Cameco

NexGen Energy

Uranium Energy

NuScale Power Corp

Denison Mines

Oklo Inc. - Ordinary Shares - Class A

Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF

Energy Fuels

BHP Billiton

Seaspan

Global X Uranium ETF

URA tracks a market-cap-weighted index of companies involved in uranium mining and the production of nuclear components.

BlackRock Advantage Large Cap Income ETF

Invesco China Technology ETF

First Trust Long/Short Equity ETF

NEOS Enhanced Income Credit Select ETF

Xtrackers USD High Yield Corporate Bond ETF

iShares MSCI India ETF

Roundhill Magnificent Seven ETF

VanEck Vectors Uranium+Nuclear Energy ETF

Oklo Inc

Oracle

Invesco S&P 500 Equal Weight Technology ETF

iShares MSCI USA Small-Cap Multifactor ETF

SPDR Portfolio High Yield Bond ETF

SPDR Portfolio S&P 500 ETF

iShares Broad USD High Yield Corporate Bond ETF

BondBloxx CCC-Rated USD High Yield Corporate Bond ETF

Technology Select Sector SPDR Fund

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential investment opportunities and market trends. Global X Uranium ETF is seen as well-placed for a uranium bull market, driven by increasing demand for nuclear energy from major tech companies. iShares MSCI India ETF offers exposure to India's fast-growing economy, presenting perhaps a strong investment opportunity despite recent pullbacks due to shifts towards the Chinese market.

Undercovered ETFs: Nuclear, Uranium, China, India +

Following the election of Donald J. Trump to a second non-consecutive term, global capital markets have generally responded well to the news.

Crypto Surge And AI Demand Highlight Potential Opportunity In Direxion's 2X Uranium ETF

Alerian Energy Infrastructure ETF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Range Nuclear Renaissance Index ETF

Sprott Junior Uranium Miners ETF

Sprott Uranium Miners ETF

While the promise of technologies like artificial intelligence, machine learning, cloud computing, and cryptocurrency are groundbreaking, powering the data centers to support them has become increasingly energy intensive. For years, data centers could chug along with a pretty stable appetite for power.

Disruptive Theme of the Week: How to Power Your Data Center

URA, URNM, NLR and NLR are included in this Analyst Blog.

The Zacks Analyst Blog URA, URNM, NLR and NLR

With tech giants ramping up their investments in AI, the increasing energy demands of data centers are driving a heightened need for nuclear power, creating an optimistic demand outlook for uranium. To capitalize, look at pure-play uranium ETFs.

Uranium ETFs Surge as Big Tech Powers Up With Nuclear Energy

The demand for clean, reliable energy is skyrocketing, driven by concerns about climate change and energy security. Nuclear power could be a solution, and the industry is undergoing a rapid strategic shift that could transform the renewable energy sector.

The Nuclear Shift: 3 Best Uranium ETFs to Invest in for 2024

Global X Uranium ETF is poised for growth due to rising demand for nuclear energy, driven by tech giants and AI workloads. SMRs are a game-changer for scalability, and I believe this technology will play a much larger role in the future than many investors currently expect. While uranium stocks are volatile, URA offers me a diversified approach to this sector, which, I feel, is the best way to manage the risk.

URA ETF: The AI Play Of 2025

ETFs that track uranium miners and nuclear-energy stocks have skyrocketed in October, as some of the largest tech companies have tapped into nuclear power to fuel data centers as part of their AI push.

Nuclear-energy ETFs surge as uranium prices remain rangebound. Is now a good time to invest?

Don't Chase This Uranium Breakout

The Global X Uranium ETF (URA) has bounced in the past few months as investors predict a renaissance in the nuclear energy industry. After dropping to a low of $22.76 on August 5, the fund has rebounded by over 42%, and is nearing its all-time high of $33.65.

Here's why the Uranium ETF URA has gone vertical

Global X Uranium is poised to benefit from the increasing demand for uranium as fuel in nuclear reactors, driven by a supply-demand gap. I like URA because it offers diversified exposure to the entire uranium value chain, reducing the risk associated with single-stock picks. I believe AI-driven energy demand is going to push the uranium bull market further, making URA a solid long-term investment.

URA ETF: AI Hyperscalers Are Fueling Uranium's Comeback

Microsoft

Constellation Energy Corp

Constellation Energy said Friday it plans to restart a nuclear reactor at Three Mile Island.

Uranium ETFs rally amid plans to revive nuclear reactor in Microsoft agreement

iShares Global Clean Energy ETF

Global X MLP & Energy Infrastructure ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

The energy sector is rapidly evolving, driven by the relentless expansion of energy-hungry data centers and the accelerating adoption of electric vehicles (EVs). These technological advancements fuel an unprecedented surge in energy demand, creating a pressing need for cleaner and more sustainable energy sources.

