Ticker

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

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.

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.

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.

Sprott launches an ETF offering targeted exposure to global rare earth companies amid rising AI demand and supply chain shifts away from China.