Uranium
Commented by Fabian Lorenz on February 27th, 2026 | 07:40 CET
+50% Uranium Surge? Standard Uranium Could Have Even More Upside!
The impact of AI is currently causing sharp price swings. Who stands to gain, and who is under threat? While software companies are being punished, the share prices of energy companies are skyrocketing. Among the big winners in the US are energy suppliers that rely on nuclear power. These include, for example, Constellation Energy, Vistra, and Talen Energy. But these companies also need to be supplied with uranium. It is therefore not surprising that Bank of America is bullish on the price of uranium. It expects an increase of over 50% to USD 135 per pound in the current year alone. With Standard Uranium, investors could benefit from this megatrend.
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Commented by Fabian Lorenz on February 27th, 2026 | 07:05 CET
Price explosion and price alert! Gerresheimer, Nordex, and AI profiteer American Atomics!
Price explosion at Nordex. After strong quarterly figures, the share price shot up by around 17% in a single day. The company is riding a wave of success, and its order backlog indicates that this trend will continue. Even if the share is no longer a bargain. American Atomics shares are still waiting for a price explosion. The company is active in a market that will make a comeback in the coming decades: uranium. The AI boom is leading to the construction of countless new nuclear power plants. This has also been evident recently in India. Virtually all the major US AI players were present at the India AI Impact Summit. More than USD 250 billion is to be invested in AI infrastructure. Nuclear power capacity is set to increase more than tenfold to 100 GW. American Atomics also plans to benefit from this. At Gerresheimer, on the other hand, the crash continues. After analysts slashed the price target, BaFin also expanded its investigations. Investors are shocked.
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Commented by Armin Schulz on February 26th, 2026 | 07:25 CET
From software to energy to chips: Why SAP, Standard Uranium, and AMD are essential additions to any AI portfolio
The economic landscape is currently undergoing one of its most profound metamorphoses: by 2026, artificial intelligence has gone from being a hype topic to a tough competitive factor. As the initial hype fades, a massive investment cycle is emerging that is reshaping entire industries. From the realignment of global enterprise software to energy supply and semiconductor manufacturing, the foundations of a new economic order are currently being laid. Those who recognize the strategic positioning early on can participate in this historic shift. Three companies exemplify different facets of this transformation: SAP, Standard Uranium, and AMD.
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Commented by Nico Popp on February 25th, 2026 | 08:20 CET
Nuclear comeback offers opportunities: Standard Uranium, Cameco, and Denison Mines dominate the Athabasca Basin
As the world experiences a return to nuclear power, Canada's Athabasca Basin in the province of Saskatchewan is becoming more than ever the strategic heart of global uranium supply. Reports from the International Energy Agency (IEA) officially herald the "age of electrification," in which nuclear energy is transforming from a transitional solution to an indispensable pillar—thanks to climate neutrality. This development is driven by the growing energy demands of artificial intelligence and modern IT infrastructure. Studies by McKinsey and the IEA consistently show that the electricity demand of global data centers is expected to triple by 2030. In view of these fundamental market dynamics, analysts at the World Nuclear Association (WNA) have set the ambitious goal of significantly expanding global nuclear capacity over the next 25 years. In this environment, Standard Uranium is positioning itself as one of the most active and precise explorers, using technologically advanced methods to identify undiscovered corridors in the shadows of industry giants. The company operates in close proximity to the big players and offers investors maximum leverage on the price of uranium in the safest and richest uranium region in the world.
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Commented by Armin Schulz on February 24th, 2026 | 07:25 CET
AI: a billion-dollar opportunity! Secure your share of the pie now with Intel, American Atomics, and Super Micro Computer.
In 2026, artificial intelligence will have an unprecedented impact on the stock markets. What began as a purely technological phenomenon is transforming into a cross-sector megatrend fueled by record investments of over USD 450 billion. No longer just chip developers, but also suppliers of specific infrastructure and energy providers are becoming the secret winners of this expansion. This fundamental change is creating opportunities far beyond the usual suspects and leads us directly to three interesting companies: semiconductor veteran Intel, energy company American Atomics, and server specialist Super Micro Computer.
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Commented by Nico Popp on February 20th, 2026 | 07:15 CET
Uranium scarcity meets AI boom: Why Cameco, Perpetua Resources, and American Atomics are the real winners of this decade
The energy industry is undergoing radical change, driven largely by the exponentially growing energy appetite of tech giants and artificial intelligence. Current market analyses by Goldman Sachs Research expect the electricity demand of data centers to increase by a staggering 165% by 2030. This surge in demand for carbon-free base load electricity has triggered a veritable nuclear renaissance. While industry giants such as Cameco are impressively demonstrating in this environment that control over the entire fuel cycle is the key to enormous company valuations in the uranium sector, the example of Perpetua Resources shows another significant trend. Securing critical raw materials on American soil is no longer purely an economic decision, but has become a fundamental issue of national security. It is precisely in this force field of market power and geopolitical resilience that American Atomics is positioning itself as an up-and-coming innovator.
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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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