Spread Your Bets: Winning the AI Race With Energy ETFs

With rising energy demands from AI and the global shift towards clean energy, the current uranium price levels offer a strategic opportunity for a 'buy-the-dip' approach.

Uranium's Price Dip Signals Opportunity? ETFs in Focus

URA ETF provides diversified exposure to the uranium investment theme. Long-term supply/demand remains favorable for uranium as governments continue to increase their commitment to nuclear energy. With spot uranium prices normalizing to the long-term contracted price and Kazatomprom reducing 2025 guidance, now may be a good time to re-enter the uranium trade.

URA: Attractive (Re-)Entry Point

iShares Core U.S. Aggregate Bond ETF

YieldMax COIN Option Income Strategy ETF

Calamos S&P 500 Structured Alt Protection ETF-August

Invesco DB Agriculture Fund

Eaton Vance Floating-Rate ETF

VanEck Junior Gold Miners ETF

iShares iBoxx High Yield Corporate Bond ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

iShares MSCI Global Gold Miners ETF

Amplify Junior Silver Miners ETF

 SPDR Blackstone Senior Loan ETF

iShares 20+ Year Treasury Bond ETF

Yieldmax Tsla Option Income Etf

United States Natural Gas Fund LP

SPDR S&P Biotech ETF

Hello! Bonds seemed more appealing to ETF investors than ever before in July, based on flow data from State Street. This week's ETF Wrap looks at what's driving investors' appetite for fixed income lately, and where their money flowed within fixed income.

Bond ETFs attract record flows in July as investors position for Fed rate cuts

The geopolitical landscape could lead to uranium shortage due to the dominance of China and Russia in worldwide output. With Cameco Corporation shares at $46.96 and long-term uranium price at $77.50, there is a potential for a bullish path if uranium prices continue to rise. Global X Uranium ETF offers significant exposure to the uranium market, with bullish long-term trends and potential for buying opportunities.

URA: Buying The Dip In A Bullish Trend

With tight supply and growing demand for nuclear energy, uranium stocks to buy could glow. For one, supply could get even tighter with the Russian uranium ban starting on August 11.

3 Uranium Stocks to Buy Now: Q3 Edition

Nuclear power accounts for 20% of US electricity, fueled by Uranium, which produces radioactive waste with mixed global feelings. Global efforts to combat climate change are driving the rapid expansion of nuclear energy, with a projected doubling of Uranium mining by 2040. URA trades like what I call a "tail" position as described in the article, and that is how I continue to view it.

URA: Topping Long-Term, But Still A Good Trading ETF

iShares Core S&P 500 ETF

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi Senior Industry Analyst Kirsten Chang to unpack ETF flows during the second quarter of 2024.

ETF Prime: Chang Recaps Q2 ETF Flows

Global economies transitioning towards clean energy sources and increasing investment allocation towards clean energy, fuel the surge behind the demand for uranium. Look at funds to capitalize on the commodity's optimistic outlook.

Uranium to Rocket in a Bull Market? ETFs in Focus

Invesco Senior Loan ETF

Vanguard Total Bond Market ETF

Alpha Architect 1-3 Month Box ETF

Fidelity Total Bond ETF

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

iShares S&P 500 Growth ETF

Janus Henderson AAA CLO ETF

JPMorgan Ultra-Short Income ETF

PIMCO Enhanced Short Maturity Active ETF

Invesco QQQ

iShares 0-3 Month Treasury Bond ETF

VanEck Vectors Semiconductor ETF

iShares PHLX Semiconductor ETF

Vanguard Growth ETF

Utilities Select Sector SPDR Fund

Markets steadily march on to record highs, as Q2 2024 wraps up. Many patterns that emerged earlier in the year once again prevailed through the fog of geopolitical and rate uncertainty.

The ETF Flowdown: Q2 2024

Robo Global Artificial Intelligence ETF

The buzz about AI is alive and well this week, with Apple giving Siri an AI upgrade and partnering with OpenAI, and global spending now projected to top $300 billion in 2027. The rapid expansion of AI's footprint has reopened the floodgates for renewables like solar, wind and hydropower.

AI Reviving the Nuclear Renaissance

Investors are still investing heavily in uranium, according to ETF specialist Van Eck which has seen volumes in its fund dedicated to the metal top US$100 million for the first time. Van Eck launched its Uranium and Nuclear Technologies UCITS ETF in Germany in February 2023, focusing on companies active in the uranium and nuclear energy sectors.

Uranium ETF tops US$100m as interest in green power keeps rising

Uranium miners face an elastic supply curve, with North American output likely to rise significantly as uranium nears $90/lb. Following Cameco's renewed production and restarted US mines, I expect uranium supply will rise above demand by year-end. Since building nuclear power plants takes over a decade, global uranium demand is unlikely to rise faster than 1% annually for the coming decade or two.

News for Global X Uranium ETF ETF (URA)