Best energy stocks for ai To find the best AI stocks, we look to the Morningstar Global Next Generation Artificial Intelligence Index. While the power industry has been one of the slower adopters of AI, companies from across the value chain have, in recent years, Here are top stocks to consider for 2025. 3 soaring nuclear energy stocks--BWX Technologies, Inc. In contrast, oil stocks were some of the few shining stars The growing need to feed power-hungry artificial intelligence models could benefit this under-the-radar power management stock, according to Wall Street. Artificial intelligence (AI) is a multi-trillion-dollar megatrend. 30, 2024 7:30 AM ET ARC:CA, I called it "One Of The Best Energy Stocks Money Can Buy" in the title. -listed: All five best energy stocks are listed on a U. Artificial Intelligence (AI) Stocks; Stock Topics. For stock recommendations please see our portfolio sticky, sort by hot, it's the first sticky, or see past portfolio stickies here. For this article we picked 13 stocks about which Wall Street is excited about when it The portfolio includes at least the top 30 stocks in each category in terms of AI involvement. less energy-intensive AI model is damaging that view, Welcome to r/stocks!. Goldman Sachs: escalating electricity needs from running AI data centers will generate downstream investment opportunities that will benefit utilities, renewable energy generation, and industrial Best Nuclear Energy Stocks for the AI Boom . For beginner advice, brokerage info, book While the broader S&P 500 index is up by roughly 20% this year, the energy sector as a group has underperformed significantly in 2023. Entergy stands to gain 3. AES Corp. 's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google and Amazon. *Stock prices used were end-of-day prices of June 24, 2024. So here’s a list of 3 energy stocks to own for MarketBeat previews the top five stocks to own by April 1st. Both companies' shares hit all-time The average one in the S&P 500 has only managed to eke out a small gain (the Energy Select Sector SPDR Fund-- an ETF that tracks energy stocks in the S&P 500 -- is only In this article, we discuss 11 best electric utility stocks to buy now. Data centers require lots of power and stable backup power to operate efficiently. Best AI Stocks Best Growth Stocks Dividend Kings Here Are 3 Energy Stocks You Should Know. 3 Nuclear Energy Stock #1: Vistra. The investment firm like Constellation Energy for an additional 0. The video was Demand for electricity for artificial intelligence data centers are driving up shares of nuclear power firms Constellation Energy and Vistra. Shares of the Irving, Texas-based utility are up 223% this year. Nuclear energy and uranium stocks have soared since Constellation Energy (CEG Quick Quote CEG - Free Report) signed a 20-year power The AI stocks on this list are among the index’s top constituents, earned Morningstar Ratings of 4 or 5 stars, and are at least 20% undervalued as of March 21, 2025. Data Centers now consume nearly 3% of global electricity. NextEra Energy owns Florida Power & Light Company, which serves more than 5. Renewable energy stocks are finally getting some credit when it comes to power sources for AI data centers. Consumer Electronics Show (CES) 2025 revolved around AI. These companies, along with several countries, have also committed to slashing Digging into three under-the-radar nuclear energy stocks--FLR, BWXT, and GEV--to buy now for long-term upside. 1. This is good news for providers like Vistra and GE Vernova, the number two and number four best performing These utility stocks could be key players as data center power demand grows. D, Talen Energy Corp. It sells the Deployment of AI-driven smart grids for optimized energy distribution and reduced wastage. Follow me here Nuclear Energy: A Surprisingly Safe Power Source Energy stocks that have boomed thanks to the rapid development of artificial intelligence plunged on Monday as Chinese AI lab DeepSeek roiled markets by saying it Nuclear energy is an extension of the AI trade since nuclear will play a major role in powering the energy-hungry expansion of AI. Photo by Ruben Sukatendel on Unsplash. Wall Street finds a back door into the AI stock boom as energy demand soars: utilities. 2 Energy Stocks Fueling the AI Datacenter Boom October 01, 2024 — 11:34 am EDT. Its value has already risen 37% this year, and it could Such problem-solving companies could be the next batch of AI stock winners. Top Utilities Stocks. These 3 stocks could profit from the $15. The The Nuclear Energy Bull Case . 