Energy Stocks

The U.S. just awarded $2.7B to uranium enrichment firms. Here's what it means for nuclear stocks, AI power demand, and investors in 2026.

Last year was extraordinary for investors in critical resources. Lithium miners advanced 59%. Uranium advanced climbed 59%. Copper miners advanced 88%. Gold miners advanced 152%. And silver miners took the gold medal by advancing 162%.

As we head into 2026, we can look at the chart of the Range Nuclear Renaissance ETF (NUKZ) and say, “It’s still a bull market in nuclear energy investments.”

The critical resource industry is in a bull market. The latest evidence: Canadian stocks recently climbed to all-time highs.

AI data-center demand is soaring, and NextEra Energy plans massive new capacity to meet it. Here's what investors need to know, and whether NEE is a buy today.

This week, Quanta Services (PWR) reached a new all-time high, reminding us that the Power Grid Upgrade megatrend is an area of great opportunity.