Trump Positions Nuclear Energy as Key to US Manufacturing Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy CCJ?
Source: Benzinga
- Nuclear Sector Rally: Following Trump's address at the World Economic Forum framing nuclear energy as a safe and efficient solution, nuclear stocks surged, indicating strong market confidence in the sector.
- Policy Initiatives: The executive orders mentioned by Trump aim to streamline nuclear reactor licensing and fast-track small modular reactors (SMRs), which are expected to further solidify the U.S. position as an energy superpower.
- Investor Enthusiasm: Stocks of companies like Oklo, Nano Nuclear Energy, and NuScale Power spiked in response to Trump's support for nuclear power, reflecting investor optimism in the nuclear industry.
- Economic Confidence: Trump asserted that the U.S. is the economic engine of the world, with all three major indexes rising, including a 0.32% increase in the S&P 500, showcasing market confidence in the recovery of the American economy.
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Analyst Views on CCJ
Wall Street analysts forecast CCJ stock price to fall
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 116.390
Low
71.80
Averages
105.67
High
118.78
Current: 116.390
Low
71.80
Averages
105.67
High
118.78
About CCJ
Cameco Corporation is a provider of uranium fuel to generate baseload electricity around the globe. Its segments include uranium, fuel services and Westinghouse. The uranium segment involves the exploration for, mining, milling, purchase and sale of uranium concentrate. The fuel services segment involves the refining, conversion and fabrication of uranium concentrate and the purchase and sale of conversion services. The Westinghouse segment reflects its earnings from this equity-accounted investment. Westinghouse is a nuclear reactor technology original equipment manufacturer and a global provider of products and services to commercial utilities and government agencies. It provides outage and maintenance services, engineering support, instrumentation and controls equipment, plant modification, and components and parts to nuclear reactors. It has two operating mines, Cigar Lake and McArthur River as well as a mill at Key Lake. It also has ownership interests in Global Laser Enrichment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Nuclear Capacity Goals: Amazon and X-Energy aim to deploy 5 gigawatts of nuclear capacity by 2039, sufficient to power millions of homes and some of the world's largest AI clusters, highlighting the critical role of nuclear energy in future energy structures.
- Strategic Uranium Supply Chain: This breakthrough shifts nuclear energy from theory to execution, placing the uranium supply chain in focus, with Centrus being one of the few U.S. companies capable of HALEU enrichment, enhancing its market position as a key domestic supplier.
- Infrastructure Investment Opportunity: With the return of nuclear energy, investors should pay attention to this infrastructure narrative, as the increasing demand for power from AI aligns perfectly with nuclear energy solutions, marking a significant shift in the energy landscape.
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- Core Inflation Eases: Core inflation, excluding food and energy, decreased from 2.7% to 2.5%, the lowest since March 2021, which could influence investor expectations regarding future interest rate policies and subsequently affect stock market performance.
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- Earnings Call Announcement: Cameco Corporation is set to host a conference call on February 13, 2026, at 8:00 AM ET to discuss its Q4 2025 earnings results, providing insights into financial performance and future outlook.
- Live Webcast Access: Investors can access the live webcast through Cameco's events and presentations page on its website, ensuring transparent information dissemination and real-time interaction with management.
- Dial-in Participation: Participants can join the call by dialing 1-833-821-3311 for US access or +1-647-846-2607 for international callers, facilitating global investor engagement and access to the latest financial updates.
- Replay Information: After the call, a replay can be accessed by dialing 1-855-669-9658 for US or +1-412-317-0088 for international, using access code 6136870, ensuring that investors who missed the live event can still obtain key information.
See More
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- Revenue Growth: The company reported Q4 revenue of C$1.2 billion, a 1.7% year-over-year increase, exceeding forecasts by C$110 million, demonstrating sustained demand and stable market share in the nuclear sector.
- Rating Downgrade: Despite strong earnings, analysts downgraded Cameco's rating from 'Buy and Hold' to 'Buy the Dips and Sell the Rallies', reflecting concerns over valuation that may impact investor confidence.
- Market Outlook: While facing valuation pressures, Cameco is still viewed as a key player in the nuclear industry, potentially benefiting from the long-term trends of clean energy transition based on its high-quality business foundation.
See More
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- Significant Net Earnings Growth: The company achieved net earnings of $199 million for 2025, an increase of $64 million from 2024, with adjusted net earnings rising to $217 million, reflecting successful implementation of a long-term supply strategy in a stable demand environment.
- Increased Returns from Westinghouse Investment: Westinghouse's adjusted EBITDA grew by 30% year-over-year to $121 million, and Cameco received $350 million in cash distributions from Westinghouse, highlighting its stable role and investment value in the global nuclear market.
- Optimistic Future Outlook: Cameco anticipates continued growth in nuclear energy demand, particularly in the context of electrification and energy security, and plans to leverage its strong asset portfolio and flexible supply strategy to enhance long-term shareholder value.
See More
Amazon Drives Nuclear Fuel Supply Chain Restart
- Nuclear Fuel License Breakthrough: Amazon has secured the first nuclear fuel license in 50 years, breaking the bottleneck for deploying Small Modular Reactors (SMRs) and restarting the High-Assay Low-Enriched Uranium (HALEU) supply chain, ensuring reactor operations and advancing AI infrastructure development.
