Private equity is now paying up for commodity ETF shelf space, and a $2-per-share deal for a $6 billion platform doubled a micro cap overnight.
MORE M&A: Madison Dearborn (PE firm) is acquiring USCF ETFs (which have $6b aum, $USO biggest fund) for $2 a share via its holding co Marygold $MGLD, a micro cap up 91% this morning on news. They are also bringing in Tim Rotolo (the guy behind $URNM) to run/build up ETF biz for https://t.co/QphgbUIusH
Uranium funds just shed nearly a third of their value at the exact moment AI power demand is shattering records, and the reason that contradiction matters comes down to which of three…
Washington just directed $17.5 billion toward the nuclear supply chain, yet the ETFs most investors hold to capture that trade are quietly delivering something else entirely.
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 power has become one of the hottest investment themes in years, but the funds chasing it split into very different animals with very different risk profiles. Knowing which one actually matches…
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.
The Global X Uranium ETF (NYSEARCA:URA) is the default vehicle for retail investors chasing the nuclear energy revival. With 56 holdings and $6.29 billion in assets under management, URA covers miners, utilities,…
The AI infrastructure story has been about chips, but the actual bottleneck is electricity, and that shift has done more for the Global X Uranium ETF (NYSEARCA:URA) than any fund marketing team…
Power demand is the bottleneck of the AI buildout, and nuclear is the only zero-carbon source that can run a hyperscaler 24 hours a day without weather risk. Hyperscalers have already signed…
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 choice between the Global X Uranium ETF (NYSEARCA:URA) and the Sprott Uranium Miners ETF (NYSEARCA:URNM) looks academic until the uranium spot price moves. Both funds promise exposure to the nuclear revival…
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…
Uranium miners have run hard into 2026. The Sprott Uranium Miners ETF (NYSE:URNM) is up 26% year to date and 119% over the past year, while the VanEck Uranium and Nuclear ETF…
Everyone expects the Federal Reserve to take action during crises, but the past few years have shown that the opposite is the case, as the Fed has preferred a more “hands-off” approach…
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…
