URNM.AX is trading 4.23% up as uranium shares gained, with Uranium Energy Corp’s stronger fourth-quarter production and lower unit costs among the reported catalysts. - Google’s long-term Constellation agreement to fund reactor upgrades reinforced expectations for nuclear power demand. - The upgrades to existing plants are planned to add 890 MW of capacity. - Uranium-stock strength stood out against a weaker broader U.S. market, making it the more relevant explanation for the ETF’s advance.