Nuclear Energy Content Hub | Advisor Perspectives

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Utilities Pivot to Hyperscaler Partnerships

Nuclear Energy Content Hub

Utilities Pivot to Hyperscaler Partnerships for Nuclear Expansion

Elle Caruso Fitzgerald Jun 08, 2026

U.S. electricity consumption is reaching record highs, forcing utility providers to rethink long-term capacity plans.…

From Cold War Liability to Nuclear Fuel

Nuclear Energy Content Hub

From Cold War Liability to Advanced Nuclear Fuel

Steffan Szumowski Jun 08, 2026

The Need for a Nuclear Tomorrow

Nuclear Energy Content Hub

Today’s Energy Crisis & the Need for Nuclear Tomorrow

Stacey Morris, CFA Jun 01, 2026

NUKZ Well-Positioned as DOE Targets Supply Chain Bottlenecks

Nuclear Energy Content Hub

NUKZ Well-Positioned as DOE Targets Supply Chain Bottlenecks

Elle Caruso Fitzgerald May 29, 2026

More Nuclear Energy Content Hub Articles

Nuclear Energy Content Hub

Advanced Reactors Hit Key Commercialization Milestones

Steffan Szumowski May 26, 2026

The nuclear sector is delivering concrete progress on multiple advanced reactor programs. Recent weeks brought…
Nuclear Energy Content Hub

AI Provides Tailwind for the Next Phase of the Nuclear Renaissance

Elle Caruso Fitzgerald May 20, 2026

The investment narrative surrounding nuclear energy has shifted dramatically, from a traditional defensive utility play…
Nuclear Energy Content Hub

Cameco Sees Path to 20 New US Large-Scale Reactors

Steffan Szumowski May 18, 2026

Cameco (CCJ) provided a robust outlook for the deployment of Westinghouse’s AP1000 reactor technology on…
Nuclear Energy Content Hub

OPG’s Darlington Project Proves the SMR Modular Thesis for Investors

Elle Caruso Fitzgerald May 14, 2026

The nuclear energy sector reached a pivotal milestone this month as Ontario Power Generation (OPG)…
Nuclear Energy Content Hub

Partnerships, Positive Sentiment Boost U.S. Nuclear

Steffan Szumowski May 11, 2026

The nuclear industry has seen a recent flurry of announcements, headlined by two major industry…
Nuclear Energy Content Hub

Why the DOE’s Newest Initiative Demands a Full-Spectrum Nuclear ETF

Elle Caruso Fitzgerald May 07, 2026

The Department of Energy (DOE) recently unveiled further details for its Defense Production Act (DPA)…
Nuclear Energy Content Hub

Investing in X-energy Without the Pre-Revenue IPO Risk

Steffan Szumowski May 04, 2026

X-energy (XE), the developer of the Xe-100 advanced small modular reactor (SMR) and XENITH microreactor,…
Nuclear Energy Content Hub

From Silicon to Power: AI’s Next Bottleneck

Kirsten Chang Apr 28, 2026

AI continues to be the hottest investing theme on Wall Street, but the narrative is…
Nuclear Energy Content Hub

Record US Shipbuilding Request to Benefit Nuclear Names

Steffan Szumowski Apr 27, 2026

The U.S. Navy’s FY2027 shipbuilding request, released earlier this month, calls for $65.8 billion in…
Nuclear Energy Content Hub

State-Level Policy Shifts Spark Nuclear Energy Investment Opportunities

Elle Caruso Fitzgerald Apr 24, 2026

The state-led push to revitalize the U.S. nuclear sector underscores the significant shift in the…
Nuclear Energy Content Hub

Nuclear Growth: Why EPC Firms Are Key

Elle Caruso Fitzgerald Apr 20, 2026

Engineering, procurement, and construction (EPC) firms are expected to play a significant role in the…
Nuclear Energy Content Hub

Regulatory Breakthroughs Unlocked for U.S. Nuclear

Steffan Szumowski Apr 20, 2026

The Nuclear Regulatory Commission’s (NRC) arduous licensing process remains the most frequently cited barrier to…
Nuclear Energy Content Hub

The Future of Uranium Enrichment is Being Developed Today

Steffan Szumowski Apr 13, 2026

One critical step of the nuclear fuel chain, uranium enrichment, has long been a domestic…
Nuclear Energy Content Hub

New Regulatory Approvals Power NUKZ Performance

Elle Caruso Fitzgerald Apr 10, 2026

For years, the narrative surrounding the nuclear energy sector was one of managed decline, with…
Nuclear Energy Content Hub

DOE Announces Nuclear Expansion Push; NUKZ Positioned for Growth

Elle Caruso Fitzgerald Apr 08, 2026

The domestic nuclear energy landscape is undergoing a fundamental shift from preservation to expansion. Recent…
Nuclear Energy Content Hub

Uranium Conversion Capacity Set for Major Expansion

Steffan Szumowski Apr 06, 2026

Investors tracking the nuclear renaissance have focused on reactor development, data center power demand, and…
Nuclear Energy Content Hub

Energy Security Drives Coal ETF Assets to Double in March

Elle Caruso Fitzgerald Apr 02, 2026

The conflict in the Persian Gulf has sparked a significant re-evaluation of global energy dependencies,…
Nuclear Energy Content Hub

Where Will the Billions of Nuclear Funding Dollars Go?

Steffan Szumowski Mar 30, 2026

Investors have taken notice of the eye-popping federal commitments to new nuclear capacity in the…
Nuclear Energy Content Hub

Nuclear Supply Chain Ramping Up to Meet Global Capacity Projections

Elle Caruso Fitzgerald Mar 25, 2026

The market is currently focused on the immediate power needs of AI and data centers.…
Nuclear Energy Content Hub

Companies Set to Win as States Vie to Host Nuclear Campuses

Steffan Szumowski Mar 23, 2026

The federal government has been very focused on supporting nuclear development in the U.S. Within…