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Nuclear stocks surge on a reported $80 billion pact to pursue new Westinghouse reactor projects. Cameco leads the move, up 21% to a new all-time high, while other winners include Uranium Royalty, Uranium Energy, NexGen Energy, Denison Mines, and Nuscale Power. The pact could lift long-term uranium demand and accelerate domestic reactor supply chains, but financing, contracts, and regulatory reviews will determine project advancement.

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