VanEck Uranium ETF Beats iShares Clean Energy ETF Returns Past 5 Years

VanEck Uranium and Nuclear ETF offers a higher trailing-12-month dividend yield than iShares Global Clean Energy ETF iShares Global Clean Energy ETF provides a lower expense ratio for investors seeking broad exposure to renewable utilities VanEck Uranium and Nuclear ETF has demonstrated significantly higher total returns and lower price volatility over the past five years

The Motley Fool • Jun 9, 2026

Bottom of the Stack: ETFs Fueling the AI Power Play

Markets have treated AI as a gold rush of LLMs, chips and cloud applications, but as the industry shifts from chatbots to agentic systems —  AI that autonomously runs workflows and makes decisions — hyperscalers are now facing a brutal physical bottleneck.

ETF Trends • Jun 9, 2026

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

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

3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

Zacks Investment Research • May 8, 2026

URAN's Nearly 75% Gain Masks a Valuation Risk Most Investors Are Missing

The Themes Uranium & Nuclear ETF (NYSEARCA:URAN) has handed investors a nearly 75% gain over the past year, riding a thesis that ties artificial intelligence power demand, government support for nuclear, and a structural uranium supply deficit into one tidy package.

24/7 Wall Street • May 2, 2026

Nuclear Power to Surge Amid Energy Crisis: ETFs to Bet On

Oil shock, AI power demand and energy security fears are driving a nuclear comeback. ETFs like NLR and NUKZ stand to benefit.

Zacks Investment Research • Apr 28, 2026

$4.6 Billion Flowed Into This Uranium ETF Last Year. The Nuclear Boom Is Real.

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24/7 Wall Street • Apr 21, 2026

URA: The Uranium Trade Is Entering Its Most Dangerous Phase

The Global X Uranium ETF earns a Strong Buy rating, driven by a structural uranium supply deficit, accelerating global reactor buildouts, and persistent nuclear fuel chain fragility. URA offers diversified exposure across the nuclear energy ecosystem, combining proven producers, developers, SMRs, and industrial supply chain participants, rather than pure uranium price leverage. Recent policy momentum, global project announcements, and supply chain bottlenecks reinforce the multi-year investment case for URA, with demand expected to rise through 2040.

Seeking Alpha • Apr 20, 2026

URA: A HALO (Hard Asset Low Obsolescence) ETF

I maintain a Buy rating on Global X Uranium ETF (URA), targeting +20% upside potential by year-end 2026. URA outperforms peers by combining uranium mining, nuclear reactor manufacturing, and exposure to both established firms and speculative startups. Consensus data suggests a 19% weighted upside and 1% dividend yield, with projected EPS growth of 44% in 2026.

Seeking Alpha • Apr 15, 2026