The uranium fund's history of deep dives offers a tough lesson for anyone tempted by the current discount.
Of the 15 times the Global X Uranium ETF (URA) has taken a steep dive since 2010, 14 are old enough to have a full twelve-month track record, and only 6 of those 14 episodes ended with a positive return. With the fund now sitting about 36% below its 52-week high, you are likely looking at that loss and asking a simple question: is this a bargain, or a warning sign?
For some funds, a dip is a gift. For others, it is a trap. The difference often comes down to what the fund holds. A broad, diversified basket is generally thought to recover more reliably from drawdowns. A concentrated, single-theme fund carries no such ****** umption, it can stay underwater for years if its theme falls out of favor. URA's own history suggests buying its dips is far from a sure thing.
A History of Hard Knocks
When URA has fallen this hard in the past, the typical outcome over the following year was not a rebound. The median return in the twelve months after a dip was negative 4%. While some episodes paid off handsomely, the range of outcomes was wide, from a one-year loss of 47% to a gain of 126%.

#uranium #theme

WASHINGTON (AP) — Jimmy Carter used to be one of President Donald Trump 's favorite political targets, a catchall foil for ****** less Democrats that he could jeer at to make himself look strong and decisive.
But lately, Trump's sentiments on the 39th president have become more wistful as he faces some of the same challenges the late Carter did.
Those include the war in Iran with no end in sight — and now escalating as the U.S. moves to control the Strait of Hormuz — and inflation, a drag on the economy Trump hasn't tamed despite long insisting that his business background would wipe it out.
The comparison seems to be on Trump's mind, too. Asked last month why he didn't dispatch U.S. Special Forces into Iran to forcibly remove its enriched uranium, he responded, "I didn't feel like being Jimmy Carter."
That recalled the failed 1980 raid to free U.S. hostages that killed eight American servicemen. Trump also said in March that the unsuccessful mission "cost them the election" against Ronald Reagan in 1980, sounding cognizant of political realities in a way he didn't when using Carter as a punchline.

President Donald Trump on Monday sharply reduced the size of two national monuments in Utah, undoing protections established by his Democratic predecessors on public lands that are sacred among many Native Americans.
Bears Ears and Grand Staircase-Escalante national monuments in southern Utah have ancient cliff dwellings, petroglyphs and scenic canyons, as well as coal and uranium deposits that state officials want made available for development.
Trump, a Republican, issued proclamations under the Antiquities Act to reduce their size by about 90% each. He took similar actions during his first term, but those were reversed by President Joe Biden, a Democrat.
The latest move comes as Trump and other Republicans have drastically reshaped the management of vast taxpayer-owned lands concentrated in Western states. Trump administration officials and congressional Republicans have sought to expand drilling, mining and logging on public lands, while removing protections for imperiled species and rolling back rules for conservation.
"They took the land from the people quite honestly," Trump said at a signing event at the White House Monday. "We're giving it back."

WASHINGTON, July 13 (Reuters) - U.S. President Donald Trump on Monday said that the U.S. would take out ‌Pickaxe Mountain in Iran, as he warned that ‌Washington would continue to hit the country hard.
"We're going to take out Pickaxe Mountain. Tell the Iranians to be ready," Trump said in an interview on the Hugh Hewitt Show.
"We're watching (Pickaxe Mountain) closely. We see no activity there. They're not doing well ‌with their nuclear situation. ⁠Every time we hear about it, we blow it up. So they don't like talking ⁠about it. But we'll probably give Pickaxe a shot relatively soon," Trump said.
Pickaxe Mountain, located near Iran's heavily damaged Natanz uranium enrichment facility, is a heavily fortified site that hosts two ‌deeply buried tunnel complexes that experts ******* s as beyond the reach of the most powerful bunker buster bombs in the U.S. ******* nal.
Trump earlier on Monday said the United States was reinstating its blockade of Iranian shipping in the ‌Gulf and would ensure the Strait of Hormuz stays open — for a fee — after the two sides exchanged more missile and drone attacks.

