Shares of uranium and nuclear-related companies are trading lower amid multiple catalysts including reports suggesting Oracle has issued a "force majeure" notice regarding potential timeline slippage of Project Jupiter in New Mexico, which may imply slower data center development. Also, Google's launch of Project Suncatcher to deploy AI compute capacity in space may dampen expectations for nuclear power needs.

BNP Paribas Maintains Neutral on BWX Technologies, Lowers Price Target to $165

BNP Paribas analyst Matthew Akers maintains BWX Technologies (NYSE:BWXT) with a Neutral and lowers the price target from $190 to $165.

Nokia Earns Jim Cramer's Praise: ‘I Think It’s A Terrific Situation’

Cramer recommends Nokia and Seanergy Maritime, calls BWX too expensive, urges caution on Hub Group, and advises selling NextEra Energy.

Guggenheim Initiates Coverage On BWX Technologies with Buy Rating, Announces Price Target of $192

Guggenheim analyst Michael Ciarmoli initiates coverage on BWX Technologies (NYSE:BWXT) with a Buy rating and announces Price Target of $192.

Trump, Greenland Deal Puts Rare-Earth ETFs In Focus: Funds to Watch as US Targets China’s Supply Chain

Stocks related to Greenland surged after the new U.S.-Greenland deal. Here’s what it could mean for rare-earth and critical-minerals ETFs.

The Fed Is Watching AI Inflation. Here's What ETF Investors Should Watch

ETF investors should take note of rising data-center demand for power, copper and infrastructure as AI investment fuels inflation.

CCJ stock has given up its prior gain. Cameco shares were trading higher after reports suggesting that its nuclear engineering JV Westinghouse may be valued at over $50 billion in its U.S. IPO.