Uranium And Junior Mining Stocks With The URNJ ETF

Sprott Junior Uranium Miners ETF is rated a Buy, with technical and fundamental factors aligned for further upside. Rising nuclear power demand, AI infrastructure, and military spending are driving uranium prices and supporting junior miners' outperformance. URNJ outperformed Cameco stock from November 2025 to January 2026, rallying 83% versus CCJ's 74%.

Seeking Alpha • Feb 12, 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

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

Uranium Demand Creates Room for Miner Momentum

Commodities of all kinds have been performing especially well as of late. Uranium is especially well-positioned to navigate 2026's markets.

ETF Trends • Jan 23, 2026

URNJ: The Speculative Play In Uranium's Mega-Trend

The Sprott Junior Uranium Miners ETF offers concentrated exposure to small-cap uranium miners, amplifying both upside and downside in the uranium cycle. URNJ is highly sensitive to uranium price movements, rewarding patient investors during sector corrections and recoveries, but comes with significant volatility. The long-term uranium outlook remains bullish, driven by global nuclear expansion, data center power needs, and persistent supply deficits, favoring junior miners.

Seeking Alpha • Nov 24, 2025

Uranium Demand May Create a Critical Buy Opportunity

For those who have been on the fence about the direction uranium is heading, September likely offered more clarity.  Earlier in October, Jacob White, CFA, ETF Product Manager for Sprott Asset Management took a close look at how uranium performed last month.

ETF Trends • Oct 16, 2025

5 ETF Areas That Held Steady In Friday's Bloodbath

On Oct 10, 2025, Wall Street saw about $2 trillion in market value wiped out. However, ETFs like SIVR, TAIL, URA, PZA, and VNM held steady.

Zacks Investment Research • Oct 13, 2025

5 Nuclear ETFs To Power Your Portfolio

Nuclear and uranium stocks have surged as power demand grows, boosted by government policies, global electrification, and AI spending. The IAEA projects global nuclear capacity to grow by more than 160% by 2050 as it becomes indispensable to achieving clean energy ambitions. $3 trillion of investment would be needed to solve global power shortages in the next 25 years, according to Bank of America.

Seeking Alpha • Oct 2, 2025

ETFs to Play the Potential $10 Trillion Nuclear Surge

Nuclear power is surging as AI-driven data centers fuel demand, with ETFs riding momentum and SMRs reshaping the sector's future.

Zacks Investment Research • Sep 19, 2025

Uranium ETF (URNJ) Hits New 52-Week High

URNJ has surged 136.55% from its low, hitting a 52-week high as uranium demand outlook brightens with AI-driven energy needs.

Zacks Investment Research • Sep 16, 2025