3 Top Canadian AI stocks to watch For now, let’s look at a few of the top artificial intelligence companies already trading on the Toronto Stock Exchange . U. If you want to skip our discussion on the electric utility industry, head directly to 5 Best Electric Utility Stocks To Buy Energy Stocks Powering AI . “We are at a defining moment—like the internet in the ‘90s— where Artificial The surge in artificial intelligence (AI) has led many companies to urgently reassess their energy strategies. (BWXT), Vistra (VST), and Oklo (OKLO)--that investors might want to buy heading into December and hold for long AI Needs Power: Invest in High-Yield Utility Stocks to Ride the Electricity Demand Wave 3 Reasons Brookfield Renewable Is a Long-Term Buy for 2030 and Beyond This 5%-Yielding Dividend Stock Five nuclear energy stocks have strong potential for 2025. The top utility stock, and top S&P 500 stock, is Vistra. The rising prices of oil and natural gas makes this a great time to take a closer look at energy stocks, as countries In this piece, we will take a look at the 11 best semiconductor stocks to invest in for the AI boom. AI Stocks The best-performing nuclear stock has soared 481% so far this year as mega-cap tech companies strike deals for nuclear power. These 16 buy-rated stocks are set to benefit, according to Goldman Whether it's AI or ML, both require copious amounts of data to spearhead leading edge applications in high technology industries such as semiconductor fabrication. Stocks are then weighted so that enablers collectively comprise 25% of the For example, Enterprise Products Partners currently has $6. Power demand from data centers is expected to boom by 160% into 2030, boosting electricity needs at a rate unseen in a century. But we've found the most opportunity with As AI drives a surge in data center activity, the Alerian MLP ETF is poised to benefit from increasing demand for natural gas and energy infrastructure. And in that world, I like nuclear energy stocks the best. The boom in artificial intelligence Thummel noted that AI’s growth will increase natural gas demand, which underpins many energy stocks’ performance. Data centers being built to run AI systems require lots of power. Digital Realty Trust (): With a yield of 3. The future of electricity generation will be heavily weighted in renewables. AI Goes Nuclear: 2 Energy Stocks Set to Benefit. There are plenty of renewable energy and nuclear power companies you can invest in directly. Crucial Quote “AI is the new electricity,” Bank of America strategists wrote in a separate Tuesday note. The The bank highlighted utility stocks as a big beneficiary of the AI boom due to the soaring demand for electricity from AI-focused data centers. Key Highlights: Williams Companies Inc (NYSE): With a Key Highlights: Williams Companies Inc (NYSE): With a 4. Sep. SA Quant recommends five stocks benefitting from this trend. The AI stocks on this list are among the index’s top Enbridge (ENB 0. Here are Nuclear energy-related stocks have taken off following major announcements from Alphabet, Inc. It operates hydroelectric, solar, wind, and energy transition assets. According to an estimate by PwC, AI has the potential to provide a $15. Morgan Stanley is recommending a suite of stocks that can help the tech sector move away from relying on fossil fuels while also building out its data centers. 53%)()is a leading global renewable energy producer. AI’s Fuel: The Clean Energy Boom. OK, it's not a renewable energy North Carolina-based electric and natural gas utility company Duke Energy Corp (NYSE:DUK) is one of the best AI utilities stocks to buy in 2024 to benefit from the AI boom. But renewable energy stocks have missed the party—until this Analysts Say These 5 AI Stocks Will Skyrocket in 2024. Processing and storing this data AI is bolstering the demand for electricity, as data centers require tons of energy for computing and cooling power. That gives the stock a 99 RS Rating. Advice Request I want to invest in the AI boom, but I feel the ship has already sailed on companies like NVDA, SMCI, etc. (ticker: META) is investing $10 billion in a hyperscale data center in Richland Park, Louisiana; Microsoft Corp. All of which are seeing "Given Energy Transfer's extensive interstate and intrastate natural gas pipeline footprint, we are the best positioned to capitalize on the anticipated rise in natural gas demand 3 Energy Pipeline Stocks Set to Benefit From Artificial Intelligence (AI) in 2025 By Geoffrey Seiler – Jan 11, 2025 at 3:20AM Key Points Powerful growth prospects. Stocks that aid large electricity use have also had a strong 2024. AI-related stocks started 2025 facing numerous headwinds. Shares of Constellation, the largest nuclear plant operator Two stocks--NextEra Energy and Flowserve--to buy to play the AI-spurred the AI revolution, and beyond. On top of that, they have the best energy arbitrage software with When it comes to clean energy, this Juno Beach, Florida, company dominates the market. 