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Energy Bottlenecks & Critical Minerals: Why FMST Is Poised for the Spotlight

AI’s challenge isn’t processing power anymore — it’s electricity.

As AI systems scale, the limiting factor isn’t the chips or algorithms — it’s reliable, high-capacity power. Hyperscale giants like Amazon, Google, Microsoft, and Meta collectively invested $320B in AI infrastructure in 2025, yet data centers already consume roughly 1.5% of global electricity, with demand expected to climb 30% annually. Renewable sources alone can’t supply the consistent baseload AI demands, and industry leaders are increasingly highlighting energy as the next critical bottleneck. Microsoft’s Brad Smith cautions, “Grid capacity will limit AI growth,” while Google echoes that energy is a fundamental constraint on future AI expansion.

Enter Foremost Clean Energy (NASDAQ: FMST). Strategically positioned in the Athabasca Basin — home to the world’s highest-grade uranium — FMST is advancing 10 properties with support from Denison Mines, a $2.5B uranium leader that owns ~19% of FMST. With a small float of ~10M shares, 550% momentum, and a fully funded US$9M 2026 exploration program, FMST is poised to benefit from the coming uranium supply crunch.

Tech’s appetite for energy is intensifying. Anthropic, for example, has committed $30B in Microsoft Azure compute capacity and plans to scale Claude with up to 1GW of NVIDIA’s Grace Blackwell and Vera Rubin systems, backed by $10B from NVIDIA and $5B from Microsoft, signaling that AI growth is locking in long-term energy and infrastructure commitments.

Meanwhile, uranium’s strategic role has never been clearer. U.S. domestic production covers only a fraction of national needs, leaving over 95% of supply reliant on imports. Prices reflect this squeeze — uranium futures surpassed $100 per pound in early 2026, highlighting a tightening market and long-term demand pressures.

FMST’s Jean Lake property adds another layer of potential. A 2,500m drill program recently completed reported high-grade hits, including 7.50g/t gold over 7.66m, 3.28oz/ton gold over 0.48m, and 1.26% Li₂O over 3.35m. Core re-sampling and follow-up work are underway to guide the next exploration phase.

With Denison backing, a tiny float, and a fully funded drill program, FMST sits at the nexus of AI-driven energy demand, domestic energy security, and critical mineral supply, making it a standout for uranium and lithium markets.

FMST is a name to watch closely as energy constraints and tech demand continue to converge.

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Further Reading from MarketBeat Media

What to Watch for in Meta’s Earnings: 2026 CapEx and AI Updates

Submitted by Leo Miller. Posted: 1/26/2026. 

In Brief

• Shares of Meta Platforms have struggled since its last earnings report in October 2025.
• The company’s 2026 capital expenditure guidance will be among the most-watched metrics in its Jan. 28 release.
• Analysts continue to see considerable upside in shares despite investor trepidation.

In Q3 2025, Meta Platforms (NASDAQ: META) reported results that disappointed investors, sending the shares down more than 11%. With the next report approaching, the Magnificent Seven company is under close scrutiny.

Meta will report on Jan. 28 after the market closes. While investors will be focused on Q4 2025 results, the stock’s next move will likely hinge on the company’s 2026 outlook. Here are the key factors that will shape that outlook.

Analysts Project ~20% Revenue Growth, Minimal EPS Increase

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At a high level, investors want Meta to meet or exceed analyst expectations for revenue and adjusted earnings per share (EPS). Analysts currently expect revenue of $58.3 billion, roughly 20%–21% growth, and adjusted EPS of $8.16, about 2% growth. In the prior two quarters, Meta grew faster than those rates on both metrics.

Meta is also expected to provide revenue guidance for Q1 2026; the company typically does not give full-year growth guidance. Analysts are projecting $51.3 billion in sales next quarter, or about 21% growth. Because revenue usually peaks in Q4 with seasonal holiday ad spending, a notable drop from Q4 to Q1 would not be alarming.

The growth rates of ad impressions delivered and price paid per ad will be key advertising metrics to watch. Growth of around 10% or slightly higher for each would be consistent with recent trends.

Expense Guidance Will Be Top of Mind

The most important number investors will watch is likely Meta’s capital expenditure (CapEx) guidance for 2026. In Q3 the company signaled it expects materially higher spending in 2026.

When Meta initially guided $71 billion in CapEx for 2025, commentary suggested the figure could grow to well over $100 billion in 2026. That implication rattled markets, as many questioned whether prior AI investments justified such a large increase.

Analysts expect Meta to give a concrete CapEx range. If the range exceeds most forecasts, it could pressure the stock significantly.

It’s unclear whether guidance will top expectations. Meta has used aggressive rhetoric about its AI ambitions, including the Meta Compute announcement, which outlines plans to build tens of gigawatts of data center capacity this decade. Since the last report the company has also signed energy deals totaling 6.6 GW of capacity, factors that could push CapEx higher.

Investors may take some comfort from the fact that Meta shares have fallen more than 13% since the last earnings report, which could limit near-term downside.

Total expense guidance, which excludes CapEx, will also be important. The range will indicate how hiring AI-focused talent and other initiatives are affecting Meta’s overall cost structure.

CTO Touts New AI Models as Analysts Eye Upside

Beyond the numbers, investors will want updates on Meta’s AI development. On Jan. 21 at the World Economic Forum, Meta’s Chief Technology Officer Andrew Bosworth described the new AI models the company is using internally as “very good.”

Although Bosworth did not name them, sources indicate Meta is working on two new models codenamed Avocado and Mango. Positive commentary about these internal models could lift investor sentiment, particularly since the firm’s earlier LLaMA models have not broadly impressed the market.

Despite the recent decline in the stock, Wall Street analysts remain constructive. The consensus price target sits near $822, implying roughly 25%–27% upside.

Meta is playing the long game with AI. Whatever the market’s initial reaction to the next earnings report, investors will need to decide whether the company still represents a compelling long-term opportunity.

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We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the profiled company’s SEC and/or other government filings. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk.


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