에 대한 최신 뉴스 Cameco (NYSE:CCJ) 주식

Cameco

Cameco Corp is a provider of uranium needed to generate clean, reliable baseload electricity around the globe. one of those uranium producers. Cameco has three reportable segments, uranium, fuel services and Westinghouse. It derives maximum revenue from Uranium Segment. It has some projects namely; Millennium, Yeelirrie, Kintyre and Exploration. The company operates in Canada, Kazakhstan, Germany, Australia and United States.

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아크 인베스트의 창립자 캐시 우드가 회사의 리서치를 재공유한 이후 원자력 에너지 주식과 ETF가 다시 주목을 받고 있다. 해당 리서치는 규제 장애물과 반원자력 정서가 어떻게 비용 초과를 야기하고 오늘날 원자력이 천연가스보다 가격 경쟁력이 떨어지게 만들었는지에 관한 내용이다. 

캐시 우드, 규제 어려움 겪는 원자력 에너지 주식에 관심 표명: 오클로, 카메코, 센트러스 에너지 등

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시장 참가자들은 거의 모든 이들이 11월 7일 연방준비제도(연준) 회의에서 금리 인하를 가격에 반영하고 있으며, 정책 입안자들은 회의 전 전통적인 블랙아웃 기간에 들어가 공개 발언을 자제하고 있는 상황이다.

11월 금리 인하 거의 결정: 연준의 마지막 결정 이후 가장 많이 급등한 10개 주식

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알파벳(NASDAQ:GOOG) (NASDAQ:GOOGL)의 구글과 아마존닷컴(NASDAQ:AMZN)의 주요 발표 이후 원자력(핵) 에너지 관련 주식들이 급등하고 있다. 이 기술 산업이 인공지능(AI) 데이터 센터를 운영하기 위해 원자력 에너지로 전환하고 있다. 아래는 시장의 원자력 트렌드로 혜택을 볼 수 있는 주식 샘플이다.

원자력 에너지 주식이 인기: 주목해야 할 종목들의 목록

Cameco Corp

WIIM

Cameco shares are trading higher after RBC Capital maintained an Outperform rating on the stock and raised its price target from C$75 to C$90.

RBC Capital analyst Andrew Wong maintains Cameco (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CCO#TSX">CCO</a>) with a Outperform and raises the price target from C$75 to C$90.

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RBC Capital Maintains Outperform on Cameco, Raises Price Target to C$90

Deep-pocketed investors have adopted a bullish approach towards Cameco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CCJ usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 22 extraordinary options activities for Cameco. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 77% leaning bullish and 18% bearish. Among these notable options, 2 are puts, totaling $529,500, and 20 are calls, amounting to $1,480,442.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $20.0 to $70.0 for Cameco during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
In today's trading context, the average open interest for options of Cameco stands at 8976.08, with a total volume reaching 33,251.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Cameco, situated within the strike price corridor from $20.0 to $70.0, throughout the last 30 days.
<h3>Cameco Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1732048226_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CCJ</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$2.76</td>
<td>$2.72</td>
<td>$2.73</td>
<td>$55.00</td>
<td>$409.5K</td>
<td>3.4K</td>
<td>1.5K</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$4.7</td>
<td>$4.6</td>
<td>$4.63</td>
<td>$55.00</td>
<td>$209.7K</td>
<td>13.0K</td>
<td>1.4K</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$0.38</td>
<td>$0.34</td>
<td>$0.34</td>
<td>$70.00</td>
<td>$195.3K</td>
<td>4.8K</td>
<td>5.7K</td>
</tr>
<tr>
<td>CCJ</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/22/24</td>
<td>$0.3</td>
<td>$0.15</td>
<td>$0.24</td>
<td>$53.00</td>
<td>$120.0K</td>
<td>5.4K</td>
<td>5.0K</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$2.26</td>
<td>$2.24</td>
<td>$2.25</td>
<td>$60.00</td>
<td>$109.8K</td>
<td>38.3K</td>
<td>4.2K</td>
</tr>
</tbody>
</table>

<h3>About Cameco</h3>
Cameco Corp is a provider of uranium needed to generate clean, reliable baseload electricity around the globe. one of those uranium producers. Cameco has three reportable segments, uranium, fuel services and Westinghouse. It derives maximum revenue from Uranium Segment. It has some projects namely; Millennium, Yeelirrie, Kintyre and Exploration. The company operates in Canada, Kazakhstan, Germany, Australia and United States.
<h3>Where Is Cameco Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 3,893,171, with CCJ's price up by 2.33%, positioned at $57.2.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 79 days.</li>
</ul>
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Check Out What Whales Are Doing With CCJ

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer said Eli Lilly (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) is a buy. &#8220;This stock is as hated now as it was loved not that <a href="https://www.benzinga.com/markets/equities/24/11/42039286/eli-lillys-zepbound-mounjaro-shows-cardiovascular-benefits-in-patients-with-obesity-related-heart-failure">long ago,&#8221; he added</a>.
Eli Lilly on Monday said Muvalaplin met secondary endpoints for <a href="https://www.benzinga.com/pressreleases/24/11/n42047055/lillys-muvalaplin-lowered-lipoprotein-a-levels-in-adults-with-high-risk-for-cardiovascular-events-">all three tested doses.</a>
Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) is a &#8220;winner,&#8221; Cramer said.
On Monday, Needham analyst John Todaro maintained Coinbase with a Buy and raised the price target from $290 to $375.
Cramer said IES Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IESC#NASDAQ">IESC</a>) is a &#8220;terrific&#8221; infrastructure play.
IES Holdings will release fiscal 2024 fourth quarter and year-end results before the opening bell on Friday, Nov. 22.
&#8220;I do think that Semtech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMTC#NASDAQ">SMTC</a>) is just a traditional kind of semiconductor company,&#8221; Cramer said. He added that he prefers Texas Instruments Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) to that one.
Semtech will release the financial results of its third quarter of fiscal year 2025 after the closing bell on Monday, Nov. 25.
&#8220;It is an incredibly expensive stock versus the rest of the market,&#8221; Cramer said when asked about Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>). &#8220;I am a ‘ka-ching ka-ching' when it comes to Cameco.&#8221;
On Nov. 7, Cameco raised its FY24 revenue guidance.
The &#8220;Mad Money&#8221; host said he likes Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>).
Marvell Technology will release its third-quarter fiscal year 2025 financial results on Tuesday, Dec. 3, followed by a conference call to discuss the results.
Cramer said own Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and not trade it. &#8220;I would wait for a dip because the bears are all over it every minute of the day. Keep that in mind, and then pull the trigger,&#8221; he added.
A consumer group called &#8220;Which?&#8221; recently filed a £3 billion ($3.81 billion) legal claim against Apple, accusing the tech giant of breaching UK competition law <a href="https://www.benzinga.com/news/global/24/11/41964915/apple-faces-legal-action-over-rip-off-icloud-charges-could-pay-out-38b-to-uk-customers">through its iCloud service</a>.
Price Action:
<ul>
<li>Eli Lilly shares fell 2.6% to settle at $727.20 on Monday.</li>
<li>Apple shares gained 1.3% to close at $228.02.</li>
<li>Coinbase shares gained 6.4% to close at $325.41.</li>
<li>IES shares climbed 2.6% to settle at $264.67 during the session.</li>
<li>Semtech shares gained 3.9% to close at $45.84 on Monday.</li>
<li>Cameco shares gained 4.3% to settle at $55.90 during the session.</li>
<li>Marvell shares gained 1% to close at $88.71 on Monday.</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/24/11/42035732/jim-cramer-super-group-basic-materials-stock-is-very-hard-to-own-here">Jim Cramer: Super Group Finally &#8216;Broke Out,&#8217; This Basic Materials Stock Is &#8216;Very Hard To Own Here&#8217;</a></li>
</ul>
Photo: Shutterstock

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Jim Cramer: Coinbase Is A 'Winner,' Suggests Buying This 'Hated' Big Pharma Stock

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Credit Suisse AG - Credit Suisse X-Links Crude Oil Shares Covered Call ETN

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Iran Agrees To Stop Producing Near Bomb-Grade Uranium; IAEA Reports Iran's Enriched Uranium Stockpile Grows to 6,604.4 KG; Discusses Stopping Further Expansion of 60% Enrichment Beyond 185 KG Amid Conditional Agreement on Additional IAEA Inspectors

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/11/15/final-trade-west-pharma-cameco-ishares-biotechnology-etf-and-applied-digital-corp.html">Halftime Report Final Trades</a>,&#8221; Tim Seymour of Seymour Asset Management picked Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>).
On Nov. 7, Cameco posted a loss for the third quarter but raised its FY24 revenue guidance.
Julie Biel of Kayne Anderson Rudnick named West Pharmaceutical Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>), saying this health care <a href="https://www.benzinga.com/quote/WST/earnings">trade is &#8220;overblown.&#8221;</a>
On Oct. 24, West Pharmaceutical Services reported adjusted EPS of $1.85, down from $2.16 a year ago, beating the consensus of $1.50. The designer and manufacturer of injectable pharmaceutical packaging and delivery systems reported sales of $746.9 million, beating the consensus of $709.62 million.
Don't forget to check out ou <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Karen Finerman of Metropolitan Capital Advisors said she likes iShares Biotechnology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBB#NYSE">IBB</a>) here.
Steven Grasso of Grasso Global Inc. named Applied Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>) as his final trade.
Nvidia's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) 13F fling, last week, showed it purchased 7.72 million Applied Digital shares worth $63.66 million as of Sept. 30, which translates into close to a 3.6% stake in Applied Digital, which had 215.36 million <a href="https://www.benzinga.com/news/24/11/42016662/nvidia-reveals-3-6-stake-in-applied-digital-stock-soars">outstanding shares as of Oct. 8,</a>
Price Action:
<ul>
<li>West Pharmaceutical shares dipped 7% to close at $314.49 on Friday.</li>
<li>Cameco shares gained by 0.9% to settle at $53.59 during Friday's session.</li>
<li>iShares Biotechnology ETF fell by 4.8% during Friday's session.</li>
<li>Applied Digital shares gained 5.4% to settle at $7.23.</li>
</ul>
Check This Out: 
<ul>
<li><a href="https://www.benzinga.com/markets/24/11/42024062/how-to-earn-500-a-month-from-apple-stock">How To Earn $500 A Month From Apple Stock</a></li>
</ul>
Image: Courtesy of Cameco

