Australian Uranium Miner, Developers Seen as Great Way to Play AI Boom -- Market Talk

Dow Jones05-25

0352 GMT - Australian uranium producer Paladin Energy and developers Bannerman Energy and Deep Yellow may benefit from a constructive uranium-price environment amid an artificial-intelligence boom, Macquarie says. Rising power use at AI data centers is boosting demand for uranium-fueled nuclear energy. The bank upgrades its rating on Paladin to outperform from neutral, saying its stock implies a uranium price of US$77 a pound versus the spot price at US$84 a pound. The stock is seen "as an excellent way to invest in uranium cycle/AI megatrend," Macquarie says. The bank also upgrades its rating on uranium producer Boss Energy to neutral from underperform. It says that while it still has concerns about the company's resource downgrades at the Honeymoon uranium project and its new feasibility study on the project, those have been better priced into shares. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

May 24, 2026 23:52 ET (03:52 GMT)

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The bank upgrades its rating on Paladin to outperform from neutral, saying its stock implies a uranium price of US$77 a pound versus the spot price at US$84 a pound. The stock is seen \"as an excellent way to invest in uranium cycle/AI megatrend,\" Macquarie says. The bank also upgrades its rating on uranium producer <a href=\"https://laohu8.com/S/BOE.AU\">Boss Energy</a> to neutral from underperform. It says that while it still has concerns about the company's resource downgrades at the Honeymoon uranium project and its new feasibility study on the project, those have been better priced into shares. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 24, 2026 23:52 ET (03:52 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Australian Uranium Miner, Developers Seen as Great Way to Play AI Boom -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAustralian Uranium Miner, Developers Seen as Great Way to Play AI Boom -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-25 11:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0352 GMT - Australian uranium producer <a href=\"https://laohu8.com/S/PDN.AU\">Paladin Energy</a> and developers <a href=\"https://laohu8.com/S/BMN.AU\">Bannerman Energy</a> and <a href=\"https://laohu8.com/S/DYL.AU\">Deep Yellow</a> may benefit from a constructive uranium-price environment amid an artificial-intelligence boom, <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> says. Rising power use at AI data centers is boosting demand for uranium-fueled nuclear energy. The bank upgrades its rating on Paladin to outperform from neutral, saying its stock implies a uranium price of US$77 a pound versus the spot price at US$84 a pound. The stock is seen \"as an excellent way to invest in uranium cycle/AI megatrend,\" Macquarie says. The bank also upgrades its rating on uranium producer <a href=\"https://laohu8.com/S/BOE.AU\">Boss Energy</a> to neutral from underperform. It says that while it still has concerns about the company's resource downgrades at the Honeymoon uranium project and its new feasibility study on the project, those have been better priced into shares. 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