Core Viewpoint - The article suggests that certain nuclear energy companies may present attractive investment opportunities as the initial excitement surrounding AI technologies has diminished [1] Group 1: Industry Insights - The nuclear energy sector is being revisited for potential investments following a cooling off period in AI-driven hype [1]

Did you know Alibaba recently formed a JV with China National Nuclear Power to ensure power supply for AI data centres? It joins a multitude of big tech firms like Alphabet, Meta and Amazon partnering with nuclear energy companies towards the same end, providing significant boost to nuclear energy stocks. Don't miss their rally, subscribe to my investing group Green Growth Giants which focuses exactly on nuclear energy.When I wrote about the Fed's interest rate decision in December, market driven probabilit ...

NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ:FRMI), certain of the Company’s senior executives and directors, and underwriters of Fermi’s Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cas ...

Core Viewpoint - New Earth Resources Corp. supports the U.S. Department of Energy's initiative to establish Nuclear Lifecycle Innovation Campuses, which aims to modernize the nuclear fuel cycle and enhance U.S. leadership in nuclear energy [1][2]. Industry Developments - The DOE's Request for Information (RFI) seeks to form federal-state partnerships to support advanced nuclear energy deployment and activities across the nuclear fuel lifecycle, including fuel fabrication, enrichment, reprocessing, and waste disposition [2][3]. - The RFI invites states to express interest and provide feedback on the structure of the Innovation Campuses, focusing on workforce development, infrastructure investment, and technology leadership [3][4]. Company Developments - New Earth Resources Corp. has engaged Investor Insights Systems Inc. for a three-month term starting February 2, 2026, to provide digital marketing services for a fee of USD 250,000 (approximately CAD 337,000) [6][7]. - The company has the option to extend the engagement and increase the budget by an additional USD 250,000 if funding allows [7]. - New Earth Resources Corp. is a mineral exploration company focused on uranium and rare earth elements, with its flagship project being the Lucky Boy Uranium Property in Arizona, USA [8][10].

New York, New York--(Newsfile Corp. - January 29, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI), certain of the Company's senior executives and directors, and underwriters of Fermi's Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://ww ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the surge in demand for electricity driven by AI advancements [4][5] Market Position - The company is noted for its unique position in the energy market, being involved in nuclear energy and capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] - It is described as debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization, providing a strong financial foundation [8][10] Growth Potential - The company also has an equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector without the associated premium costs [9][10] - The stock is considered undervalued, trading at less than seven times earnings, which presents a compelling investment case given its ties to the rapidly growing AI and energy markets [10][11] Industry Trends - The article discusses the broader trends of onshoring and increased U.S. LNG exports, positioning the company to capitalize on these developments under the current political climate [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the long-term growth potential of investments in AI [12]

Energy Fuels (NYSEMKT: UUUU) stock collapsed in early trading this morning, falling 15.3% through 10:40 a.m. ET after the U.S. Department of Energy (DOE) issued a rather innocuous request for information (an "RFI," a preparatory step in the government contracts process that precedes issuing a request for proposals). This RFI invites states to express interest in hosting "Nuclear Lifecycle Innovation Campuses." These campuses could contain advanced nuclear reactors, and also conduct "nuclear fuel lifecycle ...

Industry Overview - President Trump's renewed focus on nuclear energy at the World Economic Forum has generated optimism in the nuclear sector, with plans to incentivize states for nuclear waste storage in exchange for new reactor construction [1][2] - The U.S. aims to quadruple its nuclear capacity to 400 gigawatts by 2050, addressing the growing electricity demand driven by trends like artificial intelligence [3][4] Company Insights - Encore Energy is positioned as a domestic uranium producer, actively engaged in the acquisition and extraction of uranium resources in the U.S., which aligns with the current nuclear expansion initiatives [5][6] - The company operates extraction facilities in South Texas, utilizing in-situ recovery technology, which gives it a competitive edge over others still in the exploration phase [6] - The Trump administration's nuclear expansion plans and the designation of uranium as a critical mineral are expected to provide long-term benefits for companies like Encore Energy [6][7] Market Dynamics - The global demand for uranium is significant, with 439 operating nuclear reactors requiring approximately 175 to 180 million pounds of uranium oxide annually, while current supplies are dwindling [8]

Core Insights - Virtualware has appointed Stephanie Smith, a Canadian nuclear engineer with over 35 years of experience, to its international advisory board, effective immediately for the 2026 fiscal year [1][2]. Company Strategy - Smith's appointment is part of Virtualware's strategy to enhance its leadership in Virtual Reality applications within the nuclear energy sector [4]. - The company has been developing advanced training systems for nuclear plant operators in collaboration with GE Vernova Hitachi Nuclear Energy for eight years [5]. Industry Context - The nuclear energy industry is experiencing increased demand for clean, reliable baseload power, with major economies investing in new builds and life extensions of existing plants [7][8]. - According to the International Energy Agency, nuclear capacity is expected to reach record levels by 2025 [8]. Company Achievements - Virtualware's Fuel Movement Simulator, built on its proprietary platform VIROO, has received a Brandon Hall Group Gold award for Best Advance in Augmented and Virtual Reality [6]. - The company has achieved B Corp certification, highlighting its commitment to sustainable innovation and responsible growth [9]. Company Background - Founded in 2004, Virtualware serves various global organizations and institutions, including GE Vernova, Petronas, and the Spanish Ministry of Defense [10]. - The company acquired Swedish firm Simumatik in October 2024, expanding its capabilities in digital twin and simulation technologies [11]. - Virtualware is listed on Euronext Growth Paris and had a market capitalization of €32 million as of the last trading session [12].

We recently published 10 Stocks Gaining Double Digits Effortlessly. Oklo Inc. (NYSE:OKLO) was one of the best performers on Wednesday. Oklo grew its share prices by 10.70 percent on Wednesday to finish at $94.39 apiece, as investors mirrored the rally in nuclear stocks following the Department of Energy’s (DOE) announcement of a new initiative aimed at developing the country’s nuclear supply chain. Oklo Inc. (NYSE:OKLO) rallied alongside its nuclear counterparts after the DOE asked states to host the “Nu ...