Load Up on Nuclear Before the Data Center Energy Race Accelerates: These 3 ETFs Cover Reactors, Uranium, and Smart Grid

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?

24/7 Wall Street • Jun 1, 2026

NUKZ Well-Positioned as DOE Targets Supply Chain Bottlenecks

The nuclear sector is capturing significant investor attention, as federal policy continues to align with grid modernization efforts. The U.S. Department of Energy (DOE) recently announced $94 million in Federal cost-shared funding to expedite the deployment of advanced small modular reactors (SMRs).

ETF Trends • May 29, 2026

Nuclear Power Is the Only Real Answer to AI Electricity Demand and These 3 ETFs Own the Trade

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 on a grid that has barely grown since 2000.

24/7 Wall Street • May 28, 2026

NUKZ Caught the Nuclear Restart Wave But Holds Less Than $1 Billion in Assets, And That Liquidity Cliff Matters

Range Nuclear Renaissance Index ETF (NUKZ) has delivered a 53% one-year gain but carries a 0.85% expense ratio and holds only $870M in assets, creating liquidity risks during market stress when bid-ask spreads widen 50-200%. Comparable alternatives include Sprott Uranium Miners ETF (URNM) at 0.75% with $6.86B in AUM and direct Cameco (CCJ) ownership at 101% annual returns with zero fees.

24/7 Wall Street • May 26, 2026

Advanced Reactors Hit Key Commercialization Milestones

The nuclear sector is delivering concrete progress on multiple advanced reactor programs. Recent weeks brought a positive environmental determination for an X-energy (XE) project, Nuclear Regulatory Commission (NRC) approvals for key technical documents from Oklo (OKLO) and Terrestrial Energy (IMSR), and the start of prototype manufacturing for critical reactor components.

ETF Trends • May 26, 2026

Nuclear ETFs to Gain as the Globe Rides the Atomic Wave

AI-driven data center power demand is reviving nuclear energy, lifting ETFs tied to uranium miners as well as nuclear power generators.

Zacks Investment Research • May 25, 2026

AI Provides Tailwind for the Next Phase of the Nuclear Renaissance

The investment narrative surrounding nuclear energy has shifted dramatically, from a traditional defensive utility play to a high-growth thematic opportunity. While global decarbonization goals and energy security initially catalyzed this shift, the massive power requirements of AI data centers have rapidly accelerated the build-out.

ETF Trends • May 20, 2026

Cameco Sees Path to 20 New US Large-Scale Reactors

Cameco (CCJ) provided a robust outlook for the deployment of Westinghouse's AP1000 reactor technology on its first quarter 2026 earnings call earlier this month. Company leadership now sees a realistic near-term path to as many as 20 of the large-scale reactor units entering construction in the United States.

ETF Trends • May 18, 2026

NUKZ: Nuclear Stocks Consolidating As The AI Revolution Rolls On

I reiterate a buy rating on the Range Nuclear Renaissance ETF, citing compelling growth-adjusted valuation and favorable long-term demand drivers. NUKZ trades at a 20.6x P/E with a 16% long-term earnings growth rate, yielding a PEG ratio of 1.25x. Technical setup shows an ascending triangle with support in the mid-$60s and a measured move upside target of $90.

Seeking Alpha • May 17, 2026

OPG's Darlington Project Proves the SMR Modular Thesis for Investors

The nuclear energy sector reached a pivotal milestone this month as Ontario Power Generation (OPG) successfully installed the first basemat module for the Darlington New Nuclear Project. This development marks a significant leap forward for the G7's first commercial grid-scale Small Modular Reactor (SMR), signaling a tangible shift in the nuclear renaissance for global investors.

ETF Trends • May 14, 2026