Group 1 - The Trump administration's One, Big, Beautiful Bill has positively impacted the nuclear energy sector by reducing subsidies for competing renewable energy sources, benefiting companies like Cameco [1][2] - Nuclear energy's subsidy regime remained largely unchanged, providing stability for the industry amidst legislative changes [4] - A significant deal between Constellation Energy and Meta Platforms will supply over 1.1 gigawatts of energy from a nuclear plant, further supporting the nuclear sector [5][6] Group 2 - Cameco expects an increase of approximately $170 million in additional non-GAAP adjusted EBITDA from its stake in Westinghouse Electric for the second quarter and full year 2025 [8] - The anticipated higher EBITDA from Westinghouse will influence the distribution payments to Cameco, showcasing the company's strategic investments [9] - Overall, Cameco is benefiting from favorable legislative developments, increasing nuclear power popularity, and its investment in Westinghouse, leading to positive market sentiment [9]