Nuclear energy stocks surged 40%+ this year as the next buildout cycle accelerates toward 2026. One uranium producer just generated nearly $200 million in quarterly free cash flow, while other nuclear companies locked in massive government contracts—all driven by real earnings and exploding demand as U.S. capacity is projected to triple.
Our analysts identified 7 nuclear stocks positioned to capitalize on this trend right now. Some offer explosive upside tied to uranium prices, others provide steady growth from infrastructure contracts. Get the complete list with names and tickers free today—but this report moves behind the paywall soon.
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Graham's Sister Gets the Seat—But Not the Primary
South Carolina Governor Henry McMaster appointed Darline Graham to serve out the remainder of her brother Lindsey Graham's Senate term, making her the interim placeholder until a special election determines who fills the seat long-term. The appointment triggers what's expected to be a crowded Republican primary as ambitious conservatives eye one of the party's most prominent Senate slots.
Darline Graham, a longtime South Carolina resident with no prior political experience, is not expected to run for the full term herself. The move follows standard practice in deep-red states where governors appoint family members or close allies to keep seats warm without tilting the scales ahead of a competitive primary.
Read the full story at Politico →
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Bank of America Beats on Earnings, Loses on Sentiment
Bank of America shares dropped in pre-market trading despite posting a 15% year-over-year revenue increase that topped analyst expectations. The disconnect between strong fundamentals and weak stock performance signals investor concerns about forward guidance or margin compression in a volatile rate environment.
The earnings beat came amid broader uncertainty in financial markets as traders await this week's inflation data. Banks remain particularly sensitive to interest rate expectations, and any hint of compressed net interest margins can override a solid quarterly print.
Read the full story at MarketWatch →
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Russia Hits Kyiv Again in Escalating Missile Campaign
Russian forces launched their fifth missile strike on Kyiv this month, continuing an intensified bombardment campaign against Ukraine's capital that marks a notable uptick in direct attacks on civilian infrastructure. Ukrainian officials confirmed multiple impacts across the city, though casualty figures were not immediately available.
The renewed assault on Kyiv represents either a strategic shift or a desperation play by Moscow as the conflict grinds through its third year. The timing coincides with renewed Western debate over long-range weapon systems and suggests Russia is betting that sustained civilian targeting will crack Ukrainian resolve before international support does.
Read the full story at Investing.com →
Fed's Waller Puts July Rate Hike on the Table
Federal Reserve Governor Christopher Waller said the central bank should raise interest rates in the near term if this week's CPI and PPI data come in hot, explicitly opening the door to a hike at the July meeting. His unusually blunt warning—complete with a jab at passive monetary policy—sent Treasury yields jumping as markets priced in renewed hawkishness.
Waller's comment that sternly staring at inflation until it melts is not an option marks a sharp tonal shift from the Fed's recent wait-and-see posture. The statement puts enormous weight on Wednesday and Thursday's inflation prints, which will effectively determine whether the Fed pivots back to tightening after months of holding rates steady.
Read the full story at Wolf Street →
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June Inflation Data Won't End the Pain
Economists warn that even if June's CPI reading shows cooling price growth, underlying inflation pressures remain entrenched and Americans shouldn't expect sustained relief anytime soon. Structural factors including energy volatility, persistent services inflation, and AI-driven investment costs continue to keep upward pressure on the broader price index.
The disconnect between monthly data points and longer-term inflation trends has become a defining feature of the post-pandemic economy. June's numbers may offer a temporary reprieve, but the broader trajectory suggests inflation will remain above the Fed's 2% target well into next year, keeping monetary policy tight and consumer purchasing power constrained.
Read the full story at NBC News →
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