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$GLW $LITE $AAOI $POET | China Mobile activates the world’s first commercial tri band multi core optical fiber network along a 35km live link in Qingdao.
The "3 lane highway" architecture boosts single line data capacity fivefold over standard lines.
May 10
$GLW $MRVL $LITE $COHR $AAOI | China’s optical giant Zhongji InnoLight delivered a blockbuster Q1 2026, with net profit surging 262% to 5.74B yuan.
Driven by explosive 800G demand and a 1.6T ramp, Q1 profit alone has already surpassed the company’s entire 2024 earnings.
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$RR $OKLO $CCJ $SMR $LEU | Rolls Royce joins the Japan Atomic Energy Agency and the UK National Nuclear Laboratory to codevelop next generation Advanced Modular Reactors.
The trilateral framework focuses on high temperature gas cooled systems.
$MP $UUUU $CCJ $OKLO $LEU | The Japan Atomic Energy Agency partners with Kazakhstan’s National Nuclear Center to launch the EAGLE-4 nuclear research framework.
The joint program conducts critical safety tests to advance Generation IV sodium cooled fast reactors.
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$MP $UUUU $UAMY $USAR $LAC $CRML | Hertha Metals plans to break ground this summer on a Conroe, Texas plant to produce up to 9,000 tonnes of high purity iron per year.
The facility tackles a critical blind spot in the domestic rare earth permanent magnet supply chain.
USA Rare Earth $USAR commits $204 million to expand metal, alloy, and permanent magnet production capacity in France through 2030.
The targeted infrastructure builds an allied supply chain independent of Chinese processors.
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$MP $UUUU $UAMY $CCJ $USAR $UEC | Elevate Uranium expands its flagship Marenica resource in Namibia by 31 percent, hitting 52.8 million pounds of Uranium oxide.
The milestone provides an extensive supply foundation to scale its patented ore processing tech.
Apr 20
$UEC $MP $UUUU $UAMY $USAR $CCJ | The U.S. is ramping up uranium imports from Namibia to fuel the nuclear plants powering the AI data center boom.
By securing a "China free" supply for 24/7 baseload energy, Washington is leading a global Nuclear Renaissance.
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Aletheia Capital maintains a Buy rating on $MU Micron, aggressively driving the price target to $1,600 from $650.
The firm projects a near term 30 to 40% memory price surge heading into the third quarter.
May 8
$MU $SNDK $WDC $STX $ASML | SK Hynix is reportedly being flooded by Big Tech offers to fund its production lines and ASML EUV equipment.
With capacity at "zero" through 2027, SK Hynix is cautious about becoming tied to specific buyers despite the record AI memory demand.
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USA Rare Earth $USAR commissions automated hydrometallurgical plant in Colorado, targeting initial heavy rare earth oxide production in Q3 2026.
The project uses local engineering to validate commercial flows for the Texas Round Top mine.
USA Rare Earth $USAR commits $204 million to expand metal, alloy, and permanent magnet production capacity in France through 2030.
The targeted infrastructure builds an allied supply chain independent of Chinese processors.
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RBC Capital maintains an Outperform rating on $MU Micron, aggressively lifting price target to $1,200 from $525.
The firm expects the structural DRAM upcycle to push through another six quarters on severe supply limits.
Jun 8
$MU $WDC $SNDK $INTC $ASML | Nvidia CEO Jensen Huang warns that the plan by SK Hynix to double memory wafer capacity by 2030 is insufficient for global AI demands.
The companies sign a multiyear pact to codevelop advanced architectures for the upcoming Vera Rubin platform.
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$MP $UUUU $UAMY $USAR $LAC $CRML | Reliance, Vedanta, and Adani emerge among ten groups bidding to construct rare earth processing facilities in Andhra Pradesh.
The state level push backs a major federal initiative to eliminate deep industrial supply bottlenecks.
May 27
$MP $UUUU $UAMY $USAR $LAC $CRML | India and the U.S. conclude a major critical minerals and rare earths supply framework.
Signed by Foreign Minister Jaishankar and U.S. Secretary Rubio, the pact aims to secure mining pipelines alongside an expanded bilateral AI partnership.
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$LEU $BWXT $CCJ $UUUU $UEC | The United States launches a major defense initiative as BWXT and Oak Ridge National Laboratory begin manufacturing advanced gas centrifuges.
The project restores a critical domestic uranium enrichment capability lost since 2013.
Jun 2
$MP $UUUU $CCJ $LEU $UEC | America's sole commercial Uranium enricher Urenco USA announces a major 2.1 million SWU capacity expansion to meet surging reactor demand.
Long term contracts with domestic utilities help fund the new facility ahead of a total 2028 import ban.
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$MP $UUUU $CCJ $OKLO $LEU | The Japan Atomic Energy Agency partners with Kazakhstan’s National Nuclear Center to launch the EAGLE-4 nuclear research framework.
The joint program conducts critical safety tests to advance Generation IV sodium cooled fast reactors.
May 10
$MP $UUUU $CCJ $OKLO $LEU | Historic move for U.S. nuclear dominance as the NNSA secures 1.7 tonnes of HALEU from Japan.
This record breaking shipment provides the essential fuel needed to launch the next generation of advanced reactors and secures the domestic supply chain.
