Dernières nouvelles pour Cameco (NYSE:CCJ) Stock

Cameco

Cameco Corp is a provider of uranium needed to generate clean, reliable baseload electricity around the globe. one of those uranium producers. It has three reportable segments, Uranium, Fuel Services, and Westinghouse. It derives maximum revenue from the Westinghouse Segment. It has some projects namely; Millennium, Yeelirrie, Kintyre, and Exploration. The company operates in Canada, Kazakhstan, Germany, Australia, and the United States.

Cameco Corp

All amounts in Canadian dollars unless specified otherwise
Cameco (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CCO#TSX">CCO</a>, NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) reports an expected increase of approximately $170 million (US) in our 49% equity share of Westinghouse Electric Company's (Westinghouse) 2025 second quarter and annual adjusted EBITDA. The expected increase is tied to Westinghouse's participation in the construction project for two nuclear reactors at the Dukovany power plant in the Czech Republic. This expected increase will be taken into consideration in determining the 2025 distribution payable by Westinghouse to Cameco.
In addition to the increase in adjusted EBITDA in 2025, we expect significant financial benefits for Westinghouse, as a subcontractor, over the term of the Dukovany construction project and related to the provision of the fuel fabrication services required for both reactors for a specified period. The outlook for Westinghouse's compound annual growth rate for adjusted EBITDA remains 6% to 10% over the next five years, excluding the impact of the expected $170 million (US) increase in its 2025 adjusted EBITDA.
Cameco owns a 49% interest in Westinghouse and its partner, Brookfield Renewable Partners, owns the remaining 51%.

News

TSX:CCO

Cameco Expects ~C$170M Boost To 2025 Adjusted EBITDA From Westinghouse Stake Due To Czech Nuclear Project

While President Donald Trump's executive orders have previously ruffled political and ideological feathers, some of them have also positively influenced the financial markets. Case in point is the uranium sector. Last month,<a href="https://www.benzinga.com/government/regulations/25/05/45608637/uranium-mining-stocks-rally-after-trumps-nuclear-revival-order-ignites-industry-optimism"> Trump signed a sweeping executive order</a> aimed at rebuilding America's nuclear energy capacity while also reducing dependency on foreign-sourced uranium. The move marks the biggest federal intervention in nuclear power policy in decades, subsequently reinvigorating uranium producers.
Indeed, the underlying commodity has represented one of the hottest segments in the equities arena recently. For example, Cameco Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) – the world's largest publicly traded uranium company – is up over 29% in the trailing month since June 5. Smaller entities in the space, such as Uranium Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/UEC#AMEX">UEC</a>), have also printed double-digit percentage spikes during the aforementioned period.
Both enterprises – along with several other companies – make up the portfolio of Sprott Uranium Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URNM#NYSE">URNM</a>). Owned and managed by global asset manager Sprott Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SII#NYSE">SII</a>), the exchange-traded fund represents one of the few U.S.-listed ETFs which features dedicated exposure to uranium miners and physical uranium. According to Sprott's overview<a href="https://sprottetfs.com/urnm-sprott-uranium-miners-etf/?gad_campaignid=19660087655"> document</a>, 83.8% of URNM's weighting is centered on uranium and related equities, while the rest is allocated to physical uranium.
Beyond direct and convenient exposure to a rarefied arena, the Sprott Uranium Miners ETF facilitates broad exposure to an often choppy market. While uranium stocks are currently enjoying a<a href="https://www.benzinga.com/government/regulations/25/05/45650179/uranium-stocks-hit-17-year-highs-as-mays-rally-marks-best-month-on-record"> wave of bullish momentum</a> thanks to the aforementioned political catalyst, the sector frequently incurs price volatility due to thin trading volumes,<a href="https://www.benzinga.com/partner/commodities/25/06/45795614/uraniums-resurgence-structural-shifts-and-federal-initiative-are-powering-a-long-term-energy-"> lack of transparent spot pricing</a> and sensitivity to news and government policy.
By distributing the risk across multiple names in the sector, investors can gain exposure to uranium while reducing reliance on any one particular entity. Just as importantly, thanks to the fund's underlying diversity, this attribute fosters a more stable and interpretable backdrop for technical analysis.
<h2 class="wp-block-heading">Utilizing Price Action To Assess The Market Behavior Of The URNM ETF</h2>
At its core,<a href="https://www.benzinga.com/money/what-you-need-to-know-about-technical-analysis"> technical analysis</a> represents the study of price dynamics in an attempt to improve investing decisions. To be 100% clear, the discipline makes no promises about forward trajectories. What it does provide is context and color, which market participants may utilize to speculate on possible entry and exit points.
As a quick history lesson, the modern practice of technical analysis stems from Dow Theory, an analytical framework developed by Charles Dow. Essentially, one of the biggest concepts that undergirds the technical approach is that price accounts for all known information. So, it's not necessarily that practitioners don't care about the underlying business or industry; rather, they believe that price already discounts the fundamentals.
In fairness, critics often blast technical analysis as a form of mysticism or pseudoscience. But in reality, price action and chart patterns don't presume to natively hold predictive power. Instead, these datapoints provide a visual representation of market activity. From this representation, market technicians approximate what may happen next based on past price behaviors and the cadence of supply and demand.
Currently, momentum for the URNM ETF is robust. In the trailing month, the fund has gained almost 15% of market value. This burst of upside performance has pushed URNM to a year-to-date gain of just over 4%. For context, the benchmark S&amp;P 500 is up less than 1% in the same frame.
<figure class="wp-block-image"><img loading="lazy" decoding="async" width="1000" height="631" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/06104310/image-102.png" alt="" class="wp-image-941384" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/06104310/image-102.png 1000w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/06104310/image-102-300x189.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/06104310/image-102-768x485.png 768w" sizes="(max-width: 1000px) 100vw, 1000px" /></figure>
What's more, the URNM ETF is currently above two key thresholds: the 200-day moving average (DMA) and the 50 DMA. Investors frequently observe these metrics to better determine the health of a particular market across near-term and longer-term time horizons. These averages can also be used to help determine entry and exit points.
For instance, if a security is struggling to break above a key moving average, the event may indicate bearish resistance, thus incentivizing a cautious take. On the flipside, if a stock blows through a moving average, this may suggest credible momentum.
Regarding the URNM ETF, its price action breached its 50 DMA on April 24 of this year and shot past the 200 DMA on May 23. As of June 5, the uranium fund is more than 4% above its longer-running moving average.
<h2 class="wp-block-heading">Market Breadth Adds Statistical Context For The Sprott Uranium Miners ETF</h2>
While technical analysis offers real-time visualizations into current behavior, market breadth – or the study of patterns of accumulation and distribution – delivers empirical insights. It's able to accomplish this because of two key attributes: stationarity and falsifiability.
Generally speaking, public securities incur drift, thanks to a combination of the passage of time and changes in sentiment regimes. As well, administrative factors such as share dilution and buybacks can distort fundamental metrics such as earnings per share. In the case of the URNM ETF, the fund was priced at under $13 when it first launched in December 2019. It's above $40 today, making statistical analyses – such as price clustering – difficult, if not impossible.
However, the tracking of accumulation and distribution represents a discrete, binary construct. As such, these patterns can be categorized and quantified because of their stationarity; that is, a specific demand sequence that appears in 2020 offers relevant insights if the same pattern materializes in 2025. In other words, market breadth facilitates projectable, probabilistic analyses — and these analyses are falsifiable, opening the door to peer review.
In the past two months, the URNM ETF posted five up weeks and five down weeks, with a net positive trajectory across the 10-week period. This "5-5-U" sequence has occurred 32 times since URNM's public market debut. In 62.5% of cases, the following week's price action results in upside, with a median return of 2.18%.
As a baseline, the chance that a long position will be profitable in the Sprott Uranium Miners ETF is 51.92%. Therefore, investors may consider a combination of technical analysis and market breadth data to help determine entry and exit strategies.
<h2 class="wp-block-heading">Deciphering The Complexities Of The Uranium Market</h2>
The uranium sector has drawn fresh attention amid political momentum and long-term energy security narratives. For investors navigating this complex space, the Sprott ETF offers diversified exposure that tempers the volatility often seen in individual names, creating a more interpretable landscape.
By combining the visual cues of technical analysis with the empirical structure of market breadth data, investors gain a layered understanding of sentiment and behavior. While no method offers certainty, this dual approach frames a more informed perspective for navigating entry and exit decisions.
Featured image from Shutterstock.
This post contains sponsored content. This content is for informational purposes only and is not intended to be investing advice.

