GE Vernova, one of yesterday's big NYSE gainers, is in nuclear engineering business, same as Cameco's Westinghouse division.
Vernova also does other methods of power generation: gas turbines, etc., but CEO is a nuclear engineer.
It may take a while for utilities to contract more U3O8 (in part because they may need to buy conversion first LOL). But work orders for nuclear engineering - for instance, studies demonstrating to NRC that it's safe to extend the lifetime of a plant - seem likely IMO.