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Just For You 2 Under-the-Radar Energy Stocks to Watch for AI Demand in 2026Reported by Chris Markoch. Article Posted: 12/30/2025. 
In Brief - Data center expansion is outpacing grid capacity, creating demand for alternative power solutions like LNG microgrids and next-generation nuclear systems.
- New Fortress Energy offers a scalable, near-term way to meet data center power needs through modular LNG infrastructure and on-site generation.
- Nano Nuclear Energy is a high-risk, early-stage play on microreactors that could deliver carbon-free baseload power for AI and cloud facilities in the future.
We’re heading into a quiet stretch for stocks. Earnings season has wrapped up, and as we move into 2026 investors should expect continued uncertainty. Despite that volatility, artificial intelligence (AI) is likely to remain central to market narratives. Energy sits at the heart of AI infrastructure, which is why certain energy stocks could outperform. Silver has already made one of the strongest moves in the commodities market this year, and demand from industries like EVs, aerospace, AI hardware, and solar continues to accelerate. With supply growth struggling to keep pace, this is the type of setup that historically leads to sharp, fast revaluations — long before the mainstream headlines catch on.
That's why we created a new Silver Wealth Guide outlining the forces driving this breakout, how industrial demand is reshaping the market, and the steps investors can consider before silver becomes the next front-page story. Get the Silver Forecast Now Data centers have a voracious appetite for power. This isn’t just about quantity; it’s about reliability. Feeding data center infrastructure requires 24/7 power, and the current electrical grid often can’t meet that demand. That’s why hyperscalers are exploring alternative approaches. Two areas of the energy sector to watch are natural gas, which represents the present, and nuclear energy, which could represent the future. Hyperscalers such as Amazon.com (NASDAQ: AMZN), Microsoft Corp. (NASDAQ: MSFT) and Alphabet Inc. (NASDAQ: GOOGL) are treating natural gas as a preferred bridge fuel because it helps ensure uptime, reduce power costs, and avoid multi-year delays tied to utility interconnection. Natural gas, however, is not truly a “clean energy” source. Nuclear energy is trending as a potential power source of the future and is a low-carbon option. The U.S. has been wary of new nuclear build for decades, and constructing nuclear infrastructure takes time. Nevertheless, momentum is growing, and several companies are positioning themselves to meet future demand. Below are two energy stocks that may have flown under the radar this earnings season but deserve a closer look. New Fortress Energy: LNG as the Bridge Fuel for Digital Infrastructure New Fortress Energy (NASDAQ: NFE) sits at the intersection of two accelerating themes: rising global liquefied natural gas (LNG) demand and the power needs of data center expansion. The company operates a vertically integrated model: it sources LNG, converts it into power, and delivers it through modular terminals. That approach addresses a growing bottleneck in many emerging markets: the lack of reliable electricity for industrial and digital infrastructure. As LNG is positioned as a “bridge fuel” in global decarbonization efforts, NFE’s assets across the Caribbean, Latin America and Europe could generate margin expansion through long-term contracts and pricing leverage. The emerging catalyst for NFE, though, is domestic growth. U.S. utilities and data center developers are increasingly exploring LNG and on-site gas power to bypass grid congestion. Execution has been uneven, and leverage remains a concern, but if management continues to deliver on its project backlog, NFE could evolve from a niche LNG logistics player into a scalable power platform with asymmetric upside. That said, New Fortress is a speculative, low-priced stock trading at $1.14 as of this writing. The company is not profitable and has reported year-over-year revenue declines. It is covered by nine analysts with sentiment roughly split among buy, hold and sell ratings. The consensus price target of $7.88 may attract speculative investors willing to accept higher risk. Nano Nuclear Energy: A High-Risk Gateway to Microreactors Nano Nuclear Energy Inc. (NASDAQ: NNE) is an under-the-radar name in the microreactor space, a segment of nuclear power focused on modular, mobile and decentralized deployment. It could be a compelling speculative play. Commercial revenue is still years away, but demand drivers include military energy resilience needs and power shortages at AI/data center sites. The company’s microreactor concepts—KRONOS MMR, ZEUS and LOKI MMR—aim to deliver sub-50-MW systems small enough for remote industrial sites, mining operations or edge data centers where grid capacity is limited or nonexistent. The opportunity is significant if regulatory momentum continues and meaningful partnerships form. Still, investors should treat NNE like an early-stage technology bet: there is a high risk of shareholder dilution, and long development cycles are likely. For investors with a higher risk tolerance, Nano Nuclear offers exposure to the possibility that nuclear energy becomes a major pillar of off-grid, carbon-free baseload power. Nano Nuclear’s most recent earnings report (Dec. 18) showed a loss per share of $0.19, a 39% improvement from the same quarter a year earlier. Still, the company remains speculative and is not yet generating revenue.
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