nuclear-uranium theme · 9 dossiers

Nuclear-uranium theme MATURING and CCJ's structure has broken twice into improving news: mkt cap $44.79B (06-29) → ~$39.9B (07-25), ~$88, ~35% off the $135.24 high, absorbing a $17.5B federal AP1000 program and NJ's $24B plan. Barclays cut…

Nuclear-microreactor narrative has stopped converting news into demand: a Truist Hold/$22 initiation (7/14) and a Virginia consortium announcement (7/17) landed inside four sessions and NNE still printed a fresh 52-week low at $15.78…

Three straight cohort-driven sessions carried OKLO from the 2026-07-29 close of $36.84 to $43.33 on 2026-08-04, with no Oklo release behind any of them. The 2026-08-07 Q2 call is the binary.

Second up-day into tonight's print with nothing new disclosed: SMR closed $9.49 on 2026-08-04 (+5.33%), 25% above the 2026-07-29 base and still under a falling $9.90 50-day. Q2 consensus spans $1.0M (Zacks) to $8.80M (MarketBeat) on a…

Q2 (2026-08-05) missed both lines and rare earths contributed roughly $0.1M of $25.1M revenue, yet the tape made a higher low and closed 08-06 at $12.90, best since 07-14. The mine-to-magnet story now rests on the 2026-08-12 ASM scheme…

Peers raised 2026 guidance twice this week (TLN 08-05, CEG 08-06) and the complex still de-rated; VST fell 8.15% on 08-04 alongside NRG's -15.48% earnings break and closed 08-06 at $141.38, under the 07-29 flush low of $142.81. The 08-07…

A pure-play uranium royalty became a diversified US land-and-royalty vehicle on 2026-07-27 when the Sweetwater arrangement closed, relisting on NASDAQ 2026-07-28 with 4.5M fee mineral acres and a soda ash royalty. The re-rating is…