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Cameco, Applied Digital, West Pharmaceutical And More On CNBC's 'Final Trades'

Nuclear energy stocks and ETFs have come to the fore as ARK Invest&#8217;s founder Cathie Wood <a href="https://www.ark-invest.com/articles/analyst-research/nuclear-energy-could-contribute-meaningfully-to-securing-net-zero-emissions">reshared the firm&#8217;s study </a>on how regulatory hurdles and anti-nuclear sentiment have caused cost overruns and rendered nuclear energy less cost-competitive than natural gas today.
This comes as Tesla Inc. and SpaceX CEO Elon Musk is all set to co-lead the Department of Government Efficiency (DOGE) along with Republican politician Vivek Ramaswamy. As the task force promises to dismantle bureaucracy, reduce regulations, and cut wasteful expenditures, ARKinvest tried to redirect DOGE&#8217;s official page on X (formerly Twitter) to focus on the regulatory hurdles that nuclear energy as a sector has faced in the last 20 years.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Resurfacing this chart amid all the <a href="https://twitter.com/DOGE?ref_src=twsrc%5Etfw">@DOGE</a> talk. U.S. nuclear construction costs declined in accordance with Wright's Law before being derailed by regulatory changes in the 1970s&#8230; Blog and sources: <a href="https://t.co/S2o84BkdA3">https://t.co/S2o84BkdA3</a> <a href="https://t.co/kES3g5Ph80">https://t.co/kES3g5Ph80</a> <a href="https://t.co/VBb6puiP5R">pic.twitter.com/VBb6puiP5R</a>
&mdash; Daniel Maguire (@DMaguireARK) <a href="https://twitter.com/DMaguireARK/status/1857163799037448601?ref_src=twsrc%5Etfw">November 14, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
What Happened: &#8220;The International Energy Agency has identified nuclear energy as vital to achieving net zero emissions by 2050, yet nuclear power in the United States has stagnated at ~20% of the energy mix since the Chernobyl disaster in 1986,&#8221; said an ARKInvest note based on data from IEA as of October 2023.
In addition to its cost-effectiveness, nuclear power provides a reliable, continuous, and carbon-free supply of energy. These are important now since an explosion in demand for artificial intelligence is taxing the electricity consumption of data centers.
Also read: <a href="https://www.benzinga.com/politics/24/11/41962372/trumps-doge-with-musk-at-the-helm-riddled-with-conflicts-of-interest-says-clinton-era-official-robert-reich">Trump&#8217;s DOGE With Musk At The Helm &#8216;Riddled With Conflicts Of Interest&#8217; Says, Clinton-Era Official Robert Reich</a>
Daniel Maguire, research associate at ARKInvest stated in his report dated April 2024 that stringent regulatory changes and anti-nuclear sentiment have stunted the build-out of nuclear capacity and caused cost overruns in developing US nuclear plants.
Regulatory changes in the mid-to-late seventies, including the establishment of the Nuclear Regulatory Commission and the Energy Research and Development Administration, introduced stricter licensing measures, increasing costs significantly. Without such stringent regulations, ARKInvest&#8217;s research suggests that lower cost trajectories could have saved the US about $345 billion, or ~72% of the total.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="754" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-1024x754.png" alt="" class="wp-image-652244" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-1024x754.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-300x221.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-768x566.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs.png 1466w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Why It Matters: With the introduction of the U.S. Advanced Reactor Demonstration Project and other emerging government support programs, nuclear cost overruns should reverse course as countries look for robust clean energy solutions to meet their net carbon emissions reduction commitments.
Maguire&#8217;s tweet shared by Wood, tagged the Department of Government Efficiency, to bring this to light. The department is scheduled to complete its work by July 4, 2026, coinciding with America's 250th independence anniversary. Focus on this area could help spur activity in the nuclear energy sector by developing clean, carbon-free energy production avenues at lower costs.
Also read: <a href="https://www.benzinga.com/government/regulations/24/11/42006530/tesla-ceo-and-doge-co-lead-elon-musk-says-excess-government-spending-causes-inflation-heres-what-experts-say">Tesla CEO And DOGE Co-Lead Elon Musk Says &#8216;Excess Government Spending&#8217; Causes Inflation: Here&#8217;s What Experts Say</a>
Price Action: Despite long-running regulatory hurdles and higher costs, nuclear energy stocks have performed well on a year-to-date basis. Oklo Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>), Cameco Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), Centrus Energy Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>), NuScale Power Corp (SMR) and VanEck Uranium and Nuclear ETF (ACRA: NLR) have all outperformed NYSE composite on a year-to-date basis, which only rose by 16.65%.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="775" height="289" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list.png" alt="" class="wp-image-652245" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list.png 775w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list-768x286.png 768w" sizes="(max-width: 775px) 100vw, 775px" /></figure>
The five-year charts as per <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>, show that Centrus Energy Corp shares have been volatile, whereas NuScale Power Corp has achieved consistent returns.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="271" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-1024x271.png" alt="" class="wp-image-652246" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-1024x271.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-300x79.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-768x203.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-1536x406.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks.png 1741w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read next: <a href="https://www.benzinga.com/markets/24/11/42017638/activist-hedge-fund-valueact-boosts-meta-stake-with-121m-bet-but-ceo-morfit-supports-mark-zuckerberg">Activist Hedge Fund ValueAct Boosts Meta Stake With $121M Bet, But CEO Morfit Supports Mark Zuckerberg&#8217;s AI Vision: Here&#8217;s What Investors Should Know</a>
Image Via Shutterstock

Cathie Wood Redirects Elon Musk's DOGE Focus Toward Nuclear Energy Amid Regulatory Challenges: Here's How Oklo, Cameco, Centrus Energy And Other Stocks Performed

Shares of uranium stocks are trading higher following a report suggesting Russia has imposed temporary restrictions on the export of enriched uranium to the US.

Russia Has Imposed Temporary Restrictions On The Export Of Enriched Uranium To The U.S.; Russian Government Says Exception Is For Supplies Under One-Off Licences Issued By Federal Service For Technical And Export Control

Following the election of Donald J. Trump to a second non-consecutive term, global capital markets have generally responded well to the news. However, one of the strongest beneficiaries of this electoral boost has been the cryptocurrency sector. With the total valuation of the digital asset ecosystem recently eclipsing the $3 trillion mark, investors clearly embrace the incoming Trump administration's potentially favorable policies.
Indeed, some blockchain advocates have declared that Trump's victory will represent a "<a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41867357/trump-victory-signals-golden-era-for-us-crypto-says-binance-ceo-as-bitcoin-tops-77k-for-first-time">golden era</a>" for virtual currencies. Those bullish on the sector are predicting the arrival of new federal regulators that are open to cryptocurrencies, according to a report by the Financial Times. Plus, these decentralized assets could converge with favorable macroeconomic conditions, leading to a possible blockchain renaissance.
At the same time, demand continues to skyrocket for artificial intelligence. Multiple top-tier companies – including Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) – are all<a href="https://www.benzinga.com/news/24/10/41357341/as-nvidia-apple-and-microsoft-race-towards-4-trillion-valuation-generative-ai-startups-reportedly-dr"> racing toward a $4 trillion valuation</a>. What's more, experts project that generative AI can have a $1 trillion impact just on the U.S. economy.
However, the underlying motif behind these and other digital innovations is energy: crypto mining and generative AI protocols consume a lot of it. As a result, it may not be possible for government agencies to have a discussion about leadership in these critical areas without mentioning nuclear power. It's no shock, then, that<a href="https://www.benzinga.com/news/24/07/40044763/uranium-prices-surge-to-16-year-highs-due-to-supply-uncertainties-rising-demand-for-ai-data-centers"> uranium prices have been moving higher</a> over the last several months due to supply concerns and blistering demand.
The Direxion ETF: Should the trajectory continue unabated, traders who don't mind absorbing higher risk for potentially robust rewards may consider the Direxion Daily Uranium Industry Bull 2X Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URAA#NYSE">URAA</a>). A leveraged exchange-traded fund for the true optimist, URAA seeks the daily investment results of 200% of the performance of the Solactive United States Uranium and Nuclear Energy ETF Select Index.
One of the main advantages of this ETF is convenience. Unlike a complex, multi-leg options trade, investors can simply buy units of URAA, much like they would securities of a publicly traded company. Second, the fund features a basket of diverse companies. While the powerhouse Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) tops the list, the ETF also includes less accessible entities, such as Kazakhstan's national operator Kazatomprom.
Of course, every opportunity in the market carries risks. For URAA, the 2X leverage makes the ETF wildly choppy. In addition, investors must avoid exposure lasting longer than one day. Holding URAA for longer than recommended may expose the trader to valuation decay due to the daily compounding of volatility.
The URAA Chart: Since its debut in late June of this year, Direxion's leveraged uranium fund has declined by more than 10%. However, fundamental demand for the energy source will likely be a talking point among investors.
<ul>
<li>Since hitting a closing high of $29.60 on Oct. 18, the URAA ETF has noticeably declined in market value, presenting some concerns for prospective speculators.</li>
<li>At the same time, the $22 technical support line appears to be holding well. Since the end of September, the bears have attempted to drive the price tag down to this point but have so far failed.</li>
<li>The midweek session saw a significant decline of 4% to $22.82. However, the bulls will be hoping for a turnaround given the aforementioned strength of the $22 support line.</li>
</ul>
<figure class="wp-block-image"><img loading="lazy" decoding="async" width="1020" height="568" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14065652/image.jpeg" alt="" class="wp-image-647744" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14065652/image.jpeg 1020w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14065652/image-300x167.jpeg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14065652/image-768x428.jpeg 768w" sizes="(max-width: 1020px) 100vw, 1020px" /></figure>
Featured photo by <a href="https://pixabay.com/users/distelapparath-2726923/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=4535761">Markus Distelrath</a> on <a href="https://pixabay.com/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=4535761">Pixabay</a>.