Long Ideas

Short Ideas

Technicals

Trading Ideas

ETFs

URNM

Reading The Sprott Uranium Miners ETF: From Price Action To Probabilities

Reported Earlier, Cameco Operations Remain Safe Amid Wildfires; Power And Delivery Disruptions Do Not Impact 2025 Production Target

Investors with a lot of money to spend have taken a bearish stance on Cameco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CCJ, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 23 uncommon options trades for Cameco.
This isn't normal.
The overall sentiment of these big-money traders is split between 39% bullish and 43%, bearish.
Out of all of the special options we uncovered, 4 are puts, for a total amount of $228,821, and 19 are calls, for a total amount of $1,021,531.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $50.0 to $75.0 for Cameco over the recent three months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Cameco's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Cameco's significant trades, within a strike price range of $50.0 to $75.0, over the past month.
<h3>Cameco Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748973737_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$1.61</td>
<td>$1.4</td>
<td>$1.52</td>
<td>$65.00</td>
<td>$142.7K</td>
<td>5.3K</td>
<td>1.7K</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$0.66</td>
<td>$0.59</td>
<td>$0.65</td>
<td>$65.00</td>
<td>$135.2K</td>
<td>13.5K</td>
<td>3.2K</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$0.68</td>
<td>$0.61</td>
<td>$0.66</td>
<td>$65.00</td>
<td>$126.6K</td>
<td>13.5K</td>
<td>5.2K</td>
</tr>
<tr>
<td>CCJ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$14.55</td>
<td>$14.4</td>
<td>$14.4</td>
<td>$70.00</td>
<td>$102.2K</td>
<td>218</td>
<td>132</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$1.71</td>
<td>$1.6</td>
<td>$1.6</td>
<td>$65.00</td>
<td>$65.9K</td>
<td>5.3K</td>
<td>683</td>
</tr>
</tbody>
</table>

