Update: ASP Isotopes Shares Rise After Unit Signs MOU With European Nuclear Technology Company

(Updates with the latest stock move in the headline and first paragraph.)

ASP Isotopes (ASPI) shares were up 18% in Monday trading after the company said its subsidiary Quantum Leap Energy has entered into a non-binding memorandum of understanding with a European nuclear technology company specializing in advanced nuclear reactor development.

Under the terms of the memorandum, which extends through Dec. 31, 2030, the two organizations will assess the viability of a long-term collaboration for the supply of high-assay low-enriched uranium with uranium-235 content of greater than 10%, the company said.

The European partner could potentially provide uranium feedstocks for Quantum's planned conversion and enrichment facilities, the company said.

Potential deliveries could begin in 2028 and scale up through 2036, the company said.

Price: $6.38, Change: $+1.00, Percent Change: +18.59%

McDonald's Poised for Market Share Gains Despite Macro Headwinds, UBS Says

McDonald's (MCD) is poised for underlying momentum with US and global market share gains likely through 2026 despite macro headwinds, UBS said in a note emailed Monday.The company's negative US and international April same-store sales growth reflects tough prior year comparisons, and the setup over the rest of the year could include additional difficult laps and headwinds from higher gas prices and depressed consumer sentiment, UBS added.UBS still expects solid sales gains in 2026, led by sales initiatives rolling out through the year across menu innovation, marketing campaigns, and digital and loyalty programs, along with stronger value offerings, according to the note.McDonald's appears to be on track to reach approximately 50,000 stores by the end of 2027, but management is reviewing its development pipeline amid higher construction costs and supply chain challenges, the brokerage said, adding that the company is also considering franchising US co-owned stores partly due to softer-than-expected margins.While sales trends will likely decelerate in Q2 due to slightly negative April comps given the difficult Minecraft limited-time offer lap, underlying momentum should remain solid and 2-year trends should accelerate, according to UBS.UBS kept a buy rating on McDonald's with a price target of $365.Price: $272.13, Change: $-3.62, Percent Change: -1.31%

$MCD

Sylvamo Improving Into 2027 Despite Near-Term Cost Pressure, RBC Says

Sylvamo's (SLVM) earnings should improve into 2027 as price gains, fewer mill issues, North America investments, and cost-savings work to offset near-term cost pressure and market uncertainty, RBC Capital Markets said in a note Monday.The investment firm said it remains somewhat cautious because some price increases may not fully hold and paper imports could affect the North American market, while Sylvamo expects about $15 million in higher costs in Q2, though better pricing, fewer reliability problems, and the end of a prior Riverdale payment could help offset that pressure.US uncoated free sheet prices are moving higher and could rise further because of tight supply, while prices in Europe, Latin America, and export markets may also improve modestly, RBC said.RBC added 2026 looks like a transition year for Sylvamo, with investors likely to focus more on the company's path toward stronger 2027 results as the year moves forward.RBC kept its sector perform rating and cut its price target for Sylvamo to $49 from $50.Price: $41.43, Change: $+0.33, Percent Change: +0.80%

$SLVM

Update: ASP Isotopes Shares Rise After Unit Signs MOU With European Nuclear Technology Company

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