Uranium ETFs Just Crashed 30 Percent While AI Power Demand Keeps Breaking Records

Uranium equities have given back roughly a third of their value since last year's highs, even as hyperscaler power contracts, small modular reactor announcements, and utility load forecasts continue to point in one direction.

24/7 Wall Street • Aug 18, 2026

Which Is the Better Energy Sector ETF, VanEck's Nuclear-Focused NLR or First Trust's EMLP Targeting Energy Infrastructure?

The First Trust North American Energy Infrastructure Fund carries a significantly higher expense ratio of 0.95% compared to the 0.52% fee for the VanEck Uranium and Nuclear ETF. The VanEck Uranium and Nuclear ETF has delivered higher total returns over the last five years, though the First Trust North American Energy Infrastructure Fund showed much lower price volatility.

The Motley Fool • Aug 12, 2026

Oklo Just Made Big Progress With Small Modular Nuclear Reactor Technology. That's Great News for These 2 ETFs.

Oklo has recently achieved a crucial milestone in the development of small modular reactors for nuclear energy. The VanEck Uranium and Nuclear ETF holds about 4.4% of its assets in Oklo stock.

The Motley Fool • Aug 13, 2026

Beyond Oil: Energy ETFs Worth Investing in for Long-Term Growth

Looking beyond oil to a diversified mix of energy themes could offer more durable opportunities. Here are the ETFs to consider.

Zacks Investment Research • Aug 4, 2026

Why Trump's Nuclear Deal With Saudi Arabia Could Be Good News for These 2 Uranium ETFs

If even an oil-rich country like Saudi Arabia wants nuclear power plants, that's a bullish signal for uranium miners and nuclear energy ETFs. The Global X Uranium ETF has delivered 20% annualized returns for the past five years.

The Motley Fool • Aug 2, 2026

US-Saudi Sign Landmark Atomic Deal: A Game Changer for Nuclear ETFs?

US-Saudi nuclear deal could reshape the energy landscape. See how nuclear ETFs may offer diversified exposure to companies positioned to benefit.

Zacks Investment Research • Jul 29, 2026

NLR Trades at 0.61%: Why This Nuclear Fund Beats Uranium Miners

The VanEck Uranium and Nuclear ETF (NYSEARCA:NLR) sits at the center of one of the most crowded investment themes of the past two years, and it does so with a 0.61% expense ratio that is neither the cheapest nor the most expensive in its niche.

24/7 Wall Street • Jul 20, 2026

3 Nuclear Stocks for Investors Willing to Wait Out the Dip

That drop has left a lot of investors nursing losses and wondering if the nuclear story is already over. Kuran Francis, host of the FinTek Channel, doesn't see it that way.

MarketBeat • Jul 20, 2026

5 Uranium ETFs to Buy Before Nuclear Demand Triples by 2050

Uranium equities have quietly compounded at rates most sectors would envy, and the Global X Uranium ETF (NYSE:URA) sits at the center of that story.

24/7 Wall Street • Jul 19, 2026

Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises

More than a year after the federal government renewed a push toward nuclear energy, the industry is building momentum thanks to a streamlined process for reactor authorization, an ambitious goal of 300 additional gigawatts of capacity by 2050, and more. The timing is crucial, as AI electricity demand continues to grow and low-carbon energy generation via nuclear facilities is particularly appealing in these contexts.

MarketBeat • Jul 19, 2026