** Shares of Uranium producers Energy Fuels UUUU.A, Cameco Corp CCO.TO, CCO.N and Uranium Energy UEC.A gain 117%, 69.3% and 75.9%, respectively
** Centrus Energy LEU.N has surged nearly 279% in 2025
** Stocks boosted by surging demand for uranium, primarily driven by data centers that require massive energy to power the AI boom
** Nuclear-powered energy is an attractive option for Big tech firms such as Amazon, Google, Microsoft and Meta given its reliability and near-zero carbon footprint
** Sector is also benefiting from U.S. President Donald Trump push to cut down on regulations and fast-track new licenses for reactors and power plants, seeking to shrink a multi-year process down to 18 months
** Sam Altman-backed small modular reactor maker Oklo OKLO.N jumped 236% YTD
** The Global X Uranium ETF URA.P, which invests in a broad range of uranium-linked stocks, rose 59.86% YTD
(Reporting by Katha Kalia in Bengaluru)
((katha.kalia@thomsonreuters.com))
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