Range Nuclear Renaissance Index ETF

NUKZ

Market cap $865M

While geopolitical headlines often focus on short-term volatility in the Middle East, the long-term investment case for energy remains centered on security, reliability, and North American export dominance. Stacey Morris, CFA, head of energy research at VettaFi, recently highlighted some long-term views on energy investing beyond the current oil price spike.

One critical step of the nuclear fuel chain, uranium enrichment, has long been a domestic vulnerability for the United States. Traditional gas-centrifuge technology has been the proven workhorse for decades, delivering low-enriched uranium (LEU) for today's reactor fleet.

One critical step of the nuclear fuel chain, uranium enrichment, has long been a domestic vulnerability for the United States. Traditional gas-centrifuge technology has been the proven workhorse for decades, delivering low-enriched uranium (LEU) for today's reactor fleet.

For years, the narrative surrounding the nuclear energy sector was one of managed decline, with regulatory filings dominated by decommissioning schedules and site closures. However, a recent wave of global permit approvals and construction applications prove a fundamental shift is underway.

As Europe confronts a new energy crisis, we explore key measures to strengthen energy security beyond simply lowering energy bills, and the potential implications for business leaders. Europe now relies on a wider range of suppliers, but paradoxically, the new geopolitical situation still leaves Europe vulnerable.

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.

The domestic nuclear energy landscape is undergoing a fundamental shift from preservation to expansion. Recent announcements from the Department of Energy (DOE) have signaled a significant federal commitment to both the existing nuclear reactor fleet and the infrastructure required to support it.

With the AI landscape constantly shifting, investors may not feel confident selecting individual companies in the space to target. Fortunately, a selective investment in a handful of AI-focused exchange-traded funds (ETFs) can offer broad exposure to this fast-growing space, including everything from infrastructure to hardware, applications, and energy, all in just a few funds.

Investors have taken notice of the eye-popping federal commitments to new nuclear capacity in the U.S. in recent months. Headlines have focused on massive reactor-deployment partnerships and loan authority in the hundreds of billions.

The market is currently focused on the immediate power needs of AI and data centers. However, a more profound global nuclear renaissance is unfolding, centered on a massive overhaul of the global power infrastructure.