Cameco Corporation (CCJ)

Brookfield Renewable Corporation and GE Vernova are positioned as attractive utility stocks to buy as the power-hungry cloud and AI markets drive strong demand for grid upgrades and renewable energy. Brookfield Renewable operates 47 GW of renewable capacity with a 200+ GW pipeline and has signed long-term contracts with hyperscalers like Microsoft and Google. GE Vernova, spun off from General Electric in 2024, has seen its stock surge nearly eight times and benefits from utilities expanding their power grids to meet AI-driven energy demands.

The Motley Fool•Leo Sun

Apr 3

Despite a recent 10% pullback in nuclear energy stocks, the sector faces powerful long-term tailwinds from energy security demands, decarbonization mandates, and AI-driven electricity needs. The article recommends a diversified four-stage investment approach across uranium miners, established operators, equipment suppliers, and next-generation reactor developers, viewing current weakness as a strategic buying opportunity.

Investing.com•Jeffrey Neal Johnson

Apr 2

The closure of the Strait of Hormuz has prompted major Asian economies to accelerate nuclear energy investments for energy independence. Cameco, the world's second-largest uranium miner, is positioned to benefit significantly through its uranium supply deals with India, its 49% stake in Westinghouse (which produces advanced AP1000 reactors for China and India), and strong 2025 performance with 10% revenue growth and 114% EPS growth.

The Motley Fool•James Hires

Mar 27

Microsoft and Nvidia have announced a collaboration to integrate AI and advanced computing into nuclear energy development. By combining Microsoft's cloud infrastructure with Nvidia's computing technologies, the partnership aims to streamline reactor design, permitting, construction and operations through digital simulations and real-time monitoring. This could accelerate development cycles for advanced reactor companies and increase demand for uranium suppliers.

Benzinga•Erica Kollmann

Mar 25

As the U.S. aims to quadruple nuclear energy capacity by 2050 amid growing electricity demand from data centers, Cameco is positioned as a key uranium supplier. The company benefits from high-grade North American mines, a 49% stake in Westinghouse Electric, and the expiration of Russian uranium import waivers in 2028. Despite recent 21% decline and high valuation (72x forward earnings), analysts project 39% annual EPS growth through 2028.

The Motley Fool•Courtney Carlsen

Mar 22

Geopolitical tensions in the Middle East have driven oil prices to $119 per barrel and disrupted energy supplies through the Strait of Hormuz. This uncertainty is expected to boost nuclear energy investment, particularly benefiting Cameco, a leading uranium supplier with operations in Canada and Kazakhstan, a 49% stake in Westinghouse Electric, and long-term supply agreements with major Asian countries including India and China.

The Motley Fool•Lee Samaha

Mar 21

With concerns about a potential AI bubble similar to the dot-com crash, the article recommends two industrial stocks as hedges: 3M, a diversified manufacturer recovering from recent struggles with improving margins, and Cameco, a uranium miner benefiting from global nuclear energy expansion and strong financial performance.

The Motley Fool•James Hires

Mar 17

As nuclear energy experiences a renaissance globally, three companies offer comprehensive exposure to the industry: Cameco, a major uranium miner with 15% of global production and 49% ownership of Westinghouse; BWX Technologies, a leader in small modular reactor technology with over 70 years of nuclear experience; and Constellation Energy, which operates one-fifth of America's nuclear reactors and generates 20% of U.S. electricity.

The Motley Fool•James Hires

Mar 14

Denison Mines has commenced a 2,500-metre winter diamond drilling program at the Wheeler North Joint Venture in Saskatchewan's Athabasca Basin, with plans for a total 7,500-metre drill campaign in 2026. The project is operated and fully funded by Denison under a strategic joint venture agreement with Skyharbour, targeting high-priority uranium exploration areas including Fox Lake Trail, Fork, and Sphinx zones.

GlobeNewswire Inc.•Skyharbour Resources Ltd.

Mar 9

India has signed two major long-term uranium supply agreements to support its ambitious nuclear expansion plans. Cameco Corporation will supply 22 million lb. of uranium ore concentrate over nine years for $1.9 billion, while Kazakhstan's Kazatomprom signed an even larger deal representing over 50% of its booked asset value. These agreements reflect growing global demand for nuclear fuel and India's strategy to reach 100 GW of nuclear capacity by 2047.

Benzinga•Stjepan Kalinic

Mar 3