<h3>About Cameco</h3>
Cameco Corp is a provider of uranium needed to generate clean, reliable baseload electricity around the globe. one of those uranium producers. It has three reportable segments, Uranium, Fuel Services, and Westinghouse. It derives maximum revenue from the Westinghouse Segment. It has some projects namely; Millennium, Yeelirrie, Kintyre, and Exploration. The company operates in Canada, Kazakhstan, Germany, Australia, and the United States.
In light of the recent options history for Cameco, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Cameco</h3>
<ul>
<li>With a volume of 4,124,113, the price of CCJ is up 2.54% at $59.66. </li>
<li>RSI indicators hint that the underlying stock may be overbought.</li>
<li>Next earnings are expected to be released in 57 days.</li>
</ul>
<h3>Expert Opinions on Cameco</h3>
Over the past month, 1 industry analysts have shared their insights on this stock, proposing an average target price of $65.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Reflecting concerns, an analyst from Goldman Sachs lowers its rating to Buy with a new price target of $65.
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Cameco options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Markets

Behind the Scenes of Cameco's Latest Options Trends

Wall Street posted modest midday gains on Tuesday, as investors digested the latest developments in President <a href="https://www.benzinga.com/topic/donald-trump">Donald Trump's trade policy agenda.</a>
On Monday, the Office of the U.S. Trade Representative (USTR) announced a three-month suspension of the planned 25% Section 301 tariffs on Chinese imports, including chip-containing components such as GPUs, motherboards and solar panels.
Small-cap stocks outperformed large-cap peers, buoyed by signs of labor market resilience. Stronger-than-expected job openings and a decline in job quits for April suggested continued economic strength, easing recession concerns.
Job openings rose by 191,000 to 7.391 million in April, surpassing market expectations of 7.10 million. Meanwhile, job quits dropped by 150,000 to a four-month low of 3.194 million.
The Russell 2000 jumped 1.9%, while the S&amp;P 500 edged 0.7% higher. The small-cap index is on track for its sharpest day of relative outperformance since May 8.
The Nasdaq 100 climbed 1% to 21,700 — its highest level since Feb. 24 — with all-time highs now just 2.2% away.
Dollar General Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>) outperformed all other S&amp;P 500 members following stronger-than-expected earnings and an upbeat outlook. The stock soared 14%, eyeing its strongest-performing session since the <a href="https://www.benzinga.com/markets/earnings/25/06/45746307/dollar-general-boosts-annual-outlook-despite-ongoing-tariff-uncertainty">company went public in 2009. </a>
The U.S. dollar strengthened after eurozone inflation came in below expectations, reinforcing bets that the European Central Bank will deliver another rate cut at its Thursday meeting. 
Treasury prices fell slightly, with 30-year yields inching up near the 5% mark amid persistent concerns over the U.S. fiscal outlook.
Gold eased 1%, pausing after Monday's strongest rally in nearly a month. Oil prices surged further on Tuesday, with WTI light crude hitting $63.6 a barrel — the highest in two weeks — and driving energy sector outperformance.
The past two sessions saw crude rising 5% amid Russian-related supply concerns following the Ukraine drone attack over the weekend.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) rose 0.5% to $106,000, continuing to trade within a tight range. 
<h1 class="wp-block-heading">Tuesday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day % chg</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,101.40</td>
<td>1.5%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,715.48</td>
<td>1.0%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,975.36</td>
<td>0.7%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,509.13</td>
<td>0.5%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:40 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched 0.6% higher to $596.30.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) edged 0.4% up to $425.40.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.9% to $528.05.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.6% to $208.94.</li>
<li>The&nbsp;Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) outperformed, up 1.7%; the&nbsp;Real Estate&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) lagged, down 0.5%.</li>
</ul>
<h1 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h1>
<ul class="wp-block-list">
<li>Other stocks reacting to earnings included Signet Jewelers Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SIG#NYSE">SIG</a>), up 10% and Ferguson Enterprises Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FERG#NYSE">FERG</a>), up 14%.</li>
<li>Constellation Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>) rose 0.8% on Tuesday, paring loftier premarket gains of nearly 15% following the announcement of a nuclear energy deal with Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>).</li>
<li>Other nuclear-linked stocks also benefited, with Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), rising 3.2% and NuScale Power Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>), up 1.5%.</li>
<li>Kenvue Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVUE#NYSE">KVUE</a>) dropped 6.8% to $22.07, leading S&amp;P 500 losses, after executives warned of weaker second-quarter shipments as retailers in the U.S. and China cut inventories amid tariff uncertainty.</li>
</ul>
Read Now:
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</ul>

Broad U.S. Equity ETFs

$BTC

SPDR Dow Jones Industrial Average ETF Trust

FERG

KVUE

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Select Sector SPDR-Consumer Discretionary

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Shares of energy related stocks are trading higher after President Trump said the U.S won't agree to any uranium enrichment by Iran. Additionally, the commodity could be seeing continued strength after OPEC+ decision to keep output levels unchanged.

