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04.02.26 - 20:15
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Nuclear Nuggets From Goldman Offers Snapshot Of Reactor Space, Uranium Prices, Cameco (ZeroHedge)
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Nuclear Nuggets From Goldman Offers Snapshot Of Reactor Space, Uranium Prices, Cameco
Our Dec. 23 note, "Why the Price of Uranium Is About to Soar," was published just days before uranium futures surged 25% to above $100 per pound. Prices have since corrected about 10% to around $91 per pound, but the broader thesis remains intact: up and to the right.
As we first outlined to readers since December 2020 (read here), uranium has emerged as the next gold. In an era of data centers and a rush to power up America with new nuclear reactors and to build next-generation grids capable of supporting explosive data-center growth and broader electrification trends, the world faces a massive uranium supply deficit that is only set to worsen by the end of the decade.
Drawing on Goldman's Global Reactor Tracker, we provide readers with the latest developments, data points, and progress across North America, Europe, and Asia that only reinforce our bullish thesis on Cameco Corp and peers. We expec...
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31.01.26 - 03:48
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This Canadian Stock Could Rule Them All in 2026 (Fool)
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Cameco is riding the nuclear comeback with uranium leverage and a Westinghouse catalyst that could define 2026.
The post This Canadian Stock Could Rule Them All in 2026 appeared first on The Motley Fool Canada....
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31.01.26 - 02:36
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Outlook for Cameco Stock in 2026 (Fool)
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Is Cameco stock a buy for 2026 after surging 166%? Discover how AI energy demand and a hidden "zombie" asset could drive the next leg of growth.
The post Outlook for Cameco Stock in 2026 appeared first on The Motley Fool Canada....
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30.01.26 - 00:24
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Cameco Aktie: Politik als Kurstreiber (Aktiencheck)
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Kulmbach (www.aktiencheck.de) - Cameco-Aktienanalyse von "Der Aktionär":
Markus Bußler vom Anlegermagazin "Der Aktionär" nimmt im "Der Aktionär TV" die Aktie von Cameco Corp. (ISIN: CA13321L1085, WKN: 882017, Ticker-Symbol: CJ6, Toronto Stock Exchange-Symbol: CCO, NYSE-Symbol: CCJ) unter die Lupe. [mehr]...
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