recent restart of production at the Cigar Lake uranium mine can...

In the latest trading session, Cameco (CCJ) closed at $90.37, marking a +1.91% move from the previous day.

New Era Energy & Digital, Inc. (NUAI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Uranium miners are selling off hard while the commodity itself barely flinches, and that disconnect points to a specific pressure point that will determine whether URA recovers or breaks further.