The Gas-to-Nuclear Bridge for AI Data Centers

Amentum (AMTM) announced that the U.S. Department of Energy's National Nuclear Security Administration (DOE/NNSA) selected them to negotiate a phased lease at the Savannah River Site in South Carolina. The proposed public-private project would pair a 1-gigawatt (GW) AI data center with approximately 2 GW of dedicated on-site generation.

ETF Trends • Jul 27, 2026

The Nuclear Trade Is Entering Phase 2 and These 3 ETFs Own Everything From Uranium Miners to Reactor Restarts

Uranium spot prices drove the nuclear trade higher over the past three years. That first leg is winding down, replaced by new catalysts: reactor restarts at Palisades and Three Mile Island's Crane Clean Energy Center, power purchase agreements from Microsoft, Amazon, and Google, and small modular reactor programs moving from press release to permit.

24/7 Wall Street • Jul 25, 2026

Constellation Energy Backs Blue Energy to Scale Small Modular Reactors

Constellation Energy's (CEG) venture arm has taken a stake in a reactor development company that is working around a gas-to-nuclear deployment model in coordination with GE Vernova (GEV). The transaction marks Constellation's first equity investment in a U.S. nuclear developer focused on advanced small modular reactors (SMRs).

ETF Trends • Jul 23, 2026

Advanced Reactor Milestones Bolster NUKZ

The global push for reliable baseload power is driving rapid development in the advanced reactor market and shining a bright light on nuclear energy supply chains, with key companies hitting major operational and criticality milestones.

ETF Trends • Jul 20, 2026

The Consortium Fueling the Nuclear Renaissance

The U.S. Department of Energy (DOE) published the approved voluntary agreement that formally establishes the Nuclear Fuel Cycle Consortium under the Defense Production Act (DPA). While the name centers on fuel production, the framework and its broad list of participants reach across the entire nuclear value chain.

ETF Trends • 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

Reactor Restarts Add New Layer to Nuclear Renaissance

The U.S. nuclear sector is moving beyond discussions about preserving existing reactor capacity.

ETF Trends • Jul 13, 2026

Nuclear Fuel Supply Chain Updates: Centrus Secures DOE Contract

Centrus Energy Corp (LEU) has signed a definitive contract with the U.S. Department of Energy (DOE), a notable update for the entire nuclear industry. Originally selected earlier this year for a $900 million award, the final contract value has expanded to over $1 billion.

ETF Trends • Jul 10, 2026

Microreactors Reach Milestones and Retailers Go Nuclear

The U.S. nuclear sector advanced on two fronts in recent days. Advanced microreactors completed a key federal target while the existing commercial fleet signed a landmark agreement with a major retailer.

ETF Trends • Jul 6, 2026

DOE's $17.5B Loan Boosts Nuclear Supply Chain

The U.S. Department of Energy announced a conditional commitment of $17.5 billion in low-interest loans. These funds target long-lead components for 10 new Westinghouse AP1000 reactors covering five project sites nationwide.

ETF Trends • Jun 29, 2026