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THE TRUTH ABOUT: 5 | History Defined

Radioactive Returns: Geopolitics and AI Fuel a Nuclear Supercycle

See why nuclear is back in focus: AI data centers need baseload power and geopolitics are reshaping supply chains. Vistra and Cameco offer two angles.

MarketBeat

Donald Trump claimed he took care of Iran’s nukes, but now his envoy says they’re on the verge of a bomb. Make it make sense

Explain this, Mr. President!

We Got This Covered

Iran 'one week' from bomb-grade uranium? Protests flare again in Tehran - top developments

US envoy Steve Witkoff warns Iran could be a week from producing bomb-grade uranium, despite past strikes. Washington remains concerned about Tehran's nuclear ambitions, with US President Donald Trump demanding "zero enrichment" but reportedly considering limited, verifiable civilian enrichment. Domestic protests in Iran are also a factor in US policy.

The Times of India

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Iran willing to dilute uranium stockpile as fresh protests erupt

Proposal will be at heart of offer to US as Trump considers whether to attack Iran

The Guardian - UK

Experts warn Saudi Arabia may have uranium enrichment under proposed deal with US

Saudi-US proposal comes amid Iran tensions

The Independent UK

Forget the Board of Peace, Trump may be closer than thought to attacking Iran

Tehran may claim it will not negotiate under duress, but that is precisely what it is being required to do

The Guardian - UK

AI hyperscalers move to secure long-term uranium supply from mining companies — fuel required for nuclear plants to power future data centers

This deal will help AI hyperscalers secure the fuel they need for SMRs, avoiding getting hit by a shortage if demand spikes due to the massive power requirements of future data centers.

Tom’s Hardware

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Goldman Sachs Is Pounding the Table on This 1 Rare Earths Stock: New Price Target Implies 50% Upside

Analysts are becoming increasingly bullish on this rare earths stock that is already up over 300% in the past year.

Barchart

Iran’s supreme leader threatens to sink US aircraft carriers sent to the Middle East – as nuclear talks continue

Ayatollah issues warning as nuclear talks under way – but president says Tehran will never abandon its enriched uranium programme

The Independent UK

Up 135% in the Past Year, Can Cameco Continue Its Run?

After years of trailing the market, the energy sector is surging in 2026. A flight to safety and a nuclear revival, led by Cameco, have fueled the rally.

MarketBeat

Iran temporarily closed the Strait of Hormuz as it held latest round of indirect talks with US

Iran announced the temporary closure of the Strait of Hormuz for live fire military drills as its negotiators held another round of indirect talks with the United States in Geneva over its disputed nuclear program

The Independent UK

Iran-US indirect talks: Tehran’s top diplomat travels to Geneva for second round

Iran's foreign minister heads to Geneva for crucial indirect nuclear talks with the US, mediated by Oman. This follows earlier discussions that stalled due to regional conflict. Tehran seeks economic benefits, including sanctions relief, while Washington demands a halt to uranium enrichment. Tensions remain high with potential military action looming.

The Times of India

Iran says it’s open to compromise in nuclear talks if US lifts sanctions

Deputy foreign minister says ‘ball was in America’s court to prove they want to do a deal’

The Independent UK

France denies role in Niger airport attack as junta doubles down on accusations

French President Emmanuel Macron has dismissed suggestions of any planned intervention in Niger, firmly rejecting claims from the country’s ruling junta that Paris is orchestrating destabilisation efforts.

Radio France Internationale

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TechRadar

China has extracted 1000g of uranium from just seawater - targets "unlimited battery life" by 2050, tapping into 4.5 billion tons of aquatic uranium

The oceans hold vast uranium resources, and China’s recent extraction milestone is a start but does not yet ensure a large-scale fuel supply.

The Independent UK

South Korean officials raid spy agencies to find out who is sending drones into North Korea

Joint military and police task force says it searched 18 locations, including country’s main intelligence agencies

AAP

Australian shares pare early gains for flat finish

The bourse has notched a second straight day of gains in a mixed session where strength in miners and energy stocks came up against weakness in financials.

Euronews

Iran offers to dilute enriched uranium in exchange for full sanctions relief

Iran says it could dilute its 60% uranium stockpile if "all sanctions" end, amid renewed Oman talks and uncertainty over missing nuclear material.

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The Times of India

'Will never give up nuclear enrichment': Iran strikes defiant tone as US talks continue

Iran will “never” give up uranium enrichment, even if war is imposed on the country, Iran’s foreign minister said on Sunday. Speaking at a forum in Tehran, Abbas Araghchi said Iran had “paid a very heavy price” for what it describes as its peaceful nuclear programme.

The Independent UK

What to know as Iran and US prepare for nuclear talks in Oman

Iran and the United States are set for talks Friday in Oman over Tehran's nuclear program

Barchart

As Oklo Stock Plunges, One Analyst Still Thinks It Can Gain 175%

OKLO shares have been crashing on rising uranium prices and insider selling in 2026. But Canaccord Genuity continues to see upside in OKLO stock to a whopping $175.

The Guardian - UK

US and Iran talks brought back from the brink after White House relents on move to Oman

Talks that had been scheduled in Turkey salvaged after Arab states convince White House not to walk away from negotiations

The Independent UK

Iran warns Trump against ‘threats and unreasonable expectations’ after agreeing to US talks

Iran’s president says he has instructed the country’s foreign minister to ‘pursue fair and equitable negotiations’ with the United States

Euronews

Iran on edge: Explosions, diplomacy and Trump’s next move

Despite multiple suspicious explosions in Iran, no major military strike occurred early Sunday. Amid ongoing diplomacy and rumors, such as possible uranium transfers to Turkey, and a massive US naval presence, the only thing clear is, that it remains uncertain what action Trump will actually take.

Barchart

Trump Just Sent This Nuclear Stock to New 10-Year Highs. Should You Buy Shares Now?

Energy Fuels stock rose 14% two days back and is up almost 335% in the last 12 months as it expands uranium production at a steady pace.

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