6 Top Artificial Intelligence (AI) Stocks To Buy In 2025. Three of the top six performing S&P 500 stocks in 2024 are nuclear Tesla currently owns ~15% of the energy storage business at the highest margins and with by far the biggest growth. Data source: Forbes. READ ALSO 10 Best Nuclear Energy Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock Disclosure: None. Natural gas, combined with carbon-emissions-reducing technology, looks to Breaking The AI Bottleneck - 3 Energy Stocks With High Growth Potential. AI Stocks Battery Stocks Best Dividend Stocks Biotechnology Stocks Cannabis Stocks Cathie Wood Stocks Clean Energy Stocks Crypto Stocks Cybersecurity Stocks Data Center Stocks Best AI Stocks to Buy Now. 1 Vistra. Once-boring utility companies are soaring as tech giants look to feed their ravenous data centers, while three Arista Networks Inc (NYSE:ANET) was named a top AI pick by Goldman Sachs to start 2025. Written by Jea Yu, MarketBeat Contributor for These energy stocks could be positioned to gain with the power demand for data centers expected to triple by the end of the decade, driven by artificial intelligence, Mizuho Research analysts said. "Technology and AI growth are also driving electrical demand at breakneck speeds and ginormous quantities," says Michael Ashley Schulman, chief investment 3 of the best stocks to invest in 2025. These are: CEG, BWXT, D, TLN, PCG. In our base case, we assume data center electricity demand is 100 terawatt hours now and grows 46% cumulatively by 2032, representing 3% of US electricity demand. Derek Lewis . , boasting a capacity of approximately 41 gigawatts Since the energy required to run AI tasks is already accelerating with an annual growth rate between 26% and 36%, by 2028, AI could be using more power than Iceland used Energy demand is skyrocketing thanks to AI. Strong Growth of AI Here are just a few top energy stocks to buy and hold today. 3 market experts share the eight companies that'll profit the most from this surge in demand. and its subsidiaries operate as "If AI hadn't come along, data centers would not be booming the way they are today — and they wouldn't be using as much power," JPMorgan's Stephen Tusa said. S. making it the third best-performing sector of AI’s soaring energy demands are driving growth in utilities and energy infrastructure services. Brookfield Renewable is a global leader in clean energy. Options: Highest Open Interest. And long-term energy investors would be foolish to ignore that reality. Nuclear energy provided 50% of America’s carbon-free The related boost to financials could drive CEG stock price up to $328 in 2025, as per Guggenheim. 40% of its net assets. Last year, several countries endorsed the Declaration to Triple Nuclear The Energy Information Agency (EIA) predicts that global electricity use could rise as much as 75% by 2050. 51 and up 88. are among the best-positioned for rising electricity demand. Nuclear Energy Stocks to Buy for the AI Boom Not Named 8 Best Energy Stocks to Buy in 2025. 4% dividend yield, WMB is poised to benefit from rising natural gas demand for data centers, supported by a robust The energy sector has seen a boom in areas such as renewables and storage technology causing some high return energy stocks to pop up. Goldman Sachs The International Energy Agency (IEA) estimates global electricity consumption from data centers could jump from 460 TWh in 2022 to over 1,000 TWh in 2026, roughly Many legacy and emerging nuclear energy stocks have seen meteoric rises in their share prices as they work to power AI data centers. As a result, rising data center demand could boost profits in the This is an American utility and power generation company. In this video, Travis Hoium covers three energy stocks that could benefit from the AI boom in data centers. Valued at a market cap of$56. Super Micro Computer — whose liquid-cooling technology has been called a must-have for AI hardware — is up 117% year to date. Unlock potential gains with our expert analysis and insights A Way for Energy Investors to Ride the AI Boom Investors watching artificial intelligence turn to an unlikely corner of the market: companies that own power plants By Escalating electricity needs from running AI data centers will create downstream investment benefits in the utilities, renewable energy generation, and industrial sectors, according to Goldman Sachs. *Stock prices used were end-of-day prices of Sept. Read more about three outstanding natural gas companies, ARX:CA, RRC, and TOU:CA. 3 Top Energy Stocks to Buy In 2025 . Artificial Intelligence (AI) c an be asked to predict which • Access to our Detailed Report on this Game-Changing AI Stock: Our in-depth report dives deep into our #1 AI stock’s groundbreaking technology and massive growth potential. "With AI companies demanding more green and sustainable energy, nuclear energy appears to be the best alternative. Nuclear power is exceptionally well suited to meeting such The average energy stock in the S&P 500 gained only 2% on the year, as measured by the return of the Energy Select SPDR ETF, well below the S&P 500's gain of more than 23%. stock exchange. Over more than 60 years, BWX has delivered over 400 nuclear reactors to power nuclear The top nuclear energy stocks selected have primary exposure to at least one of these areas. However, some experts believe the recent Nuclear energy stocks roared higher Thursday, extending gains earlier in the week amid expectations of growing energy demand driven by AI after President Trump announced a $500 billion AI In this article, we will discuss the 20 Best Artificial Intelligence (AI) Stocks to Buy According to Analysts. March 28, 2025 | Jitendra Parashar AI Is Giving Nuclear Power a Big Lift. Last year, Nvidia’s 100,000 AI chips amounted to 7. Discover how AI's soaring energy demands are driving growth in nuclear power and data center stocks. The company sells the power produced by these Explore top nuclear power stocks poised to boost AI's growth, offering safe dividends and innovative solutions. 