nuclear
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 Nico Popp on January 21st, 2026 | 07:10 CET
Nuclear fusion fantasy at Almonty, Chevron, Cenovus Energy: Why tungsten is the key to infinite energy
Until now, when investors thought of tungsten, they usually pictured hardened steel for armor-piercing ammunition or high-performance drill bits for industrial use. But this perception is on the verge of changing fundamentally. The latest physical breakthroughs in nuclear fusion, particularly at the Chinese experimental reactor EAST, often referred to as the "artificial sun", are placing the high-melting metal at the center of an energy revolution. While oil multinationals such as Chevron and Cenovus Energy are managing the present with record profits, a new market is emerging in the background for materials that must withstand the most extreme conditions. In this scenario, Almonty Industries is evolving from a traditional mining company into a strategic technology enabler – after all, there can be no fusion energy without tungsten. For investors willing to look beyond the fossil fuel world, this opens up an opportunity that goes far beyond cyclical commodity trading.
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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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Commented by Armin Schulz on January 13th, 2026 | 07:05 CET
The big winners of the hunger for electricity: How you can profit with Super Micro Computer, American Atomics, and RWE
The world is facing an unprecedented energy dilemma. Electricity demand is skyrocketing due to AI and electrification, while at the same time, complete decarbonization must be achieved. This enormous conflict of objectives creates historic investment opportunities for companies that provide solutions for energy efficiency, base load power plants, and energy storage for renewable energy. Three companies are particularly in focus: Super Micro Computer, American Atomics, and RWE.
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Commented by Nico Popp on January 9th, 2026 | 07:15 CET
Nuclear comeback: How AI is revitalizing the sector and American Atomics is becoming a key player alongside General Electric and Siemens
The year is 2026, and global energy markets are evolving rapidly. The narrative of nuclear power as a thing of the past is history – CO2 neutrality and energy security increasingly depend on reliable base-load generation. Driving this change is the rapidly growing energy demand of artificial intelligence. Hyperscalers and data centers require stable, 24/7 power that wind and solar alone cannot guarantee. In this new nuclear era, technology giants such as General Electric and Siemens are central as they build the reactors and grids of the future. However, the most attractive niche may lie at the start of the value chain: American Atomics is addressing uranium supply challenges with new technologies and secure US locations.
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Commented by André Will-Laudien on January 5th, 2026 | 07:00 CET
Turbo profits with the energy transition! Net zero or 100% with E.ON, Oklo, American Atomics, and D-Wave
To kick off the year, a look at EU energy policy reveals a clear shift: nuclear power is regaining strategic relevance. Governments across Europe are increasingly focusing on small modular reactors (SMRs). Countries including Poland, Romania, the Czech Republic, Sweden, Estonia, Finland, France, and Italy are currently planning or developing concrete SMR plans in order to better combine nationwide security of supply with overarching climate targets. New reactor concepts for electricity and heat generation are a major focus here. While the first plants are still in the planning stage, the initial rollout of SMRs in Europe is expected to take place primarily in the 2030s. Investors need to think ahead because nuclear energy is no longer a taboo subject but part of the strategic energy future. The US and China are likely to take a leading role in this, because their hunger for energy is huge! Where should investors put their money now?
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