CCJ catalysts
Catalysts and events linked to CCJ, newest first.
CCJ stock catalysts and risks
Latest published review: 2026-10-20
| Development | Transmission channel | Evidence | Condition to watch |
|---|---|---|---|
| Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical Load 2026-10-04 · Up | long-term utility contracting demand for uranium concentrate | Cameco trading near $85 with utility contracting demand supported by data center power needs. | Not recorded |
| Small Modular Reactor Backlogs Expand Led by Oklo at 18.1 GW for Data Center Power Needs 2026-10-04 · Up | long-term uranium supply contracting to fuel dedicated reactor capacity | Cameco's stock has fallen from $134 to $85... as nuclear power is experiencing a genuine renaissance driven by surging electricity demand from AI | Not recorded |
| Cameco Retraces to $85 as AI Data Center Nuclear Backlogs Expand to 18 GW 2026-10-04 · Mixed | uranium spot and term contracting volume repricing | Cameco shares trade at $85 down from $134 amid long-term AI power demand. | Not recorded |
| Small Modular Reactor Backlogs Build Out Led by Oklo 18.1 GW and NuScale 7 GW 2026-10-04 · Up | long-term uranium supply contracting for reactor fleets | Cameco trading at $85 amid structural electricity demand growth from AI. | Not recorded |
| Small Modular Reactor Backlogs Mount as AI Data Centers Seek Dedicated Power 2026-10-04 · Up | long-term uranium supply contracting volume | Cameco trades near $85 amidst SMR backlog expansion driven by AI power demand. | Not recorded |
| SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demand 2026-10-04 · Up | long-term uranium supply contracting to fuel nuclear power additions | Source highlights Cameco trading near $85 with AI power demand driving nuclear comeback. | Not recorded |
| Small Modular Reactor Backlogs Expand as Uranium Consolidates Near $85/lb 2026-10-04 · Up | long-term uranium supply contracting at firm pricing | Cameco consolidates near $85 amid structural nuclear renaissance and utility contracting. | Not recorded |
| Cameco Retraces to $85 as Long-Term AI Data Center Nuclear Power Demand Builds 2026-10-04 · Up | uranium term contract pricing into upstream operating margin | Cameco trading at $85 down from $134 amid AI nuclear power demand | Not recorded |
Do these developments change your position?
Review CCJ alongside your other holdings and identify which decision deserves attention first.
Review your initial audit before choosing ongoing portfolio scanning at $79/month.
DateCardAvg 5d
- 2026-10-04Cameco Retraces to $85 from $134 Peak Amid Ongoing AI Nuclear Baseload BuildoutCCJ
- 2026-10-04SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demandCCJ
- 2026-10-04Uranium Equities Rebound as AI Data Center Demand Drives SMR BacklogsCCJ GEV+0.13%
- 2026-10-04Small Modular Reactor Backlogs Expand Led by Oklo at 18.1 GW for Data Center Power NeedsCCJ
- 2026-10-04Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical LoadAPLD CCJ
- 2026-10-04SMR Developers Accumulate Power Backlogs as Uranium Equities Pull BackCCJ
- 2026-10-04SMR Developers Accumulate Power Backlogs as Uranium Equities Pull BackCCJ
- 2026-10-04Uranium Equities Rebound as AI Data Center Demand Drives SMR BacklogsCCJ GEV+0.13%
- 2026-10-04Cameco Retraces to $85 from $134 Peak Amid Ongoing AI Nuclear Baseload BuildoutCCJ
- 2026-10-04Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical LoadAPLD CCJ
- 2026-10-04SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demandCCJ
- 2026-10-04Small Modular Reactor Backlogs Expand Led by Oklo at 18.1 GW for Data Center Power NeedsCCJ
- 2026-10-04Cameco Retraces to $85 as Long-Term AI Data Center Nuclear Power Demand BuildsCCJ