Short Ideas

Technicals

URAA

Crypto Surge And AI Demand Highlight Potential Opportunity In Direxion's 2X Uranium ETF

<a href="https://www.axios.com/2024/11/12/biden-moves-to-boost-nuclear-power" title="https://www.axios.com/2024/11/12/biden-moves-to-boost-nuclear-power">https://www.axios.com/2024/11/12/biden-moves-to-boost-nuclear-power</a>
<a href="https://www.axios.com/2024/11/12/biden-moves-to-boost-nuclear-power" title="https://www.axios.com/2024/11/12/biden-moves-to-boost-nuclear-power">https://www.axios.com/2024/11/12/biden-moves-to-boost-nuclear-power</a>

LTBR

Reported Earlier: 'White House plan would provide huge boost for nuclear power' -Axios

Cameco shares are trading higher after the company raised its FY24 revenue guidance.

We continue to expect strong cash flow generation. Due to the continued strengthening of the US dollar, we have updated our exchange rate assumption to reflect the average rate year-to-date in 2024 of $1.00 (US) for $1.35 (Cdn) (previously $1.00 (US) for $1.30 (Cdn)). As a result, our expected uranium average realized price increased to $77.80 per pound (previously $74.70 per pound), driving up several financial outlook metrics, including estimated consolidated revenue for the year, which is now expected to be about $3.01 billion to $3.16 billion (previously $2.85 billion to $3.0 billion), and our outlook for our share of Westinghouse's 2024 adjusted EBITDA, which is now expected to be between $460 million and $530 million (previously $445 million to $510 million).&nbsp;

Guidance

Cameco Raised FY24 Guidance For FY24 Revenue To $3.01B-$3.16B (From $2.85B-$3B) Vs $2.99B Estimate

Cameco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) reported quarterly losses of $(0.01) per share which missed the analyst consensus estimate of $0.25 by 104 percent. The company reported quarterly sales of $721.000 million which missed the analyst consensus estimate of $741.356 million by 2.75 percent. This is a 68.21 percent increase over sales of $428.622 million the same period last year.

Earnings

Earnings Misses

Cameco Q3 2024 Adj. EPS $(0.01) Misses $0.25 Estimate, Sales $721.000M Miss $741.356M Estimate

Deep-pocketed investors have adopted a bullish approach towards Cameco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CCJ usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 12 extraordinary options activities for Cameco. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 58% leaning bullish and 25% bearish. Among these notable options, 3 are puts, totaling $115,334, and 9 are calls, amounting to $533,065.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $47.0 to $70.0 for Cameco over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Cameco's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Cameco's whale activity within a strike price range from $47.0 to $70.0 in the last 30 days. 
<h3>Cameco Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1730911539_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$0.8</td>
<td>$0.76</td>
<td>$0.79</td>
<td>$56.00</td>
<td>$157.7K</td>
<td>536</td>
<td>2.5K</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$12.3</td>
<td>$11.85</td>
<td>$11.85</td>
<td>$60.00</td>
<td>$109.0K</td>
<td>230</td>
<td>120</td>
</tr>
<tr>
<td>CCJ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$5.45</td>
<td>$5.3</td>
<td>$5.3</td>
<td>$47.00</td>
<td>$56.7K</td>
<td>5</td>
<td>108</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$16.0</td>
<td>$14.9</td>
<td>$15.74</td>
<td>$50.00</td>
<td>$51.9K</td>
<td>224</td>
<td>34</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$8.65</td>
<td>$8.55</td>
<td>$8.65</td>
<td>$50.00</td>
<td>$43.2K</td>
<td>3.2K</td>
<td>54</td>
</tr>
</tbody>
</table>

<h3>About Cameco</h3>
Cameco Corp is a provider of uranium needed to generate clean, reliable baseload electricity around the globe. one of those uranium producers. Cameco has three reportable segments, uranium, fuel services and Westinghouse. It derives maximum revenue from Uranium Segment. It has some projects namely; Millennium, Yeelirrie, Kintyre and Exploration. The company operates in Canada, Kazakhstan, Germany, Australia and United States.
Following our analysis of the options activities associated with Cameco, we pivot to a closer look at the company's own performance.
<h3>Cameco's Current Market Status</h3>
<ul>
<li>With a volume of 2,688,836, the price of CCJ is down -2.76% at $51.05. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 1 days.</li>
</ul>
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>.
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Cameco, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Cameco Options Trading: A Deep Dive into Market Sentiment

Once sidelined in favor of renewable sources, Goldman Sachs analysts suggest we are in the &#8220;early stages of <a href="https://www.benzinga.com/topic/nuclear-energy">nuclear renaissance in the U.S.&#8221;</a> 
Growing support from governments and major investments from tech giants like Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) are driving the momentum. 
<h3 class="wp-block-heading">Nuclear Power's Growing Role In Data Center Energy Demand</h3>
Goldman Sachs analysts, led by Brian Singer, highlight the mounting pressures of data center power needs, which they estimate will grow 165% by 2030 compared to 2023 levels.
This surge in demand is motivating &#8220;Big Tech&#8221; to diversify power sources, with a notable shift towards nuclear energy. 
&#8220;We continue to see Big Tech taking an all-in approach to sourcing power and pursuing low-carbon solutions,&#8221; Singer stated. 
He added, "While we continue to assume renewables will meet only 40% of data center power demand growth through 2030, we see potential for a significant rise in nuclear's share in the 2030s."
The limitations of renewable energy sources like solar and wind, which require substantial land, have made nuclear a compelling alternative. According to Singer, natural gas and nuclear require a much more modest acreage footprint versus utility-scale solar.
See Also: <a href="https://www.benzinga.com/markets/esg/24/05/38759168/solar-is-leaving-wind-in-the-dust-as-world-renewable-energy-hits-new-high">Solar Is Leaving Wind In The Dust As World Renewable Energy Hits New High</a>
<h3 class="wp-block-heading">Small Modular Reactors (SMRs) On The Rise</h3>
The development of Small Modular Reactors (SMRs), which are more compact and versatile than traditional reactors, is at the center of this nuclear resurgence. 
Hyperscale cloud providers, including Google, Amazon, and Microsoft, have already signed multiple contracts for SMR technology, aiming to power their expanding data centers with low-carbon, reliable energy.
"The prospects of more localized, onsite low-carbon reliable power has led to a surge in contracting by hyperscalers to support the development of small modular nuclear reactors,&#8221; the analysts wrote. 
Beyond SMRs, large-scale nuclear projects are also gaining momentum. 
Constellation Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NYSE">CEG</a>) recently announced it would bring back online a dormant unit at the Three Mile Island plant, backed by a "take-or-pay" power contract with Microsoft. 
According to the Goldman Sachs report, this could be just the beginning, with "potential for approximately two additional plants to be brought online in the U.S." over the next several years.
"Recognition of accelerated power demand growth from utilities is leading to greater willingness to consider new large-scale reactors," said Singer.
<h3 class="wp-block-heading">Governments Rethink Nuclear Amidst Energy Security Concerns</h3>
The policy landscape around nuclear energy is also shifting as countries worldwide seek stable and sustainable energy sources. "We're seeing greater support by governments across the globe," said Singer. 
"Switzerland is reconsidering nuclear, there's bipartisan support in the U.S., and even Australia's opposition party has proposed integrating nuclear into the country's energy mix." 
He indicated that at COP28, there was a global agreement to triple nuclear capacity by 2050—a significant signal that the nuclear narrative is changing.
<h3 class="wp-block-heading">Uranium Sourcing Challenges</h3>
Uranium sourcing remains a complex issue, with nearly half of global uranium supply controlled by China, Russia, and Kazakhstan. 
In contrast, Europe and the Americas source about 30% of uranium production, hold 56% of conversion capacity, and 41% of enrichment capacity. 
"We expect greater clarity on rules and confidence surrounding uranium sourcing will be key to moving forward with a meaningful ramp-up in nuclear generation capacity in the U.S. and Europe," Singer explained.
<h3 class="wp-block-heading">Cameco Corporation Positioned To Benefit From Nuclear Revival</h3>
Among the companies poised to benefit from this nuclear revival, Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) stands out as the key gainer according to Goldman Sachs. 
"We see Cameco's positioning across the entirety of the fuel cycle as a key driver underpinning our constructive view on the stock," said Singer.
Cameco&#8217;s operations span mining, conversion, enrichment, and fuel fabrication. Goldman Sachs suggests the company is well-positioned to support both traditional and emerging nuclear energy applications.
The investment bank holds a &#8216;Buy&#8217; rating on the stock, with a 12-month price target of $61. This implies a 20% rally from current market levels.
Now Read:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/11/41720723/tesla-vs-nvidia-stock-performance-under-biden-might-reveal-truth-about-elon-musks-support-for-tr">Tesla Vs. Nvidia Stock Performance Under Biden Might Reveal Truth About Elon Musk&#8217;s Support For Trump</a></li>
</ul>
Image: Shutterstock

