AMERICAN ATOMICS INC
Commented by Fabian Lorenz on February 16th, 2026 | 07:10 CET
Siemens Energy shares - Sell? BASF and American Atomics in the AI energy boom!
Will Siemens Energy shares soon reach EUR 200? Looking at the reaction of the stock market and analysts, there can be no doubt about it. The record-breaking figures published have further fueled the euphoria. The energy hunger from the AI boom is ringing the cash registers. American Atomics also wants to profit from this in the future. While gas-fired power plants currently seem to be the first choice for data center operators, the industry is betting on nuclear energy in the long term. American Atomics plans to mine and enrich uranium directly in the US. Incidentally, France is also heavily committed to nuclear power. One of the largest electricity consumers in Germany is BASF. The high energy prices in Germany are challenging the industrial giant, prompting it, among other things, to expand operations to India.
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Commented by Stefan Feulner on February 8th, 2026 | 07:25 CET
Energy Fuels, American Atomics, Occidental Petroleum – Beneficiaries of the US energy transition
Global energy demand is heading toward a new dimension. Artificial intelligence, data centers, cloud infrastructure, and electromobility are causing electricity consumption to skyrocket, and at a rate that exceeds the growth of grids and generation capacities. Without reliable, base-load capable power sources, technological progress threatens to reach its physical limits. This is precisely why nuclear energy and fossil fuels are back in focus. They provide predictable power on a large scale, regardless of weather and time of day. Anyone who ignores this bottleneck is misjudging one of the key drivers of the next investment cycle.
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Commented by Armin Schulz on February 6th, 2026 | 08:00 CET
Exploding electricity demand! Siemens Energy, American Atomics, and Nordex stand to benefit
The current energy crisis reveals a paradoxical picture. Despite record growth in renewables, power consumption and emissions continue to rise. Blackouts and surging electricity prices are increasingly undermining the competitiveness of entire industries. The solution lies not in a single technology, but in an intelligent, reliable energy mix. For investors, this structural transformation is creating historic opportunities. This report examines how Siemens Energy, American Atomics, and Nordex are strategically positioned to benefit from this profitable future market.
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Commented by Carsten Mainitz on February 2nd, 2026 | 07:20 CET
Energy: The bottleneck of the markets – how investors can benefit from American Atomics, Nordex, and Siemens Energy!
Energy is a key determinant of the competitiveness of economies and companies. Availability, price, and security of supply directly influence costs and, in turn, the prices of products and services. Renewable energy is important, but fluctuating power generation, the risk of dark doldrums, and the currently limited storage capacity pose significant challenges. Against this backdrop, uranium is experiencing a comeback as a reliable energy source. Many tech giants such as Alphabet, Microsoft, Amazon, and Meta are already relying on nuclear power to meet the enormous energy demands of their data centers and AI infrastructures in a reliable and low-carbon way. American Atomics is considered a beneficiary of this trend. The company is pursuing the goal of establishing a fully integrated North American value chain, leveraging favorable political and structural tailwinds.
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Commented by Fabian Lorenz on January 30th, 2026 | 09:00 CET
DroneShield disappoints! Plug Power fights for survival! American Atomics stock poised for an overdue rally?!
Tech analyst Pip Klöckner paints a clear picture for 2026: he expects NVIDIA CEO Jensen Huang to become the world's most influential energy lobbyist. Without additional, reliable energy, data centers cannot operate - and without data centers, no one will buy NVIDIA chips. Meta is already fully committed to nuclear energy, underlining how critical stable baseload power has become in the AI race. American Atomics stands to benefit from this development. After all, uranium is needed regardless of who builds the nuclear power plants or ultimately wins the AI arms race. Importantly, American Atomics is developing several promising projects directly in the United States. The AI-driven energy boom has also lifted hydrogen stocks in the past, including Plug Power, but the euphoria has faded, and the Copmany is now fighting for survival. And what about DroneShield? The drone defense specialist's shares have taken a sharp hit in recent days. Was the sell-off triggered by the latest quarterly figures, or is something else at play?
