News — AI supercycle headlines

Zacks14d agoneutral

The Zacks Analyst Blog Highlights X-energy, NLR, URAN, NUKZ, URA and URNJ

Nuclear energy gains momentum as X-energy surges post-IPO and ETFs like NLR and URA attract interest amid rising global energy security concerns.

NLR URA

24/7 Wall St.14d agobullish

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) has gained 18% YTD and 98% over the same stretch. The two funds have become the default vehicles for investors trying to ... 2 Nuclear ETFs Positioned to Capture AI’s Power Demand Surge in 2026

Zacks15d agobullish

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.

NLR URA

The Daily Upside23d agoneutral

Why Clean Energy ETFs Have Wind in Their Sails

Demand for power, long before the Iran war, has boosted funds focused on energy.

NLR

24/7 Wall St.47d agobullish

3 ETFs That Are Beating the Market Right Now — and None of Them Are the Ones Everyone Already Owns

For a while after COVID, the playbook felt simple. If you wanted to beat the S&P 500, you just leaned harder into what was already working. That meant piling into the Magnificent Seven and other mega-cap tech growth names that dominated index returns. But that kind of concentration doesn’t last forever. So far this year, ... 3 ETFs That Are Beating the Market Right Now — and None of Them Are the Ones Everyone Already Owns

NLR

24/7 Wall St.47d agobullish

Why One Investor Keeps Buying This Nuclear ETF Every Month and Won’t Stop

Every month, without checking the price first, one investor buys more shares of the VanEck Uranium and Nuclear ETF (NYSE:NLR). This isn’t because they think they can time the nuclear energy cycle perfectly, and it’s not because they have some edge on uranium spot prices. [keypoint] Instead, they do it because the structural case for ... Why One Investor Keeps Buying This Nuclear ETF Every Month and Won’t Stop

NLR

Zacks48d agoneutral

Microsoft and NVIDIA's AI-Nuclear Play: ETFs That May Gain

Microsoft teams up with NVIDIA to bring AI to nuclear energy, targeting faster approvals and efficiency. Here are the ETFs poised to benefit from the shift.

NLR URA

24/7 Wall St.49d agobullish

The 3 ETFs Beating the Market in 2026 Have Almost Nothing in Common With the S&P 500

It’s hard to argue with the results of the S&P Indices Versus Active (SPIVA) study. For those unfamiliar, it compares active fund managers against their benchmark indices, and more often than not, the index comes out ahead. Over the past 15 years, 89.93% of large-cap funds underperformed the S&P 500. Shorten the time horizon, ... The 3 ETFs Beating the Market in 2026 Have Almost Nothing in Common With the S&P 500

NLR

Zacks62d agoneutral

Nuclear ETFs in Spotlight as Middle East Conflict Intensifies Energy Crisis

Middle East turmoil and surging oil prices are reigniting nuclear demand, putting ETFs like URA in focus as nations seek energy security.

NLR URA

24/7 Wall St.112d agobullish

NLR ETF Climbs 75% in One Year as Uranium Miners Ride $100 Per Pound Breakout

The VanEck Uranium and Nuclear ETF has surged 75% over the past year, climbing from around $84 in January 2025 to $146.60 today. With $3.6 billion in assets, this fund concentrates on uranium miners and nuclear utilities, betting that renewed interest in carbon-free baseload power will translate into sustained demand for nuclear fuel and infrastructure. ... NLR ETF Climbs 75% in One Year as Uranium Miners Ride $100 Per Pound Breakout

NLR