Cameco Corporation

Uranium Royalty Corp.

Uranium Energy Corp.

Shares of several nuclear companies rose sharply in trading on October 28 thanks to the agreement of the U.S. Department of Commerce, which involves investments in the construction of nuclear reactors worth at least $80 billion.

The U.S. will build $80 billion worth of nuclear reactors in the U.S. Which stocks benefit?

Micron Technology, Inc.

Lam Research Corporation

Teradyne, Inc.

The success of more obvious and larger AI beneficiaries like Nvidia will stimulate the development of niche players, says a UBS expert

UBS names three "stealthy" but promising stocks for AI investors

Nokia Oyj

NVIDIA Corporation

Nokia, known as the pioneer of mobile communications, has <a href="https://www.globenewswire.com/news-release/2025/10/28/3175696/0/en/Inside-Information-NVIDIA-to-make-USD-1-0-billion-equity-investment-in-Nokia-in-addition-to-new-strategic-partnership-Nokia-s-Board-resolved-on-directed-share-issuance-to-NVIDIA.html">announced</a> that technology giant Nvidia will acquire its shares for $1 billion, becoming a strategic partner.

Nvidia invests $1 billion in Nokia. Shares of the latter soared by 20%

PayPal Holdings, Inc.

The company will be OpenAI's first e-commerce partner

PayPal is integrating its payment system into ChatGPT. Shares soared 15%

Citigroup Inc.

Coinbase Global, Inc.

Coinbase shares were up more than 5% in trading on Oct. 27

Citi has selected Coinbase to work on client payments in stablecoins

Berkshire Hathaway Inc.

Berkshire Hathaway securities could lose the so-called "Buffett premium", analyst warned

Buffett's Berkshire has its first "bear." Why does he advise selling the stock?

Microsoft Corporation

Microsoft stock is expensive and unlikely to get cheaper in the foreseeable future, but almost all analysts advise buying it 

'Boredom is beautiful': why are already 99% of analysts advising to buy Microsoft stock?

Banco BBVA Argentina S.A.

Grupo Financiero Galicia S.A.

Banco Macro S.A.

Investors are buying up Argentine assets after the convincing victory of President Javier Milay's party in the midterm elections, Seeking Alpha <a href="https://seekingalpha.com/news/4508498-argentina-stocks-and-us-listed-etfs-rise-sharply-as-mileis-party-wins-big-in-midterm-elections">reports</a>. The results of the vote strengthened traders' confidence that Miley will continue the course of austerity and market liberalization, and his reforms will not be blocked in Congress, Bloomberg <a href="https://finance.yahoo.com/news/argentina-investors-poised-rally-milei-021714477.html">adds</a>.

Victoria Sirota

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