US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says

The U.S. ​Department of Energy is considering a plan to ‌finance billions of dollars for components of large nuclear reactors that can take a long time to secure, the head of the industry group ​Nuclear Energy Institute said on Tuesday.

Reuters • May 12, 2026

URAN's Nearly 75% Gain Masks a Valuation Risk Most Investors Are Missing

The Themes Uranium & Nuclear ETF (NYSEARCA:URAN) has handed investors a nearly 75% gain over the past year, riding a thesis that ties artificial intelligence power demand, government support for nuclear, and a structural uranium supply deficit into one tidy package.

24/7 Wall Street • May 2, 2026

2 Nuclear ETFs Positioned to Capture AI's Power Demand Surge in 2026

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 (NYSEARCA:NLR | NLR Price Prediction) has gained 18% YTD and 98% over the same stretch.

24/7 Wall Street • Apr 29, 2026

Nuclear Power to Surge Amid Energy Crisis: ETFs to Bet On

Oil shock, AI power demand and energy security fears are driving a nuclear comeback. ETFs like NLR and NUKZ stand to benefit.

Zacks Investment Research • Apr 28, 2026

VanEck Highlights AI Infrastructure at Exchange 2026

VanEck's Ed Lopez used the Exchange 2026 conference in Las Vegas to highlight how AI infrastructure is reshaping investment opportunities across metals, energy, and emerging markets. Key Takeaways: VanEck's REMX was named Thematic ETF of the Year for AI infrastructure and defense exposure.

ETF Trends • Apr 15, 2026

How Europe Can Reduce Reliance On Imported Gas And What It Means For Business Leaders

As Europe confronts a new energy crisis, we explore key measures to strengthen energy security beyond simply lowering energy bills, and the potential implications for business leaders. Europe now relies on a wider range of suppliers, but paradoxically, the new geopolitical situation still leaves Europe vulnerable.

Seeking Alpha • Apr 9, 2026

Why One Investor Keeps Buying This Nuclear ETF Every Month and Won't Stop

Every month, without checking the price first, one investor buys more shares of the VanEck Uranium and Nuclear ETF (NYSE:NLR).

24/7 Wall Street • Mar 27, 2026

3 ETFs That Are Beating the Market Right Now — and None of Them Are the Ones Everyone Already Owns

The traditional S&P 500 is market cap weighted. The larger a company's market value, calculated as share price times shares outstanding, the more influence it has in the index.

24/7 Wall Street • Mar 27, 2026

The 3 ETFs Beating the Market in 2026 Have Almost Nothing in Common With the S&P 500

You can think of RSP as a bridge ETF. It's designed for investors who still want the familiarity of the S&P 500 and its portfolio of blue-chip companies, but without the heavy emphasis on the largest names.

24/7 Wall Street • Mar 25, 2026

Hedge Iran War Turmoil With These ETF Strategies

Iran war is reshaping hedging strategies as stocks and bonds fall together. Here are ETF ideas investors are using to navigate stagflation fears and oil shock.

Zacks Investment Research • Mar 13, 2026