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

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

URA: Investors Are Watching The Wrong Uranium Price

I rate the Global X Uranium ETF (URA) a BUY after its 18.9% correction, as stronger long-term contract pricing is set to support producer earnings. URA's recovery is likely to be led by established producers like Cameco, where improved contract prices are already becoming visible in realized earnings. The fund offers diversified exposure across uranium producers and the nuclear value chain, but carries heightened risk due to concentration and company-specific factors.

Seeking Alpha • Aug 6, 2026

QUICK SPARK: Nuclear Company Behind America's Largest Conventional Uranium Deposit Joins $5 Billion Uranium ETF

Eagle Nuclear Energy (NASDAQ:NUCL) has been added to the Solactive Global Uranium & Nuclear Components Total Return Index, making it eligible for inclusion in the Global X Uranium ETF (NYSE:URA) , which manages more than $5 billion in assets.

Benzinga • Aug 3, 2026

Eagle Nuclear Energy Added to the Solactive Global Uranium & Nuclear Components Total Return Index, Qualifying Eagle for Inclusion in the Global X Uranium ETF

RENO, Nev., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Eagle Nuclear Energy Corp. (“Eagle” or the “Company”) (NASDAQ: NUCL), a next-generation nuclear energy company that owns one of the largest conventional, measured and indicated uranium deposits in the United States, today announced that it has been added to the Solactive Global Uranium & Nuclear Components Total Return Index (the “Solactive Index” or the “Index”), a step that qualifies the Company for the Global X Uranium ETF (NYSE Arca: URA). Eagle's inclusion in the Solactive Index comes as part of the Index's semi-annual rebalancing, with trading commencing at the market open on Monday, August 3, 2026.

GlobeNewsWire • Aug 3, 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

Lightbridge Corporation Added to the Solactive Global Uranium & Nuclear Components Total Return Index, the Benchmark Tracked by the Global X Uranium ETF (URA)

RESTON, Va., July 29, 2026 (GLOBE NEWSWIRE) -- Lightbridge Corporation (“Lightbridge” or the “Company”) (Nasdaq: LTBR), an advanced nuclear fuel technology company, today announced that its common stock has been added to the  Solactive Global Uranium & Nuclear Components Total Return Index, effective at the open of trading on Monday, August 3, 2026.

GlobeNewsWire • Jul 29, 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

URA: Commodity Deficit Is Real But The Wrapper Is Leaky, So Its A Cautionary Buy

I rate the Global X Uranium ETF (URA) a Buy, driven by a structural uranium supply deficit and rising demand from reactors and AI data centers. URA's exposure is diluted: 23% in Cameco, only 5% direct uranium, and significant weight in construction/engineering names, muting pure uranium beta. Term uranium prices above spot signal utilities' willingness to pay for supply security, while supply-side risks remain tightly managed by key producers.

Seeking Alpha • Jul 28, 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