NLR ETF: Tech Giants Are Going For Nuclear Power

The VanEck Uranium and Nuclear ETF provides attractive exposure to nuclear and utility companies, benefiting from the growing baseload electricity demand from technology giants. The hyperscalers have committed up to 19 GW of nuclear energy to power data center operations on a long-term PPA, of which 11 GW is in future development. My approach indicates more than 50% upside potential over the next 12-month investment horizon, underpinned by a favorable electricity demand profile and supportive regulatory frameworks.

Seeking Alpha • Oct 22, 2026

Nuclear ETFs in Spotlight as Google and Constellation Sign 3.6 GW Deal

Google and Constellation's 3.59-GW nuclear deal signals a long-term industry shift, putting nuclear ETFs in focus as AI drives demand for reliable power.

Zacks Investment Research • Oct 12, 2026

Better Energy ETF: VanEck's Nuclear-Focused NLR vs. State Street's XOP Oil and Gas Fund

The VanEck Uranium and Nuclear ETF carries a greater expense ratio but offers a higher trailing dividend yield than the State Street SPDR S&P Oil & Gas Exploration and Production ETF. The State Street SPDR S&P Oil & Gas Exploration and Production ETF is nearly entirely focused on the energy sector, while the VanEck Uranium and Nuclear ETF maintains a 29% allocation to utilities.

The Motley Fool • Oct 9, 2026

Tax-Loss Harvesting? Start With Nuclear Energy ETFs

As advisors consider tax-loss harvesting, nuclear energy ETFs are a good place to start. With nuclear energy ETFs down in recent months after a strong start to the year, investors can sell current positions to harvest losses and enhance exposure to the space.

ETF Trends • Oct 1, 2026

Bet on These Nuclear ETFs to Ride the AI Data Center Boom Now

AI data centers are driving a power-demand surge, reviving nuclear energy, while nuclear ETFs offer diversified exposure to the industry.

Zacks Investment Research • Sep 22, 2026

NLR: The Nuclear Bull Case Just Got Another Catalyst

VanEck Uranium and Nuclear ETF is rated Buy, targeting an 8% to 15% total return over 6–12 months. NLR benefits from both uranium fundamentals and new catalysts like the U.S. Army's Janus microreactor program, with direct exposure via BWXT. The fund's balanced exposure—53% Energy, 29% Utilities, 18% Industrials—offers upside from uranium pricing and reactor deployment progress.

Seeking Alpha • Sep 7, 2026

The Smartest AI Growth ETF to Buy With $1,000

If you're investing in AI in 2026 and you either want to start afresh or shift holdings, it's a good idea not to throw your money at the first thing that catches your eye.

24/7 Wall Street • Aug 26, 2026

Uranium ETFs Just Crashed 30 Percent While AI Power Demand Keeps Breaking Records

Uranium equities have given back roughly a third of their value since last year's highs, even as hyperscaler power contracts, small modular reactor announcements, and utility load forecasts continue to point in one direction.

24/7 Wall Street • Aug 18, 2026

Which Is the Better Energy Sector ETF, VanEck's Nuclear-Focused NLR or First Trust's EMLP Targeting Energy Infrastructure?

The First Trust North American Energy Infrastructure Fund carries a significantly higher expense ratio of 0.95% compared to the 0.52% fee for the VanEck Uranium and Nuclear ETF. The VanEck Uranium and Nuclear ETF has delivered higher total returns over the last five years, though the First Trust North American Energy Infrastructure Fund showed much lower price volatility.

The Motley Fool • Aug 12, 2026

Oklo Just Made Big Progress With Small Modular Nuclear Reactor Technology. That's Great News for These 2 ETFs.

Oklo has recently achieved a crucial milestone in the development of small modular reactors for nuclear energy. The VanEck Uranium and Nuclear ETF holds about 4.4% of its assets in Oklo stock.

The Motley Fool • Aug 13, 2026