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The Latest Breaking News from uranium

AI Power Stocks Could Be a Once-in-a-Generation Trade. Start With the Companies Behind Every Data Center.

AI's real bottleneck isn't chips, it's power. Meet the stocks delivering the electricity, grid, and equipment behind every data center, from Constellation to GE Vernova.

Barchart

UN says Iran nuclear pledge needs ‘very strong’ verification

TEHRAN - Iran’s pledge not to build a nuclear weapon will need “very strong” verification, the head of the International Atomic Energy Agency (IAEA) said on Friday.

Bangkok Post

'Very strong' nuclear verification needed in Iran after war: IAEA head

Following the Middle East conflict, the UN atomic watchdog chief stressed the urgent need for robust verification in Iran to prevent nuclear weapons development. IAEA head Rafael Grossi stated that while Iran denies such intentions, strong oversight is crucial. Talks are underway regarding Iran's uranium stockpile, with options including downblending…

The Economic Times

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Energy Fuels Just Made a Bold Bet on Rare Earth Magnets

Energy Fuels is securing a domestic mine-to-magnet supply chain to establish a resilient Western duopoly in critical minerals for high-tech applications.

MarketBeat

IAEA chief says inspections of Iran's nuclear sites 'going to happen'

IAEA's Grossi pushed back against Tehran's claim that no agreement has been reached to allow inspectors to inspect bombed enrichment sites, citing the signed US-Iran framework deal.

Euronews

IAEA chief says Iran nuclear site inspections will happen despite US-Tehran conflicting claims

The head of the UN's nuclear agency signaled on Wednesday that Iranian nuclear enrichment sites would be visited by his inspectors, a key component in the interim deal between the United States and Iran, despite Tehran's denial that any visit has been scheduled.

The Times of India

As Centrus Order Backlog Swells, Growth Acceleration Can Trigger Stock Upside

Oklo, Centrus Energy surge after signing LOI for Aurora nuclear fuel supply.

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FACT FOCUS: Netanyahu's claims about Iran's nuclear program run counter to public evidence

Israeli Prime Minister Benjamin Netanyahu has claimed that Iran would have developed a nuclear weapon and used it on Israel were it not for the two wars of the past year

The Independent UK

Trump tore up Obama's Iran deal. His own version now faces the Hormuz & Lebanon test

US President Donald Trump spent years attacking Barack Obama’s Iran nuclear deal. He called it weak, dangerous and one of the worst agreements America had ever signed.

The Times of India

Eight years on, from JCPOA to MoU: How Trump's Iran deal stacks up against Obama's nuclear pact

President Trump has signed a 14-point memorandum with Iran, ending a four-month conflict and opening a 60-day window for a peace deal. This new agreement, however, requires negotiating nuclear issues previously resolved by the 2015 JCPOA. Experts note the irony as both sides must now address the very nuclear questions…

The Economic Times

Is Now the Time to Buy a Uranium ETF?

Uranium and uranium mining stocks remain in a long-term bull market, but even the most aggressive bull markets rarely move in straight lines. A pullback in the URNM ETF could be a buying opportunity in June 2026.

Barchart

AI’s Power Problem Is Turning Nuclear Stocks Into a Bigger Market Story

Artificial intelligence data centers and electric vehicles are driving a structural shift toward nuclearizing the power grid to guarantee baseload energy.

MarketBeat

Witkoff Says Iran Has Invited IAEA Inspectors Back to Nuclear Sites as New Talks Begin

U.S. special envoy Steve Witkoff said Iran has agreed to allow inspectors from the International Atomic Energy Agency (IAEA) to return to key nuclear facilities.

International Business Times

'Haven't learnt that lesson yet': Donald Trump denies limits to his power after Iran war

President Trump declared no limits to U.S. power after a peace agreement with Iran, digitally signed to end hostilities and reopen the Strait of Hormuz. Despite critics noting a retreat from initial demands, Trump insisted the deal represented a military victory and demonstrated American strength, not limitations.

The Times of India

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The Economic Times

Mixed signs of peace: 3 Saudi oil tankers cross Hormuz, Israel strikes Lebanon

Vice president JD Vance said he plans to travel to Switzerland for talks on the Iran deal but he doesn't know when that will happen. He had been expected to lead talks on implementing the agreement with Iran aimed at diluting its stockpile of highly enriched uranium and restarting oil…

Fortune

‘Iran just basically put its wish list into this’: The Trump-Iran agreement gives Iran a free pass on nuclear treaty violations pending final deal

The memorandum’s minimum nuclear weapons requirement is just making Iran downblend its close-to-bomb-status enriched uranium, which is reversible, nuclear weapons expert says.

The Independent UK

The Latest: US and Iran sign initial deal to end war, ease sanctions and open strait

According to details released by both countries, President Donald Trump has signed an agreement with Iran that calls for Tehran to dilute its stockpile of highly enriched uranium and waives U.S.-backed sanctions on the country, immediately allowing Iran to sell its oil freely in a major concession from Washington

AAP

US gas prices fall below $4 for 1st time since March, but still 25% higher than last year

U.S. gas prices are just barely below an average of $4 a gallon nationwide on Thursday, shortly after President Donald Trump signed an agreement with Iran that calls for Tehran to dilute its stockpile of highly enriched uranium and waives U.S.-backed sanctions on the country

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AAP

US gas prices now average less than $4, but still 25% higher than last year

The Independent UK

US gas prices dip below $4 for the first time since March

The Conversation

What’s in the US-Iran peace deal? A lot of concessions and empty promises from Trump, in return for little

The leaders of the United States and Iran have signed a 14-point memorandum of understanding to end the war between their countries, as well as Israel’s military assault on Hezbollah in Lebanon.

France 24

Tehran and Washington sign interim peace deal to end US-Israeli war on Iran

President Donald Trump and his Iranian counterpart Masoud Pezeshkian on Wednesday signed an interim deal to end the US-Israeli war on Iran. The two countries now have 60 days to hammer out a lasting agreement that would see Tehran diluting its enriched uranium stocks in exchange for sweeping sanctions relief…

AAP

US and Iran sign initial deal to end war, ease sanctions and open strait as nuclear talks continue

An initial agreement to end the war between the United States and Iran calls for Tehran to dilute its stockpile of highly enriched uranium and would waive sanctions on the country, immediately allowing Iran to sell its oil freely

The Economic Times

Iran deal calls for diluting uranium at minimum, waiving sanctions & opening strait, US officials say

President Trump announced a deal with Iran, involving uranium dilution and sanctions waivers, allowing immediate oil sales. Mediated by Pakistan, the agreement aims to reopen the Strait of Hormuz and end hostilities in Lebanon. While hailed by Trump, the memorandum of understanding faces scrutiny and potential future renegotiation.

The Economic Times

Trump blows through his Iran red lines in justifying peace deal

President Trump signaled a significant shift in US policy towards Iran, seemingly abandoning key "red lines" previously used to justify military action. He suggested Iran could have the right to enrich uranium, develop ballistic missiles, and access frozen funds, surprising both critics and supporters.

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