<a href="https://www.benzinga.com/topic/nuclear-energy">Nuclear stocks are</a> riding a wave — again. But this time, it's not just hype and hope. President Donald Trump's new executive orders have fueled interest in uranium mining and small modular reactors (SMRs).
Additionally, with AI-driven power demand soaring, investors are now asking if names such as Cameco Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), Constellation Energy Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>) and Nuscale Power Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) stay hot — or fizzle?
Read Also: <a href="https://www.benzinga.com/etfs/sector-etfs/25/05/45593231/trump-sparks-uranium-frenzy-nuclear-etfs-see-explosive-gains">Trump Sparks Uranium Frenzy: Nuclear ETFs See Explosive Gains</a>
"The energy needs of AI data centers and national defense could be nuclear's golden ticket," Goldman Sachs <a href="https://www.cnbc.com/2025/05/27/two-stocks-will-gain-the-most-from-trump-nuclear-orders-goldman-says.html">argues</a>, pointing to Cameco's uranium dominance and NuScale's freshly <a href="https://www.reuters.com/business/energy/us-approves-bigger-nuclear-reactor-design-nuscale-document-says-2025-05-29/">approved</a> 77 MW design. The company gives Cameco a Buy rating and $65 target — roughly 11% upside.
NuScale is chasing a different kind of glow. Its SMR design just got the green light from the Nuclear Regulatory Commission, and CEO John Hopkins says the company is in talks with five hyperscalers to power data centers. While it could plug straight into AI's growing appetite, it's not without radiation-like risk: Goldman's Neutral rating signals caution, especially after NuScale&#8217;s first project was scrapped last year.
Constellation Energy, the quiet giant in this trio, keeps delivering with less drama. It already powers data centers with Meta Platforms and is <a href="https://www.benzinga.com/markets/large-cap/25/06/45748439/constellation-energy-signs-20-year-nuclear-power-deal-with-meta-stock-surges">building out another</a> gigawatt of nuclear capacity.
Beyond the ticker tape, the International Energy Agency says global nuclear investment could more than <a href="https://finance.yahoo.com/news/rising-demand-clean-power-drives-180500541.html">double</a> to $150 billion annually by 2030. 
The appeal?
Nuclear energy runs 24/7, unlike solar or wind, and generates electricity with minimal land use and managed waste.
Still, the sector&#8217;s history is riddled with false starts, delays and runaway costs. Investors who got burned before know: nuclear stocks tend to accelerate up fast — and melt down even faster.
For now, nuclear is glowing. But whether it lights up portfolios or just burns through capital will depend on execution, regulation and maybe how fast AI uses electricity.
Read Next: 
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</ul>
Photo: Shutterstock

3 Nuclear Stocks With Catalysts As Energy Policy, AI Push Uranium Back In Play

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/05/29/final-trades-cameco-corp-devon-energy-toast-and-the-slv.html">Halftime Report Final Trades</a>,&#8221; Bryn Talkington, managing partner at Requisite Capital Management, named iShares Silver Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLV#NYSE">SLV</a>) as <a href="https://www.benzinga.com/topic/silver#:~:text=Silver%20initially%20outperformed%20gold%20but,a%2024%25%20increase%20since%20January.&amp;text=Despite%20strong%20performance%20post%2DCovid,lows%2C%20as%20per%20the%20bank.">her final trade</a>.
Silver futures fell by around 0.4% to trade at $33.275 an ounce this morning.
Bill Baruch, president of Blue Line Capital and Blue Line Futures, picked Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) as her final trade.
On the earnings front, Cameco, on May 1, reported quarterly earnings of 11 cents per share which missed the analyst consensus estimate of 19 cents per share. The company reported quarterly sales of $549.63 million which missed the analyst consensus estimate of $806.82 million.
Don't forget to check out our<a href="https://www.benzinga.com/premarket/"> premarket coverage here </a>
Jenny Van Leeuwen Harrington, chief executive officer of Gilman Hill Asset Management, LLC, named Devon Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>), said JPMorgan hosted a call this week with the CEO, which was extremely encouraging.
Supporting her view, Morgan Stanley analyst Devin McDermott, on May 23, maintained Devon Energy with an Overweight rating and raised the price target from $42 to $44.
Joshua Brown, CEO of Ritholtz Wealth Management, picked Toast, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>) as his final trade.
Toast reported quarterly earnings of nine cents per share on May 8, missing the Street estimate of 12 cents. Quarterly revenue came in at $1.34 billion, in line with the consensus estimate. The company also announced an agreement with Topgolf to implement Toast Enterprise Solutions across its venues in the U.S.
Price Action:
<ul class="wp-block-list">
<li>Cameco shares fell 2.1% to close at $59.15 on Thursday.</li>
<li>iShares Silver Trust gained 1.1% on Thursday.</li>
<li>Devon Energy shares rose 0.8% to settle at $31.11 during the session.</li>
<li>Toast shares gained 0.3% to close at $42.24 on Thursday.</li>
</ul>
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<li><a href="https://www.benzinga.com/25/05/45667868/top-2-materials-stocks-that-are-ticking-portfolio-bombs">Top 2 Materials Stocks That Are Ticking Portfolio Bombs</a></li>
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Image created using artificial intelligence via Midjourney.

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Cameco, Devon Energy, Toast And More On CNBC's 'Final Trades'

Investors with a lot of money to spend have taken a bearish stance on Cameco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CCJ, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 17 uncommon options trades for Cameco.
This isn't normal.
The overall sentiment of these big-money traders is split between 29% bullish and 47%, bearish.
Out of all of the special options we uncovered, 4 are puts, for a total amount of $358,005, and 13 are calls, for a total amount of $999,957.
<h3>What's The Price Target?</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $20.0 and $70.0 for Cameco, spanning the last three months.
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Cameco's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Cameco's whale activity within a strike price range from $20.0 to $70.0 in the last 30 days. 
<h3>Cameco Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748545275_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$6.35</td>
<td>$6.15</td>
<td>$6.2</td>
<td>$60.00</td>
<td>$365.1K</td>
<td>12.8K</td>
<td align="right">2</td>
</tr>
<tr>
<td>CCJ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$4.4</td>
<td>$4.35</td>
<td>$4.4</td>
<td>$50.00</td>
<td>$119.6K</td>
<td>453</td>
<td align="right">289</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$11.3</td>
<td>$11.3</td>
<td>$11.3</td>
<td>$70.00</td>
<td>$113.0K</td>
<td>478</td>
<td align="right">0</td>
</tr>
<tr>
<td>CCJ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$3.35</td>
<td>$3.25</td>
<td>$3.25</td>
<td>$55.00</td>
<td>$83.5K</td>
<td>1.2K</td>
<td align="right">282</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$40.8</td>
<td>$40.15</td>
<td>$40.45</td>
<td>$20.00</td>
<td>$80.9K</td>
<td>122</td>
<td align="right">20</td>
</tr>
</tbody>
</table>

