Data center and AI buildouts are creating opportunities for companies like Vistra, Oklo and Bloom Energy.
Given the resurgence of nuclear energy, Cameco’s uranium business appears to be well positioned.
Infrastructure provider Enbridge has a pipeline network long enough to circle the Earth more than once.
10 stocks we like more than Oklo ›
Energy is the driving force that drives the economy. And with data centers and artificial intelligence increasing demand for electricity, the sector is set for a streak of immense growth. If you’re looking to cash in on that rally, here are five energy stocks worth a $100 investment.
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vistra(NYSE: VST) is one of the largest competitive power generators in the U.S. It provides electricity through a diversified fleet of generation assets, including coal, solar, natural gas and nuclear power, to about 5 million customers in 20 states.
For Vistra, the emphasis is on competitive. Unlike regulated utilities, which earn a fixed rate of return approved by regulators, Vistra sells electricity directly into competitive wholesale markets. This means you can benefit from market spikes and increased electricity demand. On the other hand, it also means that Vistra has no guaranteed income, making its earnings more volatile than traditional utility stocks.
The growth thesis is simple: Because electricity is rising in some of Vistra’s major markets, including the Mid-Atlantic and Texas, driven in part by rapid construction of data centers, the company is in an enviable position to profit when energy prices rise.
Enbridge(NYSE: ENB) is a powerhouse of North America’s energy infrastructure. Not only does it move about 30% of the crude oil produced in North America, but it also operates the world’s longest oil and gas pipeline.
Fun fact: Enbridge’s pipeline network is long enough to circle the Earth more than once. But that’s not the only curious fact I’m referring to here.
Another is that the company has increased its dividend for 31 consecutive years. The 3% increase (in Canadian dollars) brings the quarterly dividend to C$0.97 per share, or approximately C$3.88 per year. This makes it ideal for dividend investors who are willing to trade explosive upside in exchange for consistent dividend growth.
Oklo(NYSE: OKLO) is a high-growth nuclear startup that is designing microreactors. And not only any microreactor, but one with a “powerful” design that seems perfect for AI data centers.
In fact, Sam Altman has been an early supporter of Oklo and was once chairman of the board. Excitement around the company’s potential has sent shares soaring in 2025, with shares trading above $190 at one point, representing a monstrous 787% gain for the year.
However, since about mid-October, the nuclear stock has come back down to Earth, although shares are still up more than 300% from last year.
For interested investors, the big caveat right now is Oklo’s pre-commercial status. The company has big plans but there is no revenue to show for it. It does not have an operating reactor or a Nuclear Regulatory Commission license to deploy its power plants at scale. And while it works to obtain that license, the cash burn in the meantime will undermine its roughly $1.2 billion liquidity.
As such, the company is a speculative play on the future of energy, by no means a core position.
Based in Canada cameco (NYSE: CCJ) It is among the largest uranium miners and refiners in the world. In fact, the company’s main assets (the McArthur River and Cigar Lake mines) contain some of the highest quality uranium deposits in the world, with relatively low production costs associated with them.
While Cameco’s experience in uranium dates back some 60 years, it’s only in the last year that its stock has really taken off. Part of that shift is a renewed push toward nuclear power to meet the electricity demands of energy-hungry AI.
The uranium market, without a doubt, is notoriously cyclical and Cameco is not immune to it. However, the company has an advantage: some of its long-term contracts have a price floor built in, which can protect it from downsides. These same contracts usually have a price. ceilingtoo, which could limit your profits.
flowering energy(NYSE: BE) is designing advanced solid oxide fuel cells. These fuel cells can convert natural gas into electricity through an electrochemical process instead of combustion.
It’s an intriguing clean energy solution and the company already has some big-name buyers, including FedEx, Walmart, Aim, house depositand Oracle. The company also posted record revenue in recent quarters and improved margins, helping it become profitable in 2025.
Each of these five stocks offers a way to capture the growing demand for electricity. For investors who prefer not to pick their stocks, a clean energy exchange-traded fund (ETF) is another option.
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Steven Porrello has positions at Oklo. The Motley Fool ranks and recommends Cameco, Enbridge, Home Depot, Oracle, Target and Walmart. The Motley Fool recommends FedEx. The Motley Fool has a disclosure policy.
5 Obvious Energy Stocks to Buy with $100 Right Now was originally published by The Motley Fool