CEG trades 26% below its year-to-date start at $254 against a $360 Wall Street target, with Microsoft, Meta, and CyrusOne PPAs already locked in.
Cameco beat Q1 estimates by 38%, holds 230 million pounds under long-term uranium contracts, and partners with Brookfield on $80 billion in AP1000 deployments.
Oklo is the only SMR developer with both a site use permit and secured fuel, backed by roughly 14 GW of customer agreements anchored by Switch.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Constellation Energy didn't make the cut. Grab the names FREE today.
Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector's growth math. The EIA now models commercial data-center server electricity use growing more than 16 times above 2020 levels by 2050 in its High Electricity Demand case, with baseload sources doing the heavy lifting.

Ur-Energy Inc. (NYSEAMERICAN:URG) is one of the 8 High Growth Penny Stocks to Buy.
On June 17, 2026, Ur-Energy Inc. (NYSEAMERICAN:URG) announced the completion of its 100th shipment of U3O8 uranium concentrate from its flagship Lost Creek ISR facility in Wyoming. The milestone shipment departed the Lost Creek Plant on June 11, 2026, bringing Ur-Energy's total pounds of U3O8 shipped to more than 3.5M since operations began in 2013.
Earlier in June, Ur-Energy announced results from its Annual General and Special Meeting of Shareholders held on June 4, including the election of directors. Shareholders representing approximately 70.84% of the company's issued and outstanding common shares were represented at the meeting. BDO USA was reappointed as independent auditor, and the "say on pay" vote to approve executive compensation received 97.63% support. The advisory vote on the preferred frequency of executive compensation voting received 98.20% support for every year, and the board adopted that preference until the next "say when on pay vote" in 2032. Shareholders also approved renewal of the company's Amended and Restated Stock Option Plan.
Last month, Northland raised its price target on Ur-Energy Inc. (NYSEAMERICAN:URG) to $2.35 from $1.85 previously and kept an Outperform rating on the shares, citing increased uranium price expectations.
Ur-Energy Inc. (NYSEAMERICAN:URG) acquires, explores, develops, and operates uranium mineral properties in the United States.

Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". A copy of the letter can be downloaded here. Small-cap stocks delivered mixed results in the quarter as the market favored value stocks over growth. The Russell 2000 Growth Index fell 2.82% in the quarter, while the Russell 2000® Value Index increased 4.96%. The first quarter saw equity market volatility due to Iran strikes, boosting energy prices. The firm is optimistic that the turbulence in the market will be short-lived, with improved valuations and potential positive developments from de-escalation in the Middle East. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Carillon Eagle Small Cap Growth Fund highlighted Solstice Advanced Materials, Inc. (NASDAQ:SOLS). Solstice Advanced Materials, Inc. (NASDAQ:SOLS) is a specialty chemicals and advanced materials company that operates in Refrigerants & Applied Solutions (RAS) and Electronic & Specialty Materials (ESM) segments. On June 24, 2026, Solstice Advanced Materials, Inc. (NASDAQ:SOLS) closed at $86.66 per share. One-month return of Solstice Advanced Materials, Inc. (NASDAQ:SOLS) was 2.47%, and YTD its shares gained 78.39%. Solstice Advanced Materials, Inc. (NASDAQ:SOLS) has a market capitalization of $13.76 billion.
Carillon Eagle Small Cap Growth Fund stated the following regarding Solstice Advanced Materials, Inc. (NASDAQ:SOLS) in its Q1 2026 investor letter:
"Solstice Advanced Materials, Inc. (NASDAQ:SOLS), a diversified global advanced materials provider, performed well as it continued to establish its standalone investment case following its recent spin off from a larger industrial conglomerate. Management has effectively highlighted several underappreciated secular growth drivers that were previously overlooked by investors of the prior parent company. The company is seeing accelerating momentum in key strategic areas, including uranium conversion services, where it is the sole US provider at utility scale. Strengthening demand visibility has extended well into the future, prompting Solstice to announce capacity expansion initiatives to support sustained growth."
Solstice Advanced Materials, Inc. (NASDAQ:SOLS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 76 hedge fund portfolios held Solstice Advanced Materials, Inc. (NASDAQ:SOLS) at the end of the first quarter, up from 65 in the previous quarter. While we acknowledge the potential of Solstice Advanced Materials, Inc. (NASDAQ:SOLS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