<h3>About Cameco</h3>
Cameco Corp is a provider of uranium needed to generate clean, reliable baseload electricity around the globe. one of those uranium producers. It has three reportable segments, Uranium, Fuel Services, and Westinghouse. It derives maximum revenue from the Westinghouse Segment. It has some projects namely; Millennium, Yeelirrie, Kintyre, and Exploration. The company operates in Canada, Kazakhstan, Germany, Australia, and the United States.
After a thorough review of the options trading surrounding Cameco, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Cameco's Current Market Status</h3>
<ul>
<li>Trading volume stands at 4,907,332, with CCJ's price down by -2.33%, positioned at $59.0.</li>
<li>RSI indicators show the stock to be may be overbought.</li>
<li>Earnings announcement expected in 62 days.</li>
</ul>
<h3>Professional Analyst Ratings for Cameco</h3>
Over the past month, 1 industry analysts have shared their insights on this stock, proposing an average target price of $65.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Goldman Sachs has revised its rating downward to Buy, adjusting the price target to $65. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Cameco, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

This Is What Whales Are Betting On Cameco

Analyst Ratings

CNBC Halftime Report Final Trades: iShares Silver Trust, Cameco Corporation, Devon Energy, Toast, Inc

A group of stocks tied to uranium mining and nuclear energy surged to levels not seen since mid-2008, capping off an extraordinary rally in May that is repositioning nuclear power at the center of both the global energy <a href="https://www.benzinga.com/topic/uranium">transition and investor portfolios.</a>
The VanEck Uranium and Nuclear ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLR#NYSE">NLR</a>) rose to $100 per share on Tuesday, May 28, 2025, reclaiming territory last reached in July 2008. 
The fund has now posted eight consecutive weeks of gains, climbing 56% from April lows and 28% in May alone — on pace to mark its strongest month since inception in 2007.
The rally gained fresh momentum in the wake of President Donald Trump's executive order last week, which laid out a strategy to rebuild America's nuclear fuel cycle, reduce dependence on foreign uranium and supercharge reactor development over the next decade.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="535" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-1024x535.png" alt="" class="wp-image-930117" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-1024x535.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-300x157.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-768x401.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-1536x803.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-2048x1070.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h1 class="wp-block-heading">Who's Leading The Nuclear Rally?</h1>
Three companies have emerged as standout winners in May's uranium breakout:
<ul class="wp-block-list">
<li>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) is up 130.7% since late April. The firm develops compact advanced fission reactors aimed at off-grid and remote installations, positioning itself as a leader in next-gen nuclear tech. Last week, the <a href="https://www.benzinga.com/news/mid-cap/25/05/45618496/oklo-inks-deal-with-south-korean-nuclear-giant-for-global-push">company signed a key partnership</a> with South Korean Nuclear Giant&nbsp;Korea Hydro &amp; Nuclear Power.</li>
<li>NuScale Power Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) has gained 114.7%. It specializes in Small Modular Reactors (SMRs), a scalable and cost-efficient technology now getting federal backing.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) has risen 91.4%. The company supplies enriched uranium fuel for commercial and government use, and stands to benefit from expanded enrichment capabilities outlined in Trump's order.</li>
</ul>
Other notable gainers in the past month include Boss Energy Limited (OTCPK: BQSSF), up 50%; NANO Nuclear Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>), up 42.1% and Canadian uranium mining heavyweight Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), which is up 37.8%.
Read also: <a href="https://www.benzinga.com/money/best-uranium-stocks">Best Uranium Stocks Right Now</a>
<h1 class="wp-block-heading">What's Fueling The Nuclear Rally?</h1>
Much of the momentum stems from the May 23 executive order signed by President Trump, which outlines an aggressive roadmap for U.S. nuclear revitalization. 
Among the core initiatives:
<ul class="wp-block-list">
<li>10 new nuclear reactors under construction by 2030</li>
<li>5 gigawatts of uprated capacity from existing facilities</li>
<li>Expansion of uranium enrichment, conversion and recycling</li>
<li>Reinvigoration of the domestic nuclear fuel supply chain</li>
</ul>
In a research note last week, Goldman Sachs analyst Brian Lee said the policy shift provides "a meaningful tailwind for companies in the nuclear fuel supply chain."
Lee reiterated a Buy rating on Cameco, citing its exposure to rising uranium demand and its 49% stake in Westinghouse, a key player in new reactor builds.
"We view the Westinghouse segment would likely see an uplift as construction on new nuclear plants begins," he said.
He also flagged NuScale as a beneficiary of federal investment, given the administration's support for SMRs in both civilian and defense applications.
Goldman Sachs forecasts global nuclear capacity will grow from 378GW to 575GW by 2040, boosting its share of the global electricity mix to 12%. 
The need for reliable, emissions-free baseload power — especially to support the electrification of vehicles, AI-driven data centers and grid stability — is now reviving nuclear's appeal.
Read Now:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/general/market-summary/25/05/45541408/cathie-woods-ark-invest-says-nuclear-energy-could-overtake-solar-as-cheapest-power-source-heres-a-list-of-nuclear-energy-linked-etfs-to-consider">Cathie Wood&#8217;s Ark Invest Says Nuclear Energy Could Overtake Solar As Cheapest Power Source: Here&#8217;s A List Of Nuclear Energy Linked ETFs To Consider </a></li>
</ul>
Photo: Shutterstock

