
Centrus Energy Corp. (LEU)
Centrus Energy Corp. is a provider of nuclear fuel and services, specializing in the production and management of enriched uranium for the commercial nuclear power industry. The company focuses on supplying high-assay low-enriched uranium (HALEU) and related products to support the development of advanced nuclear reactors and clean energy solutions.
Company News
Nuclear startups betting on massive AI power demand may face significant challenges as emerging computing technologies demonstrate 100-1,000x energy efficiency gains, potentially reducing projected data center power requirements by 50-70%.
As global energy demands surge, nuclear power is gaining renewed attention, driven by data center growth, electrification, and decarbonization goals. The Global X Uranium ETF provides investors a way to capitalize on this emerging trend across the uranium industry's value chain.
Several stocks saw significant gains on Thursday, with Ameresco receiving a bullish upgrade from Jefferies, Lithium Americas experiencing potential government interest, and Kodiak Sciences getting an analyst upgrade.
Energy Fuels' stock has declined 15.3% year-to-date, underperforming the industry, sector, and S&P 500. The decline is attributed to the recent volatility in uranium prices and the company's expansion into the rare earth elements market, which is dominated by China. However, the company is well-positioned to capitalize on the growing demand for u...