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The U.S. Energy Information Administration projected in March 2026 that American power demand will climb to a new record in 2026 and keep rising through 2027, driven largely by AI data centers. Nuclear is one of the few energy sources positioned to absorb that load reliably, and its share of the generation mix is forecast... The Nuclear ETFs Powering AI Data Centers and Posting Triple-Digit Returns.

Alphadyne Asset Management LP acquired a new position in Global X Uranium ETF (NYSEARCA:URA) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 100,000 shares of the company's stock, valued at approximately $4,767,000. Global X Uranium ETF makes up

Both the Global X Uranium ETF and VanEck Uranium and Nuclear ETF are rated strong buys, offering exposure to the nuclear energy renaissance. URA delivers higher risk/reward with concentrated positions (notably 23.5% in Cameco and speculative Oklo), while NLR is more diversified and less volatile. Secular demand drivers include AI data center electricity needs, government and corporate investment, and global nuclear…

Global X Uranium ETF (URA) is one of the best tools to be constructive on uranium miners, developers, and nuclear tech amid a secular energy transition. Uranium demand is projected to outpace supply through 2040, driven by AI data centers and global nuclear expansion, supporting a bullish multi-year thesis. URA's top holdings, including Cameco, NexGen, Oklo, and Uranium Energy Corp, represent varied stages of…

Global X Uranium ETF (URA) presents a buy-the-dip opportunity amid recent volatility and a 13–14% uranium spot price decline since January. URA's diversification across mining, nuclear tech, and utilities, plus a lower expense ratio (0.69%) and higher yield (4.2%), make it attractive versus peers. Secular demand drivers include Japan's nuclear restarts, European deterrence needs, military small reactors, and…