Nuclear Energy's Global Comeback Is Only Gaining Momentum
Thursday, 14 August 2025 () Nuclear has been a core investment theme since December 2020, followed by the launch of "The Next AI Trade" in April 2024 and the introduction of the "Powering Up America" theme shortly thereafter. We expanded our nuclear coverage yesterday as Goldman initiated bullish coverage on Uranium Energy Corp. As a reminder, we first flagged Cameco Corp. as a buy around $9 a share; it's now trading above $78. Goldman's latest nuclear reactor tracker, which charts out global project progress, underscores…
Tensions escalated near the Zaporizhzhia Nuclear Power Plant as the International Atomic Energy Agency (IAEA) confirmed hearing explosions and spotting rising smoke from a nearby auxiliary facility..
Tensions between the United States and Iran have escalated once again after Tehran suspended cooperation with the International Atomic Energy Agency (IAEA) following US and Israeli strikes on its..
Iran on Wednesday admitted that U.S. and Israeli strikes caused severe damage to its nuclear facilities, validating President Trump’s claim of “complete obliteration.” Foreign Ministry..