American Atomics: When will the Stock Skyrocket?
The stock market is not always rational. This is currently very evident in the uranium market. While the AI-energy boom is driving a nuclear power renaissance, uranium stocks are largely on the sidelines. Does this present a huge opportunity for investors? After all, in the US alone, uranium demand is more likely to rise than fall, and the country is already overwhelmingly dependent on imports. For example, in 2024, the import rate for yellowcake (uranium oxide) stood at around 81%.
American Atomics aims to help change this. In a conversation with Lyndsay Malchuk of the IIF, company founder Conor Lynch explained that geopolitical tensions and disruptions to key trade routes, such as the Strait of Hormuz, have exposed the vulnerability of the global energy supply. Not only the US, but also countries like Japan, France, and China rely heavily on nuclear energy. According to Lynch, this could significantly drive global demand for uranium in the coming years.
American Atomics is particularly optimistic about the development of the US uranium market. The US Department of Energy aims to increase domestic uranium production from the current level of around 2 million pounds to 20 million pounds annually by 2033. Even this target, according to Lynch, would not yet fully meet US demand, thereby creating significant opportunities for new producers and exploration companies. American Atomics sees itself as a potentially key component of a future national uranium supply.
At the heart of the strategy is the so-called Big Indian Project in Utah. Management points to historical geological data and previous drilling that could indicate the presence of extensive uranium deposits. According to the company’s assessment, there could be a so-called “Mirror Deposit,” which, in terms of scale, could rival historic mining sites in the region. Initial drilling programs are scheduled to begin later this year. Should expectations be confirmed, Big Indian could rank among the largest undeveloped uranium deposits in the United States.
Another reason for rising share prices at American Atomics is the recent acquisition. In April, the company announced the full acquisition of a uranium project in the US state of Colorado. The company successfully exercised the second option agreement and now holds a 100% stake in the project company NUV2C, LLC. The transaction underscores the company’s ambitious growth plans in the US uranium sector. CEO David Mitchell described the acquisition as a strategically important step that, together with the Big Indian project, is intended to lay the foundation for further growth. Overall, with its promising uranium projects, American Atomics is increasingly positioning itself as a potential beneficiary of the nascent nuclear energy renaissance in North America.
https://youtu.be/hV9aODV4TbU?si=_PxhJH_dmcR7FH_R
Siemens Energy: Soon over EUR 200?
When it comes to energy stocks benefiting from the AI boom, Siemens Energy is, of course, a must-have. So far this year, the stock has already gained over 40%. The current price of around EUR 175 is more than 2,300% above the level from October 2023. Back then, the company was considered a candidate for bankruptcy. Today, the Munich-based company’s gas turbines ensure that AI data centers in the US do not run out of power.
And analysts expect prices to keep rising. While the price targets are not massively above the current level, this is a tradition at Siemens Energy. Last week, Jefferies raised its price target for Siemens Energy shares from EUR 164 to EUR 215. Analysts praised the progress made at Gamesa, the wind power subsidiary that had been struggling for years. In addition, the company is securing more orders than expected. As a result, experts continue to recommend the stock as a “Buy”.
Furthermore, Siemens Energy announced last week that it had extended its long-term supply agreement with the Austrian ASTA Group ahead of schedule through the end of 2032. As part of the partnership, ASTA will continue to supply all of Siemens Energy’s European transformer plants with so-called Continuous Transposed Conductors (CTCs) and other copper components for high-voltage applications. Both companies emphasized the importance of the cooperation for planning reliability, security of supply, and the expansion of energy infrastructure.
The collaboration also includes investments in expanding production capacity. ASTA is currently constructing a new facility in Bosnia and Herzegovina covering more than 40,000 sqm to meet the growing demand from the European transformer industry. According to the company, ASTA’s copper components are used in various international energy infrastructure projects, including HVDC offshore grid connections and phase-shifting stations in Europe and North America. In addition to the operational partnership, Siemens Energy had already participated as an anchor investor in the ASTA Group’s initial public offering earlier this year.
D-Wave: Stock Explodes
Things can move very quickly at times. For a while, it appeared that quantum-computing stocks were being overshadowed by the AI hype. But that changed on Thursday. The reason: the US Department of Commerce announced plans to support the quantum industry with USD 2 billion. One reason cited was that quantum computing could have far-reaching implications for national defence.
In line with this, D-Wave Quantum announced that it had signed a memorandum of understanding regarding potential funding of USD 100 million under the US CHIPS and Science Act. The funding is to be provided by the US Department of Commerce. In return, D-Wave would issue shares to the Department of Commerce in the corresponding value. The final disbursement is still subject to binding contractual documents. D-Wave intends to use the funds to accelerate the development and scaling of its quantum computing technologies. Investments are planned for research and production at locations in Florida, Connecticut, and Canada. The company is working on both annealing- and gate-model quantum computers and aims, among other things, to develop a 100,000-qubit annealing system and a gate-model system with 10,000 physical qubits.
The news was enough to send D-Wave shares soaring from USD 19 to USD 26 within two trading days. This is the highest price level since January 2026, and appears to mark the end of the consolidation phase.
Siemens Energy remains the core German investment in the AI energy boom. However, the company cannot afford any operational missteps. It is incomprehensible why uranium is currently receiving so little attention on the stock market. But really, it can only be a matter of time before stocks like American Atomics skyrocket. D-Wave demonstrated just how quickly things can happen last week.
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