The cleanest, most abundant energy source in the universe may finally be moving from science fiction to shareholder letters.
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July 3 - Hedge Funds, News
TimesSquare Capital Management, an equity investment management company, released its “U.S.
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July 1 - Hedge Fund Investor Letters, News
On June 29, Reuters reported that automakers and energy-storage providers are increasing sodium-ion battery output as AI-powered data center demand increases the requirement for...
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June 30 - Hedge Funds, News
Is CCJ a good stock to buy? We came across a bullish thesis on Cameco Corporation on Darius Dark Investing’s Substack.
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June 11 - News, Stock Analysis
On June 8, Michael Zinn, Managing Director & Senior Portfolio Manager at UBS, joined BNN Bloomberg to discuss the outlook on the markets.
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June 10 - Hedge Funds, News
The US electricity demand soared to a record level last year, with data centers accounting for around 50% of the demand growth.
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May 30 - Hedge Funds, Industries, News
The global supply of mined uranium is highly consolidated, with the top three producing nations alone accounting for roughly 75% of the total output worldwide.
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May 20 - Lists, News
With small modular reactors (SMRs) moving closer to commercial deployment, competition is rising among SMR developers to secure the materials, equipment, and manufacturing capacity...
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May 14 - Hedge Funds, News
In this article, we will look at the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks.
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April 30 - Hedge Funds, News
While the S&P Energy index has lost some momentum in the month of April, it is still up by just under 24% since the beginning of the year.
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April 28 - Hedge Funds, Industries, Market Movers, News
Canadian equities produced a standout performance in 2025.
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April 27 - Hedge Funds, News
The American nuclear energy sector is going through a renaissance amid the ongoing AI boom, especially after President Trump signed an executive order last year to quadruple the...
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April 25 - Dividend Stocks, Hedge Funds, Industries, News
Volatility caused by the Iran war continued to weigh heavily on Canadian equities.
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March 24 - Hedge Funds, News
Uranium supplier Cameco Corporation (NYSE:CCJ) made a major announcement on March 4th when it announced a nine-year uranium supply agreement with India.
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March 8 - News
The boom in AI investment has led to rapid growth in data center buildouts.
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March 7 - News
Cameco Corporation (NYSE:CCJ) Q4 2025 Earnings Call Transcript February 13, 2026Cameco Corporation beats earnings expectations.
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February 14 - News, Transcripts
On January 15, 2026, Raymond James analyst Brian MacArthur raised the firm’s price target on Cameco Corporation (NYSE:CCJ) to C$165 from C$150 while keeping an Outperform rating...
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February 7 - News
Cameco Corporation (NYSE:CCJ) is one of the stocks that should double by 2030.
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February 6 - News
On January 27, Sherry Paul, Morgan Stanley senior portfolio manager, joined CNBC's 'Closing Bell' to discuss the state of equity markets and whether more volatility is ahead.
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February 5 - Hedge Funds, News
According to McKinsey & Co., capital spending tied to data centers could reach $6.7 trillion globally by 2030, driven largely by the acceleration of AI workloads.
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February 4 - Hedge Funds, News
Cameco Corporation (NYSE:CCJ) continued its rally and hit an all-time high on January 28 after a rapid surge in the price of the nuclear fuel.
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January 31 - News
The US energy sector came to a halt as an Arctic blast with frigid temperatures swept across the country this week, leading to a significant fall in the country’s oil and gas...
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January 31 - Hedge Funds, Industries, Market Movers, News
Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025. ...
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January 28 - Hedge Fund Investor Letters, News
On January 15, Raymond James analyst Brian MacArthur raised the firm’s price target on Cameco Corporation (NYSE:CCJ) from C$150 to C$165, while maintaining an ‘Outperform...
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January 26 - News
On January 15, 2026, Cameco Corporation (NYSE:CCJ) saw Raymond James raise its price target from C$150 to C$165, reiterating an ‘Outperform’ rating.
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January 26 - News
The surge was primarily driven by a strong rebound in natural gas prices.
