National Australia Bank Ltd (ASX: NAB) shares are pushing higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) bank stock closed yesterday trading for $40.32. In early afternoon trade on Thursday, shares are changing hands for $40.46 apiece, up 0.3%.

For some context, the ASX 200 is up 1% at this same time.

Taking a step back, NAB shares are up 2.8% over the past 12 months, excluding the two fully franked dividends the big four bank paid to eligible stockholders during this period. At the current price, the ASX 200 bank stock trades on a fully franked dividend yield of 4.2%.

What’s been happening with NAB shares?

It was only last month that NAB shares notched a new record closing high of $44.67 apiece on 6 October.

On 5 November, the stock closed at $44.53, but it has since fallen more than 9%.

Part of that selling pressure came following the release of NAB’s full-year FY 2025 results on 6 November, with the stock closing down 3.3% on the day.

Investors favoured their sell buttons after the bank reported full-year cash earnings of $7.09 billion, slightly down from the prior year.

And on the bottom line, NAB’s statutory net profit of $6.76 billion declined by 2.9% from FY 2024.

Commenting on the FY 2025 results that pressured NAB shares on the day, CEO Andrew Irvine noted that despite the decline in statutory profit, “NAB has delivered a 1% lift in underlying profit in FY25.”

Irvine added:

This reflects good momentum, particularly over 2H25, as we execute the first year of our refreshed strategy while maintaining prudent balance sheet settings. Cash earnings were broadly stable over the year.

While credit impairment charges increased, pleasingly a number of key asset quality outcomes improved over 2H25, consistent with a supportive Australian economic environment.

Is the ASX 200 bank stock a sell?

Morgans’ Damien Nguyen recently ran his slide rule over the big four Aussie bank (courtesy of The Bull).

“The NAB differentiates itself from its major bank peers with its leading banking franchise involving small-to-medium sized enterprises,” said Nguyen, who has a sell recommendation on NAB shares.

“While this market offers higher returns than home lending, it’s also higher risk,” he noted. “Also, regulatory capital initiatives and competition are intensifying.”

Nguyen concluded:

We don’t believe NAB’s growth outlook justifies its recent elevated trading multiples. Cash earnings of $7.091 billion in full year 2025 were down 0.2% on the prior corresponding period.

NAB currently trades at a price-to-earnings (P/E) ratio of around 18 times.

The post Why this investing expert is calling time on NAB shares appeared first on The Motley Fool Australia.

More reading

• An ASX dividend giant I’d buy over NAB stock right now
• Here’s the earnings forecast out to 2030 for NAB shares
• Commonwealth Bank’s top tier status has begun to unwind, so which bank is looking good according to Wilsons Advisory?
• Brokers say Mesoblast, NAB, and Pilbara Minerals shares are sells
• Macquarie reveals its views on the big 4 banks after the latest earnings reports

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

iShares Global 100 AUD ETF (ASX: IOO) is trading at $190.37 on Thursday, up 2.27%.

IOO ETF is an index-tracking ETF that provides investors with exposure to the 100 largest companies in the world.

That sounds like smart investing, especially if you like the sleep-at-night factor of your money being in large, established companies.

However, it’s worth noting that since so many of the world’s most successful companies are based in the US, your geographic diversification is pretty narrow with this ETF.

About 81% of the underlying stocks it invests in, by mirroring the S&P Global 100 Index, are US companies. The next biggest geographic exposures are the United Kingdom 4%, Switzerland 3%, Germany 3%, France 2%, Japan 2%, China 1%, and the Netherlands 1%.

Tied to that narrow geographic diversification is lower sector diversification, given that the biggest companies in the US are tech-heavy.

About 45% of the IOO ETF’s stocks are in the technology sector. The other big sector exposures are communications 10%, financials 10%, consumer discretionary 9%, healthcare 9%, and consumer staples 6%.

Like many diversified ASX ETFs invested in international shares, the IOO ETF has benefited from the US market’s screaming three-year run.

