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…
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…
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…
Nuclear’s narrative shifted from theory to commitment this spring, and June is where capital flows show up in fundamentals. Thirty-eight countries have pledged to triple nuclear capacity by 2050, Meta has signed…
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…