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$MP $UUUU $UAMY $USAR $LAC $CRML | Australia's wealthiest person, Gina Rinehart, secures a massive $1 billion stake in SpaceX following the historic public listing of the aerospace leader.
Hancock Prospecting targets supply deals for satellite and tech hardware.
May 28
$MP $UUUU $UAMY $USAR $LAC $CRML | Australia greenlights the A$693M ($497M) Copi critical minerals project backed by the US, Japan and India.
This site targets an annual output of 400,000 tonnes of rare earths and titanium to secure vital defense and vehicle supply chains.
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$OKLO $SMR $CCJ $NNE $LEU | Studsvik AB submits a formal application to the Swedish Ministry of Finance for state support to construct a 1,400 MWe SMR network.
The ReFirm program targets multiunit light water small modular reactor parks in southern Sweden.
Jun 1
$OKLO $CCJ $SMR $LEU $NNE | France, Italy, and eight other EU nations urge Brussels to recognize nuclear power as a clean energy source for data centers.
The leaked letter warns that the upcoming sustainability label fails the rule of technological neutrality.
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$MP $UUUU $UAMY $USAR $LAC $CRML | Japanese chemical leader Shin Etsu maps out a 35 billion yen investment to construct a new rare earth refining facility in Fukui Prefecture.
The state backed project aims to insulate local tech manufacturing from harsh export limits.
Jun 7
$MP $UUUU $CCJ $OKLO $LEU | Japan proposes a new roadmap to rebuild up to 14 nuclear reactors by the 2050s to secure a stable power grid.
The proposal targets 16 gigawatts of new capacity to aggressively lower costly fossil fuel imports.
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$OKLO $LEU $MP $CCJ $UUUU | Advanced nuclear startup Antares Nuclear achieves initial criticality with its Mark-0 microreactor at Idaho National Laboratory.
The breakthrough marks the first self sustaining reaction under the DOE’s Reactor Pilot Program.
May 12
$MP $UUUU $CCJ $OKLO $LEU | US Secretary Sean Duffy and MARAD launch a new SMR initiative for commercial shipping.
Aimed at revitalizing US shipyards, the project seeks to integrate scalable nuclear propulsion into cargo fleets, backed by new DOE fuel supply agreements.
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Energy Fuels $UUUU achieves full year Uranium target early, tracking 1.6 million pounds of output in the first six months.
The firm launches July upgrades at the Utah mill to process heavy rare earth metals and nuclear fuel simultaneously.
May 11
Energy Fuels $UUUU reports Q1 revenue of $35.8M on 510k lbs of uranium sales.
Backed by $8.3M in positive operating cash flow and a massive $956M in liquidity, the company reaches a major inflection point. Net loss narrows 59% as production hits stride.
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USA Rare Earth $USAR commits $204 million to expand metal, alloy, and permanent magnet production capacity in France through 2030.
The targeted infrastructure builds an allied supply chain independent of Chinese processors.
Jun 3
USA Rare Earth $USAR finalizes a massive $1.6B federal funding package under the U.S. CHIPS Program.
The strategic capital injection accelerates the development of a core heavy rare earth mining project in Texas.
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Jun 10
$MP $UUUU $UAMY $USAR $LAC $CRML | Malaysia and Japan sign an expansive strategic agreement to deepen bilateral cooperation across civil nuclear power and critical mineral supply chains.
The diplomatic framework expands technology security amid mounting global risks.
Jun 7
$MP $UUUU $CCJ $OKLO $LEU | Japan proposes a new roadmap to rebuild up to 14 nuclear reactors by the 2050s to secure a stable power grid.
The proposal targets 16 gigawatts of new capacity to aggressively lower costly fossil fuel imports.
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$MP $UUUU $UAMY $USAR $LAC $CRML | Brazil positions itself as the next global powerhouse for magnetic metals, utilizing cheap ionic clay deposits to cut into Chinese control.
The regional resource rush targets heavy minerals vital to wind power and artificial intelligence.
May 22
$MP $UUUU $UAMY $USAR $LAC $CRML | China unveils strict rules under its revised Mineral Resources Law, effective June 15.
The decree establishes a strategic origin reserve system, requiring key minerals to be locked in the ground for at least 5 years to protect supply.
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Jun 10
$IREN $NBIS $CRWV $MRVL $HUT | French developer Neoen plans a $7 billion investment to more than double clean energy presence in Australia to 10 gigawatts (GW) by 2030.
The strategy prioritizes hybrid wind and solar assets over standalone battery projects.
May 6
$OKLO $LEU $CCJ $DNN $UUUU | Brookfield and The Nuclear Co. partner to revive the V.C. Summer project in South Carolina.
Utilizing AI driven construction and Westinghouse technology, the JV aims to scale large scale nuclear to meet the $80B demand for 24/7 AI power.
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$GM $BE $PLUG $ABAT $LAC | General Motors partners with startup Peak Energy to develop sodium ion battery cells for large scale grid electricity storage.
The tech expansion targets utility grids and AI data centers facing massive growth in power demand.
Jun 7
$CEG $NEE $VST $BE $PLUG | DOE’s PNNL launches a prismatic battery line with 16 pieces of equipment to test advanced grid storage.
The specialized facility focuses on scaling up safer, low cost sodium ion and lithium iron phosphate cells.
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