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OKLO

Uranium Stocks Hit 17-Year Highs As May's Rally Marks Best Month On Record

Shares of uranium producers soared Monday after President Donald Trump signed a sweeping executive order on Friday aimed at rebuilding America's nuclear energy capacity and breaking reliance on foreign uranium sources, a move that marks the biggest federal intervention in nuclear <a href="https://www.benzinga.com/topic/uranium">power policy in decades.</a>
The policy outlines an aggressive roadmap to rebuild the domestic nuclear fuel supply chain, restart shuttered reactors, expand uranium enrichment and conversion capabilities, and fast-track licensing of advanced nuclear reactor designs. 
It also includes goals to have 10 new large-scale reactors under construction by 2030 and deliver 5 gigawatts of uprated capacity from existing plants.
Read also:<a href="https://www.benzinga.com/etfs/sector-etfs/25/05/45593231/trump-sparks-uranium-frenzy-nuclear-etfs-see-explosive-gains"> Trump Sparks Uranium Frenzy: Nuclear ETFs See Explosive Gains</a>
<h3 class="wp-block-heading">Cameco Leads The Rally</h3>
Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) rallied over 10% in Canadian trading Monday, marking its biggest single-day gain since August 2022. 
In a note on Friday, Goldman Sachs analyst Brian Lee, CFA expects the move to be a meaningful tailwind for companies in the nuclear fuel supply chain.
"We maintain a constructive view on the nuclear opportunity, both near-to-medium term as it relates to the fuel supply and upstream portion of the value chain," Lee said. 
&#8220;We note this would likely be a longer term tailwind,&#8221; Lee added.
He reiterated a Buy rating on Cameco, emphasizing its direct exposure to rising uranium demand and a strategic 49% stake in Westinghouse. 
"We view the Westinghouse segment would likely see an uplift as construction on new nuclear plants begins," Lee said.
The expert is also optimistic on NuScale Power Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) as advanced technologies like Small Modular Reactors, or SMRs, are also getting a boost from the Trump&#8217;s executive order. 
<h3 class="wp-block-heading">Why Nuclear? A Global Comeback Story</h3>
Nuclear energy currently accounts for 18% of the U.S. electricity mix and around 9% of global power generation, according to Goldman Sachs. 
Despite its role as a clean and stable energy source, the sector has seen years of stagnation. Safety concerns following high-profile disasters like Chernobyl and Fukushima, regulatory delays, and the rapid growth of solar and wind technologies slowed investment and development. 
Meanwhile, the median age of the world's nuclear reactors now stands at approximately 32 years, underscoring the urgent need for modernization. That picture is beginning to change. 
Driven by surging power demand from electrification, electric vehicles, and data centers, as well as concerns over energy security and reliability, countries are reevaluating nuclear power. 
Goldman Sachs estimates global nuclear capacity will rise from 378 gigawatts today to 575 gigawatts by 2040, lifting its share of the global electricity mix to 12%. That's a 200-gigawatt increase, largely fueled by a combination of large-scale builds and new technologies such as Small Modular Reactors.
Nuclear&#8217;s value proposition lies in its unique combination of zero-emissions output and high reliability. 
Unlike intermittent renewable sources like solar and wind, nuclear offers continuous, baseload power with a high capacity factor—often above 90%—comparable to coal and natural gas but without the carbon emissions. 
"It is one of the cleanest sources of power generation and one of the most reliable," said Lee.
Read now: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/mid-cap/25/05/45587750/uranium-stocks-surge-trumps-nuclear-push-sparks-double-digit-gains">Uranium Stocks Surge: Trump&#8217;s Nuclear Push Sparks Double-Digit Gains</a></li>
</ul>
Image: Shutterstock/RHJPhtotos

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Economics

Uranium Mining Stocks Rally After Trump's Nuclear Revival Order Ignites Industry Optimism

These large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>IonQ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>) stock jumped 30.58% after CEO Niccolo de Masi made bold statements <a href="https://www.benzinga.com//node/45576711" target="_blank" rel="noreferrer noopener">comparing the company&#8217;s trajectory</a> to that of Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).</li>
<li>United States Steel Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>) shares increased by 28.90%. Nippon Steel Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NPSCY#OTC">NPSCY</a>) has pledged to invest $14 billion <a href="https://www.benzinga.com//node/45510183" target="_blank" rel="noreferrer noopener">in the company&#8217;s</a><a href="https://www.benzinga.com//node/45510183" target="_blank" rel="noreferrer noopener"> </a><a href="https://www.benzinga.com//node/45510183" target="_blank" rel="noreferrer noopener">operations</a>.</li>
<li>CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) shares escalated 27.95%, driven by recent developments <a href="https://www.benzinga.com//node/45570628" target="_blank" rel="noreferrer noopener">and analysts price revisions</a>.</li>
<li>Amer Sports, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AS#NYSE">AS</a>) shares rose 18.95% after the company reported first-quarter FY25 results, and analysts <a href="https://www.benzinga.com//node/45545012" target="_blank" rel="noreferrer noopener">boosted their forecast on the stock</a>.</li>
<li>Venture Global, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VG#NYSE">VG</a>) stock grew 16.34%.</li>
<li>GameStop Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>) shares rose 16.10%, potentially driven by renewed retail enthusiasm and rising crypto market momentum, as Bitcoin (CRYPTO: BTC/USD) <a href="https://www.benzinga.com//node/45569674" target="_blank" rel="noreferrer noopener">hit a record high above $111,000</a>.</li>
<li>Korea Electric Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEP#NYSE">KEP</a>) stock upped 14.54%.</li>
<li>Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) shares grew 14.47% on reports indicating Trump will sign executive orders to ease regulatory <a href="https://www.benzinga.com//node/45590362" target="_blank" rel="noreferrer noopener">requirements for new reactors</a>.</li>
<li>Ryanair Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RYAAY#NASDAQ">RYAAY</a>) shares increased 12.06%.</li>
<li>Gold Fields Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GFI#NYSE">GFI</a>) stock upped 11.87% as gold and silver prices gained following President Trump&#8217;s EU tariff threat.</li>
<li>Agnico Eagle Mines Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEM#NYSE">AEM</a>) stock rose 10.49% as gold and silver prices gained following President Trump&#8217;s EU tariff threat.</li>
</ol>
Image Via Shutterstock