The narrow geographic and sector diversification has strongly worked in investors’ favour, and in tandem with the explosive growth of the ‘Magnificent Seven’ — Nvidia, Apple, Microsoft, Amazon, Alphabet Class A and Class C, Meta Platforms, and Tesla.

Let’s see how all this translates for a $10,000 investment in the IOO ETF three years ago.

What is $10,000 in IOO ETF worth now?

On 21 November 2022, IOO closed at $65.91 apiece.

If you had put $10,000 into the IOO ETF then, it would have bought you 151 units (for $9,952.41).

There’s been capital growth of $124.46 per unit since then, which equates to $18,793.46 in dollar terms.

IOO ETF also pays dividends (or ‘distributions’ with ETFs) twice per year.

Since 21 November 2022, IOO has paid $3.50 per unit in distributions.

This means you would have received $528.50 in dividend income over the past three years.

Your capital gain of $18,793.46 plus your distributions of $528.50 gives you a total return in dollar terms of $19,321.96.

To recap, you invested $9,952.41 buying your 151 units of IOO ETF on 21 November 2022.

This means you have received a total return, in percentage terms, of 194% since then.

Today, your $10,000 investment in IOO ETF is worth $28,745 (excluding your $528.50 in income, which you spent on something fun).

The iShares Global 100 AUD ETF has a management fee of 0.4%.

The post $10,000 invested in IOO ETF 3 years ago is now worth… appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Alphabet, Amazon, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Coles Group Ltd (ASX: COL) share price is trading in the red at Thursday lunchtime. At the time of writing, the shares are 1.05% lower at $22.10 a piece. Over the month, the supermarket giant’s shares have dropped 4.66%, but they’re still 21.72% higher than this time last year.

The Coles share price enjoyed a 15.9% spike in late August off the back of a robust FY25 result. It also posted a strong quarterly update in late October, where it reported a 3.9% increase in group sales. But liquor sales were down 1.1% and new legislation pushed its tobacco sales 57% lower. The quarterly results were generally in line with analyst expectations. 

The company also paid its investors two fully franked dividends, totalling 69 cents a share, to eligible stockholders over the year. 

It appears that Coles is positioning itself as the stronger market player amid an ongoing supermarket rivalry with its competing giant, Woolworths Group Ltd (ASX: WOW).

Can Coles keep growing?

Overall, Coles has been a strong performer this year, and it looks like its ongoing growth strategy has paid off. But the business will face headwinds from resilient inflation and cost-of-living pressures in Australia.

Consumers are being forced to cut back on discretionary items, and even Coles’ executives have noted that shoppers are visiting more stores and being more selective. And this could be problematic for business growth. 

What about Coles shares? Is there more upside ahead?

I’m concerned that its share price has reached a ceiling and has already started to correct from its peak.

TradingView data shows analyst sentiment about Coles shares is split. Out of 17 analysts, 10 have a buy or strong buy rating, 5 have a hold rating, and the remaining 2 have a strong sell rating.

The maximum target price for Coles shares is $ 26.60, which implies a potential 20.33% upside for investors at the time of writing. Although some analysts expect to see a 7.24% downside for the shares, to around $20.50 a piece.

Tony Locantro from Alto Capital has a sell recommendation on the stock. He said he sees headwinds building for Coles shares following their strong run. 

Michael Gable from Fairmont Equities also recently said his team “can’t identify sufficient catalysts to justify the share price”. He added that persistent inflation and elevated interest rates could see a reversal in the Coles share price. 

The team at Morgans have a hold rating and $22.90 price target on Coles shares. The broker thinks that investors should wait for a better entry point before buying the stock.

However, Morgan Stanley is more bullish. The broker has an overweight rating and $26.50 price target on its shares.

The post Coles shares storm 22% higher this year: Are they still a buy? appeared first on The Motley Fool Australia.

