We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The Zacks Analyst Blog Highlights X-energy, NLR, URAN, NUKZ, URA and URNJ
Read MoreHide Full Article
For Immediate Release
Chicago, IL – April 29, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. ETFs recently featured in the blog include: X-energy (XE - Free Report) , VanEck Uranium and Nuclear ETF (NLR - Free Report) , Themes Uranium & Nuclear ETF (URAN - Free Report) , Range Nuclear Renaissance Index ETF (NUKZ - Free Report) , Global X Uranium ETF (URA - Free Report) and Sprott Junior Uranium Miners ETF (URNJ - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Nuclear Power to Surge Amid Energy Crisis: ETFs to Bet On
The Middle East conflict has pushed energy security concerns to the forefront for global economies. With diplomatic progress uncertain and no clear path to resolution, oil prices are likely to stay elevated, keeping energy risks in focus.
Brent crude has climbed past $112, while U.S. benchmark WTI has crossed $101, gaining 9.13% and 7.93% over the past five days, respectively, according to OilPrice.com. Even if Washington and Tehran reach a lasting deal and the Strait of Hormuz reopens, oil prices are likely to stay elevated due to persistent supply constraints. While vessel traffic may gradually recover toward pre-conflict levels, full normalization seems unlikely as damage to critical energy infrastructure across the Middle East continues to weigh on output.
The Iran conflict is exposing the fragility of global fossil fuel supply chains, pushing countries to rethink energy security and accelerating the shift toward renewables and other low-carbon alternatives, including nuclear energy. As oil prices surge, countries are increasingly prioritizing energy independence, making nuclear power a more attractive option and drawing renewed investor interest.
A Strong Case for Nuclear Energy's Global Return
According to IEA head Fatih Birol, the Middle East conflict is set to accelerate nuclear energy's return. Speaking to the Associated Press, Birol stated that he is "100% sure" nuclear energy is coming back, with a strong resurgence expected across the Americas, Europe and Asia, as quoted on ABCNews.
Per the abovementioned article, safety concerns long weighed on nuclear energy, with the Chernobyl disaster and 2011 Fukushima nuclear disaster significantly dampening global appetite. However, advances in reactor design, improving safety and lowering costs are driving a steady revival in the sector and renewing investor interest.
The United States leads global nuclear power generation and is stepping up efforts to expand capacity, targeting a fourfold increase by 2050, highlighting the rising demand for the energy. Per Thomas DiNanno, the U.S. Undersecretary of State, as quoted on the abovementioned article, without nuclear power, the world cannot sustain industry, support AI growth, or ensure energy security.
Market Debuts Signal Rising Nuclear Investment Demand
According to CNBC, X-energy, an advanced nuclear reactor company, made its market debut last Friday, as surging AI demand and electrification fuel renewed interest in nuclear power. It raised more than $1 billion in the process, the largest nuclear IPO on record. The company has gained about 56% since its debut.
Additionally, per a Reuters article, Triton Uranium is weighing a U.S. listing via a SPAC merger in 2026, aiming to capitalize on rising demand for nuclear fuel and strengthen domestic supply. Renewed interest in nuclear power is being driven by surging electricity needs, particularly from data centers supporting AI and cloud infrastructure.
AI Momentum Further Supercharges Nuclear Demand Story
As companies ramp up investments in AI, the demand for data centers is soaring. Data centers are energy-intensive, with AI applications consuming much more energy than traditional computing. As a result, most tech giants are shifting toward renewable energy to meet their growing needs.
With AI demand skyrocketing and clean energy requirements expanding, nuclear power is emerging as a viable solution to fuel energy-hungry data centers, for training and operating the large-scale AI models used in today's generative AI applications.
Cash In on Nuclear Growth With These ETFs
With an increasing focus on nuclear energy, these ETFs present a compelling long-term portfolio play, offering investors an efficient way to capitalize on the sector's growing momentum.
Investors can consider VanEck Uranium and Nuclear ETF, Themes Uranium & Nuclear ETF, Range Nuclear Renaissance Index ETF, Global X Uranium ETF and Sprott JuniorUranium Miners ETF.
Boost Your Portfolio with Our Top ETF Insights
Zacks' exclusive Fund Newsletter delivers actionable information, top news and analysis, as well as top-performing ETFs, straight to your inbox every week.
Don't miss out on this valuable resource. It's free!