Analyst Color

Goldman Sachs Sees 'Early Stages Of Nuclear Renaissance In US:' Analysts Highlight Top Stock Poised To Benefit From Data Centers' Energy Demand

Nuclear stocks are trading lower across the board on Monday after regulators rejected Talen Energy Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>) plans to increase power for an Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) <a href="https://www.benzinga.com/pressreleases/24/11/g41704326/talen-energy-statement-on-ferc-order-rejecting-susquehanna-isa">data center</a>. 
What Happened: The Federal Energy Regulatory Commission (FERC) on Friday rejected Talen Energy&#8217;s request to increase how much power its Susquehanna nuclear plant in Pennsylvania can provide to Amazon Web Services.
According to a CNBC <a href="https://www.cnbc.com/2024/11/04/tech-partnerships-with-power-companies-for-ai-in-doubt-after-ferc-order.html">report</a>, Talen Energy sold a data center campus to Amazon in March for $650 million. The company had filed a request to increase the power dispatched to the facility from 300 megawatts to 480 megawatts, but FERC shot it down, saying the arrangement could have &#8220;huge ramifications&#8221; on grid reliability and consumer costs. 
Talen issued a statement in response to the order rejecting its amended plans, saying it believes FERC &#8220;erred&#8221; in its decision. The company noted that it&#8217;s evaluating its options with a focus on commercial solutions. 
&#8220;We believe this ISA amendment is just and reasonable and in the best interest of consumers. FERC&#8217;s decision will have a chilling effect on economic development in states such as Pennsylvania, Ohio, and New Jersey,&#8221; the company said in the statement.
Talen noted that the existing agreement allows for 300 MW of co-located load at Susquehanna. Despite the rejected amendment, Talen said it can still proceed with development of the first phases of the Amazon Web Services data center campus using the 300 MW while it continues to pursue approval of an amended agreement. 
See Also: <a href="https://www.benzinga.com/news/24/11/41703497/iran-flexes-nuclear-muscle-threatens-us-with-tooth-breaking-retaliation">Iran Flexes Nuclear Muscle, Threatens US With &#8216;Tooth-Breaking&#8217; Retaliation</a>
Several nuclear stocks are falling Monday after rallying over the past month. Constellation Energy Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>) and Vistra Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) were down 10.5% and 2.2%, respectively, in sympathy with Talen.
Oklo Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>), which is chaired by OpenAI&#8217;s Sam Altman, has been one of the most popular nuclear plays in recent weeks. It was down 6.65% at $20.22 at the time of writing. 
Other small modular reactor (SMR) companies like NuScale Power Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) and Nano Nuclear Energy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>), were also trading lower, down 2.5% and 10.2%, respectively. 
Nuclear fuel names have also seen increased attention in recent weeks. Shares of uranium fuel producer Cameco Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) were down more than 2% at the time of writing. Shares of Lightbridge Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LTBR#NASDAQ">LTBR</a>), a nuclear fuel technology company, were down 1.93% at last check. 
Shares of ASP Isotopes Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASPI#NASDAQ">ASPI</a>), which signed a deal with Bill Gates-backed <a href="https://www.benzinga.com/news/24/10/41624818/asp-isotopes-stock-is-soaring-wednesday-whats-going-on">TerraPower</a> last week and has seen increased attention across social platforms in recent weeks, were down about 14% at the time of writing. 
The VanEck Uranium And Nuclear ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLR#NYSE">NLR</a>) was down 3.22% and the Global X Uranium ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URA#NYSE">URA</a>) was down 2.37% in afternoon trading Monday.
Despite Monday&#8217;s pullback, nuclear stocks are still up significantly over the past month driven by an increased focus on nuclear from hyperscalers aiming to keep up with the rising energy demands of data centers related to the AI boom.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/11/41719271/constellation-energy-q3-earnings-beat-revised-fy24-eps-guidance-more">Constellation Energy Q3: Earnings Beat, Revised FY24 EPS Guidance &amp; More</a></li>
</ul>
Photo: Shutterstock.

ASPI

Nuclear Stocks Are Tumbling Monday: What's Going On?

Investors with a lot of money to spend have taken a bullish stance on Cameco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CCJ, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 19 uncommon options trades for Cameco.
This isn't normal.
The overall sentiment of these big-money traders is split between 52% bullish and 42%, bearish.
Out of all of the special options we uncovered, 9 are puts, for a total amount of $771,361, and 10 are calls, for a total amount of $469,186.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $33.0 to $70.0 for Cameco during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for Cameco options trades today is 3301.75 with a total volume of 9,969.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Cameco's big money trades within a strike price range of $33.0 to $70.0 over the last 30 days.
<h3>Cameco Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1730743235_0_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CCJ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$2.38</td>
<td>$2.05</td>
<td>$2.25</td>
<td>$50.00</td>
<td>$224.3K</td>
<td>4.2K</td>
<td>1.0K</td>
</tr>
<tr>
<td>CCJ</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/22/24</td>
<td>$3.6</td>
<td>$3.5</td>
<td>$3.5</td>
<td>$52.00</td>
<td>$105.0K</td>
<td>42</td>
<td>300</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$1.27</td>
<td>$1.04</td>
<td>$1.23</td>
<td>$70.00</td>
<td>$81.7K</td>
<td>4.5K</td>
<td>672</td>
</tr>
<tr>
<td>CCJ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$24.3</td>
<td>$22.9</td>
<td>$24.3</td>
<td>$33.00</td>
<td>$80.1K</td>
<td>74</td>
<td>33</td>
</tr>
<tr>
<td>CCJ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$1.52</td>
<td>$1.19</td>
<td>$1.32</td>
<td>$48.00</td>
<td>$79.9K</td>
<td>680</td>
<td>612</td>
</tr>
</tbody>
</table>

<h3>About Cameco</h3>
Cameco Corp is a provider of uranium needed to generate clean, reliable baseload electricity around the globe. one of those uranium producers. Cameco has three reportable segments, uranium, fuel services and Westinghouse. It derives maximum revenue from Uranium Segment. It has some projects namely; Millennium, Yeelirrie, Kintyre and Exploration. The company operates in Canada, Kazakhstan, Germany, Australia and United States.
In light of the recent options history for Cameco, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Cameco</h3>
<ul>
<li>With a volume of 2,688,836, the price of CCJ is down -2.76% at $51.05. </li>
<li>RSI indicators hint that the underlying stock is currently neutral between overbought and oversold.</li>
<li>Next earnings are expected to be released in 3 days.</li>
</ul>
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Looking At Cameco's Recent Unusual Options Activity

Shares of nuclear-linked stocks are trading higher possibly amid continued strength. There has been optimism in the broader sector after Amazon Web Services and Google recently announced nuclear investments to fuel data centers.

Market participants are almost fully pricing in a rate cut at the Federal Reserve&#8217;s Nov. 7 meeting as policymakers enter their customary pre-meeting blackout period, where officials abstain from public commentary leading up <a href="https://www.benzinga.com/topic/interest-rates">to the policy decision</a>.
Investors have further bolstered their rate-cut wagers during the week and now are assigning a 96% chance to a quarter-point rate cut, as per CME FedWatch tool. 
Next week&#8217;s economic data releases include a pivotal inflation report – the Personal Consumption Expenditure (PCE) price index for September – and October official labor statistics. The latter could see some volatility related to the impacts of hurricanes and strikes on the pace of employment growth and unemployment rate. 
Yet, expectations are underpinned by optimism within the Fed that the U.S. economy can sustain job growth without driving new inflationary pressures, suggesting the central bank may gradually unwind its policy restrictiveness.
<h3 class="wp-block-heading">Mixed Views Among Fed Officials On Rate Path</h3>
Federal Reserve officials have expressed varied perspectives on the pace and urgency of rate cuts over the past month. 
Minneapolis Fed President Neel Kashkari recently said to expect "modest cuts over the next quarters," warning that labor market weakness could accelerate the pace of rate reductions if needed.
Atlanta Fed President Raphael Bostic said he is "not in a rush on rate cuts," preferring to assess economic data to avoid premature action. 
San Francisco Fed President Mary Daly remarked that that policy adjustments will persist and there is no reason to halt rate cuts. 
Dallas Fed President Lorie Logan similarly leaned towards a gradual rate-cut approach and Chicago Fed President Austan Goolsbee emphasized that he does not see convincing evidence that the economy is overheating again.
Fed Governor Christopher Waller highlighted last week that over 100,000 jobs might be missing from the October payrolls report due to factors like recent hurricanes and labor strikes. This disruption could temporarily inflate the unemployment rate, though Waller stressed that the labor market remains "on solid footing." He affirmed the idea of proceeding with gradual rate cuts.
<h3 class="wp-block-heading">Market Reactions Signal Optimism Amid Rate Cuts, But Election Uncertainties Loom</h3>
September&#8217;s 50-basis-point rate cut injected fresh optimism into U.S. equity markets, with major indexes climbing in its wake. 
The S&amp;P 500, reflected by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), has gained roughly 3% since Sept. 18, peaking on Oct. 17. 
The tech-heavy Nasdaq 100, mirrored by the Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), saw an even stronger rally, rising around 4% in the same period.
Data from Benzinga Pro highlights the top 10 large-cap performers from Sept. 18 to Oct. 25.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Name</td>
<td>% Change (Sept. 18 – Oct. 25)</td>
</tr>
<tr>
<td>MicroStrategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)</td>
<td>79.7%</td>
</tr>
<tr>
<td>Astera Labs Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>)</td>
<td>51.74%</td>
</tr>
<tr>
<td>KE Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEKE#NYSE">BEKE</a>)</td>
<td>48.26%</td>
</tr>
<tr>
<td>JD.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>)</td>
<td>46.1%</td>
</tr>
<tr>
<td>Futu Holdings Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FUTU#NASDAQ">FUTU</a>) </td>
<td>46.0%</td>
</tr>
<tr>
<td>United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>)</td>
<td>41.55%</td>
</tr>
<tr>
<td>Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</td>
<td>37.77%</td>
</tr>
<tr>
<td>Aurora Innovation Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>)</td>
<td>35.5%</td>
</tr>
<tr>
<td>SoFi Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>)</td>
<td>34.61%</td>
</tr>
<tr>
<td>Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>)</td>
<td>33.62%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Data: <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent102524&amp;t=be2bearmibe3na1">Benzinga Pro</a> </figcaption></figure>
However, with the Fed&#8217;s potential rate cut decision set for just two days after the high-stakes presidential election, political uncertainties could weigh heavily on market sentiment in the upcoming weeks. 
Investors are especially keen for clarity on the economic policies each candidate intends to pursue, as the U.S. budget deficit looms as a pressing issue. 
The latest International Monetary Fund (IMF) <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41495286/deficit-strain-in-washington-will-get-worse-imf-warns-national-debt-projections-rev">projections suggest the U.S. deficit</a> will continue to widen, raising concerns over long-term fiscal stability and potential impacts on monetary policy going forward. 
Read now: 
<ul>
<li><a href="https://www.benzinga.com/news/global/24/10/41545408/tariffs-are-inflationary-imf-deputy-chief-rejects-trumps-trade-policies-as-elections-loom">&#8216;Tariffs Are Inflationary&#8217;: IMF Deputy Chief Rejects Trump&#8217;s Trade Policies As Elections Loom</a></li>
</ul>