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• Buying Coles shares? Here’s the dividend yield after the 8% price drop

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Woolworths Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) dividend stock GPT Group (ASX: GPT) is pushing higher today.

Shares in the property investment company closed yesterday trading for $5.53. During the Thursday lunch hour, shares are swapping hands for $5.55 apiece, up 0.4%.

This sees the ASX 200 stock up 25.6% in 2025, racing ahead of the 4.1% year to date gains posted by the benchmark index.

As for that passive income, GPT Group shares trade on an unfranked 4.3% trailing dividend yield.

And looking to the year ahead, the analysts at Macquarie Group Ltd (ASX: MQG) expect another year of outperformance from GPT.

Here’s why.

ASX 200 dividend stock could boost retail footprint

In a new research report published on Wednesday, Macquarie sounded a bullish note on the potential for GPT Group, and the GPT Wholesale Shopping Centre Fund (GWSCF), to secure greater management control at the Sunshine Plaza in Queensland and the Macarthur Square in New South Wales.

The ASX 200 dividend stock already is a part owner of both centres.

Noting the new partnership opportunity with Australian Prime Property Fund Retail (APPF Retail) liquidity event. Macquarie said:

GPT and GWSCF may exercise pre-emptive rights (ideally under a family of funds clause to avoid double stamp-duty) to gain wider management rights to co-owned assets Sunshine Plaza and Macarthur Square. We estimate based on an investment management fee of 25-40bps, the transaction could be 0.2-0.4% accretive to FY26 FFO (Note: GPT already earns property management fees at these assets).

The broker noted that GWSCF is undertaking an equity raise “potentially providing capacity to participate”.

Macquarie expects this partnership would benefit GPT Group. The broker stated:

The economics for GPT are likely to be better with GWSCF than most other potential partners, however GWSCF has no capacity without the targeted $500m equity raise.

We estimate GPT has ~$360m of debt capacity to the upper end of its gearing range (post capital commitments) implying a raise would be required for GPT to acquire either or both assets. However, this would not align with the preferred partnership strategy.

Connecting the dots, Macquarie retained its outperform rating on the ASX 200 dividend stock with a $6.23 12-month target price. That implies a potential upside of more than 12% from current levels. And it doesn’t include those two upcoming dividends.

Macquarie concluded:

Execution of strategy offers upside potential to valuation in the medium to long term. From here, we believe evidence of growth in third-party FUM will be key.

The post Why Macquarie expects this fast-rising ASX 200 dividend stock to keep outperforming in 2026 appeared first on The Motley Fool Australia.

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• Why are Steadfast shares sinking 5% today?
• Up 157% since April, why Macquarie expects this ASX 300 mining stock to surge another 31%
• James Hardie shares tipped to soar another 53%: Here’s why

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) is back on form and charging higher on Thursday. In afternoon trade, the benchmark index is up 1.1% to 8,539.7 points.

Four ASX shares that have failed to follow the market higher today are listed below. Here’s why they are falling:

DroneShield Ltd (ASX: DRO)

The DroneShield share price is down a further 4% to $1.90. This morning, the counter drone technology company responded to an ASX Aware Letter. The company was asked to explain recent share sales and the accidental release of announcement. With respect to the latter, DroneShield revealed that it is working on implementing new ERP and CRM platforms, due to go live in early 2026, to strengthen operational controls and reporting quality.

GQG Partners Inc (ASX: GQG)

The GQG Partners share price is down over 4% to $1.55. Investors have been selling this fund manager’s shares despite there being no news out of it today. However, it is worth noting that GQG Partners has been avoiding certain areas of the market due to concerns over an AI bubble. So, with Nvidia (NASDAQ: NVDA) delivering a stronger than expected update this morning, the market may believe that GQG Partners’ underperformance will continue in the near term.

Origin Energy Ltd (ASX: ORG)

The Origin Energy share price is down almost 3% to $11.47. This may have been driven by improving investor sentiment, which has led to investors flooding back into higher risk areas of the market like the tech sector. Given that Origin Energy is seen as a safe haven option by many investors, they could be rotating out of it during today’s session.