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
The Zacks Analyst Blog Highlights X-energy, NLR, URAN, NUKZ, URA and URNJ
For Immediate Release
Chicago, IL – April 29, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. ETFs recently featured in the blog include: X-energy (XE - Free Report) , VanEck Uranium and Nuclear ETF (NLR - Free Report) , Themes Uranium & Nuclear ETF (URAN - Free Report) , Range Nuclear Renaissance Index ETF (NUKZ - Free Report) , Global X Uranium ETF (URA - Free Report) and Sprott Junior Uranium Miners ETF (URNJ - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Nuclear Power to Surge Amid Energy Crisis: ETFs to Bet On
The Middle East conflict has pushed energy security concerns to the forefront for global economies. With diplomatic progress uncertain and no clear path to resolution, oil prices are likely to stay elevated, keeping energy risks in focus.
Brent crude has climbed past $112, while U.S. benchmark WTI has crossed $101, gaining 9.13% and 7.93% over the past five days, respectively, according to OilPrice.com. Even if Washington and Tehran reach a lasting deal and the Strait of Hormuz reopens, oil prices are likely to stay elevated due to persistent supply constraints. While vessel traffic may gradually recover toward pre-conflict levels, full normalization seems unlikely as damage to critical energy infrastructure across the Middle East continues to weigh on output.
The Iran conflict is exposing the fragility of global fossil fuel supply chains, pushing countries to rethink energy security and accelerating the shift toward renewables and other low-carbon alternatives, including nuclear energy. As oil prices surge, countries are increasingly prioritizing energy independence, making nuclear power a more attractive option and drawing renewed investor interest.
A Strong Case for Nuclear Energy's Global Return
According to IEA head Fatih Birol, the Middle East conflict is set to accelerate nuclear energy's return. Speaking to the Associated Press, Birol stated that he is "100% sure" nuclear energy is coming back, with a strong resurgence expected across the Americas, Europe and Asia, as quoted on ABCNews.
Per the abovementioned article, safety concerns long weighed on nuclear energy, with the Chernobyl disaster and 2011 Fukushima nuclear disaster significantly dampening global appetite. However, advances in reactor design, improving safety and lowering costs are driving a steady revival in the sector and renewing investor interest.
The United States leads global nuclear power generation and is stepping up efforts to expand capacity, targeting a fourfold increase by 2050, highlighting the rising demand for the energy. Per Thomas DiNanno, the U.S. Undersecretary of State, as quoted on the abovementioned article, without nuclear power, the world cannot sustain industry, support AI growth, or ensure energy security.
Market Debuts Signal Rising Nuclear Investment Demand
According to CNBC, X-energy, an advanced nuclear reactor company, made its market debut last Friday, as surging AI demand and electrification fuel renewed interest in nuclear power. It raised more than $1 billion in the process, the largest nuclear IPO on record. The company has gained about 56% since its debut.
Additionally, per a Reuters article, Triton Uranium is weighing a U.S. listing via a SPAC merger in 2026, aiming to capitalize on rising demand for nuclear fuel and strengthen domestic supply. Renewed interest in nuclear power is being driven by surging electricity needs, particularly from data centers supporting AI and cloud infrastructure.
AI Momentum Further Supercharges Nuclear Demand Story
As companies ramp up investments in AI, the demand for data centers is soaring. Data centers are energy-intensive, with AI applications consuming much more energy than traditional computing. As a result, most tech giants are shifting toward renewable energy to meet their growing needs.
With AI demand skyrocketing and clean energy requirements expanding, nuclear power is emerging as a viable solution to fuel energy-hungry data centers, for training and operating the large-scale AI models used in today's generative AI applications.
Cash In on Nuclear Growth With These ETFs
With an increasing focus on nuclear energy, these ETFs present a compelling long-term portfolio play, offering investors an efficient way to capitalize on the sector's growing momentum.
Investors can consider VanEck Uranium and Nuclear ETF, Themes Uranium & Nuclear ETF, Range Nuclear Renaissance Index ETF, Global X Uranium ETF and Sprott Junior Uranium Miners ETF.
Boost Your Portfolio with Our Top ETF Insights
Zacks' exclusive Fund Newsletter delivers actionable information, top news and analysis, as well as top-performing ETFs, straight to your inbox every week.
Don't miss out on this valuable resource. It's free!
Get it now >>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.