Uranium
Commented by Armin Schulz on February 19th, 2026 | 07:20 CET
From raw material to reactor: How Cameco, Stallion Uranium, and Constellation Energy are capitalizing on the AI-driven energy crisis
Artificial intelligence and its thirsty data centers are driving electricity demand to new heights, while geopolitical tensions and years of underinvestment are strangling the supply of uranium. Analysts predict a multiplication of the price of uranium, as mines are currently producing only three-quarters of the material needed. At the same time, US policy is pushing for the construction of dozens of new reactors and classifying nuclear power as critical infrastructure. That is why it is worth taking a look at three companies today: primary producer Cameco, exploration specialist Stallion Uranium, and reactor operator Constellation Energy.
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Commented by Carsten Mainitz on February 19th, 2026 | 07:10 CET
Key investments – American Atomics, Siemens Energy, and Aixtron!
Nothing works without electricity - the demand for which from AI and electromobility is growing exponentially. Round-the-clock availability is required. Although renewable energy is politically desirable, they carry the risk of dark doldrums. On the other hand, nuclear power is on the rise. Numerous tech giants are relying on this energy source to reliably and low-carbon cover the enormous energy needs of their data centers and AI infrastructures. One stock that remains under the radar of many investors is American Atomics. The company plans to build a fully integrated North American value chain, taking advantage of political and structural tailwinds. Siemens Energy is a blue chip in the energy sector and continues to be rated a "Buy" by analysts. Aixtron is riding the AI wave. How should investors position themselves?
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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 Fabian Lorenz on February 11th, 2026 | 07:10 CET
"Unprecedented surge in electricity demand": Siemens Energy, Nordex, and hidden gem Stallion Uranium stand to benefit!
Uranium demand is expected to skyrocket in the coming years. A doubling would come as no surprise. At the same time, uranium is expected to come from Western regions, presenting both a challenge and an opportunity for the industry. Stallion Uranium is still a hidden gem, but this is likely to change soon. While new nuclear power plants are being planned and old ones restarted in the US, AI data centers are relying on gas-fired power plants. Siemens Energy is currently profiting handsomely from this trend. The company is set to release its quarterly figures today. It is already known that Siemens Energy plans to invest USD 1 billion in the US. Is there a threat of overcapacity? The Nordex share is losing some steam, partly due to cautious analyst commentary. At the same time, the company is starting the new year with a whole series of orders.
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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 Nico Popp on February 2nd, 2026 | 07:00 CET
Uranium rush in the Athabasca Basin: Stallion Uranium follows in the footsteps of NexGen Energy – an opportunity for Cameco too?
The global energy industry is currently experiencing a renaissance that seemed unthinkable just a few years ago. Driven by the insatiable appetite for electricity of AI data centers and the geopolitical imperative to become independent of fossil fuel imports, nuclear power is making a comeback as an indispensable source of base load power. However, the nuclear power comeback is facing a harsh reality: the supply of nuclear fuel is lagging behind demand. While reactors are running longer and new ones are coming online, suppliers' inventories are running low. This structural supply deficit has sparked a race for the few remaining world-class deposits. The center of this search is in Saskatchewan, Canada, more specifically in the southwestern Athabasca Basin. A clear hierarchy has emerged here. Industry giant Cameco must produce, developer NexGen Energy has proven the geological potential, and explorer Stallion Uranium has secured the strategically crucial land package to cause a sensation with the next big discovery. We get to the bottom of the details.
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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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