November Interest Rate Cut Almost A Done Deal As Blackout Begins: 10 Stocks Surging The Most Since Fed's Last Decision

Appleseed Fund 2024 Annual  Shareholder Letter

Cameco (TSE:CCO) has released an update. Cameco Corporation has entered into an equity distribution agreement, enabling it to issue and sell up to ...

Cameco Plans $500 Million Equity Distribution

Bullish option flow detected in Cameco (CCJ) with 40,853 calls trading, 4x expected, and implied vol increasing over 4 points to 46.23%. Dec-24 44 ...

Cameco call volume above normal and directionally bullish

Uranium prices rise after Russia temporarily limits supplies to U.S.

President-elect Donald Trump's choice for the Department of Energy (DOE) Secretary, Chris Wright, could spark a momentous shift in U.S. energy poli...

Trump's Pick for the DOE Fuels Interest in Nuclear and Oil Stocks

Unusual total active option classes on open include: Liberty Oilfield Services (LBRT), IShares S&P 500 Index Shares (IVV), Financial Bear 3X (FAZ),...

Unusually active option classes on open November 18th

Denison Mines: Uniquely Positioned To Bring The World-Class Phoenix Deposit Into Production

Scotiabank raised the firm's price target on Cameco (CCJ) to C$86 from C$80 and keeps an Outperform rating on the shares. Published first on TheFly...

Cameco price target raised to C$86 from C$80 at Scotiabank

Analysts have been eager to weigh in on the Energy sector with new ratings on EnLink Midstream (ENLC – Research Report) and Cameco (CCJ – Research ...

Analysts Offer Insights on Energy Companies: EnLink Midstream (ENLC) and Cameco (CCJ)

RBC Capital raised the firm's price target on Cameco (CCJ) to C$90 from C$75 and keeps an Outperform rating on the shares. The firm is positive on ...

Cameco price target raised to C$90 from C$75 at RBC Capital

AGNC

AGNCL

AGNCM

AGNCN

AGNCO

AGNCP

ARDX

BBRYF

BOIVF

BOWFF

BURBY

DLTR

ENLC

FCUUF

GRAB

GRVY

LBRT

LITE

NATKY

PLTR

PLUG

RKLB

SRUUF

URAN

URNM

UROY

WLFC

Screenshot 2024-02-20 at 6.29.01 PM

Commodities

Movers & Shakers

SNNAF

Biden Gets Scrutinized For Excessive Reliance On Russian Uranium – Sienna Resources (OTCMKTS: SNNAF) Could Present An Alternative

Press Releases

Cameco Announces Election of Directors

SaskPower, Westinghouse and Cameco Sign MOU to Explore Reactor and Fuel Supply Potential

Cameco Releases 2023 Sustainability Report

Global Uranium Mining Market Expected to Reach $11.38 Billion By 2030 as Dependency on Nuclear Power Increases

Is This Company the Next Big Find for Fans of Highflyer Ramp Metals?

Cameco reports Q2 results: 2024 outlook on track; strong operational performance; financial results reflect transition to tier-one economics; durable demand outlook driving long-term price increases; disciplined strategy capturing long-term value

Cameco Named to TSX30 for 2024

Cameco Reports Q3 Results; Improving Operational Performance Supports Dividend Growth; Strengthening Prospects Amid Growing Demand for Nuclear Power; Long-Term Contracting Activity Gaining Momentum; Strong Annual Outlook; Cameco Well-Positioned

