NLR is trading 4.3% up today as the NLR ETF benefits from a sector-wide rally in nuclear energy names driven by energy-security demand and AI power needs.
- Broader pre-market sentiment is supportive, with Nasdaq-100 futures up 1.14% and S&P 500 futures higher, helping risk assets and utilities-related clean power themes.
- The rally follows an ongoing rotation into nuclear ETFs after a repricing of energy security, with gains amplified by key holdings like Cameco, Constellation Energy, BWXT, and Oklo.