10 Energy Stocks to Buy Right Now

11 hours ago 2

George Budwell, PhD, The Motley Fool

Sun, December 7, 2025 astatine 11:20 AM CST 5 min read

  • Data halfway powerfulness request is projected to turn by 160% by 2030, creating unprecedented opportunities for vigor infrastructure companies.

  • Nuclear powerfulness is experiencing a renaissance arsenic hyperscalers question 24/7 carbon-free energy for AI workloads.

  • Natural state pipelines and turbine manufacturers are captious bottlenecks successful the contention to powerfulness the AI era.

  • 10 stocks we similar amended than Constellation Energy ›

For decades, U.S. energy request was comparatively flat. That epoch is over. The emergence of artificial quality (AI) has triggered a paradigm displacement successful planetary vigor request comparable to the concern revolution.

According to Goldman Sachs, information halfway powerfulness request is projected to turn 160% by 2030. The International Energy Agency estimates that by 2030, information centers could devour arsenic overmuch energy arsenic Japan does today. The captious origin is baseload reliability. AI models necessitate 24/7 uptime, meaning intermittent renewables unsocial volition not suffice. That world has sparked a atomic renaissance and a monolithic resurgence successful earthy state infrastructure.

A integer  atom.

Image source: Getty Images.

Here are 10 vigor stocks gathering the backbone of this AI-powered future.

Constellation Energy (NASDAQ: CEG) owns the largest atomic fleet successful the U.S., producing 24/7 carbon-free vigor -- the beatified grail for hyperscalers with net-zero targets. The institution signed a landmark powerfulness woody with Microsoft (NASDAQ: MSFT) that underpins the effort to restart the Three Mile Island Unit 1 reactor. A pending acquisition of Calpine (including debt) for astir $26.6 cardinal would adhd a monolithic fleet of earthy state plants.

NextEra Energy (NYSE: NEE) is the world's largest shaper of upwind and star vigor -- and present the institution is making assertive moves into nuclear. NextEra partnered with Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) to restart the Duane Arnold atomic works successful Iowa, with the 615-megawatt reactor targeted to travel online by 2029 and the bulk of its output contracted to powerfulness Google's information centers.

Southern Company (NYSE: SO) is simply a regulated inferior elephantine whose superior market, Georgia, has go the epicenter of information halfway maturation successful the American South. Southern has implicit 50 gigawatts (GW) of imaginable large-load maturation successful the pipeline, with astir 40 GW concentrated successful Georgia and a ample information tied to information centers.

Dominion Energy (NYSE: D) serves Northern Virginia, wherever astir 70% of the world's net postulation flows. Dominion is successful declaration talks for astir 40 GW to 47 GW of caller information halfway capableness and expects highest energy load successful its territory to emergence sharply implicit the adjacent decade.


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