Canada-US Tariff War Puts Critical-Mineral ETFs Back in Focus

Department of Energy Announces a New Multi-Billion-Dollar Nuclear Energy Deal

The Department of Energy announced a $4.2 billion loan commitment to Vistra to extend and upgrade three nuclear plants in Pennsylvania and Ohio, preserving 4 GW of power and adding 433 MW of new capacity. This deal is part of Trump's broader initiative to quadruple U.S. nuclear capacity to 400 GW by 2050. Meta has already signed a 20-year power purchase agreement with Vistra for 2,609 MW from these plants, highlighting how existing reactor owners are positioned to benefit most from the nuclear renaissance driven by AI energy demands.

Shares of uranium and nuclear-related companies are trading higher amid sympathy with Constellation Energy after the company announced a partnership with Google to deploy 890 MW of new nuclear capacity. The deal may support the demand outlook for hyperscalers adding more nuclear generation.

Google Just Bet 20 Years On Constellation Energy's Reactors: Nuclear Stocks Rally

Constellation Energy stock rises 8% after Google signs a 20-year nuclear power deal. Nuclear stocks rally, but CEG is still down 18% in 2026.

Cameco Stock Down to Below $90 -- Is Now the Time to Buy?

Cameco's stock has fallen below $90 from a 52-week high of $135.24, presenting a potentially cheaper entry point for investors. While recent operational challenges and lower Q2 earnings have pressured the stock, the company's long-term uranium supply contracts, 49% stake in Westinghouse, and exposure to growing nuclear demand remain strategically sound. The pullback improves valuation for those bullish on nuclear expansion, though the stock still commands a premium.

Copper Is Setting Up For A 2021-Style Supply Squeeze. These ETFs Are Already Rallying

The memory supply squeeze is grabbing headlines, but copper faces its own supply crunch. Here are 3 ETFs—COPP, COPJ and CPXR—riding the copper rally.

The Nuclear Renaissance Explained: 3 Ways to Invest

Wall Street firms predict a nuclear energy renaissance driven by AI data center demand, which is expected to increase power consumption by 175% by 2030. Investors can gain exposure through three approaches: small modular reactor (SMR) developers like NuScale and Oklo, nuclear utility operators like Constellation Energy, or uranium ETFs.