Cameco Reports Document Filings

Opinion

This Little-Known Metal Just Exploded 200%, Here are 2 Ways To Play It

CSE:FNI

FNICF

IXIXF

SCCO

SSRM

STLD

TECK

TSX:IVN

TSX:RAMP

TSX:SSRM

TSX:URE

TSXV:IXI

TSXV:RAMP

Scotiabank

GLJ Research

B of A Securities

Goldman Sachs

TD Securities

Cameco Corporation

아크 인베스트의 창립자 캐시 우드가 회사의 리서치를 재공유한 이후 원자력 에너지 주식과 ETF가 다시 주목을 받고 있다. <a href="https://www.ark-invest.com/articles/analyst-research/nuclear-energy-could-contribute-meaningfully-to-securing-net-zero-emissions" target="_blank" rel="noopener">해당 리서치</a>는 규제 장애물과 반원자력 정서가 어떻게 비용 초과를 야기하고 오늘날 원자력이 천연가스보다 가격 경쟁력이 떨어지게 만들었는지에 관한 내용이다.
한편, 테슬라와 스페이스X의 CEO인 일론 머스크가 공화당 정치인 비벡 라마스와미와 함께 정부효율부(DOGE)를 공동으로 이끌게 될 것이다. 이 태스크포스가 관료주의를 해체하고 규제를 줄이며 낭비성 지출을 줄이겠다고 약속한 가운데, 아크 인베스트는 소셜 플랫폼 X에서 지난 20년 동안 원자력 에너지 분야가 직면했던 규제 장애물을 강조했다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
Resurfacing this chart amid all the <a href="https://twitter.com/DOGE?ref_src=twsrc%5Etfw">@DOGE</a> talk.
U.S. nuclear construction costs declined in accordance with Wright's Law before being derailed by regulatory changes in the 1970s&#8230;
Blog and sources: <a href="https://t.co/S2o84BkdA3">https://t.co/S2o84BkdA3</a> <a href="https://t.co/kES3g5Ph80">https://t.co/kES3g5Ph80</a> <a href="https://t.co/VBb6puiP5R">pic.twitter.com/VBb6puiP5R</a>
&mdash; Daniel Maguire (@DMaguireARK) <a href="https://twitter.com/DMaguireARK/status/1857163799037448601?ref_src=twsrc%5Etfw">November 14, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
무슨 일 일어났나: 2023년 10월 기준 국제에너지기구(IEA) 데이터를 기반으로 한 아크 인베스트의 메모에 따르면 IEA는 &#8220;2050년까지 탄소중립을 달성하기 위해 원자력이 필수적이라고 밝혔지만, 1986년 체르노빌 사고 이후 미국의 원자력은 에너지 믹스의 약 20%에서 정체되어 있다&#8221;.
원자력은 비용 효율성 외에도 안정적이고 지속적이며 탄소 배출이 없는 에너지 공급을 제공한다. 이는 인공지능에 대한 수요가 폭발적으로 증가하면서 데이터센터의 전력 소비에 부담이 되고 있는 지금 중요한 요소라고 볼 수 있다.
아크 인베스트의 다니엘 맥과이어 연구원은 2024년 4월에 발표한 보고서에서 엄격한 규제 변화와 반원자력 정서가 원전 건설을 저해하고 미국 원전 개발에서 비용 초과를 야기했다고 밝혔다.
원자력규제위원회와 에너지연구개발청의 설립 등 70년대 중후반의 규제 변화는 더 엄격한 인허가 조치를 도입하여 비용을 크게 증가시켰다. 아크 인베스트의 리서치에 따르면, 이러한 엄격한 규제가 없었다면 미국은 약 3,450억 달러, 즉 전체의 72%를 절감할 수 있었을 것으로 추정된다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/othermarkets/%EC%BA%90%EC%8B%9C-%EC%9A%B0%EB%93%9C-%EC%9D%BC%EB%A1%A0-%EB%A8%B8%EC%8A%A4%ED%81%AC%EA%B0%80-%EC%9D%B4%EB%81%84%EB%8A%94-%EC%A0%95%EB%B6%80%ED%9A%A8%EC%9C%A8%EB%B6%80%EC%97%90-%EA%B8%8D%EC%A0%95/">캐시 우드, 일론 머스크가 이끄는 정부효율부에 긍정적, "강세장 막 확대되기 시작해"</a>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-652244" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-1024x754.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-1024x754.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-300x221.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs-768x566.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014702/Nuclear-plan-costs.png 1466w" alt="" width="1024" height="754" /></figure>
왜 중요한가: 미국 첨단 원자로 시범 프로젝트(U.S. Advanced Reactor Demonstration Project)와 기타 새로운 정부 지원 프로그램의 도입으로 원자력 비용 초과가 역전될 것으로 보인다. 각국이 순 탄소 배출량 감축 공약을 달성하기 위해 강력한 청정 에너지 솔루션을 모색하고 있기 때문이다.
맥과이어의 게시물은 캐시 우드가 공유하고 정부효율부 계정에 태그되면서 이러한 문제를 부각시켰다. 정부효율부는 미국 독립 250주년이 되는 2026년 7월 4일까지 작업을 완료할 예정이고, 원자력 분야에 집중하면 저비용으로 탄소 배출이 없는 깨끗한 에너지 생산 방법을 개발하여 원자력 분야의 활동을 촉진하는 데 도움이 될 수 있다.
주가 움직임: 장기적인 규제 장애물과 비용 상승에도 불구하고 원자력 주식은 연초 대비 양호한 성과를 거두었다. 오클로(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>), 카메코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), 센트러스 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>), 누스케일 파워(SMR), VanEck Uranium and Nuclear ETF(ACRA:NLR) 모두 올해 들어 16.65% 상승한 NYSE 종합지수보다 우수한 성과를 보였다.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" class="wp-image-652245" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list.png" sizes="(max-width: 775px) 100vw, 775px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list.png 775w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014729/stock-list-768x286.png 768w" alt="" width="775" height="289" /></figure>
<a href="//pro.benzinga.com/dashboard"" target="_blank" rel="noopener">벤징가 프로</a>의 5년 차트를 보면 센트러스 에너지는 주가 변동성이 높은 반면, 누스케일 파워는 꾸준하게 수익을 기록했다.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-652246" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-1024x271.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-1024x271.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-300x79.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-768x203.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks-1536x406.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18014753/nuclear-stocks.png 1741w" alt="" width="1024" height="271" /></figure>
이미지 출처: Shutterstock
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시장 참가자들은 거의 모든 이들이 11월 7일 연방준비제도(연준) 회의에서 <a href="https://www.benzinga.com/topic/interest-rates" target="_blank" rel="noopener">금리 인하</a>를 가격에 반영하고 있으며, 정책 입안자들은 회의 전 전통적인 블랙아웃 기간에 들어가 공개 발언을 자제하고 있는 상황이다.
투자자들은 지난주에 금리 인하 베팅을 더욱 강화했으며, CME의 페드워치(FedWatch) 도구에 따르면 25bp(베이시스 포인트) 금리 인하의 확률을 96%로 평가하고 있다.
이번 주 경제 데이터 발표에는 중요한 인플레이션 보고서인 9월 개인소비지출(PCE) 물가 지수와 10월 공식 고용 통계가 포함된다. 후자는 허리케인과 파업이 고용 성장 속도와 실업률에 미치는 영향으로 인해 변동성을 겪을 수 있다.
그럼에도 불구하고, 연준 내부의 낙관론이 뒷받침하고 있어 미국 경제가 새로운 인플레이션 압박 없이 일자리 성장을 지속할 수 있다고 믿고 있으며, 이는 중앙은행이 점진적으로 정책의 제약성을 완화할 수 있음을 시사한다.
<h3 class="wp-block-heading">금리 경로에 대한 연준 관계자들의 혼재된 견해</h3>
연준 관계자들은 지난 한 달 동안 금리 인하의 속도와 긴급성에 대해 다양한 관점을 표현했다.
미니애폴리스 연은 총재 닐 카슈카리는 최근 &#8220;다음 분기들 동안 완만한 인하를 기대하라&#8221;고 말하며, 노동 시장의 약세가 필요할 경우 금리 인하 속도를 가속화할 수 있다고 경고했다.
애틀랜타 연은 총재 라파엘 보스틱은 금리 인하에 대해 &#8220;서두르지 않는다&#8221;며, 조치를 취하기 전에 경제 데이터를 평가하기를 선호한다고 밝혔다.
샌프란시스코 연은 총재 메리 달리는 정책 조정이 지속될 것이며 금리 인하를 중단할 이유가 없다고 언급했다.
댈러스 연은 총재 로리 로건도 점진적인 금리 인하 접근 방식을 지지했으며, 시카고 연은 총재 오스탄 굴스비는 경제가 다시 과열되고 있다는 확실한 증거를 보지 못했다고 강조했다.
연준 이사 크리스토퍼 월러는 지난주 10월 고용 보고서에서 10만 개 이상의 일자리가 누락될 수 있으며, 최근 허리케인과 노동 파업과 같은 요인으로 인해 실업률이 일시적으로 상승할 수 있다고 강조했다. 그는 노동 시장이 여전히 &#8220;견고한 입장&#8221;에 있다고 확인하고 점진적인 금리 인하를 진행하자는 의견을 재확인했다.
<h3 class="wp-block-heading">금리 인하 속에서도 시장 반응은 낙관적이지만, 선거 불확실성은 여전</h3>
9월 50bp 금리 인하 발표는 미국 주식 시장에 새로운 낙관론을 주입하여 주요 지수들이 상승했다.
SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)에 반영된 S&amp;P 500은 9월 18일 이후 약 3% 상승해 10월 17일에 정점을 찍었다.
Invesco QQQ Trust(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)가 반영하는 기술주 중심의 나스닥 100 지수는 같은 기간 약 4% 상승하는 등 더욱 강력한 상승세를 보였다.
Benzinga Pro의 데이터는 9월 18일부터 10월 25일까지의 상위 10개 대형주 성과를 보여준다.
<figure class="wp-block-table is-style-stripes">
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<td>이름</td>
<td>% 변화 (9월 18일 – 10월 25일)</td>
</tr>
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<td>마이크로스트레티지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)</td>
<td>79.7%</td>
</tr>
<tr>
<td>아스테라 랩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>)</td>
<td>51.74%</td>
</tr>
<tr>
<td>KE 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEKE#NYSE">BEKE</a>)</td>
<td>48.26%</td>
</tr>
<tr>
<td>JD닷컴 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>)</td>
<td>46.1%</td>
</tr>
<tr>
<td>후투 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FUTU#NASDAQ">FUTU</a>)</td>
<td>46.0%</td>
</tr>
<tr>
<td>유나이티드 에어라인 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>)</td>
<td>41.55%</td>
</tr>
<tr>
<td>비스트라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</td>
<td>37.77%</td>
</tr>
<tr>
<td>오로라 이노베이션 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>)</td>
<td>35.5%</td>
</tr>
<tr>
<td>소파이 테크놀로지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>)</td>
<td>34.61%</td>
</tr>
<tr>
<td>카메코 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>)</td>
<td>33.62%</td>
</tr>
</tbody>
</table><figcaption class="wp-element-caption">데이터: <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent102524&amp;t=be2bearmibe3na1">Benzinga Pro</a></figcaption></figure>
하지만, 연준의 금리 인하 결정이 고위험 대통령 선거 이틀 후에 예정되어 있는 만큼, 정치적 불확실성은 향후 몇 주 동안 시장 심리에 큰 영향을 미칠 수 있다.
투자자들은 각 후보가 어떤 경제 정책을 추구할 것인지에 대한 명확성을 특히 원하고 있으며, 이는 미국의 예산 적자가 시급한 문제로 떠오르고 있다.
최신 국제통화기금(IMF) <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41495286/deficit-strain-in-washington-will-get-worse-imf-warns-national-debt-projections-rev">예측에 따르면 미국의 적자</a>는 계속해서 확대될 것이며, 이는 장기적인 재정 안정성과 향후 통화 정책에 미칠 영향에 대한 우려를 야기한다.