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GameStop, IonQ, And CoreWeave Are Among Top 11 Large-Cap Gainers Last Week (May 19-May 23): Are The Others In Your Portfolio?

On Friday, Cathie Wood-led Ark Invest made several significant trades. The most prominent among these involved Intuitive Machines Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUNR#NASDAQ">LUNR</a>), Oklo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NASDAQ">OKLO</a>), L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>), BWX Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NASDAQ">BWXT</a>), Block Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NASDAQ">XYZ</a>), Nextdoor Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KIND#NASDAQ">KIND</a>), Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), and Blade Air Mobility Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLDE#NASDAQ">BLDE</a>).
The OKLO Trade: Ark&#8217;s Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>) sold 97,238 shares of Oklo Inc. This move represents 0.5039% of the ETF.
The BWXT Trade: In a contrasting move, ARKQ purchased 16,369 shares of BWX Technologies Inc., representing 0.2016% of the ETF.
The CCJ Trade: Ark Invest also offloaded 33,110 shares of Cameco Corp. from its ARKQ portfolio. This sale accounts for 0.2002% of the ETF.
The LUNR Trade: ARKQ added 142,270 shares of Intuitive Machines Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUNR#NASDAQ">LUNR</a>), accounting for 0.1681% of the ETF.
The LHX Trade: Ark Invest&#8217;s ARKQ also bought 4,037 shares of L3Harris Technologies Inc., representing 0.1001% of the ETF.
The XYZ Trade: Ark&#8217;s Next Generation Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#NYSE">ARKW</a>) sold 14,810 shares of Block Inc. This move represents 0.0492% of the ETF. This sale comes after <a href="https://www.benzinga.com/25/05/45579194/cathie-wood-dumps-block-shares-as-bitcoin-hits-fresh-all-time-high-buys-baidu-amid-robot-car-buzz">Cathie Wood dumped Block shares</a> as Bitcoin hit a fresh all-time high.
The KIND Trade: In a contrasting move, ARKW purchased 105,974 shares of Nextdoor Holdings Inc., representing 0.0089% of the ETF.
The BLDE Trade: Ark&#8217;s Space Exploration &amp; Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKX#BATS">ARKX</a>) bought 7,229 shares of Blade Air Mobility Inc., representing 0.0084% of the ETF.
Read Next:
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: ChrisStock82 / Shutterstock.com

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UUUU

Shares of nuclear stocks are trading higher on reports indicating Trump will sign executive orders to ease regulatory requirements for new reactors.

Wedbush analyst Dan Ives highlighted nuclear energy stocks in a note released Friday and pointed to Oklo, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) as the<a href="https://www.benzinga.com/markets/25/05/45583796/nuclear-stocks-oklo-nano-nuclear-constellation-energy-surge-in-friday-pre-market-whats-going-on"> star of the sector.&nbsp;</a>
What To Know: President Donald Trump is expected to sign executive orders as early as Friday to boost the nuclear energy industry by streamlining approvals for new reactors and strengthening fuel supply chains. 
Read Next:<a href="https://www.benzinga.com/news/mid-cap/25/05/45587750/uranium-stocks-surge-trumps-nuclear-push-sparks-double-digit-gains?utm_source=articleShare"> Uranium Stocks Surge: Trump&#8217;s Nuclear Push Sparks Double-Digit Gains</a>&nbsp;
The anticipated executive orders are expected to direct federal agencies to expedite permitting and siting of new nuclear facilities and instruct the Departments of Energy and Defense to identify federal lands and facilities suitable for nuclear deployment, bypassing some of the current Nuclear Regulatory Commission hurdles.
Expert Ideas: Ives pointed to Oklo as a primary beneficiary of Trump's policy changes. It plans to submit a combined license application by the end of 2025 and deploy its first commercial power plant by 2027. Increased federal support and streamlined regulation could accelerate this.
Oklo's business model of building, owning and operating its own reactors while selling power directly to customers under long-term contracts positions it well for recurring revenues and addresses common pain points in nuclear projects, Ives said.&nbsp;
He sees Oklo as "set to be a major player" in the "AI Revolution datacenter buildout."
Wedbush maintained an Outperform rating on Oklo stock and raised its price target from $45 to $55. 
Other Nuclear Stocks: The Wedbush senior analyst also highlighted other companies likely to benefit from the executive orders including nuclear energy stocks such as NuScale Power Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>), Lightbridge Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LTBR#NASDAQ">LTBR</a>) and Centrus Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>), as well as uranium suppliers like Energy Fuels Inc. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/UUUU#AMEX">UUUU</a>), Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), Uranium Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/UEC#AMEX">UEC</a>) and Nexgen Energy Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NXE#NYSE">NXE</a>).&nbsp;&nbsp;
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Image: Shutterstock

