Nuclear Energy's Global Comeback Is Only Gaining Momentum ...Middle East

Nuclear has been a core investment theme since December 2020, followed by the launch of "The Next AI Trade" in April 2024 and the introduction of the "Powering Up America" theme shortly thereafter.  We expanded our nuclear coverage yesterday as Goldman initiated bullish coverage on Uranium Energy Corp. As a reminder, we first flagged Cameco Corp. as a buy around $9 a share; it's now trading above $78.  Goldman's latest nuclear reactor tracker, which charts out global project progress, underscores…

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