A classic and widely touted investment strategy looks poised to deliver meager returns for investors in the coming years. Forecasters at Bank of America said they think the classic 60/40 portfolio — an investment portfolio split between 60% stocks and 40% bonds — was likely headed for a yearslong stretch of weak performance. The bank predicted the classic portfolio mix would return less than 1% next year after accounting for inflation, and that the portfolio would deliver a real loss of 0.1% over the next ...

Group 1 - Nuclear energy is experiencing a resurgence due to rising global power demands and the push for cleaner energy, with tech giants like Microsoft and Meta leading the charge [2][3] - Energy demand is projected to rise significantly, with Goldman Sachs forecasting a 165% increase in global data center power demand by 2030, primarily driven by AI growth [4] - The surge in energy demand is structural, linked to digital infrastructure, decarbonization mandates, and reshoring of energy-intensive manufacturing, leading to capacity shortfalls in multiple regions [5] Group 2 - Nuclear power is recognized as a clean-burning and reliable fuel source, providing steady baseload electricity without carbon emissions, unlike fossil fuels [6][7] - As global energy demands increase, particularly from data centers and electrification, nuclear energy is regaining attention as a viable power source [8] - The Global X Uranium ETF offers diversified exposure across the uranium sector, benefiting from the growing interest in nuclear energy [8]

Group 1 - The article discusses an update on the Global X Uranium ETF (NYSEARCA: URA), highlighting its performance and potential as an investment opportunity [1] - The author expresses a focus on value investing and a conservative steady-growth portfolio strategy, particularly in the energy, tech, and industrial sectors [1] - The author is currently seeking a full-time position in the financial industry, indicating a personal interest in professional development [1] Group 2 - The author has a beneficial long position in the shares of CCJ, indicating confidence in the stock's future performance [2] - The article emphasizes that the author's opinions are independent and not influenced by any business relationships with companies mentioned [2] - There is a disclaimer regarding the nature of the content, clarifying that past performance does not guarantee future results and that no specific investment advice is being provided [3]

Core Insights - The rise of artificial intelligence (AI) is significantly increasing energy demands, particularly for data centers, which are projected to double their electricity consumption by 2030, reaching 945 terawatt-hours, equivalent to Japan's annual usage [1] - Nuclear power is being reconsidered as a scalable, carbon-free energy solution to meet the continuous power requirements of AI, as existing renewable sources are insufficient [5][6] - The Global X Uranium ETF offers diversified exposure to the uranium sector, allowing investors to capitalize on the growing demand for nuclear energy without the complexities of individual stock selection [7][10] Energy Demand and AI - AI servers consume up to 10 times more power than standard servers, with data centers already accounting for approximately 2% to 4.4% of total energy consumption in the U.S. [2][3] - Goldman Sachs forecasts a 165% surge in data center power demand by the end of the decade [2] Nuclear Power as a Solution - Nuclear power is identified as the only scalable solution capable of providing the massive baseload electricity required by AI [6] - The Global X Uranium ETF tracks the Solactive Global Uranium & Nuclear Components Total Return Index, investing at least 80% of its assets in uranium-related companies [10] Investment Opportunities - The Global X Uranium ETF has delivered a 50.1% year-to-date return through July 2025, with a 1.91% dividend yield and a net expense ratio of 0.69% [11][12] - The uranium market is at a critical juncture due to the intersection of AI energy demands and climate commitments, with countries like the U.S. planning to triple nuclear power capacity by 2050 [13][16] Geopolitical and Market Considerations - The uranium industry faces geopolitical challenges, as significant supplies come from politically sensitive regions, and mining operations have long development timelines [14][16] - Public opposition to nuclear power and environmental concerns remain significant hurdles for the industry [15]