Cameco

NexGen Energy

Uranium Energy

Denison Mines

NuScale Power Corp

Oklo Inc. - Ordinary Shares - Class A

Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF

Centrus Energy

BHP Billiton

Energy Fuels

Global X Uranium ETF

URA tracks a market-cap-weighted index of companies involved in uranium mining and the production of nuclear components.

iShares Core S&P 500 ETF

SPDR Portfolio S&P 500 ETF

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi Senior Industry Analyst Kirsten Chang to unpack ETF flows during the second quarter of 2024.

ETF Prime: Chang Recaps Q2 ETF Flows

VanEck Vectors Uranium+Nuclear Energy ETF

Sprott Junior Uranium Miners ETF

Sprott Uranium Miners ETF

Global economies transitioning towards clean energy sources and increasing investment allocation towards clean energy, fuel the surge behind the demand for uranium. Look at funds to capitalize on the commodity's optimistic outlook.

Uranium to Rocket in a Bull Market? ETFs in Focus

iShares Core U.S. Aggregate Bond ETF

Invesco Senior Loan ETF

Vanguard Total Bond Market ETF

Alpha Architect 1-3 Month Box ETF

Fidelity Total Bond ETF

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

iShares S&P 500 Growth ETF

Janus Henderson AAA CLO ETF

JPMorgan Ultra-Short Income ETF

PIMCO Enhanced Short Maturity Active ETF

Invesco QQQ

iShares 0-3 Month Treasury Bond ETF

VanEck Vectors Semiconductor ETF

iShares PHLX Semiconductor ETF

 SPDR Blackstone Senior Loan ETF

iShares 20+ Year Treasury Bond ETF

iShares Broad USD High Yield Corporate Bond ETF

Vanguard Growth ETF

Utilities Select Sector SPDR Fund

Markets steadily march on to record highs, as Q2 2024 wraps up. Many patterns that emerged earlier in the year once again prevailed through the fog of geopolitical and rate uncertainty.

The ETF Flowdown: Q2 2024

Range Nuclear Renaissance Index ETF

Robo Global Artificial Intelligence ETF

The buzz about AI is alive and well this week, with Apple giving Siri an AI upgrade and partnering with OpenAI, and global spending now projected to top $300 billion in 2027. The rapid expansion of AI's footprint has reopened the floodgates for renewables like solar, wind and hydropower.

AI Reviving the Nuclear Renaissance

Investors are still investing heavily in uranium, according to ETF specialist Van Eck which has seen volumes in its fund dedicated to the metal top US$100 million for the first time. Van Eck launched its Uranium and Nuclear Technologies UCITS ETF in Germany in February 2023, focusing on companies active in the uranium and nuclear energy sectors.

Uranium ETF tops US$100m as interest in green power keeps rising

Uranium miners face an elastic supply curve, with North American output likely to rise significantly as uranium nears $90/lb. Following Cameco's renewed production and restarted US mines, I expect uranium supply will rise above demand by year-end. Since building nuclear power plants takes over a decade, global uranium demand is unlikely to rise faster than 1% annually for the coming decade or two.

URA: Uranium Glut Should Return By 2025 Unless Geopolitical Crisis Grows

On Tuesday, Defiance ETFs stepped into the uranium market with the launch of the Defiance Daily Target 2x Long Uranium ETF (URAX). The actively managed URAX comes with a net expense ratio of 0.95%.

Defiance Dives Into Uranium Investing With URAX

Record high mentions of "AI" on corporate conference calls during the first quarter earnings season buttress increasing data-center power demand. I am upgrading the Global X Uranium ETF from a hold to a buy due to bullish momentum developments and potential long-term growth in uranium and nuclear power sources. URA is a concentrated bet on the energy sector with a high allocation to uranium and nuclear companies and the fund has shown positive technical trends.

URA: Major Power Demand Growth, Strong Momentum In Uranium And Nuclear Stocks

Exchange-traded funds that track uranium-related stocks have skyrocketed this year, with prices for the heavy metal widely used for nuclear-power generation hovering around its highest level in 16 years, buoyed by tight supplies and expectations for rising demand.

Uranium ETF soars to 10-year high on rising demand and Russia import ban

Global X Copper Miners ETF

Global X Gold Explorers ETF

Aberdeen Standard Physical Silver Shares ETF

iShares MSCI Global Silver Miners ETF

Gold and copper reached a record high on Monday, while silver approached its highest levels in 12 years.

Long-Term Metal Bulls Awaiting? ETFs In Focus

There has been a rally in the metal and mining space. Be it silver, gold, copper, or uranium -- all mining stocks and ETFs have been hovering around their 52-week highs.

Metal & Mining ETFs at a 52-Week High: Here's Why

Tech giants are exploring nuclear energy for their massive energy needs.

AI's Insatiable Energy Needs Boost Uranium ETFs

Sprott Junior Copper Miners ETF

Sprott Copper Miners ETF

iShares Copper and Metals Mining ETF

Amplify Alternative Harvest ETF

AdvisorShares Pure US Cannabis ETF

Engine NO 1 Transform Climate ETF

Invesco PHLX Semiconductor ETF

Roundhill Cannabis ETF

AdvisorShares Pure Cannabis ETF 

Looking at the ETFs with the highest returns YTD, a few thematic standouts have emerged.  As a reminder regarding  long-term investments, thematic investing is cyclical.

