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…
For over 35 seasons, The Simpsons has become the longest running American TV show in history. A number of the most amusing storylines deal with Homer Simpson’s job at the Springfield Nuclear…
John Seetoo 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.…
Keep an eye on uranium stocks, and ETFs. President Trump is expected to sign an executive order to support the nuclear industry. In anticipation, related stocks like Cameco (CCJ) are up about…
