Core Insights - Cameco (CCJ.US) surged over 21%, reaching a new all-time high, with a year-to-date increase of 104% [1] Group 1: Strategic Partnership - On October 28, Cameco signed a strategic cooperation agreement worth $80 billion with the U.S. government and Brookfield [1] - The agreement aims to construct Westinghouse Electric nuclear reactors to meet the growing electricity demand driven by artificial intelligence [1] Group 2: Industry Position - Cameco is a leading uranium mining company that provides essential fuel supply for nuclear reactors [1] - The company stands to benefit directly from the expansion of the industry chain due to this agreement [1]