Worley Ltd (ASX: WOR)

The Worley share price is down 4% to $13.11. This follows the release of the engineering services company’s annual general meeting update this morning. While management has reaffirmed its guidance for FY 2026, it warned that it would be weighted more than normal to the second half of the year. Its CEO, Chris Ashton, said: “For this financial year, we expect earnings to be weighted more heavily to the second half. We typically experience seasonality in our revenue and earnings profile, but in FY2026 this weighting to the second half for earnings is expected to be more pronounced than in prior years. This reflects the impact of non-material project cancellations, but primarily the significant work that we’re doing to re-position capability in areas of higher demand, transform the way we work and to reset our cost base.”

The post Why DroneShield, GQG Partners, Origin Energy, and Worley shares are falling today appeared first on The Motley Fool Australia.

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At present, National Australia Bank Ltd (ASX: NAB) stock is looking attractive from a dividend standpoint.

This ASX 200 bank stock has long been famous for paying out fat, fully franked dividends. And given NAB is the big four bank offering the largest fully franked dividend yield at 4.2% today, it’s understandable that this stock might be drawing the eyeballs of many income investors right now.

However, there’s an ASX dividend giant that I would easily choose over NAB if I were seeking high-quality passive income today.

That dividend giant is MFF Capital Investments Ltd (ASX: MFF).

MFF Capital is a listed investment company (LIC), meaning that it, unlike most ASX shares, it invests in a portfolio of underlying assets itself, which it manages on behalf of its shareholders.

In MFF’s case, this portfolio is mostly made up of US stocks. MFF has always been run using the Warren Buffett template of buying high-quality companies that possess wide economic moats and holding onto them.

Its portfolio manager is Chris Mackay, who was one of the co-founders of Magellan. Mackay has long been a famous Buffett disciple, which is evident from this LIC’s investing strategy.

Unlike Buffett, though, Mackay is not afraid to invest in tech shares, with many of MFF’s largest holdings hailing from the tech sector. This is evident from the MFF portfolio’s composition. As it stands today (well, as of 31 October), this divided stock’s largest holdings were Mastercard, Alphabet, Bank of America, Visa, American Express, Amazon, and Meta Platforms.

Most of these positions have been staple MFF holdings for many years.

Better than NAB stock: What makes MFF a dividend giant?

But let’s talk dividends.

MFF’s portfolio success has allowed it to build up a formidable track record of paying dividends to its shareholders. To illustrate, it was as recently as 2017 that shareholders were getting an annual total of 2 cents per share from MFF in passive income.

But since 2017, this LIC has increased its payouts every single year. Its annual dividends hit a total of 13 cents per share in 2024, rising to 17 cents per share in 2025. The company has already guided that its first dividend of 2026 will be worth 10 cents per share, so this streak looks likely to continue.

MFF’s dividends have also always come with full franking credits attached too, making this a very lucrative income stock indeed, particularly for long-term investors.

So, although MFF capital is trading on a dividend yield of 3.62% today, well below NAB’s, its dividend track record makes it a giant in my view, and a much better buy for income than NAB stock today.

The post An ASX dividend giant I’d buy over NAB stock right now appeared first on The Motley Fool Australia.

More reading

• Here’s the earnings forecast out to 2030 for NAB shares
• Commonwealth Bank’s top tier status has begun to unwind, so which bank is looking good according to Wilsons Advisory?
• Brokers say Mesoblast, NAB, and Pilbara Minerals shares are sells
• Macquarie reveals its views on the big 4 banks after the latest earnings reports
• Which big four bank shares have performed the best in 2025?

