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Cuts Activity at Key Lake, McArthur River After Flooding Disrupts Supply Route","url":"https://stock-news.laohu8.com/highlight/detail?id=2634740695","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634740695?lang=en_us&edition=fundamental","pubTime":"2026-05-11 16:09","pubTimestamp":1778486960,"startTime":"0","endTime":"0","summary":"Cameco  said Monday that flooding in northern Saskatchewan collapsed the Smoothstone River Bridge, disrupting a key supply route to its McArthur River mine and Key Lake mill.The company said flood waters did not directly affect its northern Saskatchewan sites, but the bridge collapse and restrictions on an alternative roadway disrupted deliveries of critical operating materials.Cameco temporarily halted production at the Key Lake mill and reduced activity at the McArthur River mine until regular deliveries resume, the company said, adding it does not know when normal transportation routes will reopen.The company also said the Cigar Lake mine continues to operate and that it has not changed its consolidated annual production plan.","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["BK4588","LU2294711713.HKD","LU2357125470.USD","LU0823414551.USD","LU2249611893.SGD","BK4606","CCJ.AU","LU1988902786.USD","LU2506951792.HKD","BK4156","LU0823414478.USD","LU2264538146.SGD","CCJ","BK4585","LU1064131342.USD","BK7083","BK4591"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634876762","title":"Cameco halts Saskatchewan uranium operations after floods","url":"https://stock-news.laohu8.com/highlight/detail?id=2634876762","media":"Mining","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634876762?lang=en_us&edition=fundamental","pubTime":"2026-05-11 03:58","pubTimestamp":1778443080,"startTime":"0","endTime":"0","summary":"Flooding in northern Saskatchewan has disrupted supply routes to the McArthur River mine and Key…","market":"fut","thumbnail":"https://www.mining.com/wp-content/uploads/2026/05/Cameco-McArthur-River-landscape-scaled-2.jpg","type":0,"news_type":0,"thumbnails":["https://www.mining.com/wp-content/uploads/2026/05/Cameco-McArthur-River-landscape-scaled-2.jpg"],"rights":{"source":"mining_highlight","url":"https://www.mining.com/cameco-halts-saskatchewan-uranium-operations-after-floods/","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mining.com/cameco-halts-saskatchewan-uranium-operations-after-floods/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mining_highlight","symbols":["LU0823414478.USD","CCJ","LU2264538146.SGD","LU2357125470.USD","LU2249611893.SGD","LU2294711713.HKD","BK4591","SRUUF","LU0823414551.USD","BK4156","BK4606","LU1988902786.USD","URA","BK4585","BK4588","LU1064131342.USD","LU2506951792.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634625144","title":"Cameco Corp. Stock Falls Friday, Underperforms Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2634625144","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634625144?lang=en_us&edition=fundamental","pubTime":"2026-05-09 04:31","pubTimestamp":1778272260,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Cameco Corp. CCO slipped 1.34% to C$159.98 Friday, in what proved to be an otherwise all-around favorable trading session for the Canadian market, with the S&P/TSX Composite Index  rising 0.65% to 34,077.76.Cameco Corp. closed 12.4% short of its 52-week high of C$182.72, which the company reached on January 29th.Trading volume of 733,396 shares remained below its 50-day average volume of 959,824.Data source: Dow Jones Market Data, FactSet. Data compiled May 8, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CCJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633689024","title":"Cameco Shareholders Firmly Back Board Slate at May 7, 2026 AGM","url":"https://stock-news.laohu8.com/highlight/detail?id=2633689024","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633689024?lang=en_us&edition=fundamental","pubTime":"2026-05-08 23:25","pubTimestamp":1778253931,"startTime":"0","endTime":"0","summary":"The latest update is out from Cameco ( ($TSE:CCO) ). At its annual meeting on May 7, 2026, Cameco shareholders elected nine directors to the compan...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/company-announcements/cameco-shareholders-firmly-back-board-slate-at-may-7-2026-agm?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/company-announcements/cameco-shareholders-firmly-back-board-slate-at-may-7-2026-agm?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU0823414551.USD","BK4585","AGM","BK4588","BK4591","LU2249611893.SGD","LU2357125470.USD","BK4156","LU2506951792.HKD","BK4195","LU2264538146.SGD","BK4229","CCJ","LU1988902786.USD","LU1064131342.USD","LU2294711713.HKD","BK4606","LU0823414478.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633113119","title":"Cameco price target raised to $175 from $150 at Scotiabank","url":"https://stock-news.laohu8.com/highlight/detail?id=2633113119","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633113119?lang=en_us&edition=fundamental","pubTime":"2026-05-07 16:51","pubTimestamp":1778143864,"startTime":"0","endTime":"0","summary":"Scotiabank analyst Orest Wowkodaw raised the firm’s price target on Cameco (CCJ) to $175 from $150 and keeps an Outperform rating on the shares. Th...