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Market Impact: 0.25

2 Nuclear ETFs Positioned to Capture AI's Power Demand Surge in 2026

Commodities & Raw MaterialsEnergy Markets & PricesMarket Technicals & FlowsInvestor Sentiment & Positioning

Uranium miners have rallied sharply into 2026, with Sprott Uranium Miners ETF (URNM) up 26% year to date and 119% over the past year. The VanEck Uranium and Nuclear ETF (NLR) has also gained 18% YTD and 98% over the same period, indicating strong momentum and investor appetite for the uranium/nuclear theme. The article is descriptive rather than event-driven, so the immediate market impact is limited.

Analysis

Uranium miners have rallied sharply into 2026, with Sprott Uranium Miners ETF (URNM) up 26% year to date and 119% over the past year. The VanEck Uranium and Nuclear ETF (NLR) has also gained 18% YTD and 98% over the same period, indicating strong momentum and investor appetite for the uranium/nuclear theme. The article is descriptive rather than event-driven, so the immediate market impact is limited.

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mildly positive

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