지금 읽어보세요:
<ul>
<li><a href="https://www.benzinga.com/news/global/24/10/41545408/tariffs-are-inflationary-imf-deputy-chief-rejects-trumps-trade-policies-as-elections-loom">&#8216;관세는 인플레이션을 유발한다&#8217;: IMF 부총재가 트럼프의 무역 정책을 거부하다</a></li>
</ul>
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)의 구글과 아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)의 주요 발표 이후 원자력(핵) 에너지 관련 주식들이 급등하고 있다. 이 기술 산업이 인공지능(AI) 데이터 센터를 운영하기 위해 원자력 에너지로 전환하고 있다. 아래는 <a href="https://www.benzinga.com/news/24/10/41358363/nuclear-stocks-soar-as-amazon-becomes-latest-tech-giant-to-invest-in-nuclear-power" target="_blank" rel="noopener" data-google-interstitial="false">시장의 원자력 트렌드</a>로 혜택을 볼 수 있는 주식 샘플이다.
지난주, 구글과 아마존은 각각 민간 소형 모듈 원자로(SMR) 회사들과의 주요 원자력 발전 계약을 발표했다. 구글은 카이로스 파워(Kairos Power)와 대규모 계약을 체결하고, 아마존은 에너지 노스웨스트(Energy Northwest)와 4기의 고급 SMR을 건설하기 위한 계약을 체결했다.
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<h3 class="wp-block-heading">SMR 개발자들:</h3>
카이로스 파워와 에너지 노스웨스트는 민간 회사들이다. 그러나 SMR에 초점을 맞춘 여러 상장 회사들이 있다.
<ul>
<li>오클로(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>)는 원자력 에너지를 대규모로 제공하기 위한 빠른 분열 발전소를 개발하고 있으며, 오픈AI의 샘 올트먼이 이사회 의장으로 있다. 이 주식은 <a href="https://www.benzinga.com/news/24/10/41321236/sam-altmans-oklo-jumps-on-google-nuclear-deal-whats-going-on">최근 1개월간 190% 이상 상승</a>했다.</li>
<li>누스케일 파워(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>)는 모듈식 경수로 원자력 발전소를 개발하며, 주식은 <a href="https://www.benzinga.com/news/24/10/41402441/nuscale-rockets-higher-on-amazon-deal-how-high-can-it-go">지난 1개월간 거의 100% 상승</a>했다.</li>
<li>나노 뉴클리어 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>)는 휴대용, 온디맨드 가능 그리고 고급 핵 마이크로 원자로를 개발하고 있다. 나노 뉴클리어 에너지의 주식은 <a href="https://www.benzinga.com/markets/equities/24/10/41362462/why-is-nano-nuclear-energy-stock-gaining-today">지난 1개월간 85% 상승</a>했다.</li>
</ul>
다음 읽기: <a href="https://kr.benzinga.com/news/usa/stocks/%EB%A3%A8%EC%8B%9C%EB%93%9C%EC%9D%98-ceo%EC%9D%B8-%ED%94%BC%ED%84%B0-%EB%A1%A4%EB%A6%B0%EC%8A%A8%EC%9D%B4-%EC%82%AC%EC%9A%B0%EB%94%94-%ED%88%AC%EC%9E%90-%EB%B0%8F-%EC%9D%BC%EB%A1%A0-%EB%A8%B8%EC%8A%A4/" target="_blank" rel="noopener">루시드 CEO 피터 롤린슨, 사우디 투자, 일론 머스크의 정치적 견해에 대해 이야기하다</a>
<h3 class="wp-block-heading">전력 생산자들:</h3>
데이터 센터와 AI 애플리케이션이 신흥 기술에 전력을 공급하기 위한 에너지 수요를 증가시키면서 전력 회사의 주가도 상승했다.
<ul>
<li>콘스텔레이션 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>)는 9월에 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)와 대규모 계약을 체결하여 쓰리 마일 아일랜드 핵 발전소 1호기를 재가동할 계획이다. 이 재개는 마이크로소프트의 AI 데이터 센터를 위한 20년 전력 구매 계약의 일환이다.</li>
<li>비스트라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)는 미국에서 가장 큰 전력 생산자이자 소매 에너지 공급업체 중 하나로, 41기가와트의 핵, 석탄, 천연가스 및 태양광 발전 용량을 보유하고 있다. 이 주식은 2024년 S&amp;P 500에서 최고의 성과를 보여 엔비디아를 포함한 다른 AI 관련 주식들을 제쳤다.</li>
</ul>
<h3 class="wp-block-heading">우라늄 주식들:</h3>
우라늄은 핵 에너지를 생성하는 데 필요하며, 가격은 올해 초부터 약 60% 상승했다.
<ul>
<li>카메코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>)는 밀레니엄(Millennium), 예일리리(Yeelirrie), 킨타이어(Kintyre) 및 탐사를 포함한 여러 프로젝트를 진행하는 우라늄 생산업체이다. 카메코의 주식은 <a href="https://www.benzinga.com/news/24/09/40961163/whats-going-on-with-cameco-stock-friday">최근 1개월간 거의 45% 상승</a>했다.</li>
<li>센트러스 에너지(AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>)는 미국 및 해외 상업 핵 발전소에 고농축 우라늄 연료를 공급한다. 센트러스 에너지의 주식은 금요일에 에너지부가 이 <a href="https://www.benzinga.com/pressreleases/24/10/n41391606/centrus-wins-haleu-enrichment-award-from-u-s-department-of-energy">회사를 국내 상업 생산 확대 계약의 수혜자로 선정</a>한 후 21% 상승했다.</li>
</ul>
<h3 class="wp-block-heading">&#8220;거대한 기회&#8221;</h3>
지난주, 오클로의 공동 창립자이자 CEO인 제이콥 드위트(Jacob DeWitte)가 CNBC의 &#8220;머니 무버스(Money Movers)&#8221;에 출연하여 <a href="https://www.benzinga.com/news/24/10/41343639/oklo-ceo-highlights-mind-blowing-demand-for-ai-power-says-googles-nuclear-deal-only-tip-of-the-icebe">핵 발전 산업</a>의 현재 기회에 대해 강조했다.
&#8220;핵 에너지에 대한 수요는 엄청나게 증가하고 있다. 수치가 충격적이다. 전력 수요는 사실상 정신을 잃을 정도이다&#8221;고 드위트가 말했다. &#8220;이 공간에서 많은 플레이어들에게 큰 기회가 있으며, 핵 에너지는 정말 훌륭한 솔루션을 제공한다.&#8221;

또한 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41406621/microsoft-ai-revenue-could-eclipse-10b-in-2025-piper-sandler-says">낙관적인 분석가는 마이크로소프트 AI 매출이 2025년에 100억 달러에 달할 수 있다고 전망</a></li>
</ul>
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

이들 11개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
1. 코인베이스 글로벌(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)의 주식은 비트코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)이 <a href="https://www.benzinga.com//node/41386011" target="_blank" rel="noreferrer noopener">67,000달러를 </a>넘은 후 24.85% 상승했다.
2. 유나이티드 항공 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>)의 주식은 4분기 실적이 예상보다 좋게 나타나고 15억 달러의 자사주 매입 프로그램을 발표한 후 19.98% 급등했다. 여러 애널리스트들이 <a href="https://www.benzinga.com//node/41387797" target="_blank" rel="noreferrer noopener">목표 주가를 변경</a>했다.
3. 골드 필드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GFI#NYSE">GFI</a>)의 주식은 17.01% 상승했다.
4. 에릭슨(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIC#NASDAQ">ERIC</a>)의 주식은 <a href="https://www.benzinga.com//node/41326902" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">3분기 실적이 예상치를 초과</a>한 후 13.18% 상승했다.
5. 카메코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>)의 주가는 12.99% 상승했는데, 아마도 핵 이름의 강세 때문일 것이다. 아마존 웹 서비스가 <a href="https://www.benzinga.com//node/41358363" target="_blank" rel="noreferrer noopener">5억 달러 이상을 원자력에 투자</a>할 계획을 발표한 후 이 주가가 상승했다.
6. 소파이 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>)의 주식은 <a href="https://www.benzinga.com//node/41313080" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">20억 달러 규모</a>의 개인 대출 플랫폼 사업 계약을 발표한 후 12.99% 상승했다. 이는 포트리스 인베스트먼트 그룹(Fortress Investment Group)의 자산이 관리하는 펀드와의 협력이다.
7. 블랙스톤(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)의 주식은 <a href="https://www.benzinga.com//node/41405312" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">최근 3분기 실적 발표</a> 이후 여러 애널리스트들이 목표 주가를 올린 후 12.62% 상승했다.
8. 트래블러스 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRV#NYSE">TRV</a>)의 주식은 <a href="https://www.benzinga.com//node/41379650" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">3분기 실적</a>이 예상보다 좋게 나타난 후 12.20% 상승했다.
9. 스냅온(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNA#NYSE">SNA</a>)의 주식은 <a href="https://www.benzinga.com//node/41380823" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">3분기 실적이 예상보다 좋게</a> 나타난 후 11.75% 상승했다.
10. 앵글로골드 아샨티(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AU#NYSE">AU</a>)의 주식은 금과 은 가격 상승으로 11.59% 상승했다.
11. 블루 아울 캐피털(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OWL#NYSE">OWL</a>)의 주식은 11.45% 상승했다. 이 회사는 크루소(Crusoe) 및 프라이머리 디지털 인프라스트럭처(Primary Digital Infrastructure)와 함께 AI 데이터 센터 개발을 위해 34억 달러 규모의 합작 투자 회사를 설립했다.
 
