The article compares two energy ETFs: VanEck's NLR (nuclear/uranium-focused) and State Street's XOP (oil & gas exploration). XOP delivered 22.6% one-year returns with a lower 0.35% expense ratio, while NLR offers higher 2.9% dividend yield but carries a 0.52% expense ratio. Over five years, NLR outperformed with $2,441 vs $1,904 growth on $1,000 invested, reflecting the global shift toward cleaner energy sources.

Skyharbour Resources has signed a non-binding letter of intent with Purecore Metals to option up to 100% interest in the Yurchison uranium property in Northern Saskatchewan. The 35,029-hectare property, located 75 km south of Cameco's Rabbit Lake operation, shows strong discovery potential for basement-hosted uranium and other mineralization based on historical exploration data and recent airborne surveys.

Purecore Metals Inc. has signed a non-binding letter of intent with Skyharbour Resources Ltd. to acquire an option for up to 100% interest in the Yurchison uranium property in Saskatchewan's Athabasca Basin. The 35,029-hectare property, located 75 km south of Cameco's Rabbit Lake operation, shows strong discovery potential for basement-hosted uranium and other mineralization based on historical exploration data and recent 2022-2023 surveys.

Nuclear energy stocks experienced significant volatility in the first half of 2026 after surging in 2025. While Oklo and NuScale Power have declined sharply due to lengthy development timelines, Cameco stands out as a mature company positioned to benefit from growing uranium demand and its stake in Westinghouse. The article recommends Cameco as the best nuclear stock to buy on the dip, citing its established operations and near-term revenue potential compared to early-stage competitors.

Nuclear energy is experiencing a resurgence driven by AI data center power demands and government support to quadruple U.S. nuclear capacity by 2050. Three stocks positioned to benefit are Cameco (uranium mining and fuel), BWX Technologies (naval reactors and commercial components), and Vistra (utility with major nuclear fleet and tech company power deals).

The Department of Energy announced $17.5 billion in conditional loan commitments to support utilities in purchasing long-lead components for new Westinghouse AP1000 nuclear reactors, explicitly tied to data center electricity demand. Three companies—Cameco, Constellation Energy, and Vistra—are identified as potential beneficiaries, though the author remains cautious due to high valuations, execution risks, and the conditional nature of the loans.

The Department of Energy announced a $17.5 billion loan program to finance five nuclear projects centered on Westinghouse's AP1000 reactor technology. The initiative aims to resolve supply chain bottlenecks and accelerate manufacturing of reactor components. Westinghouse will partner with up to five utilities/energy companies, with each committing $500 million in equity. The program targets completion of 10 new reactors by 2030, benefiting nuclear industry players and utility stocks.

Nuclear power is experiencing a resurgence as renewables fail to meet growing electricity demand, particularly from AI data centers. The article highlights three investment opportunities: Cameco for uranium supply, GE Vernova for small modular reactor development, and Vistra for nuclear power generation capacity expansion.

A comparison of two energy sector ETFs reveals distinct investment strategies: MLPX (Global X - MLP & Energy Infrastructure ETF) offers higher dividend yield (4.13%) and lower fees (0.45%), making it ideal for income-focused investors, while NLR (VanEck Uranium and Nuclear ETF) has delivered superior long-term growth (146% total return over 5 years) but with higher volatility and lower dividend yield (2.29%).

Orano Canada and Cameco Corporation have agreed to jointly acquire TEPCO Resources Inc.'s 5% ownership stake in the Cigar Lake Joint Venture. The transaction will increase Orano's ownership from 40.453% to 42.582%, while Cameco's stake will rise to 57.418%. The deal is expected to close in Q3 2026, subject to regulatory approvals. Both companies reaffirmed their commitment to supporting nuclear energy and reliable operations.

Cameco is positioned as a leading pure-play nuclear company benefiting from growing demand for nuclear energy driven by hyperscalers' AI data center investments and government support. The company operates uranium mining, fuel services, and holds a 49% stake in Westinghouse Electric, which designs nuclear reactors and small modular reactors. Uranium prices have nearly doubled from $34.53/lb in 2021 to $66.21/lb in early 2026, with the U.S. government committing $80 billion to construct Westinghouse reactors.

With electricity demand expected to increase 50% between 2020 and 2040, nuclear energy is experiencing a renaissance. The article presents six nuclear-related stocks across different risk levels: conservative options like Brookfield Renewable Partners and Southern Company; moderate-risk picks like Cameco and Constellation Energy; and high-risk emerging technology plays like NuScale Power and Oklo.