Cameco

CCJ

Market cap $48.2B

Artificial Intelligence (AI) has hit a physical wall. For the last decade, the primary constraint on technology growth was computing power, or how many chips a company could buy.

In the most recent trading session, Cameco (CCJ) closed at $109.79, indicating a +2.07% shift from the previous trading day.

Cameco is one of the world's largest uranium miners. Centrus is one of the only authorized sellers of enriched uranium in America.

Energy Fuels Inc. may have beaten Cameco's return in 2025, but in the long term, there's no contest. Cameco is growing its revenue much faster than Energy Fuels, and it's profitable while Energy Fuels is running a loss.

Pipeline operator Enterprise Products Partners is a steady earner and provides investors with an attractive dividend yield. EQT is well-positioned to meet the increasing demand as countries transition from coal to cleaner-burning natural gas.

Nuclear power and private jets take @Stockstotrade's Tim Bohen's attention on today's Big 3. Tim points to Oklo Inc.'s (OKLO) cooldown as a new base for shares, Cameco's (CCJ) "safer" exposure to the nuclear sector, and Flyexecutive's (FLYX) SpaceX tie as reasons to watch his stock picks.

The nuclear energy sector experienced another massive breakout on Friday as Meta Platforms Inc. (NASDAQ: META) officially entered the atomic age.

The energy sector is seeing rising demand from data centers and a push for energy independence. Cameco is a leading uranium miner that stands to benefit from the expansion of nuclear infrastructure.

Bank of America has named Agnico Eagle Mines Ltd (TSX:AEM), Cameco Corporation (TSX:CCO) and Freeport-McMoRan Inc (NYSE:FCX, XETRA:FPMB) as its top equity picks for 2026 across the North American metals and mining (M&M) sector, citing supportive macro conditions, selective valuation opportunities and constructive commodity price forecasts. In a year-ahead outlook, the bank wrote that the recommendations follow its recent commodities update and reflect a preference for precious metals alongside targeted exposure to nuclear fuel and copper.

Cameco Corporation (CCO:CA) Presents at Goldman Sachs Energy, CleanTech & Utilities Conference Transcript