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SPROTT JUNIOR URANIUM MINERS ETF Newsroom
Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
Iran Agrees To Stop Producing Near Bomb-Grade Uranium; IAEA Reports Iran's Enriched Uranium Stockpile Grows to 6,604.4 KG; Discusses Stopping Further Expansion of 60% Enrichment Beyond 185 KG Amid Conditional Agreement on Additional IAEA Inspectors
Morgan Stanley: It is time to be bullish on uranium prices.
Morgan Stanley stated that the decline in mining output has reduced global uranium supply. Additionally, Russia has issued a ban on the export of enriched uranium to the usa, and if the eu is also included in the ban, it may exacerbate the tightness of global uranium supply.
Russia's 'uranium restrictions', nuclear power stocks surge, hedge fund king Griffin provides assistance: I have invested in nuclear power, this is the future
Russia's restriction on the export of concentrated uranium to the usa may pose supply risks to the utilities operating american reactors, which supply nearly one-fifth of the usa's electrical utilities. Last month, Griffin participated in a $0.5 billion financing for the small modular reactor (SMR) developer X-Energy, led by amazon.
Uranium Prices Rise After Russia Temporarily Limits Supplies to U.S.
Shares of Uranium Stocks Are Trading Higher Following a Report Suggesting Russia Has Imposed Temporary Restrictions on the Export of Enriched Uranium to the US.
Appalachian Power Explores Small Modular Reactors To Meet Future Energy Demand In Virginia
Critical Minerals: China Likely to Remain Dominant Force Over Coming Year, BMI Says
Biden Administration Unveils Plan to Triple Nuclear Energy Capacity by 2050
The power struggle between electrical utilities and technology: The AI boom meets regulatory resistance, and the future of electric power no longer rests easy.
Bullish sentiment in electric power stocks is based on agreements signed between technology companies and power plants to directly connect datacenters to power plants. However, regulatory institutions are taking action.
How much electricity does AI consume? Technology stocks have a small nuclear reactor in every pair of hands.
Although there are currently no specific numbers indicating the demand for AI in electrical utilities, the market's recognition of the power consumption of AI servers is highly logical, such as the most widely discussed restarting of nuclear power plants or increasing the construction of nuclear power plants.
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How Is The Market Feeling About Uranium Energy?
A bold bet on nuclear energy! Private equity stakes on the "next AI trade"
Analysis suggests that by providing financing for nuclear energy projects, private equity and other alternative asset management companies can invest a large amount of cash into assets with stable returns and growing demand.
Shares of Nuclear-linked Stocks Are Trading Higher Possibly Amid Continued Strength. There Has Been Optimism in the Broader Sector After Amazon Web Services and Google Recently Announced Nuclear Investments to Fuel Data Centers.
etf strategies for the revival of nuclear power
Bank of America Merrill Lynch believes that URNM, URA, and NLR, these three types of funds, will continue to perform well in the long term. Since 2019, the performance of nuclear power-related companies has consistently outperformed peers, with the institutional tracking nuclear energy etf rising by 27% annually, while the MSCI World Index tracking global equity with the same industry weight only increased by 14%.