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Commented by André Will-Laudien on January 28th, 2026 | 07:15 CET
Silver soon at USD 200? Buying at elevated levels or seizing opportunities with CSG, American Atomics, and Carl Zeiss Jena
After a nervous start to the year, commodities and energy issues are once again firmly in focus on global capital markets. Recent discussions around trade tariffs and geopolitical dependencies, topics that also dominated the World Economic Forum in Davos, have triggered pronounced volatility. At the same time, heightened volatility is opening up attractive opportunities for investors. Whether silver, copper, nickel, lithium, or uranium, these metals are essential for industry, the energy transition, and electromobility. Their growing strategic importance is driving up prices and increasingly acting as an inflationary force in Western economies. The underlying factors include disrupted supply chains, export-policy uncertainties, and a tight structural supply deficit. In China, for example, solar module manufacturers are reportedly beginning to stockpile silver, as physical material is becoming increasingly difficult to source. As a result, the price of silver has multiplied within just one year, and physical demand now significantly exceeds global annual production. Investors should take note.
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Commented by Armin Schulz on January 26th, 2026 | 07:00 CET
The strategic move – How American Atomics is securing fuel for the AI age
Artificial intelligence is changing our world, but its enormous appetite for energy threatens to push power grids to their limits. Tech giants are faced with the fundamental question of how to reliably supply data centers with clean electricity. Data centers will soon consume double-digit percentages of total electricity. The answer leads directly to a renaissance of nuclear energy. But this restart has a sore spot: the fragile global fuel chain. American Atomics is positioning itself in this gap between exploding demand and scarce supply with a clever two-pronged approach.
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Commented by Nico Popp on January 22nd, 2026 | 06:55 CET
AI and the uranium comeback: How American Atomics is becoming the winner of the energy transition and what that has to do with Meta Platforms and Infineon
The era of artificial intelligence (AI) is not only an era of enormous productivity gains, but above all an era of infrastructure and gigantic energy consumption. While the last decade was dominated by software, the future will be all about hardware. Generative AI and the path toward artificial general intelligence (AGI) are transforming data from an intangible asset into a massive consumer of power. Analysts at Goldman Sachs estimate that investments by major US tech companies in energy infrastructure could reach the astronomical sum of over USD 500 billion by 2027. This new reality is forcing a two-pronged energy strategy: on the one hand, the massive expansion of storage and efficiency technologies, and on the other, the inevitable return to the only CO2-free energy source that reliably provides base load – nuclear power. We explain what tech titan Meta Platforms and chip manufacturer Infineon have to do with this development and why American Atomics is considered a highly speculative but strategically brilliant bet on the uranium comeback.
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Commented by Carsten Mainitz on January 19th, 2026 | 07:45 CET
Demand trends for energy remain strong, but ultimately it is price that matters – American Atomics, Siemens Energy, and RWE are benefiting!
Shares in the energy and raw materials sectors were good investments last year. This trend is continuing in the first few weeks of the new year. The strong growth in demand for electricity, driven in part by AI and electromobility, is structural and sustained. Important aspects in this context are the availability of energy and infrastructure and, crucially, the price. The price of electricity is becoming increasingly important as a competitive factor. Who has the most convincing answers to the challenges of the present and the future?
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Commented by Fabian Lorenz on January 16th, 2026 | 07:15 CET
ENERGY decides the AI race between the US and China: Siemens Energy, Oklo, and American Atomics stand to benefit
The race between the US and China for superior artificial intelligence (AI) is in full swing. More and more experts expect that the winner will not be decided by semiconductors from NVIDIA & Co., but by something much simpler: who has the cheapest energy! As a result, the US is investing heavily in nuclear energy. Old reactors are being brought out of retirement, and new ones are to be built in record time. It is therefore not surprising that Siemens Energy's stock outperformed NVIDIA and Alphabet last year. Can the DAX-listed company continue this performance? Oklo and American Atomics are also among the beneficiaries. Who is cheap?
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