... earnings reports and signs of resilience in the US economy. Recent data indicates that consumer and investment activity has remained stable: although total orders for durable goods dropped by 9.3% in June following a spike in May (driven by large aircraft contracts), orders excluding transportation rose by 0.2% month-over-month, indicating solid business investments. Additionally, the number of initial unemployment claims fell to a three-month low, reflecting a healthy labor market. Investors are positively ...

... nuclear programs, such as the United States, China, and France, have substantial uranium needs but mostly rely on imports. China, for example, is increasing uranium reserves to support its rapidly expanding nuclear energy sector and has secured long-term contracts with suppliers like Kazakhstan and Uzbekistan. Strategic Importance of Uranium Reserves Uranium reserves are strategically significant for countries that depend on nuclear power and have advanced nuclear industries. In an era of rising global ...

... external backdrop. In China, authorities are attempting to support the economy against clear signs of slowdown. The official manufacturing Purchasing Managers' Index (PMI) fell again in July below the threshold of 50 points (around 49.5), indicating a contraction in manufacturing activity for the second consecutive month. Weak external demand and cautious consumer behavior are leading to a downturn in the manufacturing sector. In response, Beijing announced an additional package of stimulus measures: ...

... significantly increase its purchases of American energy resources in exchange for reduced trade tariffs. Under the terms of the deal, the EU will annually buy oil, liquefied natural gas (LNG), and even nuclear fuel from the US – the total volume of contracts is estimated at an enormous $750 billion over the coming years. The main goal is to fully replace oil and gas supplies from Russia with American imports by the end of 2027, thereby ensuring Europe’s energy independence from Russia. All EU ...

... exceed forecasts (e.g., EPS closer to $1.6–1.7, revenue >$550 million), it will confirm FTAI's effective capitalization on market conditions. It is important to hear from management about plans to expand the fleet of leased engines and long-term contracts with carriers. Potential reaction: FTAI shares have already risen significantly this year, so a truly strong report and positive guidance are needed for continued rally. If results meet expectations (but do not outperform), the reaction may ...