DUBAI, United Arab Emirates (AP) — A Liberian oil tanker made its way out of the Strait of Hormuz on Thursday despite threats to shipping from Iran's paramilitary Revolutionary Guard, using a new route close to Oman's shore that has been promoted by a U.N. maritime agency.
The transit of the Stoic Warrior and the threats come as tensions rise between Iran and the United States over the terms of their interim accord aimed at permanently ending the Iran war.
From getting ships through the narrow mouth of the Persian Gulf to the future of Iran's stockpile of highly enriched uranium, the two nations are increasingly debating the terms of the deal signed last week.
Through the signing of the memorandum of understanding, the U.S. and Iran agreed to a 60-day period to iron out these and other details. Until that happens — during private talks — leaders from both countries will also continue to negotiate in public, raising the risks of derailing the shaky ceasefire in the region.
On a trip to the Middle East, U.S. Secretary of State Marco Rubio spoke Thursday with Gulf Arab officials in Bahrain, the island kingdom in the Persian Gulf home to the Navy's 5th Fleet, trying to ****** uage their concerns.

Centrus Energy (LEU) has a unique positioning as the only publicly traded, deployment-ready enricher that's positioned to fuel the future of nuclear power. LEU stock's performance has however been middling with a decline of 4% in the last 52-weeks.
However, this should not be a deterrent from considering exposure to LEU stock. On the contrary, the sideways movement provides a good opportunity for exposure as Centrus Energy positions itself to benefit from the LEU (Low-Enriched Uranium) and HALEU (High-Assay Low-Enriched Uranium) market.
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DUBAI, United Arab Emirates (AP) — Israeli Prime Minister Benjamin Netanyahu has claimed that Iran would have developed a nuclear weapon and used it on Israel were it not for the two recent wars. There is no public evidence for that ***** sment, which runs counter to those of the U.N. nuclear watchdog and U.S. intelligence agencies.
For decades, Netanyahu has made dire predictions about Iran's disputed nuclear program, most famously at the United Nations with visual aids. The rhetoric has escalated since the U.S. and Iran reached an interim peace deal this month, and as Netanyahu faces elections later this year.
Iran has always insisted its nuclear program is peaceful, even as it has enriched uranium to near-weapons-grade levels far higher than those required for civilian use. The United States and others say Iran's nuclear program had a military component until 2003.
Even before the two wars set back its nuclear program, Iran was months or years away from developing a usable atomic weapon, and there's no evidence it had chosen to pursue one. Israel is widely believed to have its own nuclear weapons.
Here's a closer look.

(By Oil & Gas 360) – The artificial intelligence revolution is creating an unexpected winner in the energy sector: uranium.
For years, uranium and nuclear energy occupied a relatively niche corner of the investment landscape, supported primarily by utilities, governments, and a handful of long-term investors. Today, that picture is changing rapidly. The rise of artificial intelligence, hyperscale data centers, and cloud computing is creating a new class of energy consumers whose demand for reliable electricity may be impossible to satisfy without a significant expansion of nuclear power.
The reason is simple: artificial intelligence requires enormous amounts of electricity.
Training advanced AI models, operating hyperscale data centers, and supporting the infrastructure behind cloud computing all consume far more power than traditional digital services, and as AI adoption accelerates, electricity demand is rising faster than many utilities and grid operators anticipated.
The International Energy Agency projects that electricity demand from data centers could more than double before the end of the decade, driven largely by AI workloads. In the United States, utilities are forecasting record power consumption as data center construction accelerates across Texas, Virginia, Arizona, Georgia, Ohio, and other key markets.

