Hello – Nuclear power is shifting from a distant promise to an immediate growth story. U.S. energy plans call for tripling reactor capacity over the next 25 years, and major data-center operators are already reserving small modular reactors (SMRs)to secure reliable, low-cost, carbon-free power. To help investors get ahead of this accelerating trend, we’ve released an updated report: 7 Top Nuclear Stocks to Buy Now. Inside, you’ll learn about: -
The only U.S. company licensed to produce next-gen HALEU fuel—a critical component for SMRs and advanced reactors -
The SMR developer already contracted for two gigawatt-scale data-center projects in Ohio and Pennsylvania -
An all-in-one ETF that bundles utilities, uranium miners, fuel suppliers, and breakthrough innovators into a single trade These seven names give you exposure to uranium mining, fuel enrichment, reactor construction and the steady cash flow of government contracts—all in one concise, easy-to-read guide. 👉 Download your complimentary PDF now. No cost, no strings—just timely research before the mainstream spots the opportunity. Let’s get you ahead of the trend, Matthew Paulson
Founder & CEO, MarketBeat P.S. Regulations can slow nuclear projects, but early investors could ride this multi-decade tailwind for years. Grab the list now and decide which of these seven leaders earns a place in your portfolio.
This Week's Exclusive Article What a Gold Miner and an Oil Trust Reveal About Today's MarketAuthor: Jessica Mitacek. Article Posted: 3/20/2026. 
Key Points - As the bull market enters its fourth year, investors are abandoning underperforming tech stocks in favor of energy and materials, which are significantly outperforming the broader S&P 500.
- A weakening U.S. dollar, aggressive tariff policies, and escalating Middle East conflicts are driving a flight to safety, fueling a massive rally in commodities like oil and gold.
- Stocks like Vista Gold and Permian Basin Royalty Trust signal that the commodity run is broad-based, supported by strong profit margins and favorable technical indicators.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
During healthy bull markets, investors routinely embrace risk-on strategies. High-flying tech stocks tend to outperform while defensive sectors and safe-haven assets are often disregarded. But in 2026 we're seeing the opposite. Now in its fourth year, the bull market has likely entered its late stage. The Magnificent Seven continue to underperform, software stocks are suffering some of their worst losses since the previous bear market, and investors are embarking on a flight to safety that has benefited cyclical and defensive investments. That has produced outsized gains for two sectors: energy and materials. The last time either sector led the S&P 500 was in 2021, when energy topped the index in the lead-up to the last bear market, and again in 2022, when energy led throughout the bear market. Now, evidence suggests these sectors may keep their market-leading gains this year, illustrated by a gold development company and an oil-and-gas trust that are mirroring the trend. Macro Factors Continue Rewarding Underappreciated Sectors Energy leads all S&P 500 sectors with a year-to-date gain of nearly 28%, followed by materials at roughly 10%. The broader market, by contrast, is down more than 3% on the year, with financials trailing at an 11% loss. That's hardly a coincidence. The U.S. Dollar Index remains down more than 8% since January 2025. The Trump administration's tariff policies have helped fuel a "sell America" trade, and ongoing uncertainty has produced outflows from U.S. equities in favor of foreign markets. Additionally, consumer confidence has plunged to its lowest level in more than a decade, the labor market has weakened, and geopolitical instability has disrupted global markets from energy to agriculture. In turn, speculative sectors are suffering while energy and materials—driven by absolute demand—continue to thrive. Two companies offer clues that the current macro environment may support more of the same. Vista Gold Suggests the Precious Metal Rally Has Legs Gold prices jumped when the United States and Israel began coordinated military operations against Iran on Feb. 28, further propelling the precious metal's price. Even before the latest escalation, heightened market volatility, trade uncertainty and pre-emptive military actions associated with the Trump administration had already been boosting gold prices. Investors should expect more of the same going forward, as evidenced by Vista Gold (NYSEAMERICAN: VGZ), a small-cap gold development company that reported full-year and Q4 2025 results on Friday, March 13. As a development company, Vista Gold is pre-revenue, so its Q4 earnings per share (EPS) of negative 6 cents wasn't the headline. More notable was that the company ended 2025 debt-free. Vista Gold also finished the year with a strong cash position and had raised nearly $42 million to advance the Mt Todd gold project in Australia's Northern Territory—a large, advanced-stage project with "measured and indicated gold resources totaling 9.1 million ounces," according to the company's website. The biggest takeaway was the company's confidence in progress at Mt Todd. With a projected 30-year mine life, Mt Todd offers significant scale and promising economics. A feasibility study last year reported 5.2 million ounces of proven and probable reserves and demonstrated attractive returns for a development sized at 15,000 tonnes per day (5.3 million tonnes per year). The stock, which gained 172% over the past year, illustrates the renewed bullishness in the gold industry in 2026. Vista Gold forecasts an after-tax payback period of 1.7 years and an after-tax internal rate of return of 44.7%. Permian Basin Royalty Trust Indicates That Energy's Run Has Just Begun The outbreak of war in Iran has roiled oil markets, with the fallout being felt from the gas pump to utility bills. That has benefited the oil majors, with ExxonMobil (NYSE: XOM), Chevron (NYSE: CVX), and Shell (NYSE: SHEL) all recently hitting record highs. Lower in the energy hierarchy, trusts like Permian Basin Royalty Trust (NYSE: PBT) show the rally is broad and likely nascent. Amid speculation that oil prices could reach $200 per barrel, the key story with Permian—similar to Vista Gold—is less about past results and more about future expectations. Despite the stock climbing 106% over the past year, there is likely more in store for shareholders as its margins remain strong. According to an SEC filing last month, the trust— which holds royalty interests in oil and gas properties in the Permian Basin in West Texas—reported a profit margin of more than 87% on its Texas Royalty Properties. That Feb. 17 announcement came before the Iran conflict escalated later that month, meaning PBT's net income is very likely to increase from the average price per barrel it saw in February. At the time, the trust cited oil prices of $56.78 per barrel. Today, West Texas Intermediate (WTI), the U.S. crude benchmark, is trading at $95.48 per barrel. On March 10 the stock crossed above its 200-day moving average—a bullish long-term indicator that suggests further upside, bolstered by a tightening global oil supply. Fundamentally, Permian Basin is operating in strong financial health, ranking in TradeSmith's Green Zone for over nine months. Taken together, Vista Gold and Permian Basin Royalty Trust provide concrete examples of how macro forces — from geopolitical risk to a weaker dollar — are currently supporting materials and energy, and why those sectors may continue to lead the market in 2026. | 
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