Piper Sandler just split the advanced nuclear sector down the middle with opposing calls, and the market responded by punishing every name in the group equally, even the one that got a…
Small modular reactor stocks are surging against a red broad market, but with NuScale and Oklo still deep in the red for the year, the real question is whether this is a…
PJM yanked a Meta-backed nuclear campus from its grid queue, hitting Oklo with a company-specific blow on top of a sector already reeling from surging Treasury yields. How those two pressures compound…
Risk appetite is back, and the reactor developers are moving hard while the fuel complex barely flinches. That split tells you something important about what is actually driving NuScale Power and Oklo…
Nuclear stocks are reversing hard today even as NuScale announced a real operational win, and the gap between improving fundamentals and falling share prices points to something more unsettling happening beneath the…
Nuclear stocks are surging while the broad market barely stirs, but the announcements driving the move tell a very different story than the price action suggests.
Nuclear stocks are getting hit hard Thursday even as the long-term case for atomic power looks stronger than ever, and the reasons behind the selloff reveal a tension that could keep the…
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…
NuScale holds a regulatory edge no other SMR company can claim, yet its stock has shed nearly a third of its value in 2026 alone. Find out what specific catalysts would need…
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.
Oklo just posted its first real quarterly revenue and the stock surged, yet shares still sit 33% in the red for the year. A return to triple digits is mathematically possible, but…
Uranium miners are selling off hard while the commodity itself barely flinches, and that disconnect points to a specific pressure point that will determine whether URA recovers or breaks further.
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…