- Nuclear Capacity Goals: Amazon and X-Energy aim to deploy 5 gigawatts of nuclear capacity by 2039, sufficient to power millions of homes and some of the world's largest AI clusters, highlighting the critical role of nuclear energy in future energy structures.
- Strategic Uranium Supply Chain: This breakthrough shifts nuclear energy from theory to execution, placing the uranium supply chain in focus, with Centrus being one of the few U.S. companies capable of HALEU enrichment, enhancing its market position as a key domestic supplier.
- Infrastructure Investment Opportunity: With the return of nuclear energy, investors should pay attention to this infrastructure narrative, as the increasing demand for power from AI aligns perfectly with nuclear energy solutions, marking a significant shift in the energy landscape.
See More
Wall Street Rebounds as Inflation Data Surprises
- Inflation Data Decline: The annual inflation rate fell from 2.7% to 2.4% in January, undershooting the expected 2.5%, marking the lowest level since May 2025, indicating a potential economic slowdown that may prompt the Fed to consider interest rate cuts, thus impacting market liquidity.
- Core Inflation Eases: Core inflation, excluding food and energy, decreased from 2.7% to 2.5%, the lowest since March 2021, which could influence investor expectations regarding future interest rate policies and subsequently affect stock market performance.
- Small Caps Lead Gains: The Russell 2000 index rose nearly 1.8%, outperforming large-cap stocks, reflecting increased investor confidence in small businesses and potentially indicating optimism about economic recovery.
- Rivian Stock Surge: Rivian Automotive Inc. shares jumped 27%, marking the strongest day in the company's history, after reporting a narrower-than-expected quarterly loss, which may attract more investor interest in the electric vehicle market.
See More
Cameco Corporation to Host Q4 2025 Earnings Call on February 13, 2026
- Earnings Call Announcement: Cameco Corporation is set to host a conference call on February 13, 2026, at 8:00 AM ET to discuss its Q4 2025 earnings results, providing insights into financial performance and future outlook.
- Live Webcast Access: Investors can access the live webcast through Cameco's events and presentations page on its website, ensuring transparent information dissemination and real-time interaction with management.
- Dial-in Participation: Participants can join the call by dialing 1-833-821-3311 for US access or +1-647-846-2607 for international callers, facilitating global investor engagement and access to the latest financial updates.
- Replay Information: After the call, a replay can be accessed by dialing 1-855-669-9658 for US or +1-412-317-0088 for international, using access code 6136870, ensuring that investors who missed the live event can still obtain key information.
See More
Cameco Q4 Earnings Exceed Expectations
- Earnings Beat: Cameco's Q4 non-GAAP EPS of C$0.50 surpassed expectations by C$0.06, indicating robust profitability despite market fluctuations.
- Revenue Growth: The company reported Q4 revenue of C$1.2 billion, a 1.7% year-over-year increase, exceeding forecasts by C$110 million, demonstrating sustained demand and stable market share in the nuclear sector.
- Rating Downgrade: Despite strong earnings, analysts downgraded Cameco's rating from 'Buy and Hold' to 'Buy the Dips and Sell the Rallies', reflecting concerns over valuation that may impact investor confidence.
- Market Outlook: While facing valuation pressures, Cameco is still viewed as a key player in the nuclear industry, potentially benefiting from the long-term trends of clean energy transition based on its high-quality business foundation.
See More
Abasca Resources Engages High Grade Mining Consulting for Loki Deposit
- Strategic Consultant Appointment: Abasca Resources has engaged veteran mining engineer Gary Haywood and High Grade Mining Consulting to provide technical consulting for the Preliminary Economic Assessment of the Loki Graphite Deposit, which is expected to accelerate project development and mitigate risks.
- Private Placement Announcement: The company is initiating a non-brokered private placement of up to $3 million, selling 12 million flow-through shares, with proceeds earmarked for exploration activities at the Loki Deposit, thereby enhancing resource development efforts.
- Resource Potential: The Loki Deposit boasts an inferred resource of 11.31 million tonnes at 7.65% carbon content, indicating strong competitiveness in the graphite market and potentially attracting increased investor interest.
- Industry Expertise: Gary Haywood brings extensive experience in project development in Northern Saskatchewan, having held senior roles at Fission Uranium and Cameco, and his expertise will be crucial in supporting Abasca's production objectives.
See More
Cameco Reports Strong Growth in 2025 Financial Results
- Strong Financial Performance: Cameco reported Q4 2025 revenue of $1.201 billion, a 1.5% increase from 2024, with annual revenue reaching $3.482 billion, up 10.5%, showcasing robust contributions from its uranium and Westinghouse segments, thereby reinforcing its market position.
- Significant Net Earnings Growth: The company achieved net earnings of $199 million for 2025, an increase of $64 million from 2024, with adjusted net earnings rising to $217 million, reflecting successful implementation of a long-term supply strategy in a stable demand environment.
- Increased Returns from Westinghouse Investment: Westinghouse's adjusted EBITDA grew by 30% year-over-year to $121 million, and Cameco received $350 million in cash distributions from Westinghouse, highlighting its stable role and investment value in the global nuclear market.
- Optimistic Future Outlook: Cameco anticipates continued growth in nuclear energy demand, particularly in the context of electrification and energy security, and plans to leverage its strong asset portfolio and flexible supply strategy to enhance long-term shareholder value.
See More