U.S. stock futures pointed to a strong start for trading on Monday, with investors expected to build on the gains recorded during the previous two sessions following news that Washington and Tehran have agreed to end a conflict that has lasted for more than three months.
The positive sentiment comes as markets ***** s the potential economic impact of the emerging agreement and its implications for energy prices and inflation.
President Donald Trump said on Truth Social that an agreement with Iran is "now complete" and announced the "toll free opening" of the Strait or Hormuz along with the immediate removal of the U.S. blockade on Iranian ports.
Trump later clarified that the Strait of Hormuz would reopen once the agreement is formally signed on Friday, allowing mine-clearing operations to be completed first.
Reports indicate that the arrangement extends the ceasefire between the United States and Iran for 60 days, providing a framework for negotiations over Tehran's nuclear enrichment programme and the handling of its stockpile of highly enriched uranium.

Uranium Energy (NYSEMKT: UEC) stock sank this week, ending the period down 12.7% even after seeing significant rebound momentum in Thursday and Friday's sessions. Meanwhile, the S&P 500 and the Nasdaq Composite both ended the week up roughly 0.7%.
On June 9, Uranium Energy published its results for the third quarter of its current fiscal year -- which ended April 30. In addition to the market's negative reaction to the earnings report, the company also saw sell-offs connected to macroeconomic and geopolitical pressures.
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In fiscal Q3, Uranium Energy posted a net loss of $0.11 per share -- a performance that came in far worse than the average ***** yst estimate's call for a loss of $0.03 in the period. The business did not record any sales in the quarter.
Along with the quarterly report, Uranium Energy said that it expected production to increase in the current quarter. Management also said that it expected a Class IV cost study to be completed in the first half of the next calendar year, potentially paving the way for an accelerated commercialization ramp.

The more generous U.S. ceasefire terms are, the more suspicious Iran becomes they’re a ruse for another attack, expert says

Iran’s regime may be wondering if an emerging deal to extend its ceasefire with the U.S. is too good to be true.
While talks are ongoing with key details still to be worked out, the outlines of a deal include Iran reopening the Strait of Hormuz and letting ships pass without paying tolls, sources told Axios. In return, the U.S. would lift its naval blockade on Iranian ports and provide some sanctions relief, allowing let Tehran to sell oil openly.
But the most contentious issues must be settled during a 60-day window for talks. That includes Iran’s uranium as well as the U.S. permanently ending sanctions and releasing Iran’s frozen ****** ets abroad, estimated at $25 billion.
The U.S. would also maintain its military presence in the region and only withdraw once a final deal is reached, Axios said. But Trump would still give up significant leverage.
“One of the problems with this approach and deciding that you will just deal with the nuclear issue later is that waiving sanctions on Iranian oil exports now will decrease, not increase, Iran’s motivation for reaching a nuclear agreement,” Eric Brewer, former National Security Council director for counterproliferation, said on X. “Also, by tying those sanctions to the Strait, you’ve lost your ability to reimpose them without a huge risk that Iran retakes control of the waterway.”

https://www.yahoo.com/news...

Barbara Scollin, grandniece of Major Gen. Kenneth D. Nichols, continues her series on his life.
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Ample reasons, most notably leadership skills, personality traits and qualifications, led to choosing General (then Colonel) Kenneth D. Nichols as Deputy District Engineer and subsequently as District Engineer of the Manhattan Engineer District (MED). In this capacity he had supervision of the research and development connected with, and the design, construction and operation of all plants required for the production of plutonium and uranium-235, including the construction of the towns of Oak

Uranium Energy Corp. (UEC) stock jumps 25%: Can this nuclear revival play sustain its rally? https://business-news-toda... #UraniumEnergy #UEC #UraniumStocks #NuclearEnergy #CleanEnergy #StockMarketGainers #EnergySecurity #ISRMining

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