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/cameco-price-target-raised-to-175-from-150-at-scotiabank-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/cameco-price-target-raised-to-175-from-150-at-scotiabank-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["CCJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633715249","title":"Cameco Corp. Stock Rises Wednesday, Outperforms Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2633715249","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633715249?lang=en_us&edition=fundamental","pubTime":"2026-05-07 04:31","pubTimestamp":1778099460,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Cameco Corp. CCO rose 8.01% to C$168.75 Wednesday, in what proved to be an all-around positive trading session for the Canadian market, with the S&P/TSX Composite Index  rising 1.24% to 33,981.82.Cameco Corp. closed 7.6% short of its 52-week high of C$182.72, which the company achieved on January 29th.Trading volume of 1.3 M shares eclipsed its 50-day average volume of 939,813.Data source: Dow Jones Market Data, FactSet. Data compiled May 6, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CCJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633130539","title":"Cameco Maintained at Buy at Stifel Canada Following Q1 Results; Price Target Kept at C$180","url":"https://stock-news.laohu8.com/highlight/detail?id=2633130539","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633130539?lang=en_us&edition=fundamental","pubTime":"2026-05-07 00:05","pubTimestamp":1778083533,"startTime":"0","endTime":"0","summary":"Stifel Canada on Wednesday maintained its buy rating on the shares of Cameco (CCO.TO, CCJ) and its C$180.00 price target following the company's first-quarter results.\"Cameco reported Q1/26 adjusted E","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["CCJ","SF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633375381","title":"Cameco Earns Buy Rating on Resilient Quarter, Strategic Clarity, and Valuation Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2633375381","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633375381?lang=en_us&edition=fundamental","pubTime":"2026-05-06 23:35","pubTimestamp":1778081744,"startTime":"0","endTime":"0","summary":"Analyst Craig Hutchison of TD Cowen reiterated a Buy rating on Cameco, with a price target of C$185.00. Craig Hutchison’s rating is based on Cameco...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/ratings/cameco-earns-buy-rating-on-resilient-quarter-strategic-clarity-and-valuation-upside-ratings-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/ratings/cameco-earns-buy-rating-on-resilient-quarter-strategic-clarity-and-valuation-upside-ratings-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["CCJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195632073","title":"Stock Track | Cameco Soars 5.06% Intraday on Strong Earnings and Uranium Sector Recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=1195632073","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195632073?lang=en_us&edition=fundamental","pubTime":"2026-05-06 23:31","pubTimestamp":1778081509,"startTime":"0","endTime":"0","summary":"Cameco's stock surged 5.06% during intraday trading on Wednesday, continuing its positive momentum from the previous session.The significant price increase follows the company's release of a strong...","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_en","symbols":["CCJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162683469","title":"Stock Track | Cameco Soars 5.12% Intraday on Strong Q1 Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=1162683469","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162683469?lang=en_us&edition=fundamental","pubTime":"2026-05-05 21:51","pubTimestamp":1777989064,"startTime":"0","endTime":"0","summary":"Cameco's stock price surged 5.12% during Tuesday's intraday trading session following the release of its first-quarter financial results.The uranium producer reported quarterly earnings and revenue...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_en","symbols":["CCJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633945736","title":"Cameco Corp reports results for the quarter ended March 31 - Earnings Summary","url":"https://stock-news.laohu8.com/highlight/detail?id=2633945736","media":"Reuters","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633945736?lang=en_us&edition=fundamental","pubTime":"2026-05-05 21:32","pubTimestamp":1777987937,"startTime":"0","endTime":"0","summary":"Cameco Corp reports results for the quarter ended March 31 - Earnings SummaryCameco Corp CCO.TO reported quarterly adjusted earnings of 30 cents per share for the quarter ended March 31, higher than t","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260505:nL8N41I1U8:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2249611893.SGD","BK4588","BK4591","BK4156","CCJ","LU0823414478.USD","LU1064131342.USD","LU1988902786.USD","LU2357125470.USD","BK4585","LU2506951792.HKD","LU2294711713.HKD","LU2264538146.SGD","BK4606","LU0823414551.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633948396","title":"Cameco Posts Strong Q1 2026 Uranium Results, Keeps Annual Guidance Intact","url":"https://stock-news.laohu8.com/highlight/detail?id=2633948396","media":"TIPRANKS","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633948396?lang=en_us&edition=fundamental","pubTime":"2026-05-05 20:19","pubTimestamp":1777983558,"startTime":"0","endTime":"0","summary":"Cameco ( ($TSE:CCO) ) has shared an announcement. Cameco reported that first-quarter 2026 results, released on May 5, 2026, were broadly in line wi...