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Nuclear Fuel Leader Centrus 'At A Discount' As Structural Uranium Enrichment Deficit Looms; Needham
Nuclear Fuel Leader Centrus 'At A Discount' As Structural Uranium Enrichment Deficit Looms; Needham
Needham analyst Carter Goman published a report on Centrus Energy (NYSE: LEU), reaffirming a Buy rating while cutting the price target to $264 from $314.
Recently trading around $171, the shares have lagged the broader markets year-to-date, presenting what Goman views as an attractive entry point for investors seeking exposure to the domestic enrichment leader.
Goman attributes the underperformance primarily to a “focus on capital expenditures for the planned Piketon capacity and normalized economics relative to established enrichment competitors...
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Sep 3, 2026 / Tyler Durden
Futures Flat As Yields Ignore Oil Meltup
Futures Flat As Yields Ignore Oil Meltup
Futures are flats with Tech in line and small caps lagging even as bond yields dip 1bp across the curve, ignoring the continued rise in oil. In a quiet session ahead of tomorrow's jobs report, Japan remains the standout, with the yen strengthening on more hawkish BOJ repricing and intervention speculation, pressuring exporters. Risk is modestly bid after yesterday’s reprieve in energy and rates (although Korean memory has faded again and only buybacks prop up the Korean market with retail now puking daily). As of...
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May 15, 2026 / Tyler Durden
US And China Agree To Establish Trade And Investment Boards As Trump-Xi Summit Delivers Modest Wins
US And China Agree To Establish Trade And Investment Boards As Trump-Xi Summit Delivers Modest Wins
U.S. and Chinese leaders agreed to establish a new "Board of Trade" and a parallel "Board of Investment" during President Donald Trump’s two-day visit to Beijing - a summit that ended much as it began: with significant pageantry, warm personal rapport between the leaders, and modest, incremental progress on trade. The new boards aim to oversee bilateral purchases, manage trade differences, facilitate deals in non-sensitive sectors (with roughly $30 billion in goods identified), and...
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Jun 7, 2026 / Tyler Durden
A Lot More Than Just Rates Moving Markets
A Lot More Than Just Rates Moving Markets
By Peter Tchir of Academy Securities
The plan this weekend was to write about the AI Revolution. It would have dovetailed well with recent pieces Buggy Whips and Horses and Being Forced to Understand UBI. We discussed this, Iran, and much more on Bloomberg TV (1:43:30 mark), where I did bring out the red rocket ship tie, in honor of the SpaceX IPO.
But it is difficult to stick to the plan when the Nasdaq 100 drops almost 5% in a day and the...
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