추가 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EB%8B%88%EC%98%A4-asml-%EB%B0%8F-cvs-%ED%97%AC%EC%8A%A4%EB%8A%94-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EC%95%85%EC%9D%98-%EC%84%B1%EA%B3%BC%EB%A5%BC-%EB%B3%B4%EC%9D%B8-10%EA%B0%9C-%EB%8C%80%ED%98%95/" target="_blank" rel="noopener">니오, ASML, 그리고 CVS 헬스는 지난주 (10월 14-18일) 대형주 하락자 10위 안에 듭니다: 당신의 포트폴리오에 다른 주식들이 포함되어 있습니까?</a></li>
</ul>
사진 출처: Useacoin, Shutterstock


다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

$BTC

ERIC

코인베이스와 유나이티드 항공은 지난주 최고 성과를 보여준 11개 대형주 중 일부 (10월 14일-18일)

이들 11개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
<ol>
<li>리비안 오토모티브(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>)의 주식은 <a href="https://www.benzinga.com/economics/macro-economic-events/24/07/39728268/inflation-slows-more-expected-to-3-in-june-heightens-expectations-for-rate-cuts-t" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">최근 CPI 데이터</a>에 지난주 21.37% 상승했다. 또한 미국 에너지부(Department of Energy)는 폐쇄되었거나 위험에 처한 11개 자동차 시설을 전기 자동차 제조 공장 및 공급망 허브로 전환하기 위해 17억 달러 투자를 공개했다.</li>
<li>엔페이즈 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EMPH#NASDAQ">EMPH</a>)의 주가는 회사가 태양광 프로젝트가 &#8216;국내 콘텐츠 보너스 크레딧&#8217; 자격을 갖추는 데 도움이 될 수 있는 주거용 및 상업용 제품을 발표한 후 21.15% 상승했다.</li>
<li>D.R. 호튼(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>)의 주가는 12.53% 급등했다. 예상보다 부진한 6월 CPI 수치로 인해 국채 수익률이 하락하면서 주택 건설업체, 건축 회사 및 주택 관련 회사들의 주가는 지난주 상승했다.</li>
<li>탑빌드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLD#NYSE">BLD</a>)의 주가는 예상보다 부진한 6월 CPI 수치에 이어 지난주 주택 건설업체, 건축업체, 주택 관련 주가 상승하면서 12.15% 상승했다.</li>
<li>바이두(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>)의 주가는 중국 내 아폴로고(<a href="https://www.benzinga.com//node/39709053" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">Apollo Go</a>) 로보택시 서비스에 대한 관심이 높아지고 있다는 보도에 11.80% 상승했다.</li>
<li>코닝(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)의 주가는 2분기 핵심 매출 가이던스를 상향 조정한 후 11.54% 상승했습니다. 몇몇 분석가들도 주식 가격 <a href="https://www.benzinga.com/quote/GLW/analyst-ratings" target="_blank" rel="noreferrer noopener">예측</a>을 높였다.</li>
<li>인스메드(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NASDAQ">INSM</a>)의 주가는 분석가들이 <a href="https://www.benzinga.com/quote/insm/analyst-ratings" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">주식 가격 전망</a>을 높이면서 지난주 11.04% 상승했다.</li>
<li>톨 브라더스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>)의 주가는 10.96% 상승했다. 예상보다 부진한 6월 CPI로 인해 국채수익률이 하락하면서 주택 건설업체, 건축업체 및 주택 관련 기업의 주가가 상승했다.</li>
<li>소니 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>)의 주가는 파라마운트 글로벌(Paramount Global)이 스카이댄스 미디어(Skydance Media)와 합병하기로 합의한 이후 10.53% 상승했다.</li>
<li>빈패스트 오토(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VFS#NASDAQ">VFS</a>)의 주가는 9.73% 급등했다. 블룸버그는 수요일 이 회사가 <a href="https://www.benzinga.com//node/39739997" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">인도네시아 확장</a>을 위해 2억 5천만 달러의 은행 대출을 모색하고 있다고 보도했다.</li>
<li>킨로스 골드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KGC#NYSE">KGC</a>)의 주가는 여러 분석가들이 <a href="https://www.benzinga.com/quote/KGC/analyst-ratings" target="_blank" rel="noreferrer noopener">주가 예측을 상향 조정</a>한 후 지난주에 8.75% 상승했다.</li>
</ol>
다음 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/%eb%84%b7%ed%94%8c%eb%a6%ad%ec%8a%a4%ec%99%80-%eb%8d%b8%ed%83%80-%ed%95%ad%ea%b3%b5%ec%9d%80-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ec%95%85%ec%9d%98-%ec%84%b1%ea%b3%bc%eb%a5%bc-%eb%b3%b4%ec%9d%b8-10/" target="_blank" rel="noopener">넷플릭스, 델타 항공 및 허브스팟이 지난주 가장 성과가 좋지 못했던 대형주 주식 10개 중 일부 (7월 7일-7월 13일)</a></li>
<li><a href="https://kr.benzinga.com/news/%ec%83%a4%ec%98%a4%ed%8e%91-%eb%b0%8f-%ed%80%80%ed%85%80%ec%8a%a4%ec%bc%80%ec%9d%b4%ed%94%84%eb%8a%94-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ea%b3%a0-%ec%84%b1%ea%b3%bc%eb%a5%bc-%eb%b3%b4%ec%97%ac/" target="_blank" rel="noopener">샤오펑 및 퀀텀스케이프가 지난주 가장 큰 성과를 보인 중형 주식 11개 중 일부 (7월 7일-7월 13일)</a></li>
</ul>
Photo Courtesy of Rivian Automotive
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

BIDU

INSM

NYCB

RIVN

SIRI

SONY

EMPH

리비안과 바이두는 지난주 최고 성과를 보인 11개의 대형주 주식 중 일부 (7월 7일-7월 13일)

올해 초부터 S&amp;P 500 내에서 상위 10위 안에 에너지 기업이 3곳 포함되어 있으며, 이는 <a href="https://www.benzinga.com/money/best-energy-stocks">2023년 에너지 부문의 하향 성과</a>에 비해 상당한 패러다임 전환을 나타낸다.
올해 초부터 에너지 주식의 과세익을 이루어낸 가장 중요한 요인 중 하나는 원유 가격의 급격한 상승이다.
U.S. 원유 펀드(United States Oil Fund) (ARCA: <a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/uso" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for USO">USO</a>)가 추적하는 서부 텍사스 중질유(WTI)는 올해 들어 20% 상승했다. 이 상승은 수요 증가, 제한된 OPEC+ 공급 및 중동에서의 긴장 증가(특히 이스라엘과 이란 사이)와 같은 여러 요인의 결합으로 볼 수 있다.
미국 에너지 정보청(EIA)의 최신 예측에 따르면, 2024년 2분기에는 브렌트 원유 현물 가격이 이전 예측보다 2달러 높은 1배럴 당 90달러로 예상된다.
2024년 평균 가격에 대한 예측은 1배럴 당 89달러이다. 이 상승은 이 분기에 국제 원유 재고가 상당히 감소하고 있으며 지속적인 지정학적 불확실성이 예상되기 때문에 EIA가 기대하는 것이다.
또한 소매 휘발유 가격은 2024년에 평균 1갤런 당 3.60달러로 예상되며, 이는 이전 예측인 1갤런 당 3.50달러보다 높다.
2024년 4월 9일 현재, 에너지 선택 섹터 SPDR 펀드(EnergySelect Sector SPDR Fund) (ARCA: <a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/xle" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for XLE">XLE</a>)는 올해 들어 16% 상승하여 다른 모든 S&amp;P 500 섹터를 능가하고 있다.
<h1 class="wp-block-heading">올해 들어서 S&amp;P 500 10대 수익 기업 중 3곳이 에너지 기업</h1>
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>회사 이름</td>
<td>가격 변동(올해 기준 %)</td>
<td>부문</td>
</tr>
<tr>
<td>슈퍼 마이크로 컴퓨터 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)</td>
<td>215.81%</td>
<td>정보기술</td>
</tr>
<tr>
<td>엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>70.28%</td>
<td>정보기술</td>
</tr>
<tr>
<td>콘스텔레이션 에너지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>)</td>
<td>59.83%</td>
<td>유틸리티</td>
</tr>
<tr>
<td>메타 플랫폼 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>44.88%</td>
<td>통신 서비스</td>
</tr>
<tr>
<td>마라톤 페트롤리움 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPC#NYSE">MPC</a>)</td>
<td>42.65%</td>
<td>에너지</td>
</tr>
<tr>
<td>마이크론 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)</td>
<td>42.55%</td>
<td>정보기술</td>
</tr>
<tr>
<td>NRG 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>)</td>
<td>39.77%</td>
<td>유틸리티</td>
</tr>
<tr>
<td>웨스턴 디지털 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>)</td>
<td>38.09%</td>
<td>정보기술</td>
</tr>
<tr>
<td>발레로 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>)</td>
<td>36.10%</td>
<td>에너지</td>
</tr>
<tr>
<td>다이아몬드백 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FANG#NYSE">FANG</a>)</td>
<td>32.23%</td>
<td>에너지</td>
</tr>
</tbody>
</table>
</figure>
<h1 class="wp-block-heading">2024년 4월 미국 에너지 기업의 수익 발표</h1>
미국 대형 에너지 기업의 2024년 1/4분기 수익 발표 일정은 아래와 같다.
<ul>
<li>2024년 4월 12일 금요일: 킨더 모건 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMI#NYSE">KMI</a>)</li>
<li>2024년 4월 19일 금요일: 슐룸베르거 N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>), 우드사이드 에너지 그룹 ADR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDS#NYSE">WDS</a>)</li>
<li>2024년 4월 23일 화요일: 할리버튼 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>)</li>
<li>2024년 4월 24일 수요일: 시노버스 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVE#NYSE">CVE</a>), EQT Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>)</li>
<li>2024년 4월 25일 목요일: 발레로 에너지, 헤스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>)</li>
<li>2024년 4월 26일 금요일: 엑슨모빌 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), 쉐브론 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>), 필립스 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>), 임페리얼 오일(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMO#NYSE">IMO</a>).</li>
<li>2024년 4월 30일 화요일: 마라톤 페트롤리움, 원오크(ONEOK Inc.) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKE#NYSE">OKE</a>), MPLX LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPLX#NYSE">MPLX</a>), 다이아몬드백, 카메코 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>)</li>
</ul>
지금 읽기: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38164785/bank-of-america-sees-gold-at-3-000-warns-of-a-copper-supply-crisis-metals-dance-to-">은행 금융의 2024년 3월 수입이 1조달러를 돌파</a>
사진: 셔터스톡

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FANG

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2024년 유가가 $90에 도달함에 따라 3개의 에너지 주식이 S&P 500의 상위 10개 주식에 포함

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