ETFs to Gain as Japan Pledges to Invest $36B in U.S. Projects

Japan's $36B U.S. investment targets energy, exports and minerals. ETFs like XLE could ride the industrial boost from this landmark pledge.

Zacks Investment Research • Feb 19, 2026

URA: Remains The Benchmark For Uranium Investors

Global X Uranium ETF is positioned as the premier vehicle for the AI-driven nuclear renaissance, blending pure-play miners and engineering giants. URA outperforms peers with a 288% 10-year return, strong liquidity, a 3.7% yield, and a contracting P/E ratio now at 34.02x. Demand catalysts include AI hyperscalers underwriting nuclear capacity, global policy to triple nuclear by 2050, and a projected 32% supply shortfall by 2045.

Seeking Alpha • Feb 10, 2026

Disruptive Theme of the Week: Hot Themes in the New Year

Someone asked me the other day, “What are the hot themes for the new year?”  To start the year, we have seen some pretty impressive outsized performance from several key investment themes.

ETF Trends • Feb 3, 2026

Uranium ETF (URA) Hits New 52-Week High

URA hits a new 52-week high as uranium demand rises from AI-driven energy needs, nuclear power interest, and major fuel purchases.

Zacks Investment Research • Jan 29, 2026

URA: Warning Signals

Global X Uranium ETF has surpassed its October peak, rallying 54% from its 2025 retracement low amid strong nuclear sector sentiment. URA's composition is heavily weighted toward Cameco, with a high P/E ratio (64 for 2025, dropping to 37.5 in 2026), signaling elevated valuations. Commodity and uranium market volatility is extreme, driven by macro tailwinds and FOMO, raising near-term risk for URA buyers.

Seeking Alpha • Jan 29, 2026

Why These 3 Uranium ETFs Could Be 2026's Most Overlooked Winners

With favorable regulations encouraging a boom in domestic nuclear power, several prominent uranium miners have experienced skyrocketing shares in the last year. Canadian outfit Cameco Corp. NYSE: CCJ, among the largest producers of uranium in the world, has risen by 161% in the last year, for instance.

MarketBeat • Jan 27, 2026

Smaller companies are rising quickly to challenge Big Tech as AI 's best trade

Reliable power, including nuclear, data-center efficiency, and grid capacity are now core drivers of returns from stocks outside of the tech sector benefitting from the AI boom as demand ramps. Investors are finding opportunity in small- and mid-cap companies that operate in concentrated markets with limited competition.

CNBC • Jan 17, 2026

Final Trade: IONQ, URA, KRE, GM

The final trades of the day with CNBC's Leslie Picker and the 'Fast Money' traders.

CNBC Television • Jan 16, 2026

Thematic ETF Assets Surge 50% Through November

Thematic ETF assets climbed 49.6% through the first 11 months of 2025, reaching $467.93 billion by the end of November, according to research from ETFGI. Investors moved money into funds targeting specific investment themes rather than broad market exposure.

ETF Trends • Dec 29, 2025

Global X Uranium ETF: A Tactical Buy For The Structural Nuclear Cycle

URA provides concentrated exposure to the uranium cycle, reflecting the structural return of nuclear energy and the growing strategic importance of uranium within the global energy mix. The ETF is heavily driven by a small group of key holdings, making performance highly sensitive to uranium prices, nuclear policy developments, and supply security dynamics. Strong momentum has lifted URA well above broader market returns, highlighting renewed investor interest, but also underscoring the ETF's inherently volatile and cyclical nature.

Seeking Alpha • Dec 28, 2025