News

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.