Why the Nuclear Bull Market Has a Long Runway

The nuclear energy sector continues to evolve, shifting from a niche alternative to a cornerstone of global energy sovereignty.

ETF Trends • 4 hours ago

Load Up on Nuclear Before the Data Center Energy Race Accelerates

Hyperscalers building out AI infrastructure have run into a hard constraint: electricity.

24/7 Wall Street • May 6, 2026

2 Nuclear ETFs Positioned to Capture AI's Power Demand Surge in 2026

Uranium miners have run hard into 2026. The Sprott Uranium Miners ETF (NYSE:URNM) is up 26% year to date and 119% over the past year, while the VanEck Uranium and Nuclear ETF (NYSEARCA:NLR | NLR Price Prediction) has gained 18% YTD and 98% over the same stretch.

24/7 Wall Street • Apr 29, 2026

The Case for Gold Miners: Why Supply Scarcity is Key

While gold has proved to be a hot commodity for the last few months, some naysayers have looked at March's short-term volatility as a reason to stay away from the precious metal for now.

ETF Trends • Apr 27, 2026

Why Defense & Energy Needs Are Repricing Critical Minerals

Geopolitical conflict is forcing the markets to think critically about critical minerals. More specifically, the importance of critical materials has shifted from industrial use to a vital component in national defense and energy security.

ETF Trends • Apr 20, 2026

Why Invest in Rare Earths? Consider These Three Use Cases

In recent months, there has been a lot of discussion about the importance of amplifying the domestic production and supply chains for rare earths in the United States. Given that China maintains a significant hold over the global market, the U.S. looking to increase its own rare earths presence makes a good deal of sense.

ETF Trends • Apr 20, 2026

Bull vs. Bear: Is the AI Revolution Nearing a Dot-Com Correction?

The debate over whether artificial intelligence has entered bubble territory has reached a fever pitch. For this edition of Bull vs Bear, writers Nicholas Peters-Golden and DJ Shaw discuss the disconnect between infrastructure spending and software revenue.

ETF Trends • Apr 8, 2026

As Oil Prices Struggle, Keep an Eye on Uranium

Key Takeaways While energy investments of all kinds have struggled amid conflict in the Middle East, uranium might offer a compelling long-term opportunity. Sprott Asset Management CEO John Ciampaglia noted that uranium's fundamentals remain sound, and that it remains far harder to substitute or replace than other metals investors tend to allocate towards.

ETF Trends • Apr 6, 2026

Nuclear's Pullback: A Generational Buying Opportunity?

Surging electricity demand from data centers and artificial intelligence is creating a substantial new market for reliable, carbon-free baseload power.

MarketBeat • Apr 5, 2026

Structural Silver Deficit: Navigate Volatility With a Dual-Asset Approach

Silver is entering its sixth consecutive year of a structural supply deficit, as global production fails to keep pace with the massive demand required for the clean energy transition and AI infrastructure.

ETF Trends • Mar 31, 2026