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An exchange-traded fund, a basket of stocks that trades on an exchange like a single share, centered on nuclear power companies is drawing attention as an alternative to the semiconductor-heavy AI funds that fill most investor portfolios.
That fund is the VanEck Uranium and Nuclear ETF (NYSEARCA: NLR). Its core argument: electricity demand rises whether or not the AI data center buildout keeps accelerating.
Most AI-themed funds own the same cluster of chip designers and software companies. It holds nuclear power producers and uranium miners, companies whose business does not depend on any single technology cycle.
The connection to AI is real, just indirect.
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