Nuclear Energy Scaling Up Through New Federal Projects

Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline.

ETF Trends • Aug 31, 2026

Westinghouse Electric Wants to Ride a Nuclear Power Revival to an IPO

The company has a powerful ally with an incentive to see it grow: the U.S. government.

WSJ • Aug 31, 2026

Microreactor Criticality Milestones Fuel Nuclear Renaissance

Westinghouse, which is 49% owned by Cameco Corp. (CCJ), recently achieved initial criticality for its eVinci microreactor this month, marking a notable milestone for advanced nuclear deployment. Key Takeaways Westinghouse completed zero-power criticality testing for its 5 MWe eVinci microreactor at the Nevada National Security Site alongside DOE national laboratories.

ETF Trends • Aug 28, 2026

CCJ's Uranium Production Down 5% in 1H26: Will 2026 Targets be Met?

Cameco's uranium production falls 5% in H1 2026, while disruptions and maintenance outages shaped output and its outlook.

Zacks Investment Research • Aug 27, 2026

Cameco Owns the Refinery at the Center of Canada's Uranium Threat

Ontario Premier Doug Ford said Monday that Canada should be ready to cut off U.S. access to electricity and critical minerals, including uranium refined in Ontario. Cameco owns 100% of the Blind River refinery in Ontario, the world's largest commercial uranium refinery.

The Motley Fool • Aug 26, 2026

2 Uranium Stocks to Buy Before the Next Nuclear Supercycle

Cameco, the world's second-largest uranium miner, is finally growing again. Uranium Energy's cleaner, cheaper extraction methods are becoming more popular.

The Motley Fool • Aug 26, 2026

Why the Nuclear Sector Still Has Room to Grow

Since the announcement of Microsoft (MSFT) working with Constellation Energy (CEG) to restart a reactor at the Three Mile Island plant, publicly traded companies in the nuclear sector have seen significant stock price changes.

ETF Trends • Aug 24, 2026

Cameco vs. Denison: Which Uranium Stock Has an Edge Right Now?

CCJ offers scale, stable production and long-term contracts, while DNN brings higher-risk, higher-reward potential.

Zacks Investment Research • Aug 24, 2026

Cameco: Westinghouse IPO Sooner Than Later (Rating Upgrade)

Cameco Corporation is upgraded to Buy, citing recent price weakness and a sum-of-the-parts valuation offering 25% upside. CCJ's uranium business enjoys strong contract rollovers, margin expansion, and EPS growth above 20%, supported by strategic geopolitical positioning. The potential Westinghouse IPO could unlock significant value for CCJ, with or without the US Government deal, targeting a $23–30bn valuation.

Seeking Alpha • Aug 18, 2026

Google, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.

The AI spending frenzy will create infrastructure that will need more and more power in perpetuity. On-site power production is a popular choice for many data centers, but it's not a viable long-term solution.

The Motley Fool • Aug 17, 2026