YTD Thematic Winners Reflect Change in Market Leadership

The 75% increase in the price of uranium over the last 12 months took most investors by surprise just as the potential for another 60% increase is being overlooked despite clear pointers to the boom in uranium getting a second wind.

U.S. Ban Could Spark Another 60% Hike In The Price Of Uranium

SPDR Gold Trust

United States Oil Fund LP

For most of 2024, commodities have had cleaner uptrends than equities. Investors should use the pullbacks in these three commodities as opportunities into year-end.

Buy the Dip in these 3 Commodity ETFs

After hitting a 12-year low in late 2016 uranium spot market prices have more than tripled from $30 a pound in January 2021 to a recent peak of over $100 a pound, their highest level in 16 years. Although they pulled back to $95 a pound the market is still ripe for additional gains.

Uranium Prices Have Tripled! 3 Must-Own Miners to Ride the Surge

ARK 21Shares Bitcoin ETF

Bitwise Bitcoin ETP Trust

ProShares Bitcoin Strategy ETF

WisdomTree Japan Hedged Equity Fund

iShares MSCI Japan ETF

Franklin FTSE Japan ETF

ProShares Nasdaq-100 High Income ETF

Hartford Multifactor International Small Company ETF

Yieldmax Tsla Option Income Etf

Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, we look at one of the currency-hedged Japan ETFs, which reached its all-time high on Thursday as the yen weakened after the Bank of Japan's historic interest-rate shift.

Investors push a Japanese ETF to fresh highs, seeking protection from a falling yen

The Global X Uranium ETF has seen a decline in its share price, presenting a buying opportunity. I back this bullish thesis by the increasing energy consumption from Nvidia's AI-enabling GPUs and Bitcoin mining, which in turn supports the demand for uranium. Also, nuclear power is a necessary energy source during the transition to clean energy, making URA a valuable investment.

URA ETF: Profit From AI And Bitcoin Through Uranium

Demand for Uranium is on the rise with the Nuclear Energy renaissance. The Global X Uranium ETF strikes a good balance of exposure to mining uranium, physical stocks, and related activities, providing potential for growth and diversification. The portfolio has a consensus upside of 38% to YE24 on a PEG of 0.7x.

URA: Is It Time To Buy?

Uranium Royalty Corp

Thanks to supply-demand issues, uranium prices are at 16-year highs. And they're not likely to come down any time soon, creating an opportunity for beaten-down uranium stocks.

7 Nuclear and Uranium Stocks to Power Up Your Portfolio

Albemarle

Freeport-McMoRan

Global X Hydrogen ETF

Global X Lithium & Battery Tech ETF

Plug Power

With the world fighting to go green, clean energy stocks are a safe long-term bet. For one, at the 2023 Conference of the Parties (COP28) meeting, 200 countries agreed to transition from fossil fuels, drafting text that would result in “tripling renewable energy capacity globally and doubling the global average annual rate of energy efficiency improvements by 2030,” according to CNBC.

7 Stocks Benefiting from the Massive Shift to Clean Energy

ARK Genomic Revolution Multi-Sector ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

Amplify Transformational Data Sharing ETF

Calamos CEF Income & Arbitrage ETF

Invesco China Technology ETF

iShares China Large-Cap ETF

US Global Jets ETF

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Invesco Golden Dragon China ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

Invesco Solar ETF

F/m 10-Year Investment Grade Corporate Bond ETF

F/m 3-Year Investment Grade Corporate Bond ETF

F/m 2-Year Investment Grade Corporate Bond ETF

Hi! This week's ETF Wrap funds looks at China-focused funds that are struggling in 2024, with Clocktower's chief strategist Marko Papic providing his take on concerns tied to the country.

China-focused ETFs struggle amid fears of another regulatory ‘crackdown'

BWX Technologies

Duke Energy

A decade ago, it would have seemed implausible that even the best nuclear energy stocks would recover. After the Fukushima accident in Japan, nuclear power was low.

The 3 Best Nuclear Energy Stocks to Own for 2024

URA is a diversified basket of companies involved in uranium mining, production of nuclear components, extraction, refining, exploration, or manufacturing of equipment for the uranium and nuclear industries. Global supply of uranium is currently not meeting existing and future demand. URA is one of the best in its class as it offers a diversified portfolio, outside of just uranium miners.

URA: Betting On Uranium Demand When Global Supply Is In Peril

Global X Robotics & Artificial Intelligence ETF

First Trust NASDAQ Cybersecurity ETF

Grayscale Bitcoin Trust

VanEck Vectors Oil Services ETF

United States Natural Gas Fund LP

Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. The first-ever spot bitcoin ETFs started trading in the U.S. on Thursday in a landmark moment for Wall Street and beyond.

What history says about first-of-a-kind ETFs as bitcoin products debut

News for Global X Uranium ETF ETF (URA)