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CCJ and UEC stand to gain from nuclear growth, but a stronger earnings outlook, contracts and stock performance give CCJ an edge now.

Nuclear Energy Trade Sends Oklo, Centrus Stocks Charging Higher

The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.62%. June E-mini S&P futures (ESM26 ) are up +0.80%, and June E-mini Nasdaq futures...

The once-hot nuclear fission stock Oklo climbed 3.5% on Thursday. Meanwhile, Centrus Energy rose about 8.5% after news of the deal broke.

Oklo and Centrus Energy sign an agreement to power five Aurora nuclear power plants with domestic fuel.

Oklo Inc. (NYSE:OKLO) and Centrus Energy Corp.

Check out the companies making headlines yesterday:

Shares of nuclear fuel supplier Centrus Energy (NYSE:LEU) fell 4.2% in the afternoon session after UBS lowered its price target on the stock to $170 from $195, citing higher expected operating costs.

Energy Fuel's first-half uranium output is set to exceed the low end of full-year guidance, highlighting strong production momentum and operational execution.

A number of stocks fell in the afternoon session after Trump said a US-Iran deal could come in "two or three days," pulling energy equities sharply lower as investors priced out the conflict premium.

Investing.com -- A Russian drone struck a facility used for handling spent nuclear fuel near Ukraine’s Chornobyl nuclear power plant, Ukrainian authorities said on Sunday, adding that radiation levels remained stable following the attack.

Centrus Energy recently reported its Q1 2026 results, raising full-year revenue guidance and highlighting a contracted backlog extending to 2040 alongside expanded technical and Department of Energy work. Despite stronger guidance and operational progress, including new partnerships aimed at cost savings and efficiency gains, investors focused on lower year-on-year earnings per share and valuation concerns, leading to a more cautious reassessment of the company’s outlook. Next, we’ll examine...

A number of stocks fell in the afternoon session after energy stocks pulled back despite oil prices remaining structurally elevated, as WTI crude fell 1.76% to $91.40 a barrel (still more than 40% above year-ago levels).

As the month rolled on, investors grew less enthused about the idea of powering their portfolios with this nuclear fuel specialist.

Energy Fuels trades at a steep premium to peers despite rising uranium output, REE expansion and a strong long-term outlook, but near-term losses persist.

Centrus Energy (LEU) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Wondering if Centrus Energy at US$199.13 is priced for its future or already reflecting a lot of optimism? This article focuses squarely on what the current share price might be telling you about value. The stock has moved 8.6% over the last 7 days, is down 3.6% over the last 30 days and is down 26.9% year to date, while the 1 year return sits at 51.5% and the 3 year return is very large at more than 5x. These moves come as Centrus Energy continues to sit in the spotlight of investors...

CCJ is set to boost its Cigar Lake stake to 57.418% via a TEPCO deal, increasing exposure to one of the world's highest-grade uranium mines.

One company is still developing its high-potential technology, while the other is winning major contracts and rapidly growing its backlog.

Centrus Energy Corp. (NYSE:LEU) is included among the 15 Best Nuclear Power Stocks to Buy According to Wall Street Analysts. Centrus Energy Corp. (NYSE:LEU) is a trusted American supplier of nuclear fuel and services for the nuclear energy industry. On May 17, JPMorgan reiterated its ‘Hold’ rating on Centrus Energy Corp. (NYSE:LEU), while assigning the […]

Centrus gives investors rare exposure to the bottleneck behind nuclear fuel: uranium enrichment. The next hurdle is turning contracts, centrifuge manufacturing, and the Piketon expansion into production capacity.

Cameco's Q1 2026 adjusted EBITDA jumps 44% to CAD 509M as uranium strength and Westinghouse gains offset weaker fuel services.

Event context and recent stock performance Centrus Energy (LEU) has drawn attention after a period of mixed share performance, with the stock up 1.2% over the past day and 6.1% over the past week, but down over the past month. Over the past 3 months the stock has also declined, while the year to date return is lower and the 1 year total return remains positive. This recent pressure combined with longer term gains provides the backdrop for reassessing the company. See our latest analysis for...

Centrus Energy (NYSE:LEU) has secured historic federal funding to support its role as the only licensed HALEU producer in the Western world. The company is launching a major expansion of its centrifuge manufacturing plant to increase future HALEU production capacity. These moves come as high assay low enriched uranium gains importance for next generation nuclear reactors and domestic fuel security. Centrus Energy enters this phase with a share price of $179.36 and a very large 3 year and 5...

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Centrus Energy (NYSE:LEU) and the rest of the mixed or offshore upstream e&p stocks fared in Q1.

AI-driven data center power demand is reviving nuclear energy, lifting ETFs tied to uranium miners as well as nuclear power generators.

Centrus Energy's HALEU leadership, solid backlog and raised 2026 outlook sharpen its edge over Energy Fuels in the nuclear fuel race.

Check out the companies making headlines yesterday:

Shares of nuclear fuel supplier Centrus Energy (NYSE:LEU) fell 5.4% in the afternoon session after uranium prices slipped, extending a multi-month pullback from January's highs.