NexGen Energy

NXE

Market cap $8.37B

MMCAP International Inc. SPC added 2,379,891 NexGen Energy shares; estimated trade size ~$21.01 million (based on quarterly average price) Quarter-end stake value rose by $21.91 million, reflecting both share increase and price appreciation Transaction equaled 2.1% of fund's 13F reportable assets under management Post-trade holding: 2,429,898 shares valued at $22.36 million NexGen Energy represents 2.23% of AUM, placing it outside the fund's top five holdings These 10 Stocks Could Mint the Next Wave of Millionaires ›

NexGen Energy earns a reinforced Buy rating, driven by rapid progress at its Rook 1 uranium project and strong sector tailwinds. Rook 1 boasts high-grade reserves, low costs, and a projected NPV up to C$6.79B, with annual after-tax cash flow of C$1.72–1.93B over five years. NXE is nearing final regulatory approval, well-capitalized with C$1.2B liquidity, and positioned to benefit from structural uranium deficits and AI-driven energy demand.

This year is shaping up to be an interesting one for investors. The commodity bull markets we've seen in the past have in some ways paled in comparison with the sorts of moves we've seen in certain commodity sectors over the course of the past year.

Link to the Part 2 Commission Hearing that commenced at 9:00 am CST February 9, 2026: here NexGen's Part 2 presentation video now available on NexGen's homepage: here This Hearing represents the final step in the Federal regulatory process prior to a CNSC approval decision Vancouver, British Columbia--(Newsfile Corp. - February 9, 2026) - NexGen Energy Ltd. (TSX: NXE) (NYSE: NXE) (ASX: NXG) ("NexGen" or the "Company") is pleased to be participating this week in Part 2 of the Canadian Nuclear Safety Commission ("CNSC") Commission Hearing for the Federal approval of the Company's 100%-owned Rook I Project (the "Project").

• The 59-room hotel with conference center, restaurant, cultural heritage centre and playground will meet growing regional accommodation demand and create 36 local full-time roles. • Partnership model highlights NexGen's longstanding collaborative approach with Indigenous communities.

Stocks in the nuclear energy sector climbed Wednesday morning after President Donald Trump spoke at the 2026 World Economic Forum in Davos, framing nuclear energy as a safe and efficient solution to fuel the growth of manufacturing and AI in the United States.

PCE Expansion: • Vertical extent of high-grade subdomain has increased by 23% from 335 m to 412 m with 210 m of strike length. • Additional expansion of the mineralized footprint to 700 m vertical extent (from 600 m) and to 620 m strike length (from 600 m).

VANCOUVER, British Columbia, Jan. 14, 2026 (GLOBE NEWSWIRE) -- Equity-Insider.com News Commentary – After decades of flat demand, U.S. electricity generation is finally accelerating, with growth projected at 2.4% in 2025 and 1.7% in 2026—largely driven by the massive power needs of AI data centers[1]. As Big Tech firms look to SMR nuclear technology for massive amounts of carbon-free energy, a significant vulnerability has been exposed: U.S. nuclear plants currently import over 95% of their uranium from foreign sources, including Russia and Kazakhstan[2].

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

Centrus Energy's HALEU advantage, $3.9B backlog and Ohio expansion are tested as investors weigh which uranium stock wins amid rebounding prices.