Oklo Stock To Go Nuclear? Analyst Calls It A 'Major AI Revolution Player'

U.S. stocks were lower, with the Dow Jones index falling around 300 points on Friday.
Shares of Frontline plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FRO#NYSE">FRO</a>) rose during Friday's session <a href="https://www.benzinga.com/quote/FRO/earnings">following first-quarter results</a>.
The company reported revenue of $427.9 million, surpassing the $264.2 million consensus. Adjusted EPS declined to 18 cents from 62 cents a year ago, missing the consensus of 23 cents.
Frontline shares gained 3.7% to $17.81 on Friday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Merus N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRUS#NASDAQ">MRUS</a>) shares jumped 30% to $54.04 as the company disclosed interim clinical data as of a February 27, 2025 data cutoff from the ongoing phase 2 trial of the bispecific antibody petosemtamab in combination with pembrolizumab.</li>
<li>NANO Nuclear Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>) rose 24.7% to $34.40.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) gained 23.4% to $114.98.</li>
<li>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) rose 23.1% to $49.03 after Wedbush raised its price target on the stock from $45 to $55 and maintained an Outperform rating.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) gained 23.1% to $114.80.</li>
<li>Uranium Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UEC#NYSE">UEC</a>) gained 19.2% to $6.15.</li>
<li>NuScale Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) shares gained 16% to $29.36.</li>
<li>NexGen Energy Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NXE#NYSE">NXE</a>) rose 11.6% to $6.07.</li>
<li>Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) gained 8.8% to $724.54 after the company reported better-than-expected third-quarter financial results and raised guidance.</li>
<li>Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) rose 8.2% to $57.13.</li>
<li>BWX Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) gained 6.5% to $114.70.</li>
<li>Fluor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLR#NYSE">FLR</a>) rose 5.4% to $39.61.</li>
</ul>
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Photo via Shutterstock

Intraday Update

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Frontline, Merus, Intuit And Other Big Stocks Moving Higher On Friday

Shares of nuclear-linked stocks are trading higher amid report that President Trump to sign orders to boost nuclear power as soon as Friday.

<a href="https://www.reuters.com/business/energy/trump-sign-orders-boost-nuclear-power-soon-friday-sources-say-2025-05-22/" title="https://www.reuters.com/business/energy/trump-sign-orders-boost-nuclear-power-soon-friday-sources-say-2025-05-22/">https://www.reuters.com/business/energy/trump-sign-orders-boost-nuclear-power-soon-friday-sources-say-2025-05-22/</a>

General

'Trump to sign orders to boost nuclear power as soon as Friday, sources say'- Reuters

Goldman Sachs analyst Brian Lee assumes coverage on Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) with a Buy rating and price <a href="https://www.benzinga.com/quote/CCJ/analyst-ratings">forecast of $65/C$89</a>.
The analyst says that this positive outlook is primarily driven by three key elements, which include growing demand for nuclear energy, favorable pricing dynamics, and the unlocking of value through its Westinghouse subsidiary.
The analyst sees the company as the most strategically sound opportunity to capitalize on the nuclear theme.
The company is expected to benefit from structural tailwinds, driven by tightening supply-demand dynamics in the uranium market, adds the analyst.
Notably, CCJ&#8217;s assets account for 25% of global uranium production, and its share of overall production is projected to be around 14% globally through 2035, according to GSe.
Lee revised EPS estimates to C$1.21, C$2.13, and C$2.59, down from previous figures of C$1.66, C$2.42, and C$3.10.
This adjustment reflects increased costs and lower realized pricing, says the analyst.
For the Q5-Q8 period, the analyst estimates adjusted EBITDA for the Uranium, Fuel Services, and Westinghouse segments at C$1,278 million, C$247 million, and C$669 million, respectively.
Price Action: CCJ shares are up 2.27% at $52.34&nbsp;at the last check on Tuesday.
Read Next:
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Image: Shutterstock

Initiation

Uranium Supply-Demand Dynamics Tighten, Goldman Sachs Expects Cameco To Benefit

Press Releases

Westinghouse Resolves Technology Export Dispute With Korean Companies

Production Resumes at JV Inkai

AI and Blockchain Energy Demand Spurs Interest in Nuclear Power and Uranium Investments

Cameco Announces 2024 Results; Strong Performance Across All Segments; Westinghouse Distribution; Strategy Centered on Marketing, Production, Financial Discipline Expected to Generate Full-Cycle Value; Positive Outlook for Nuclear Energy

Cameco Reports Document Filings

Cameco Reports Q1 Results: Strong Consolidated Financial and Operational Results; Average Realized Price Benefitting From Long-Term Contracting Strategy; Full-Cycle Market Fundamentals Remain Positive

Cameco Announces Election of Directors

ATHA Energy Announces Appointment of Industry Veteran Suraj Ahuja to Its Board

Northern Saskatchewan Operations Update

Cameco Reports Expected Increase in Its Share of Westinghouse 2025 Adjusted EBITDA

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Amazon, Google And Microsoft Bet Big On Nuclear: AI&#39;s Growing Energy Demands Fuel New Projects

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