Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built…
Nuclear demand is set to surge, but the uranium ETF most investors reach for first may be giving them a completely different trade than they think they are making.
If you own the Invesco Solar ETF (NYSEARCA:TAN) because you wanted exposure to the energy buildout behind artificial intelligence, the thesis deserves a second look. TAN is the default vehicle for clean-power…
The Range Nuclear Renaissance Index ETF (NYSEARCA:NUKZ) has done what almost no thematic fund managed in the prior cycle: turned a niche utility trade into a high-growth AI derivative. Shares of NUKZ…
Marc Guberti Nuclear power has become the default answer to a question Wall Street did not expect to ask this decade: where will the electricity for AI come from? Hyperscalers are signing power purchase…
The hyperscalers have a math problem. US power generation from data centers is projected to climb from about 5% of the total to roughly 15% over a five-year span, a step change…
The narrative was irresistible. AI data centers need power, nuclear is the answer, and the Range Nuclear Renaissance Index ETF (NASDAQ:NUKZ) wears the trade right on the label. Launched in 2024, NUKZ…
Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already…
The U.S. Energy Information Administration projected in March 2026 that American power demand will climb to a new record in 2026 and keep rising through 2027, driven largely by AI data centers.…
The Range Nuclear Renaissance Index ETF has gained 58% over the past year, riding enthusiasm for nuclear power that’s built since Microsoft and Amazon announced plans to power data centers with small…
