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Weekly Wrap 6 June

Bell Direct
June 6, 2025

Nuclear energy has become one of the key beneficiaries of the AI- driven spike in electricity demand from data centers. This week we saw Uranium stocks advance following Meta’s announcement of a 20-year nuclear facility agreement. Meta’s announcement follows similar nuclear power agreements from peers Microsoft, Amazon, and Google.

In this week’s wrap, Grady covers:

  • (0:27): what’s driving the nuclear power surge in 2025
  • (1:52): why tech giants are creating strong tailwinds for uranium producers
  • (3:35): Bell Potter’s uranium stock picks
  • (5:15): how the market performed this week so far
  • (5:28): the best & worst performing stocks & ETFs this week
  • (6:10): the most traded stocks by Bell Direct clients
  • (6:38): economic news items to watch out for.

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