The Iran war and the spread of data centers have boosted the performance of energy ETFs, but uncertainty may be creeping in.
Our daily email brings you smart and engaging news and analysis on the biggest stories in business and finance. For free.
Most likely to benefit is Westinghouse, whose AP1000 nuclear reactor, capable of powering small cities, is at the center of the deal.
Demand for power, long before the Iran war, has boosted funds focused on energy.
ETFs, particularly strategies built around AI and crypto assets, saw massive growth among RIAs this past year.
Energy demand is rising globally, in part because of AI use, and a handful of ETFs focused on nuclear energy stand to benefit.