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January 26 - Hedge Funds, Industries, Market Movers, News
As the artificial intelligence (AI) spending narrative evolves in 2026, investors are shifting their focus to the energy backbone supporting the AI economy.
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January 24 - Hedge Funds, News
We came across a bullish thesis on Cameco Corporation on r/Valueinvesting by pencilthefrog. In this article, we will summarize the bulls’ thesis on CCJ.
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January 19 - News, Stock Analysis
Cameco Corporation (NYSE:CCJ) ranks among the best energy stocks with huge upside potential.
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December 3 - News
Cameco Corporation (NYSE:CCJ) received a boost on November 24 following reports that Canada is nearing an export agreement with India to supply the South Asian country with uranium...
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December 1 - News
US natural gas futures surged to a nearly three-year high on November 28 on the back of colder weather forecasts and the increased demand for heating.
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December 1 - Hedge Funds, Industries, Market Movers, News
As November draws to a close, the S&P energy index has lagged behind the broader index, showing a modest rise of 1.57% in the final week of the month.
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November 30 - Hedge Funds, News
Meanwhile, on November 5, 2025, Cameco Corporation (NYSE:CCJ) reported its Q3 2025 results.
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November 24 - News
The ongoing market environment is marked by shifting global supply, demand, and investor sentiment amid the evolution of the commodities cycle.
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November 21 - Hedge Funds, News
Cameco Corporation (NYSE:CCJ) took a hit earlier this month when it announced results for its Q3, with the company’s earnings and revenue both falling below forecasts.
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November 19 - News
While the S&P Energy Index managed to outperform the S&P 500 Index over the last week, some sectors have lagged behind, with uranium being one of them.
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November 19 - Hedge Funds, Industries, Market Movers, News
Cameco Corporation (NYSE:CCJ) Q3 2025 Earnings Call Transcript November 5, 2025Cameco Corporation misses on earnings expectations.
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November 6 - News, Transcripts
Cameco Corporation (NYSE:CCJ) hit an all-time high this week after it announced a ‘transformational’ strategic partnership with the US government for the construction of at...
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November 4 - News
The American nuclear energy sector was among the biggest winners this week after the US government signed a deal to invest over $80 billion to build nuclear reactors across the...
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November 3 - Hedge Funds, Industries, Market Movers, News
Cameco Corporation (NYSE:CCJ) is one of the best NYSE stocks to buy and hold for the next decade.
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October 31 - News
On October 27, Nicolas Janvier, Head of North America Equities at Columbia Threadneedle Investments, appeared on CNBC and suggested that the market sentiment hinges on trade stability...
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October 30 - Hedge Funds, News
“I know you think I'm joking when I call 2025 the year of magical investing, but every day, something borderline miraculous happens around here, something so lucrative that ...
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October 30 - Hedge Funds, News
Cameco climbed to a new 52-week high on Tuesday, as investors gobbled up shares following an $80 billion investment partnership with the US government and Brookfield Asset Management...
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October 29 - News
Cramer discussed that a number of major companies are struggling with limited supply, including Sandisk, Micron, and Boeing.
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October 27 - Hedge Funds, News
Cameco Corporation (NYSE:CCJ) is one of the largest global providers of uranium fuel to power the ongoing nuclear energy renaissance.
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October 16 - News
Nuclear energy is back in the spotlight after nearly two decades, especially after President Trump signed an executive order in May to quadruple America’s nuclear energy capacity...
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October 16 - Dividend Stocks, Hedge Funds, Industries, News
Cameco Corporation (NYSE:CCJ) is one of the best stocks to invest in right now.
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September 27 - News
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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September 26 - Hedge Fund Investor Letters, News
On September 24, Anastasia Amoroso, Partners Group chief investment strategist, appeared on CNBC’s ‘Squawk Box’ to discuss the latest market trends and the Fed’s interest...
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September 25 - Hedge Funds, News
After Goldman Sachs began covering with a ‘Buy’ rating on September 16, 2025, Cameco Corporation (NYSE:CCJ) rose among nuclear energy stocks, pushing nuclear equities up about...
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September 24 - News