- 2026-10-04Cameco Consolidates Near $85 as Long-Term Uranium Contracting Aligns With Power DemandCCJ
- 2026-10-04Cameco Retraces to $85 as AI Data Center Nuclear Backlogs Expand to 18 GWCCJ OKLO SMR
- 2026-10-04Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical LoadAPLD CCJ OKLO
- 2026-10-04Small Modular Reactor Backlogs Build Out Led by Oklo 18.1 GW and NuScale 7 GWCCJ OKLO SMR
- 2026-10-04Small Modular Reactor Backlogs Mount as AI Data Centers Seek Dedicated PowerCCJ OKLO SMR
- 2026-10-04SMR Developers Accumulate Power Backlogs as Uranium Equities Pull BackCCJ OKLO SMR
- 2026-10-04Small Modular Reactor Backlogs Expand Led by Oklo at 18.1 GW for Data Center Power NeedsCCJ OKLO
- 2026-10-04Cameco Trades at $85 as Long-Term Uranium Contracting Collides with Nuclear DemandCCJ URA
- 2026-10-04SMR backlogs reach 18.1 GW at Oklo as Cameco pulls back to $85 amid AI power demandCCJ OKLO SMR
- 2026-10-04Small Modular Reactor Backlogs Expand as Uranium Consolidates Near $85/lbCCJ OKLO SMR
- 2026-10-04Cameco Retraces to $85 from $134 Peak Amid Ongoing AI Nuclear Baseload BuildoutCCJ
- 2026-10-04Cameco Retraces to $85 as Long-Term AI Data Center Nuclear Power Demand BuildsCCJ
- 2026-10-04Cameco Consolidates Near $85 as Long-Term Uranium Contracting Aligns With Power DemandCCJ
- 2026-10-04Uranium Equities Rebound as AI Data Center Demand Drives SMR BacklogsCCJ GEV OKLO+0.13%
- 2026-10-01U.S. and South Korea Announce $120B Framework to Build Eight Nuclear ReactorsBAM CCJ SPY+1.30%
- 2026-10-01US-South Korea $120B eight-reactor framework — CCJ uranium demand re-rates on AP1000 buildoutCCJ
- 2026-10-01US and Korea Agree to $120 Billion Framework to Build 8 Nuclear ReactorsCCJ
- 2026-10-01US-South Korea $120B reactor framework funds eight units — CCJ uranium demand and reactor backlog re-rateCCJ
- 2026-10-01US and South Korea Sign $120B Framework to Build 8 Nuclear ReactorsBAM CCJ SPY+1.30%
- 2026-10-01U.S. and South Korea Announce $120B Framework for Eight Domestic Nuclear ReactorsBAM CCJ
- 2026-10-01US and Korea Agree to $120B Nuclear Energy Construction FrameworkCCJ
- 2026-10-01US and South Korea Commit Up to $120B to Finance Eight Nuclear ReactorsBAM CCJ
- 2026-10-01U.S. and South Korea Announce $120B Framework for Eight Domestic Nuclear ReactorsBAM CCJ
- 2026-10-01U.S. and South Korea Announce $120B Framework for Eight Nuclear ReactorsBAM CCJ
- 2026-10-01US and South Korea sign $120B framework for eight nuclear reactorsBAM CCJ
- 2026-10-01U.S. and South Korea Announce $120B Framework to Build Eight Nuclear ReactorsBAM CCJ SPY+1.30%
- 2026-10-01US and South Korea Sign $120B Framework to Build 8 Nuclear ReactorsBAM CCJ SPY+1.30%
- 2026-10-01US and Korea Agree to $120B Framework to Build Eight Nuclear ReactorsBAM CCJ
- 2026-10-01US and South Korea Commit Up to $120B to Finance Eight Nuclear ReactorsBAM CCJ
- 2026-10-01US and Korea Agree to $120B Framework to Build Eight Nuclear ReactorsBAM CCJ
- 2026-10-01US and South Korea Sign $120B Framework for Eight Nuclear ReactorsBAM CCJ
- 2026-10-01US and Korea Agree to $120B Nuclear Energy Construction FrameworkBAM CCJ
- 2026-10-01US and South Korea Sign $120B Nuclear Agreement for Eight ReactorsBAM CCJ
- 2026-10-01US and Korea Agree to $120 Billion Framework to Build 8 Nuclear ReactorsBAM CCJ
- 2026-09-30UN Secretary-General Guterres urges US and Russia to negotiate a successor to New STARTCCJ LMT TLT-1.40%
- 2026-09-27US Electricity Demand Forecast to Rise 60% by 2045 Driven by AI and EV LoadCCJ CEG
- 2026-09-27US Power Demand Projected to Rise 60% by 2045 Amid Hyperscaler Infrastructure BuildCCJ CEG
See today's live cards
Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.