American Express is an advertising partner of Motley Fool Money. Bank of America is an advertising partner of Motley Fool Money. Motley Fool contributor Sebastian Bowen has positions in Alphabet, Amazon, American Express, Mastercard, Meta Platforms, Mff Capital Investments, National Australia Bank, and Visa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Mastercard, Meta Platforms, and Visa. The Motley Fool Australia has recommended Alphabet, Amazon, Mastercard, Meta Platforms, Mff Capital Investments, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) has returned to form on Thursday and is charging higher. At the time of writing, the benchmark index is up 0.9% to 8,525.6 points.

Four ASX shares that are rising more than most today are listed below. Here’s why they are storming higher:

Meeka Metals Ltd (ASX: MEK)

The Meeka Metals share price is up 7% to 23 cents. This follows the release of drilling results from the gold miner’s Andy Well Underground Mine. Commenting on the drilling, Meeka’s managing director Tim Davidson said: “The high gold grades in this drilling are typical of the Andy Well mineralisation and are likely to extend the mining footprint by 450m to the south, a significant increase to the current mine plan. The high-grade gold remains open down plunge and we see strong potential to further expand the Resource and production plan in this area.”

Nufarm Ltd (ASX: NUF)

The Nufarm share price is up 9% to $2.59. This appears to have been driven by the release of a number of bullish broker notes this morning. One of those came from Morgans. In response to its full year results, the broker has upgraded Nufarm’s shares to a buy rating with a $3.20 price target. It said: “While NUF’s FY25 result was weak, it was slightly above guidance. A solid Crop Protection result was overshadowed by a poor Seed Technologies performance. Gearing was far too high at 2.7x, however it was better than feared Outlook comments were upbeat. In FY26, material earnings growth and a reduction in leverage ratios is expected. We have upgraded our forecasts.”

SKS Technologies Group Ltd (ASX: SKS)

The SKS Technologies share price is up 5% to $3.49. This follows the release of an update at the technology solutions provider’s annual general meeting. Management revealed that it is forecasting revenue of around $320 million and a profit before tax of $28.8 million. This is being underpinned by “strong demand across all market sectors, with significant and accelerating growth forecasts in the data centre sector.”

TechnologyOne Ltd (ASX: TNE)

The TechnologyOne share price is up 6% to $31.06. Investors have been flooding back into the beaten down tech sector today after Nvidia (NASDAQ: NVDA) released a stronger than expected quarterly update. This has eased concerns that there could be an AI bubble that is about to burst. At the time of writing, the S&P/ASX All Technology Index is up by a sizeable 3.3%.

The post Why Meeka, Nufarm, SKS, and TechnologyOne shares are storming higher appeared first on The Motley Fool Australia.

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• Should you buy TechnologyOne shares after they crashed 17%?

Motley Fool contributor James Mickleboro has positions in Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Nvidia and Technology One. The Motley Fool Australia has recommended Nvidia, Sks Technologies Group, and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) giants like BHP Group Ltd (ASX: BHP) and Westpac Banking Corp (ASX: WBC) have given investors decent returns over the past year. But there are some much smaller and lesser-known ASX shares which are earning investors a huge amount more money.

Dividend gains and passive income are one thing, but enormous returns are just as great for investors looking for a way to make cash. Here are two overlooked shares which have rocketed this year.

Dateline Resources Ltd (ASX: DTR)

Dateline Resources is an Australian-based gold and rare earth mining and exploration company focused in the United States. Its main projects include the Colosseum Gold-REE Project in California and the Gold Links Mine in Colorado. The company also has an interest in the Argos Strontium Project. The project focuses on strontium minerals used in magnets and pyrotechnics. 

The ASX miner’s shares are trading 7.14% higher on Thursday morning at 29 cents per share. Dateline Resources has seen some incredible share price growth recently. The stock is trading an explosive 9,733.33% higher than this time last year. That means just $500 invested 12 months ago is now worth $49,166.65!

It looks like the small-cap miner could have some good growth prospects too. It’s important to note that the company has not defined a rare earths resource at Colosseum yet which is economically viable to mine. But it is currently conducting an evaluation of its gold system at the same site. This will determine if developing a gold mine is worthwhile or not. If it is, Dateline Resources could be set for even more growth. 

