Entergy Corporation

Lattice Semiconductor Corporation

Signet Jewelers Limited

Lincoln Electric Holdings, Inc.

They include a chipmaker, a nuclear-plant operator, a welding-equipment supplier, and a jewelry chain

Jefferies picks four cheap SMID-cap stocks likely to outperform next year

Sibanye Stillwater Limited

Lynas Rare Earths Limited

Range Resources Corporation

Active negotiations between the US and China, sanctions policy and the US shutdown determine the composition of the portfolio in November. Alexander Orlov, Managing Director of Arbat Capital, proposed a strategy that balances both investors' expectations and the results of specific companies.

Where to invest $10,000 in November: Between America and China

Cameco Corporation

National Atomic Company Kazatomprom JSC

Cameco's capitalization is three times higher than that of Kazatomprom, the world uranium market leader

BofA raised its benchmark on shares of the West's largest uranium producer

WEC Energy Group, Inc.

Talen Energy Corporation

Alliant Energy Corporation

Edison International

Dominion Energy, Inc.

PG&E Corporation

NRG Energy, Inc.

Barclays has named three energy companies that the bank's analytical team is wary of ahead of the publication of their reports. These are U.S. energy suppliers WEC Energy, Alliant Energy and Talen Energy. Since the beginning of the year, their shares have risen in value by 22%, 15% and 98%, respectively. They are trading near all-time highs, thanks in part to rising energy demand from data centers. Of the three, WEC Energy is the first to report on Oct. 30, Talen Energy on Nov. 5 and Alliant Energy on Nov. 6.

US energy companies reporting: 3 issuers Barclays is wary of

Constellation Energy Corporation

Sempra

The bank's favorites were Constellation Energy and Sempra, which could benefit from long-term growth in electricity demand

AI is fueling energy demand. Wells Fargo names two main beneficiaries

Uranium Royalty Corp.

Uranium Energy Corp.

Shares of several nuclear companies rose sharply in trading on October 28 thanks to the agreement of the U.S. Department of Commerce, which involves investments in the construction of nuclear reactors worth at least $80 billion.

The U.S. will build $80 billion worth of nuclear reactors in the U.S. Which stocks benefit?

The outcome of the next stage of the global race for supremacy in the field of artificial intelligence will be determined not by algorithms and semiconductors, but by electricity. And here China has a clear advantage. Western tech giants emphasize closed, capital-intensive models that require huge computing power. China has opted for open-source AI models and is actively building renewable and nuclear power capacity, positioning itself for mass adoption of powerful AI technologies, but without the high costs. Jeffrey Wu, Director of MindWorks Capital in a column for Project Syndicate writes that these differences are fundamental.

Electricity will decide the fate of the AI race: How China is turning energy into intelligence

Quantum Computing Inc.

The Boeing Company

GE Aerospace

RTX Corporation

NVIDIA Corporation

Oracle Corporation

Oklo Inc.

The 27 priority subcategories of the investment bank's program included, for example, quantum computing

JPMorgan will invest $1.5 trillion in key areas of the U.S. over 10 years. Which stocks will benefit?

Bloom Energy Corporation

Bloom Energy has already nearly quadrupled in value since the beginning of the year

Shares of a small energy company soar a quarter after AI agreement

Vistra Corp.

The surge in Vistra's quotations has exceeded the wildest forecasts and now its potential is limited, the investment bank said

Jefferies removed its recommendation to buy Vistra shares after Vistra's stock rose to a record high

Energy Fuels Inc.

Ondas Holdings Inc.

InvestorPlace markets analyst Thomas Yeung has <a href="https://investorplace.com/2025/09/4-stocks-trillion-dollar-government-spending-spree/">spotlighted</a>&nbsp;three small-cap companies that could benefit from U.S. national security investments in private businesses, such as Intel. Two are in the energy sector and stand to benefit from efforts to reshape the nuclear fuel supply chain. The third, from the defense sector, is seen as a potential beneficiary of the creation of the new U.S. "Golden Dome" missile defense system.

Beyond Intel: Small energy, defense stocks set to gain from Trump natsec spending

NuScale Power Corporation

Centrus Energy Corp.

"Nuclear power is not the future, but the present," says investment firm Hennion &amp; Walsh