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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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2 ‘Strong Buy’ Nuclear Power Stocks Offering Compelling Value
TipRanks1d agobullish
2 ‘Strong Buy’ Nuclear Power Stocks Offering Compelling Value

The world’s energy landscape is undergoing a fundamental shift. Concerns over climate change, pollution, energy security, and long-term sustainability are putting greater pressure on fossil fuels and accelerating the search for alternatives. The direction is becoming clear: the future of energy is moving toward carbon-free power. But the move away from carbon emissions is hardly the only driver here. Utility providers and national governments are also wrestling with questions about reliable ener

3 AI Stocks to Buy (and 2 to Skip) as the AI Buildout Hits a New Gear
InvestorPlace20d agobullish
3 AI Stocks to Buy (and 2 to Skip) as the AI Buildout Hits a New Gear

Think back to the summer of 2023, back when nuclear and uranium stocks were dead money. Back then, everyone kept asking if Big Tech would actually choose nuclear to power its data centers. Then the deals started landing. Microsoft (MSFT) and Constellation (CEG). Google (GOOGL) and Kairos. And those uranium and nuclear stocks took off like rocket ships — Cameco (CCJ), Oklo (OKLO), the whole complex tripled and quadrupled.InvestorPlace - Stock Market News, Stock Advice & Trading Tips I bring this

Cameco (TSX:CCO) Stock May Be 13% Overvalued Following UBS Upgrade
Simply Wall St.45d agobullish
Cameco (TSX:CCO) Stock May Be 13% Overvalued Following UBS Upgrade

Cameco stock has delivered a very large 5 year return, yet the current checks suggest investors are now paying a premium. Both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples point in the same direction, which raises questions about how much optimism is already in the price. Cameco has returned roughly 7x over the past 5 years, which puts the recent valuation signals under closer scrutiny. Recent upgrades tied to a stronger uranium demand story and the planned...

Cameco gets UBS upgrade on strengthening uranium bull case
Proactive59d agobullish
Cameco gets UBS upgrade on strengthening uranium bull case

Cameco Corporation (TSX:CCO) has been upgraded to Buy by UBS on a strengthened uranium bull case that analysts believe is not reflected in the producer's share price. The upgrade follows a pullback in the stock of 18% over the past month and 27% over the past six months, which UBS said...

3 Uranium Stocks to Buy as Nuclear Heats Before the End of July
24/7 Wall St.63d agobullish
3 Uranium Stocks to Buy as Nuclear Heats Before the End of July

Nuclear just landed on the U.S. Critical Minerals List, 38 countries have pledged to triple capacity by 2050, and a Section 232 decision this month could reshape the entire uranium supply chain. Three stocks sit directly in the path of that policy shockwave.

3 Powerful Nuclear Energy Stocks to Buy in July
24/7 Wall St.78d agobullish
3 Powerful Nuclear Energy Stocks to Buy in July

Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector’s growth math. The EIA now models commercial data-center server electricity use growing ... 3 Powerful Nuclear Energy Stocks to Buy in July

Cameco Corporation (CCJ): 7 Best Fusion Energy Development Stocks to Buy
Insider Monkey80d agobullish
Cameco Corporation (CCJ): 7 Best Fusion Energy Development Stocks to Buy

With a short percentage of shares outstanding of 1.42%, Cameco Corporation (NYSE:CCJ) is among the 7 Best Fusion Energy Development Stocks to Buy. On June 29, RBC Capital raised its price target on Cameco Corporation (NYSE:CCJ) to C$175 from C$160 while maintaining an Outperform rating on the shares. The firm believes Cameco is exceptionally well-positioned to benefit […]

Is Now the Time to Buy a Uranium ETF?
Barchart97d agobullish
Is Now the Time to Buy a Uranium ETF?

Uranium and uranium mining stocks remain in a long-term bull market, but even the most aggressive bull markets rarely move in straight lines. A pullback in the URNM ETF could be a buying opportunity in June 2026.

3 Uranium Stocks Worth Buying as Nuclear Heats up in June
24/7 Wall St.102d agobullish
3 Uranium Stocks Worth Buying as Nuclear Heats up in June

Nuclear’s narrative shifted from theory to commitment this spring, and June is where capital flows show up in fundamentals. Thirty-eight countries have pledged to triple nuclear capacity by 2050, Meta has signed agreements for up to 6.6 GWe of nuclear, and the U.S. Department of Energy is offering up to $26.5 billion in loan guarantees ... 3 Uranium Stocks Worth Buying as Nuclear Heats up in June