Key Takeaways CEG is one of the largest U.S. nuclear operators, generating about 10% of the nation's carbon-free power.AEP plans $72B in 2026-2030 investments and is exploring Small Modular Reactors.CEG posts 20.77% ROE and 29.1% one-year gains, topping AEP's profitability and stock rise.The demand for clean electricity is increasing rapidly due to several factors, including the expansion of large AI-driven data centers, rapid urbanization, industrial growth, rising global temperatures that boost air condit ...

Key Takeaways UUUU has ramped up output, exceeded guidance and secured long-term uranium supply contracts through 2032.Energy Fuels is expanding rare earth capacity at White Mesa to become a low-cost global NdPr producer.UEC restarted Wyoming ISR production but faces higher costs and a projected fiscal 2026 revenue decline.Energy Fuels (UUUU) and Uranium Energy (UEC) are U.S.-based uranium companies positioned to benefit from rising uranium demand driven by the global shift toward nuclear energy as a clean ...

February 25, 20261:35 PM UTCUpdated ago By Katha Kalia Item 1 of 2 A block with the symbol, atomic number and mass number of Uranium (U) element, in this illustration taken January 21, 2026. REUTERS/Dado Ruvic/Illustration [1/2]A block with the symbol, atomic number and mass number of Uranium (U) element, in this illustration taken January 21, 2026. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab Feb 25 (Reuters) - Uranium exploration company Eagle Nuclear Energy will begin trading ...

Nuclear Giant Constellation Closes Calpine Deal While Retail Investors Lose Faith - 24/7 Wall St.[S&P 5006,912.40 +0.31%][Dow Jones49,320.40 +0.32%][Nasdaq 10025,077.80 +0.39%][Russell 20002,667.81 +0.61%][FTSE 10010,783.30 +0.65%][Nikkei 22559,655.30 +2.98%][Investing]# Nuclear Giant Constellation Closes Calpine Deal While Retail Investors Lose Faith### Quick ReadConstellation Energy (CEG) is down 17% year-to-date to $293. Retail investor sentiment dropped from 54.7 to 41.1.Constellation closed the Calpine ...

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Solstice Advanced Materials, Inc. (NASDAQ:SOLS) is among the 11 Newly-Listed NASDAQ Stocks to Buy Now. Mizuho Raises its Price Target on Solstice Advanced Materials, Inc. (SOLS) to $80 and Maintains a Neutral Rating On February 13, 2026, Mizuho analyst John Roberts raised the price target on Solstice Advanced Materials, Inc. (NASDAQ:SOLS) to $80 from $65 and maintained a Neutral rating, updating estimates following the earnings report. On February 12, 2026, UBS analyst Joshua Spector increased the price ...

Key Takeaways Cameco and Centrus Energy are positioned to benefit from accelerating global nuclear demand.Cameco posted 38% EPS growth in Q4, with higher fuel services revenues and strong contract visibility.CCJ guides 2026 uranium revenues of CAD 2.54-2.73B and holds 230M pounds in long-term contracts.Centrus Energy (LEU) and Cameco (CCJ) are both well-positioned to benefit from the accelerating global shift toward nuclear energy. Centrus Energy supplies nuclear fuel and services for the nuclear power indu ...

BWX Technologies, Inc. (NYSE:BWXT) is among the 11 best military technology stocks to buy right now. Earlier this month, the company provided an update on its role in delivering on the goals of the executive orders issued by the Trump administration in May last year to strengthen the nuclear energy industry. BWX Technologies, Inc. (BWXT) Making Progress on Goals of Executive Order to Strengthen Nuclear Energy Industry The company said it was forging ahead on the production of TRISO nuclear fuel compacts ...

Company Overview - Constellation Energy (CEG) is based in Baltimore and claims to be the leading operator of nuclear power plants in the U.S. [3] - Following its acquisition of Calpine, CEG is now the largest owner and operator of both natural gas-fired and geothermal power plants in the country [3] - The company generates a total of 55 gigawatts of electricity and has more 24/7 emissions-free electricity than any other company in the nation [3] Financial Performance - CEG has a market capitalization of $106.5 billion and is trading at a forward price-earnings ratio of 26.7 times [4] - In the third quarter, the company's sales increased by 7.7% year-over-year to $6.57 billion, while net income rose by 10.85% year-over-year to $930 million [4] Market Position and Demand - CEG is well-positioned to benefit from the increasing electricity demand driven by data centers, which are expected to account for 40% of the increase in electricity demand by the end of the decade [5] - The demand from data centers is already pushing up electricity prices, which increased by 6.9% last year and are projected to rise another 6% for consumers through 2027 [5] - CEG's high leverage to low-carbon-emitting power, particularly nuclear energy, positions it well to supply power to hyperscale data centers [6] Investment Considerations - Dan Loeb's hedge fund, Third Point, acquired 475,000 shares of CEG for $167.8 million in the fourth quarter, indicating confidence in the company's potential [1] - The stock's valuation is considered attractive, making it a good buy for certain types of investors [2]

Core Viewpoint - The launch of the ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) reflects a growing interest in nuclear power as a solution to increasing electricity demands driven by artificial intelligence and data centers [1] Group 1: ETF Overview - The SMRF ETF offers exposure to companies across the nuclear and small modular reactor value chain while pairing them with leading AI companies [1] - The ETF has a 0.65% expense ratio and employs an active options overlay strategy to generate monthly income and reduce volatility compared to its benchmark [1] - Thematic investing is gaining traction, with advisors seeking diversified exposure to long-term trends, making the addition of this ETF significant [1] Group 2: Nuclear Power Revival - The fund's strategy aligns with a broader shift in energy markets as tech companies look for reliable, carbon-free power sources for energy-intensive operations [1] - Small modular reactors are designed to be modular and can be assembled to meet varying power needs, representing a modern approach to nuclear energy [1] Group 3: Portfolio Construction - Top holdings include uranium miners such as Kazatomprom, Energy Fuels Inc., NexGen Energy, Uranium Energy Corp., and Cameco Corp., along with nuclear technology companies like BWX Technologies and Constellation Energy Corp. [1] - The fund's sector allocations are 40.4% in basic materials, 22% in technology, and 13.1% in industrials, with geographical exposure primarily in the United States (47.6%), Canada (19.2%), and Australia (6.8%) [1] - The options strategy may limit profit potential from sharp increases in underlying securities but offers exposure to the nuclear energy theme with steady income and managed volatility [1]