AI Is Driving a New Energy Boom (Hint: It’s Not Solar) - 7/21

The Nuclear Renaissance: 3 Uranium Trades to Power Long-Term Gains

Trump’s Energy Push Could Spark a Massive Uranium Bull Run

Uranium stocks are back in the spotlight—and they’re heating up fast.

Thanks to renewed interest in nuclear power, coupled with President Trump’s ambitious goal to quadruple U.S. nuclear capacity by 2050, this once-overlooked sector is getting a serious jolt of momentum.

The U.S. Department of Energy isn’t mincing words. As Energy Secretary Chris Wright recently stated:

“The long-awaited American nuclear renaissance must launch during President Trump’s administration… America must lead the commercialization of affordable and abundant nuclear energy.”

But this shift isn’t just about clean energy or national policy. There’s a new force driving uranium demand: artificial intelligence and data centers. Tech giants like Microsoft, AWS, and Meta are already securing long-term nuclear energy supply to power their future AI infrastructure.

That combination—federal policy + AI-fueled energy demand—could set uranium stocks up for a multi-year bull market.

Here are three ways to play the trend right now.

Company: NexGen Energy (SYM: NXE)
A Premier Uranium Explorer with Major U.S. Supply Deals

If you’re looking for a pure-play uranium growth story, NexGen Energy (SYM: NXE) is a top contender.

Based in Canada’s Athabasca Basin, NexGen is developing its flagship Rook I Project, home to the massive Arrow and South Arrow deposits—some of the richest uranium discoveries in the world.

But NexGen isn’t just sitting on resources—it’s turning them into real revenue.

The company recently locked in its first uranium supply contracts with several major U.S. nuclear facilities, totaling 5 million pounds of uranium. This is a major milestone that moves NexGen from an exploration company to a future supplier of strategic energy fuel.

Wall Street is taking notice:

RBC Capital raised its price target to C$15, calling NXE “outperform.”

Raymond James and Scotiabank also bumped their targets, citing strong project fundamentals and geopolitical tailwinds.

With the U.S. government actively supporting domestic and allied uranium supply chains, NexGen’s positioning looks increasingly attractive.

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Company: Denison Mines (SYM: DNN)
A Low-Cost Producer in a High-Potential Region

Another top uranium name to watch is Denison Mines (SYM: DNN), also focused on the Athabasca Basin.

Denison holds a majority stake in the Wheeler River Project, one of the largest undeveloped uranium assets in Canada. The company is currently working on ISR (in-situ recovery) mining development—a technique known for lower costs and minimal environmental impact.

And like NexGen, Denison is earning bullish calls from the Street:

National Bank recently gave DNN an outperform rating, citing undervalued assets and strong leverage to uranium prices.

Scotiabank also increased its price target, noting the improving outlook for nuclear investment in North America.

Denison has also made strategic investments in uranium royalties and physical uranium holdings—moves that could pay off handsomely in a prolonged bull market.

ETF: Global X Uranium ETF (SYM: URA)
Diversified Exposure to 50+ Uranium and Nuclear Stocks

If you prefer a more diversified approach to uranium investing, consider the Global X Uranium ETF (SYM: URA).

With an expense ratio of 0.69%, URA gives investors instant exposure to around 50 companies involved in the uranium value chain—including mining, refining, fuel fabrication, and nuclear tech.

Top holdings include:

Cameco Corp. – one of the largest uranium producers in the world

NexGen Energy and Denison Mines

Uranium Energy Corp., Paladin Energy, and NuScale Power

URA is a solid choice for those who want broad coverage of the global uranium resurgence without betting on just one or two stocks. And with the sector still relatively small, any influx of capital could send shares sharply higher.

Why Uranium Demand Is Just Getting Started

What makes this cycle different from past uranium rallies? Three key catalysts:

1. Policy Backing from the Top

The Trump administration isn’t shy about its nuclear ambitions. With billions in potential government funding and favorable regulation, U.S.-friendly uranium firms could enjoy a powerful tailwind.

2. AI + Data Centers Need Nuclear Power

AI models and hyperscale data centers require enormous energy inputs—far more than what wind and solar can deliver reliably. That’s why Microsoft, AWS, and Meta are turning to nuclear as a future-proof energy source.

3. Global Energy Security Concerns

With tensions rising globally, energy independence is a top priority. Uranium—especially sourced from North America—is now seen as strategic, not just clean.