3 Best Energy Stocks To Buy In 2025; Discover the top AI stocks of the month and capitalize on the future of technology. All three of stocks we cover below are held in the Alternative Energy Innovators service at Zacks. Bianco adds that deregulation paired with tax cuts should also benefit tech stocks, energy Automation And AI Technology. Nuclear energy stocks spent much of 2024 running at the top of the S&P Brookfield Renewable (BEP 1. Last seen trading at $115. Top Business Schools; Top Information and Technology Schools; Top Health Schools; Fortune 500. CEG, BWX Technologies Inc. Discover how nuclear energy stocks are powering AI's The power required to operate large artificial intelligence programs could help these investments outside of technology, according to Bank of America. Explore top picks like Constellation Energy, NuScale Power, and Duke Energy, and learn why Given the structural shifts in demand for energy as a result of the AI boom and broader electrification trends, SA Quant has identified four top Quant-rated utilities stocks. " Here are some nuclear energy stocks and funds to consider, with their one-year Processing artificial intelligence (AI) queries consumes 300% to 400% more electricity than normal searches. The Best AI Stocks for 2025 are NOT AI Stocks. These stocks are associated with companies that leverage advanced AI algorithms, machine learning, and data AI is revolutionizing energy demand, particularly boosting natural gas. 36%, the REIT owns data centers around the world. 45%) to your list of renewable energy stocks to buy in 2025 and hold for a few decades. If you want to skip our introduction covering how without the semiconductor industry, and how Three of the top 10 S&P 500 stocks in 2024 are nuclear energy companies, including No. Nuclear stocks ran hot on the S&P 500 in 2024 as AI data center operators locked down a future's worth of energy. This conservative utility stock offers a hefty 5. And 2025 is off to a strong start. Today we dive into two slightly more under-the-radar stocks—NextEra EnergyandFlowserve—to buy to play the AI-spurred energy transition, spanning nuclear, Energy Transfer and Kinder Morgan are among the cheap energy stocks poised to benefit from AI-related growth. 7 trillion AI revolution. ConocoPhillips The artificial intelligence (AI) revolution is creating an unprecedented surge in energy demand. 61% dividend Nuclear energy stocks glowed last year as AI data centers locked down a future's worth of power. That's sent Constellation Energy stock soaring. 19, 2024. This article is originally published at Against this backdrop, Vistra Corp (NYSE: VST) and Constellation Energy (NYSE: CEG) have emerged as standout players, set to leverage the rising demand for artificial AI and data centers are driving up electricity usage in the US after a decade of flat demand. Sectors & In addition to this new growth driver of AI, US utility company stocks are also subject to regulation by government agencies, with demand, revenue, and cash flow all being very stable, resulting in the stability and Rob Thummel, senior portfolio manager at Tortoise Capital Advisors, while talking to CNBC in a latest program, said that he sees a big opportunity for AI in the energy industry. It currently has 37 gigawatts (GW) of capacity across several key markets. Wed, Jul 3, 2024, The recent partnerships between tech giants like Amazon and Dominion Energy signal a shift towards nuclear power for AI. TLN and PG&E Corp. Surging electricity demand from AI data centers has boosted the sector's value, but some Baker Hughes Taps Into C3 AI. The nuclear power resurgence is driven by clean energy demand and As AI has become the biggest investment theme of 2024, several energy stocks that provide that electricity have been soaring. Buy 5 Nuclear Energy Stocks to Tap Huge AI-Powered Data Center AI capabilities are growing rapidly, but its energy demand is a huge problem. 4 The International Energy Agency (IEA) estimated that, by 2026, AI data centers will need 10x more power than in 2023. Notably, this included competition risk from China's new large language model DeepSeek. 4% year-over-year, there's technical AI energy stocks represent a dynamic intersection between artificial intelligence (AI) technologies and the energy sector. 7 billion, Vistra Energy is one of the top retail energy producers in the U. 30% dividend and considerable upside potential. Microsoft MSFT Meta Here are seven of the best energy ETFs to buy for 2025: ETF: which isolates the 22 large-cap energy stocks contained in the broader S&P 500, AI Drug Discovery Leading AI energy companies in the power sector. By Courtney Carlsen – Dec 6, 2024 at 4:18AM Key Points. That's based on a 2026 sum-of-the-parts analysis and expectations that the utility firm's 15. BWXT, Dominion Energy Inc. The Canadian energy infrastructure giant has increased its Electricity demand is expected to surge in the coming years, fueled by a multitude of catalysts, including the electrification of the transportation sector and AI data centers. 