Cameco

CCJ

Market cap $40.7B

Cameco Inc. is positioned as the premier integrated uranium supplier, bridging AI-driven energy demand with secure, tier-one assets and downstream services. CCJ's market-linked contracts, stable Fuel Services, and 49% stake in Westinghouse ensure resilient cash flows and reduced earnings volatility. Despite 2025 production cuts at McArthur/Key Lake, CCJ maintains delivery reliability through inventories, spot purchases, and contract flexibility, supporting its premium valuation.

Some stocks have the potential to deliver extraordinary returns over time. They generally fall into two camps: established players with wide economic moats and growth catalysts, or young companies in red-hot industries that are just starting to take off.

Goldman Sachs reports that data centers, powering the innovative artificial intelligence (AI) algorithms, could cause power demand from data centers to increase by 165% by 2030. While renewable energy sources are on the rise, they'll likely fall short of meeting this escalating demand on their own.

Uranium miner Cameco is worth watching as its stock forms a rare ascending base and trades near all-time highs.

CCJ stock surges 115.9% in six months on strong H1 results and a Slovakia supply deal.

In the most recent trading session, Cameco (CCJ) closed at $85.31, indicating a +1.35% shift from the previous trading day.

This AI stock is eyeing a fresh entry after forming a rare, powerful pattern. It has rallied 64% in 2025 as earnings accelerate.

Nuclear stocks reflect meaningful exposure to the AI trade thanks to the vast amount of power used in data centers.

Red-hot in 2025, nuclear energy stocks have been in high demand, and investors' interest don't seem likely to taper off anytime soon. Besides the auspicious futures that nuclear energy companies are projecting, political support for this niche of the renewable energy industry is powering the market's interest.

In the most recent trading session, Cameco (CCJ) closed at $83.09, indicating a -4.37% shift from the previous trading day.