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/company-announcements/cameco-posts-strong-q1-2026-uranium-results-keeps-annual-guidance-intact?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/company-announcements/cameco-posts-strong-q1-2026-uranium-results-keeps-annual-guidance-intact?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["NLR","CCJ","SETM","URNJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633354912","title":"Cameco 1Q Profit, Revenue Rise on Higher Sales, Realized Pricing","url":"https://stock-news.laohu8.com/highlight/detail?id=2633354912","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633354912?lang=en_us&edition=fundamental","pubTime":"2026-05-05 19:07","pubTimestamp":1777979220,"startTime":"0","endTime":"0","summary":"Cameco's first-quarter profit rose as stronger sales and higher realized pricing drove revenue growth.The Canadian uranium producer posted on Tuesday net income of 131 million Canadian dollars , or C$0.30 a share, up from C$70 million, or C$0.16 a share, in the comparable quarter a year ago.Adjusted earnings came in at C$0.47 a share. According to FactSet, analysts were expecting C$0.34 a share.Revenue rose 7% to C$845 million, topping forecasts of a more modest rise to C$832.7 million.Cameco said that the quarter's sales volumes were higher in both uranium and fuel services, as expected. The company also noted that realized prices were higher on average, with contribution from its investment in nuclear-services company Westinghouse supporting the quarter's performance.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CCJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633394911","title":"Cameco Q1 Adj. EPS C$0.47 Beats C$0.25 Estimate, Sales C$845.000M Beat C$721.144M Estimate.","url":"https://stock-news.laohu8.com/highlight/detail?id=2633394911","media":"Benzinga Earnings","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633394911?lang=en_us&edition=fundamental","pubTime":"2026-05-05 18:45","pubTimestamp":1777977944,"startTime":"0","endTime":"0","summary":"Cameco (TSX:CCO) reported quarterly earnings of $0.47 per share which beat the analyst consensus estimate of $0.25 by 88 percent. This is a 193.75 percent increase over earnings of $0.16 per share from the same period","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/news/earnings/26/05/52275241/cameco-q1-adj-eps-c-0-47-beats-c-0-25-estimate-sales-c-845-000m-beat-c-721-144m-estimate","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CCJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633194499","title":"Earnings Flash (CCJ) Cameco Posts Q1 Adjusted EPS CA$0.47","url":"https://stock-news.laohu8.com/highlight/detail?id=2633194499","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633194499?lang=en_us&edition=fundamental","pubTime":"2026-05-05 18:37","pubTimestamp":1777977458,"startTime":"0","endTime":"0","summary":"Earnings Flash (CCJ) Cameco Posts Q1 Adjusted EPS CA$0.47","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["CA","CCJ","CCJ.AU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633966056","title":"Cameco Corp. Stock Falls Monday, Underperforms Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2633966056","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633966056?lang=en_us&edition=fundamental","pubTime":"2026-05-05 04:32","pubTimestamp":1777926720,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Cameco Corp. CCO shed 1.49% to C$161.22 Monday, in what proved to be an all-around poor trading session for the Canadian market, with the S&P/TSX Composite Index  falling 0.74% to 33,638.87.Cameco Corp. closed 11.8% short of its 52-week high of C$182.72, which the company reached on January 29th.Trading volume of 817,883 shares remained below its 50-day average volume of 929,279.Data source: Dow Jones Market Data, FactSet. Data compiled May 4, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CCJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632676295","title":"These 3 companies are keeping the lights on for AI's energy demand - and cashing in","url":"https://stock-news.laohu8.com/highlight/detail?id=2632676295","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632676295?lang=en_us&edition=fundamental","pubTime":"2026-05-02 23:31","pubTimestamp":1777735860,"startTime":"0","endTime":"0","summary":"The headlines focus on apps, but the big money is flowing to agentic AI's boring industrial backbone. Some estimates put the cost of building infrastructure to support AI worldwide at $85 trillion or more.The AI build-out stops when the gas, the wires and the fuel run out. None of them are running out.Wall Street is still trading AI like the whole revolution will be conducted in PowerPoint. Buy Nvidia . Buy a chatbot company. Wait for the cable-news anchor with the helmet hair to explain the bubble has popped because Sam Altman wore the wrong shirt to a Senate hearing.Nvidia CEO Jensen Huang draws a different picture, possibly because he has actually walked through a data center. He calls the AI architecture a \"five-layer cake\": energy at the foundation; chips on top of energy; networking and storage above; models on top of that; and applications and agents at the peak, where the headlines live.Will Summerlin at Autopilot Ventures buys the builders, including data-center contractors, 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