Servcorp Limited (ASX: SRV)

Servcorp provides flexible workspace solutions like serviced offices, virtual offices, and coworking spaces in major cities around the world. Founded in Sydney, the company is able to offer businesses access to a professional and prestigious address, across 150 locations. It can also give IT and administrative support to help clients operate more flexibly and cost-effectively. 

The ASX small-cap company’s shares are trading 0.57% lower at the time of writing, at $7.02 a piece. Over the past month, the shares have slumped 4.62%, but over the year, they’re still 43.27% higher.

Servcorp’s shares have stormed higher at the same surprising rate as Dateline Resources, with its investors enjoying some robust gains over the past 12 months as the under-the-radar business continues strengthening.

The company recently posted record profits, rising free cash flow, and maintains a cash and investment balance north of $140 million. Shareholders have also been rewarded dividends of 28 cents per share in FY25, up 12% from the prior year and management has indicated that in FY26, payouts won’t fall below 30 cents.

The post 2 little-known ASX shares making investors an outrageous amount of money appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group and Servcorp. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The All Ordinaries Index (ASX: XAO) is in the green today, with ASX uranium stocks, including Paladin Energy Ltd (ASX: PDN) shares, doing a lot of the heavy lifting.

In morning trade on Thursday, the All Ords is up a welcome 1%.

Here’s how these leading ASX uranium stocks are tracking at this same time:

• Boss Energy Ltd (ASX: BOE) shares are up 4% at $1.70
• Deep Yellow Limited (ASX: DYL) shares are up 8.1% at $1.73
• Paladin Energy shares are up 4.5% at $8.36
• Lotus Resources Limited (ASX: LOT) shares are up 4.6% at 17.3 cents
• Bannerman Energy Ltd (ASX: BMN) shares are up 5.7% at $3.18

Here’s what’s spurring ASX investor interest today.

ASX uranium stocks catching US tailwinds

The Aussie uranium miners are catching tailwinds on two fronts today. And both are blowing out of the United States.

First, the US Department of Energy announced that it will loan US$1 billion (AU$1.5 billion) to Constellation Energy to help fund the restart of the Three Mile Island nuclear power plant. That site was home to the worst nuclear accident in the US in 1979 when one of the units suffered a partial meltdown.

In welcome news for ASX uranium stocks like Paladin Energy, however, US President Donald Trump is an adamant supporter of nuclear energy and encourages its use to help power the rapid growth of AI data centres.

Microsoft Corp (NASDAQ: MSFT) has contracted the Three Mile Island nuclear facility to power its own data centre expansions. The plant is scheduled to recommence operations in 2027.

Commenting on what he labelled the “American nuclear renaissance“, US Energy Secretary Chris Wright said (quoted by Newsweek):

Constellation’s restart of a nuclear power plant in Pennsylvania will provide affordable, reliable, and secure energy to Americans across the Mid-Atlantic region. It will also help ensure America has the energy it needs to grow its domestic manufacturing base and win the AI race.

What other US nuclear news is fuelling investor optimism?

ASX uranium stocks, including Boss Energy, Paladin Energy, and Deep Yellow, are also getting a boost from news that the US intends to buy up to 10 new large-scale nuclear reactors.

In an interesting twist, Bloomberg reports the reactors may be paid for with part of Japan’s US$550 billion pledge to fund US projects.

Energy Department chief of staff Carl Coe noted, “The role of having the government involved in private markets is sacrosanct — you just don’t do it. But this is a national emergency.”

The post Why are ASX uranium stocks like Paladin Energy going gangbusters on Thursday? appeared first on The Motley Fool Australia.

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• Nvidia and Microsoft land a multibillion-dollar Anthropic partnership. Which stock benefits most?
• US stocks will underperform over next decade: Goldman Sachs
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Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Microsoft. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Microsoft. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.