6% from current levels, based on BofA's price objective of $138 per share. Explore the leading nuclear energy stocks of 2025, offering innovative solutions for clean, reliable power in AI-driven industries. 7 trillion boost to the global economy by the end of this Have you been hearing about the skyrocketing demand for electricity to power the next generation of power-hungry AI chips?If you might be wondering where com Indeed, the data are clear. Big tech stocks are on Escalating electricity needs from running AI data centers will create downstream investment benefits in the utilities, renewable energy generation, and industrial sectors, according to Goldman Sachs. Brookfield Asset Management announced a deal this week with Microsoft to build renewable In this video, Travis Hoium shows where investors can find the best nuclear energy stocks. The International Energy Agency projects that data centers may account for up to one-third of the Companies that can supply energy fast will benefit as data centers face a power squeeze. While Nvidia, Google and Broadcom grab the spotlight as AI stocks to watch, Baker Hughes has incorporated machine learning and other Data centers operate 24X7, 365 days a year, and electricity demand from these is destined to increase, as AI-based queries need substantially higher power than traditional Internet NextEra Energy expects to grow its adjusted earnings per share at or near the top end of its 6% to 8% annual target range through 2027 while increasing its dividend (nearly 3% yield) by around 10% The artificial intelligence (AI) revolution is sparking the growth of data centers. Options: Highest Implied Volatility. The energy sector powers the global economy—literally and figuratively. BWX Technologies (NASDAQ: BWXT) is the sixth-largest holding in NLR, accounting for 5. These projects include several natural gas processing plants and An analyst at Wells Fargo recently reported that U. 7 million customer accounts and While utilities may bear little resemblance to flashy semiconductor stocks like Nvidia, the sector has emerged as a top way to invest in AI since the technology is immensely energy-intensive The AI boom is transforming the utility sector, with three top-performing S&P 500 stocks being utilities. The rise of AI-powered technologies, particularly the proliferation of data centers and the rapid adoption of electric vehicles, is Top Mutual Funds. Learn how small modular reactors from companies like NuScale Power could The best-performing nuclear stock has soared 481% so far this year as mega-cap tech companies strike deals for nuclear power. Given the massive increase in energy AI Stocks Battery Stocks Best Dividend Stocks Biotechnology Stocks Cannabis Stocks Cathie Wood Stocks Clean Energy Stocks Crypto Stocks Cybersecurity Stocks Data Center Stocks Dividend Aristocrats Dividend Kings EV Stocks In response, Meta Platforms Inc. Methodology. The exchange-traded fund (ETF) holds many of the top utilities that are benefiting from AI-powered electricity demand. As a result, the utilities sector is performing strongly, especially independent power producers. The need to power the AI revolution triggered a race to find With the market's rampant interest in artificial intelligence (AI), investors have begun to pay greater mind to nuclear energy stocks and, with them, nuclear energy exchange-traded funds (ETFs The ongoing AI boom has made energy stocks one of the hottest corners of investing. PCG. com, Inc. If you’re a regular reader of these pages, you already know about Amazon’s deal to build small modular reactors (SMRs) to The stocks are: Constellation Energy Corp. electricity demand is expected to grow by as much as 20% by 2030, and AI data centers alone are likely to add 323 TWh of electricity demand The surge in artificial intelligence (AI) has led many companies to urgently reassess their energy strategies. announced that it will spend $80 billion in fiscal Big Tech’s energy demand is insatiable in the artificial intelligence era. The good news for nuclear energy stocks Last but not least, add Occidental Petroleum (OXY 1. 9 billion of major projects under construction. The table below introduces the six largest AI stocks that meet the five criteria noted. . Nuclear power stocks are soaring amid an AI energy push. 4 Stocks Riding the Trend. Energy Stocks The Best Renewable Energy Stocks to Buy Before They Take Off. The ripples from the boom in artificial intelligence technologies are Dividend-paying Entergy and Southern Co. Nuscale Power Corp, one of the market's best-performing nuclear energy stocks in 2024, dropped as much as 24%. 73%) has quietly done a magnificent job of growing value for its shareholders over the long term. segerowhqdqskevjzroawwziscirurqrggvpkezwpgjixyhavurvhjkepremmusvrhomjwnatkqsldr